bespoke 50 3/30/12 - bespoke investment group - think big

Bespoke Investment G

roup Be

spok

e In

vest

men

t G

roup

Bespoke 50 3/30/12

of 7 © Copyright 2012, Bespoke Investment Group, LLC. Bespoke Investment Group, LLC believes all information contained in this report to be accurate, but we do not guarantee its accuracy. None of the information in this re-port or any opinions expressed constitutes a solicitation of the purchase or sale of any securities or commodities.

The “Bespoke 50” is a list of top growth stocks in the Russell 3,000. To make the list, a stock must have strong earnings growth prospects along with an attractive price chart based on Bespoke’s proprietary fundamental and technical analysis. The list is sorted alphabetically, and each stock is equally weighted when analyzing performance. The “Bespoke 50” is updated weekly. Stocks new to the list this week are shaded in green. As always, investors should use this list as a starting point for further analysis. Price charts for all 50 stocks are included on the following pages.

Stock Company Sector PriceEst. EPS Growth

Next YearABD ACCO Brands Corp Industrials 12.41 32.97ACAT Arctic Cat Inc Consumer Discret. 42.84 52.22ACET Aceto Corp Industrials 9.49 41.07ALXN Alexion Pharmaceuticals Inc Health Care 92.86 42.21AVNW Aviat Networks Inc Technology 2.82 1800.00BYI Bally Technologies Inc Consumer Discret. 46.75 25.53CALD Callidus Software Inc Technology 7.81 261.11CHRS Charming Shoppes Inc Consumer Discret. 5.90 66.01CONN Conn's Inc Consumer Discret. 15.35 80.49CPTS Conceptus Inc Health Care 14.38 121.43CRI Carter's Inc Consumer Discret. 49.77 25.47CTCT Constant Contact Inc Technology 29.79 28.23DDD 3D Systems Corp Technology 23.54 26.57DDR DDR Corp Financials 14.60 124.39DHI DR Horton Inc Consumer Discret. 15.17 63.04DLR Digital Realty Trust Inc Financials 73.97 25.62EXP Eagle Materials Inc Materials 34.75 119.97FBHS Fortune Brands Home & Security Inc Industrials 22.07 34.88FHN First Horizon National Corp Financials 10.38 35.09FIRE Sourcefire Inc Technology 48.13 27.87GEOI GeoResources Inc Energy 32.74 32.25GET Gaylord Entertainment Co Consumer Discret. 30.80 35.95GLDD Great Lakes Dredge & Dock Corp Industrials 7.22 29.79GTLS Chart Industries Inc Industrials 73.33 40.96HOS Hornbeck Offshore Services Inc Energy 42.03 57.36INVN InvenSense Inc Technology 18.10 40.78LBTYA Liberty Global Inc Consumer Discret. 50.08 75.13MAC Macerich Co/The Financials 57.75 30.96MOVE Move Inc Technology 9.71 38.24MPWR Monolithic Power Systems Inc Technology 19.67 33.42PKT Procera Networks Inc Technology 22.36 35.24PVTB PrivateBancorp Inc Financials 15.17 64.62RAX Rackspace Hosting Inc Technology 57.79 43.77SIRI Sirius XM Radio Inc Consumer Discret. 2.31 34.21SNV Synovus Financial Corp Financials 2.05 98.88SUNH Sun Healthcare Group Inc Health Care 6.84 23.30SWHC Smith & Wesson Holding Corp Consumer Discret. 7.75 39.63TPCG TPC Group Inc Materials 44.21 40.58TREX Trex Co Inc Industrials 32.08 60.78TRGP Targa Resources Corp Energy 45.45 28.07TRNX Tornier NV Health Care 25.70 4775.00TWTC tw telecom inc Telecom Services 22.16 34.31ULTA Ulta Salon Cosmetics & Fragrance Inc Consumer Discret. 92.89 26.21URI United Rentals Inc Industrials 42.89 34.13VLTR Volterra Semiconductor Corp Technology 34.42 26.65WIFI Boingo Wireless Inc Telecom Services 12.10 39.66WPP Wausau Paper Corp Materials 9.38 40.06WTFC Wintrust Financial Corp Financials 35.79 34.49WY Weyerhaeuser Co Financials 21.92 94.18Z Zillow Inc Technology 35.59 122.44

