PaceSetters
PaceSetters screens companies by strict financial criteria. Management associated with the companies that meet this criteria generally have proven their expertise. Rewards are measurable in the price of their Company's stock, PE ratio and corporate esteem. PaceSetters companies are high in cash flow, low in debt and excellent in management. If PaceSetters screens these portfolios, is it investment advice? No. What the screens are designed to do is expose investment ideas to knowledgeable investors. No future predictions are taken into account on any company and as long as that company is a PaceSetter it will remain, regardless of its price.
Current Portfolio - Updated April 15, 2008
| Rank | Name (Symbol:Exchange) | Date Selected |
Purchased Price |
Current Price |
% Change |
Profile | |
|---|---|---|---|---|---|---|---|
| 1 | MANITOWOC COMPANY (THE) (MTW:NYSE) | 03/08 | 40.44 | 36.05 | -10.86% | Profile | |
| 2 | WESTERN DIGITAL CORP. (WDC:NYSE) | 03/08 | 31.27 | 27.17 | -13.11% | Profile | |
| 3 | NVIDIA CORP. (NVDA:NASDAQ) | 06/07 | 26.34 | * | 18.12 | -31.21% | Profile |
| 4 | SUN HYDRAULICS CORP. (SNHY:NASDAQ) | 06/07 | 29.70 | * | 29.60 | -0.34% | Profile |
| 5 | ZUMIEZ INC. (ZUMZ:NASDAQ) | 11/07 | 27.72 | 17.54 | -36.72% | Profile | |
| 6 | ION GEOPHYSICAL CORP. (IO:NYSE) | 03/08 | 13.45 | 14.90 | 10.78% | Profile | |
| 7 | THE GORMAN-RUPP CO. (GRC:AMEX) | 04/08 | 30.94 | 30.94 | 0.00% | Profile | |
| 8 | SMITH INTERNATIONAL INC. (SII:NYSE) | 06/07 | 60.25 | 69.30 | 15.02% | Profile | |
| 9 | IMMUCOR INC. (BLUD:NASDAQ) | 03/07 | 28.53 | 26.76 | -6.20% | Profile | |
| 10 | PERICOM SEMICONDUCTOR CORP. (PSEM:NASDAQ) | 11/07 | 16.08 | 14.90 | -7.34% | Profile | |
| 11 | WMS INDUSTRIES INC. (WMS:NYSE) | 11/07 | 33.39 | 33.80 | 1.23% | Profile | |
| 12 | ARTHROCARE CORP. (ARTC:NASDAQ) | 11/07 | 59.01 | 35.09 | -40.54% | Profile | |
| 13 | LIFECELL CORP. (LIFC:NASDAQ) | 03/07 | 23.93 | 50.68 | 111.78% | Profile |
Prior PaceSetter Database Portfolios
| Mar 14, 2008 PRIOR PACESETTER PORTFOLIO | ||||||
| Rank | Symbol | Exchange | Name | Purchase Price |
Current Price |
|
|---|---|---|---|---|---|---|
| 1 | MTW | NYSE | MANITOWOC COMPANY INC. (THE) | 40.44 | 36.05 | |
| 2 | WDC | NYSE | WESTERN DIGITAL CORP. | 31.27 | 27.17 | |
| 3 | NVDA | NASDAQ | NVIDIA CORP. | 18.32 | 18.12 | |
| 4 | ZUMZ | NASDAQ | ZUMIEZ INC. | 15.24 | 17.54 | |
