2019 | OnTheMark Investing

DL Miley Picks for 2020

January 21, 2021December 30, 2019 by Mark Bates

I struggled to find 5 top picks for 2020, I was only able to come up with 2:

DR Horton (DHI). I think this homebuilder, currently at about $53, will reach $86 by year end. With low rates and a booming economy this is my top pick. EPS growth over the last 5 years was about 24% and return on equity is about 17%, current P/E is only 12, so I think this stock is undervalued.
LCI Industries (LCII). This auto component supplier, currently at about $108, is undervalued and could reach about $164 by year end. It also sports a dividend yield of about 2.4% as a bonus. EPS growth over the last 5 years was about 23% and return on equity is 18%. The P/E is a bit high at about 20, but expected EPS growth is 20% so I still think that this stock is undervalued.

For a speculative pick, I still like ROKU, as it is not tied to single streaming supplier – it supports Disney+, Hulu, Netflix, just about every streamer out there. And they have their own ad-supported Roku Channel. As I said on traditional value metrics I would not pick them but I bought a small amount of shares back in 2018 at about $47, and the stock is now about $148! I still think that this stock has room to grow. read more

DL Miley Year End Review of His Picks

January 21, 2021December 30, 2019 by Mark Bates

(in his own words…)

CELG – Jan 2, 2019 – 63.19, bought by BMY on Nov 25, 2019 at 108.24, 71% gain

LRCX – Jan 2, 2019 – 133.46, current price is 295.69, 121% gain

FB – Jan 2, 2019 – 128.99, current price is 206.30, 60% gain, close to my year end target of 219 read more

Miley Growth Fund

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Miley Income Fund

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