Recommended Stocks — Closing Price: July 31, 2015

This chart shows all PCM's recommendations for the past 49 months showing an average return of +41.3%. .

Additional recommendations are available on request. This table does not include speculative
and short sale candidates which are only appropriate for clients who have requested them.

	Date	Name	Ticker	Action	Price	Close	Gain
	7/2/15	Cogent Communications	ALGN	Buy	$32.50	$31.79	-2.2%
	6/2/15	Express Scripts	ESRX	Buy	$86.00	$90.07	4.7%
	5/4/15	Align Technology	ALGN	Buy	$59.00	$62.70	6.3%
	3/4/15	Sabre Corp	SABR	Buy	$21.60	$26.60	24.0%
	2/5/15	Cogent Communications	CCOI	Buy	$38.50	$31.79	-15.7%
	1/5/15	Monmouth Realty	MNR	Buy	$11.60	$10.02	-11.0%
	11/4/14	Marine Harvest	MHG	Buy	$13.95	$12.36	-9.1%
	9/1/14	Veeva Systems**	VEEV	Buy	$30.00	$30.87	2.9%
	8/5/14	Sealed Air	SEE	Buy	$32.70	$53.17	64.2%
	8/5/14	KVH Industries	KVHI	Buy	$12.65	$12.27	-3.0%
	7/3/14	Texas Pacific**	TPL	Buy	$160.00	$191.03	19.4%
	6/3/14	Ingredion	INGR	Buy	$76.50	$88.29	18.2%
	4/2/14	Questcor*	QCOR	Buy	$68.00	$89.15	31.5%
	4/2/14	SodaStream**	SODA	Buy	$43.50	$18.06	-58.5%
	3/5/14	Whistler Holdings	WSBHF	Buy	$14.20	$15.38	16.9%
	1/8/14	ChipMOS**	IMOS	Buy	$19.00	$21.84	15.7%
	12/5/13	Sealed Air	SEE	Buy	$31.50	$53.17	71.7%
	12/5/13	Make My Trip	MMYT	Buy	$17.65	$14.60	-17.3%
	11/5/13	Royal Caribbean	RCL	Buy	$42.75	$89.85	114.7%
	10/2/13	JP Morgan	JPM	Buy	$52.00	$68.53	37.9%
	9/6/13	Owens-Illinois**	OI	Buy	$29.25	$30.05	2.7%
	8/3/13	Cedar Fair, L.P.	FUN	Buy	$43.50	$53.65	36.4%
	6/5/13	Macquarie Infra.	MIC	Buy	$53.50	$84.93	73.0%
	4/2/13	ChipMOS**	IMOS	Buy	$12.90	$21.84	71.5%
	4/2/13	Energy Transfer Partners	ETP	Buy	$50.75	$51.20	17.6%
	3/4/13	Kohlberg, Kravis, Roberts**	KKR	Buy	$18.10	$23.30	28.7%
	2/3/13	Weatherford Int.**	WFT	Buy	$13.25	$12.27	-7.4%
	1/6/13	Tronox Limited**	TROX	Buy	$20.00	$23.88	29.4%
	12/3/12	KVH Industries	KVHI	Buy	$12.60	$12.27	-2.6%
	12/3/12	Telular*	WRLS	Buy	$10.06	$12.74	28.6%
	10/3/12	Seagate Technology	STX	Buy	$30.00	$50.60	83.4%
	9/4/12	Arcos Dorados**	ARCO	Buy	$13.25	$11.92	-7.8%
	8/4/12	ChipMOS**	IMOS	Buy	$11.50	$21.84	93.6%
	7/3/12	SeaDrill**	SDRL	Buy	$37.50	$35.60	11.6%
	6/6/12	Mako Surgical*	MAKO	Buy	$23.25	$29.53	27.0%
	5/4/12	KVH Ind.	KVHI	Buy	$9.15	$12.27	34.1%
	4/6/12	SBA Com.	SBAC	Buy	$50.25	$120.72	140.2%
	3/6/12	du Pont**	DD	Buy	$50.50	$63.95	37.4%
	2/9/12	Credicorp**	BAP	Buy	$119.00	$133.17	16.0%
	1/12/12	Genesis Energy**	GEL	Buy	$28.50	$44.03	75.8%
	12/2/11	Telular*	WRLS	Buy	$6.96	$12.74	91.2%
	11/6/11	Carters**	CRI	Buy	$36.00	$71.56	99.7%
	11/6/11	Family Dollar**	FDO	Buy	$58.00	$69.28	22.1%
	11/6/11	Macquarie Infra.	MIC	Buy	$27.71	$84.93	245.9%
	10/3/11	KVH Ind.	KVHI	Hold	$7.53	$12.27	62.9%
	10/3/11	Apple	AAPL	Buy	$50.00	$121.30	154.0%
	10/3/11	Family Dollar**	FDO	Buy	$50.86	$69.28	39.2%
	8/6/11	Carters**	CRI	Buy	$29.99	$71.56	139.7%
	8/6/11	KVH Ind.	KVHI	Hold	$9.38	$12.27	30.8%
	7/2/11	Telular*	WRLS	Buy	$6.06	$12.74	123.1%
	7/2/11	SeaDrill**	SDRL	Buy	$35.73	$35.60	26.3%
	7/2/11	KVH Ind.	KVHI	Hold	$11.19	$12.27	9.7%
	NOTES: Gains include dividends. All numbers are unaudited. The risk of loss always exists, and past results are not necessarily indicative of future results. * Company acquired, position closed. ** Position closed at manager's discretion.

 

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