Sweet 16 Update - March 1

[dan_s]

Sweet 16 Growth Portfolio spreadsheet has been posted under the Sweet 16 Tab:
> Tab 1 is a summary of the EPS and CFPS forecasts,
> Tab 2 shows my Fair Value Estimate compared to First Call's Price Target for each company as of 3-1-2014

The Sweet 16 are now up 7.6% YTD, much of it coming last week as the market was impressed by most of the Q4 reports.

GTE, OAS, ROSE and SM are all down YTD. They are all doing just fine. In fact, I rate SM a "Screaming Buy" at this price.

New additions MTDR and SN continue to lead the pack. UNT made a nice move last week. It is my Top Pick for natural gas.

GPOR has the largest total gain, up 478% since being added to the Sweet 16 on 1/1/2010.