5 Yrs | 10 Yrs | 15 Yrs | |
SGRNX | 10.82 | 6.31 | 8.36 |
---|---|---|---|
S&P 500 TR | 0.58 | 1.80 | 5.75 |
Ognar seeks long-term capital appreciation and invests principally in equity securities of companies that are believed to have prospects for robust and sustainable growth of revenues and earnings. Let's look at its top 10 tholdings:
Ticker | Company Name | % Asset |
AAPL | Apple, Inc. | 5.49% |
PX | Praxair, Inc. | 2.67% |
KMX | CarMax, Inc. | 2.50% |
WFM | Whole Foods Market, Inc. | 2.32% |
CTSH | Cognizant Technology Solutions Corporation A | 2.30% |
PXD | Pioneer Natural Resources Company | 2.22% |
STJ | St Jude Medical, Inc. | 2.07% |
ALXN | Alexion Pharmaceuticals, Inc. | 2.05% |
PCLN | Priceline.com, Inc. | 2.03% |
TSCO | Tractor Supply | 1.96% |
These stocks have the following ratios:
SGRNX | Large Cap Growth Average | |
Price/Earnings | 23.69 | 16.67 |
Price/Book | 3.75 | 2.97 |
Price/Sales | 2.64 | 1.87 |
Price/Cashflow | 13.60 | 9.75 |
3 Year Earnings Growth | 20.22% | 15.15% |
So we can see that these stocks are not cheap, compared with other large growth stocks. But they have excellent earnings growth (20% in the last 3 years), as exemplified by stocks like Apple (AAPL), Priceline (PCLN) (which has enjoyed solid earning growth in this frugal economic environment) and Whole Foods (WFM) (still enjoyed by upper class consumers who are actually less affected by this balance sheet repairing downturn). (source seekingalpha.com )