| 5 | IO | NYSE | ION GEOPHYSICAL CORP. | 13.45 | 14.90 | |
| 6 | SNHY | NASDAQ | SUN HYDRAULICS CORP. | 27.02 | 29.60 | |
| 7 | SII | NYSE | SMITH INTERNATIONAL INC. | 63.10 | 69.30 | |
| 8 | BLUD | NASDAQ | IMMUCOR INC. | 21.74 | 26.76 | |
| 9 | PSEM | NASDAQ | PERICOM SEMICONDUCTOR CORP. | 12.15 | 14.90 | |
| 10 | CHRW | NASDAQ | C H ROBINSON WORLDWIDE | 52.66 | 58.25 | |
| 11 | LIFC | NASDAQ | LIFECELL CORP. | 38.35 | 50.68 | |
| 12 | ARTC | NASDAQ | ARTHROCARE CORP. | 36.00 | 35.09 | |
| 13 | WMS | NYSE | WMS INDUSTRIES | 38.86 | 33.80 | |
Rank 1-10 Percent Change: 7.65%
Total Percent Change: 7.16%
DJIA Percent Change: 3.44%
| Feb 15, 2008 PRIOR PACESETTER PORTFOLIO | ||||||
| Rank | Symbol | Exchange | Name | Purchase Price |
Current Price |
|
|---|---|---|---|---|---|---|
| 1 | FORM | NASDAQ | FORMFACTOR INC. | 19.32 | 17.18 | |
| 2 | LECO | NASDAQ | LINCOLN ELECTRIC HOLDINGS | 62.48 | 69.88 | |
| 3 | SNHY | NASDAQ | SUN HYDRAULICS CORP. | 21.66 | 29.60 | |
| 4 | ZUMZ | NASDAQ | ZUMIEZ INC. | 18.46 | 17.54 | |
| 5 | NVDA | NASDAQ | NVIDIA CORP. | 22.27 | 18.12 | |
| 6 | CHRW | NASDAQ | C H ROBINSON WORLDWIDE | 53.83 | 58.25 | |
| 7 | SII | NYSE | SMITH INTERNATIONAL INC. | 60.52 | 69.30 | |
| 8 | PSEM | NASDAQ | PERICOM SEMICONDUCTOR CORP. | 13.48 | 14.90 | |
| 9 | WMS | NYSE | WMS INDUSTRIES | 39.64 | 33.80 | |
| 10 | BLUD | NASDAQ | IMMUCOR INC. | 28.45 | 26.76 | |
| 11 | LIFC | NASDAQ | LIFECELL CORP. | 38.21 | 50.68 | |
| 12 | ARTC | NASDAQ | ARTHROCARE CORP. | 41.37 | 35.09 | |
| 13 | VDSI | NASDAQ | VASCO DATA SECURITY INT'L INC. | 17.51 | 12.91 | |
Rank 1-10 Percent Change: 2.64%
Total Percent Change: 1.35%
DJIA Percent Change: 0.12%
| Jan 15, 2008 PRIOR PACESETTER PORTFOLIO | ||||||
| Rank | Symbol | Exchange | Name | Purchase Price |
Current Price |
|
|---|---|---|---|---|---|---|
| 1 | KNOT | NASDAQ | KNOT INC. (THE) | 13.04 | 10.28 | |
| 2 | FORM | NASDAQ | FORMFACTOR INC. | 25.71 | 18.90 | |
| 3 | LECO | NASDAQ | LINCOLN ELECTRIC HOLDINGS | 59.99 | 69.88 | |
| 4 | SNHY | NASDAQ | SUN HYDRAULICS CORP. | 20.26 | 29.60 | |
| 5 | HITT | NASDAQ | HITTITE MICROWAVE CORP. | 42.17 | 38.54 | |
| 6 | ZUMZ | NASDAQ | ZUMIEZ INC. | 16.83 | 17.54 | |
| 7 | NVDA | NASDAQ | NVIDIA CORP. | 26.73 | 18.12 | |
| 8 | CHRW | NASDAQ | C H ROBINSON WORLDWIDE | 47.83 | 58.25 | |
