Forbes Investor Jan2014 Master Buy List.pdf

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  • PAGE 8 F O R B E S I N V E S T O R

    Ticker Company Name Industry Reference Date Reference Price Recent Price Dividend Yield

    Master Buy ListBASIC MATERIALSHUN Huntsman Corporation Specialty Chemicals May 25, 2011 18.76 24.60 0.50 2.0%AVD American Vanguard Corp. Agricultural Chemicals June 27, 2013 22.94 24.29 0.20 0.8%AXLL Axiall Corporation Chemicals November 26, 2013 44.52 47.44 0.64 1.3%NOR Noranda Aluminum Holding Aluminum February 28, 2013 4.76 3.29 0.04 1.2%

    CONSUMER CYCLICALSGT Goodyear Tire & Rubber Co. Automotive Aftermarket January 31, 2013 13.75 23.85 0.20 0.8%FL Foot Locker, Inc. Specialty Retailer August 29, 2013 32.54 41.44 0.80 1.9%BGFV Big 5 Sporting Goods Inc. Specialty Retailer December 16, 2013 18.18 19.82 0.40 2.0%

    CONSUMER NON-CYCLICALSQCOR Questcor Pharmaceuticals Drugs November 27, 2013 57.76 54.45 1.20 2.2%TSN Tyson Foods, Inc. Meat Packing September 30, 2013 28.28 33.46 0.30 0.9%MYGN Myriad Genetics, Inc. Drugs February 26, 2013 25.05 20.99 N/A NilMYL Mylan Inc. Drugs January 31, 2012 20.75 43.40 N/A NilCVS CVS Caremark Corporation Drug Stores August 23, 2013 57.97 71.57 1.10 1.5%OFIX Orthofix International Medical Devices April 22, 2013 32.37 22.82 N/A NilSKH Skilled Healthcare Group Medical Services April 29, 2011 12.12 4.81 N/A NilSNY Sanofi SA Drugs October 31, 2012 43.85 53.63 1.79 3.3%

    ENERGYNOG Northern Gas and Oil, Inc. Oil & Gas Production May 10, 2013 13.75 15.07 N/A NilHERO Hercules offshore, Inc. Oil Well Drilling December 30, 2013 6.39 6.52 N/A Nil

    INDUSTRIALTMO Thermo Fisher Scientific Electronics/Instruments November 10, 2011 47.73 111.35 0.60 0.5%AZZ AZZ Incorporated Electrical Equipment July 31, 2013 37.83 48.86 0.56 1.1%

    TECHNOLOGYHPQ Hewlett-Packard Company Computers August 17, 2010 40.82 27.98 0.58 2.1%SYNA Synaptics Incorporated Electronic Components June 27, 2013 38.55 51.81 N/A NilFLEX Flextronics International Electronics Manufacturing September 24, 2012 6.15 7.77 N/A NilXRX Xerox Corporation Computers January 29, 2013 8.14 12.17 0.23 1.9%WU The Western Union Co. Data Processing Services July 26, 2012 17.27 17.25 0.50 2.9%GLW Corning Incorporated Electronics/Instruments October 12, 2011 13.56 17.82 0.40 2.2%CDNS Cadence Design Systems Electronic Production Equip. September 23, 2013 13.55 14.02 N/A NilIACI IAC/InterActiveCorp Internet Info. Providers March 28, 2013 44.68 68.65 0.96 1.4%CTL CenturyLink, Inc. Telecommunications Svcs. July 26, 2013 36.03 31.85 2.16 6.8%ROVI Rovi Corporation Packaged Software October 24, 2013 19.25 19.69 N/A NilEMC EMC Corporation Computer Peripherals October 30, 2013 24.00 25.15 0.40 1.6%QCOM Qualcomm Incorporated Telecommunications Equip. May 31, 2012 57.31 74.25 1.40 1.9%

    FORBES INVESTORS ADVISORY INSTITUTEProviding Independent Research and Trusted Advice since 1946FORBES BUILDING, 60 FIFTH AVENUE, NEW YORK, NY 10011

    PRESIDENT: WALLACE FORBES, CFAEDITOR: TAESIK YOON, CFAANALYST: JULIUS JUENEMANNDIRECTOR OF MARKETING & BUSINESS DEVELOPMENT: CRISTINA BALUYUTMARKETING: COORDINATOR: DIANE SCHMIDDESIGNER: CHARLES A. BRUCALIERE

    Companies chosen for listing in Forbes Investor have gone through a rigor-ous selection process that begins with an in-depth analysis of fundamentalstrength and a derivation of present value using highly conservativeassumptions. We then utilize a set of quantitative filters that attempt toidentify those with the greatest potential for near term appreciation.Information about each company is obtained from sources that are believedto be reliable. Members of the Forbes Investor staff may hold positions insome or all of the stocks listed or discussed in this report. For subscription information, call (877) 733-7876. For editorial information,call (212) 206-5518.

    All stocks listed are strong buys as determined by our fundamental analysis and quantitative model. They are listedaccording to their ranking (i.e., highest ranked stocks toward the top of each sector category). New additions are shadedin blue. Recently dropped stocks (when appropriate) are listed at the bottom. We strongly recommend proper diversifica-tion. The fewer the number of stocks in a portfolio or the more concentrated the holdings, the greater the investment risk.

    Stocks dropped from last issue: AIR(+59%), EPIQ(+32%)