It is vital that historical track record is measured accurately, transparently and truthfully. Below is the track record of prior Fat Pitch calls in chronological order. The price appreciation (and depreciation) is measured in real time, whilst the dividend return is only added at the end of the year.
| Company | Ticker Symbol | Thesis | Date initiated | Curr. | Initiated Price | Current Price | Change | Target Price | Upside Potential | 3-Year Chart | 52 week range | PE Ratio | EPS | Market Cap (in Mln) | PE Ratio | ||||
| 4 | Equifax | EFX | Value – Stalwart | 13-Sep-2017 | USD | 98.99 | 213.65 | 116% | 4000 | 1772% | 145.98 | – | 234.14 | 44.9 | 4.76 | 26,203 | 45 | ||
| 3 | Shire | SHP.L | Value – Stalwart | 22-Aug-2017 | #N/A | 3724 | #N/A | #N/A | 4500 | #N/A | #N/A | #N/A | – | #N/A | #N/A | #N/A | #N/A | #N/A | |
| 2 | Imperial Brands | IMB.L | Cash Yield | 7-Jul-2017 | #N/A | 3454.5 | #N/A | #N/A | 4000 | #N/A | #N/A | #N/A | – | #N/A | #N/A | #N/A | #N/A | #N/A | |
| 1 | Roche Holdings | RHHBY | Value – Stalwart | 7-Jul-2017 | USD | 31.37 | 40.39 | 29% | 40 | -1% | 34.7 | 43.32 | 19.14 | 2.11 | 264,829 | 19 |