| 9 | SII | NYSE | SMITH INTERNATIONAL INC. | 64.90 | 69.30 | |
| 10 | PSEM | NASDAQ | PERICOM SEMICONDUCTOR CORP. | 13.63 | 14.90 | |
| 11 | WMS | NYSE | WMS INDUSTRIES | 31.66 | 33.80 | |
| 12 | BLUD | NASDAQ | IMMUCOR INC. | 30.16 | 26.76 | |
| 13 | LIFC | NASDAQ | LIFECELL CORP. | 41.16 | 50.68 | |
| 14 | ARTC | NASDAQ | ARTHROCARE CORP. | 46.37 | 35.09 | |
| 15 | VDSI | NASDAQ | VASCO DATA SECURITY INT'L INC. | 20.11 | 12.91 | |
Rank 1-10 Percent Change: 1.62%
Total Percent Change: -1.69%
DJIA Percent Change: -1.11%
| Dec 14, 2007 PRIOR PACESETTER PORTFOLIO | ||||||
| Rank | Symbol | Exchange | Name | Purchase Price |
Current Price |
|
|---|---|---|---|---|---|---|
| 1 | KNOT | NASDAQ | KNOT INC. (THE) | 13.07 | 10.28 | |
| 2 | FORM | NASDAQ | FORMFACTOR INC. | 32.71 | 18.90 | |
| 3 | LECO | NASDAQ | LINCOLN ELECTRIC HOLDINGS | 70.21 | 69.88 | |
| 4 | HITT | NASDAQ | HITTITE MICROWAVE CORP. | 44.46 | 38.54 | |
| 5 | TISI | NASDAQ | TEAM INC. | 33.43 | 30.84 | |
| 6 | SNHY | NASDAQ | SUN HYDRAULICS CORP. | 27.89 | 29.60 | |
| 7 | SII | NYSE | SMITH INTERNATIONAL INC. | 67.84 | 69.30 | |
| 8 | ZUMZ | NASDAQ | ZUMIEZ INC. | 22.91 | 17.54 | |
| 9 | CHRW | NASDAQ | C H ROBINSON WORLDWIDE | 51.52 | 58.25 | |
| 10 | WMS | NYSE | WMS INDUSTRIES | 32.16 | 33.80 | |
| 11 | NVDA | NASDAQ | NVIDIA CORP. | 35.07 | 18.12 | |
| 12 | BLUD | NASDAQ | IMMUCOR INC. | 31.76 | 26.76 | |
| 13 | PSEM | NASDAQ | PERICOM SEMICONDUCTOR CORP. | 17.01 | 14.90 | |
| 14 | LIFC | NASDAQ | LIFECELL CORP. | 44.77 | 50.68 | |
| 15 | ARTC | NASDAQ | ARTHROCARE CORP. | 51.20 | 35.09 | |
| 16 | VDSI | NASDAQ | VASCO DATA SECURITY INT'L INC. | 25.31 | 12.91 | |
Rank 1-10 Percent Change: -8.21%
Total Percent Change: -14.11%
DJIA Percent Change: -7.33%
| Nov 15, 2007 PRIOR PACESETTER PORTFOLIO | ||||||
| Rank | Symbol | Exchange | Name | Purchase Price |
Current Price |
|
|---|---|---|---|---|---|---|
| 1 | KNOT | NASDAQ | KNOT INC. (THE) | 16.63 | 10.28 | |
| 2 | LECO | NASDAQ | LINCOLN ELECTRIC HOLDINGS | 69.08 | 69.88 | |
| 3 | FORM | NASDAQ | FORMFACTOR INC. | 38.97 | 18.90 | |
| 4 | KMGB | NASDAQ | KMG CHEMICALS | 15.01 | 13.33 | |
| 5 | TISI | NASDAQ | TEAM INC. | 30.72 | 30.84 | |
| 6 | HITT | NASDAQ | HITTITE MICROWAVE CORP. | 46.20 | 38.54 | |
| 7 | SII | NYSE | SMITH INTERNATIONAL INC. | 60.58 | 69.30 | |
| 8 | CHRW | NASDAQ | C H ROBINSON WORLDWIDE | 46.77 | 58.25 | |
