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Industrials

  • Roper Industries
  • Flowserve Corporation
  • Rockwell Automation Inc.
  • Emerson Electric

Discretionary

  • News Corporation
  • Marriott Int'l.
  • TripAdvisor
  • GameStop Corp.

Staples

  • Hormel Foods Corp.
  • Philip Morris International
  • Procter & Gamble
  • Smucker (J.M.)

Tech

  • Fidelity National Information Services
  • Autodesk Inc
  • Automatic Data Processing
  • Salesforce.com

Energy

  • Diamond Offshore Drilling
  • Denbury Resources Inc.
  • EOG Resources
  • ConocoPhillips

Health care

  • Abbott Laboratories
  • CIGNA Corp.
  • Celgene Corp.
  • Boston Scientific

Materials

  • Ball Corp
  • PPG Industries
  • FMC Corporation
  • Vulcan Materials

Utilities

  • Entergy Corp.
  • TECO Energy
  • EQT Corporation
  • Pinnacle West Capital

Telecoms

  • CenturyLink Inc
  • MetroPCS Communications Inc.
  • Sprint Nextel Corp.
  • Crown Castle International Corp.

Recent Valuations

Undervalued

Ticker Estimate Market price
COOL 1.01 0.61
WRLS 13.34 12.84
VSAT 133.29 49.99
UBNT 30.43 16.53
UBNT 17.13 16.53

Overvalued

Ticker Estimate Market price
CSX 17.79 25.76
PWR 15.65 29.41
MILL -0.27 3.80
ZBRA 31.80 46.67
ZBRA 44.61 46.67
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