| 9 | SNHY | NASDAQ | SUN HYDRAULICS CORP. | 29.11 | 29.60 | |
| 10 | NVDA | NASDAQ | NVIDIA CORP. | 31.74 | 18.12 | |
| 11 | ZUMZ | NASDAQ | ZUMIEZ INC. | 27.72 | 17.54 | |
| 12 | WMS | NYSE | WMS INDUSTRIES | 33.39 | 33.80 | |
| 13 | BLUD | NASDAQ | IMMUCOR INC. | 30.12 | 26.76 | |
| 14 | PSEM | NASDAQ | PERICOM SEMICONDUCTOR CORP. | 16.08 | 14.90 | |
| 15 | LIFC | NASDAQ | LIFECELL CORP. | 41.71 | 50.68 | |
| 16 | ARTC | NASDAQ | ARTHROCARE CORP. | 59.01 | 35.09 | |
| 17 | VDSI | NASDAQ | VASCO DATA SECURITY INT'L INC. | 21.31 | 12.91 | |
Rank 1-10 Percent Change: -11.82%
Total Percent Change: -13.57%
DJIA Percent Change: -5.70%
| Oct 15, 2007 PRIOR PACESETTER PORTFOLIO | ||||||
| Rank | Symbol | Exchange | Name | Purchase Price |
Current Price |
|
|---|---|---|---|---|---|---|
| 1 | KNOT | NASDAQ | KNOT INC. (THE) | 20.72 | 10.28 | |
| 2 | CRDN | NASDAQ | CERADYNE INC. | 74.19 | 32.27 | |
| 3 | AVX | NYSE | AVX CORP. | 16.57 | 12.92 | |
| 4 | GRP | NYSE | GRANT PRIDECO INC. | 55.45 | 54.57 | |
| 5 | TIE | NYSE | TITANIUM METALS CORP. | 32.09 | 15.26 | |
| 6 | AAON | NASDAQ | AAON INC. | 19.90 | 17.76 | |
| 7 | SYNL | NASDAQ | SYNALLOY CORP. | 21.05 | 14.10 | |
| 8 | FORM | NASDAQ | FORMFACTOR INC. | 42.96 | 18.90 | |
| 9 | LECO | NASDAQ | LINCOLN ELECTRIC HOLDINGS | 78.49 | 69.88 | |
| 10 | HOC | NYSE | HOLLY CORP. | 64.73 | 44.62 | |
| 11 | HITT | NASDAQ | HITTITE MICROWAVE CORP. | 43.63 | 38.54 | |
| 12 | ANDE | NASDAQ | ANDERSONS INC. (THE) | 46.65 | 42.79 | |
| 13 | ASTE | NASDAQ | ASTEC INDUSTRIES INC. | 59.32 | 37.92 | |
| 14 | CHRW | NASDAQ | C H ROBINSON WORLDWIDE | 53.44 | 58.25 | |
| 15 | SII | NYSE | SMITH INTERNATIONAL INC. | 74.64 | 69.30 | |
| 16 | SNHY | NASDAQ | SUN HYDRAULICS CORP. | 34.54 | 29.60 | |
| 17 | NVDA | NASDAQ | NVIDIA CORP. | 36.39 | 18.12 | |
| 18 | LIFC | NASDAQ | LIFECELL CORP. | 42.62 | 50.68 | |
| 19 | BLUD | NASDAQ | IMMUCOR INC. | 37.29 | 26.76 | |
| 20 | VDSI | NASDAQ | VASCO DATA SECURITY INT'L INC. | 42.95 | 12.91 | |
Rank 1-10 Percent Change: -32.48%
Total Percent Change: -26.14%
DJIA Percent Change: -11.60%
PaceSetters Database History
The following graph depicts results of PaceSetters portfolios verses the gains in the major indices from April 1988 to Present.
For additional information on the PaceSetters Database, please contact Erik Grinde by phone (860)-974-2223 or e-mail erik@prars.com.