The Bespoke 50: 3/30/12

Bespoke 50 S&P 500Last Week 0.85 0.43Since Inception 8.19 4.03

Performance (%)

RemovedCLRMHRMLM


roup Be

spok

e In

vest

men

t G

roup

B.I.G. Tips 3/30/12


ABD ACAT

ACET ALXN

AVNW BYI

CALD CHRS

CONN CPTS

2

4

6

8

10

12

14

16

3/25 6/7 8/17 10/27 1/10 3/228

13

18

23

28

33

38

43

48

3/25 6/7 8/17 10/27 1/10 3/22

2

4

6

8

10

12

3/25 6/7 8/17 10/27 1/10 3/2237

47

57

67

77

87

97

3/25 6/7 8/17 10/27 1/10 3/22

-1

1

3

5

7

3/25 6/7 8/17 10/27 1/10 3/22 22

25

28

31

34

37

40

43

46

49

3/25 6/7 8/17 10/27 1/10 3/22

2

4

6

8

10

3/25 6/7 8/17 10/27 1/10 3/220

2

4

6

8

3/25 6/7 8/17 10/27 1/10 3/22

2

4

6

8

10

12

14

16

18

3/25 6/7 8/17 10/27 1/10 3/227

9

11

13

15

17

3/25 6/7 8/17 10/27 1/10 3/22


roup Be

spok

e In

vest

men

t G

roup

Bespoke 50 3/30/12


DDD DDR

DHI DLR

EXP FBHS

FHN FIRE

CTCTCRI

25

28

31

34

37

40

43

46

49

52

3/25 6/7 8/17 10/27 1/10 3/2212

15

18

21

24

27

30

33

36

39

3/25 6/7 8/17 10/27 1/10 3/22

10

13

16

19

22

25

28

31

3/25 6/7 8/17 10/27 1/10 3/227

9

11

13

15

17

3/25 6/7 8/17 10/27 1/10 3/22

6

8

10

12

14

16

18

3/25 6/7 8/17 10/27 1/10 3/22

48

51

54

57

60

63

66

69

72

75

78

3/25 6/7 8/17 10/27 1/10 3/22

13

16

19

22

25

28

31

34

37

40

3/25 6/7 8/17 10/27 1/10 3/229

11

13

15

17

19

21

23

25

3/25 6/7 8/17

3

5

7

9

11

13

3/28 6/8 8/18 10/28 1/11 3/2321

24

27

30

33

36

39

42

45

48

51

54

3/25 6/7 8/17 10/27 1/10 3/22


roup Be

spok

e In

vest

men

t G

roup

B.I.G. Tips 3/30/12


HOS INVN

LBTYA MAC

MOVE MPWR

GTLS

GEOI GET

GLDD

12

15

18

21

24

27

30

33

36

39

3/25 6/7 8/17 10/27 1/10 3/2215

18

21

24

27

30

33

36

39

3/25 6/7 8/17 10/27 1/10 3/22

1

3

5

7

9

3/25 6/7 8/17 10/27 1/10 3/2229

39

49

59

69

79

3/25 6/7 8/17 10/27 1/10 3/22

17

20

23

26

29

32

35

38

41

44

47

3/25 6/7 8/17 10/27 1/10 3/225

8

11

14

17

20

23

26

3/25 6/7

30

33

36

39

42

45

48

51

54

3/25 6/7 8/17 10/27 1/10 3/2236

39

42

45

48

51

54

57

60

3/25 6/7 8/17 10/27 1/10 3/22

2

4

6

8

10

12

3/25 6/7 8/17 10/27 1/10 3/227

9

11

13

15

17

19

21

3/25 6/7 8/17 10/27 1/10 3/22


roup Be

spok

e In

vest

men

t G

roup

Bespoke 50 3/30/12


SWHC TPCG

TREX TRGP

SUNH

PKT PVTB

RAX SIRI

SNV

5

8

11

14

17

20

23

26

3/25 6/7 8/17 10/27 1/10 3/224

6

8

10

12

14

16

18

3/25 6/7 8/17 10/27 1/10 3/22

27

32

37

42

47

52

57

62

3/25 6/7 8/17 10/27 1/10 3/221

2

3

3/25 6/7 8/17 10/27 1/10 3/22

0

1

2

3

4

3/25 6/7 8/17 10/27 1/10 3/220

2

4

6

8

10

12

14

16

3/25 6/7 8/17 10/27 1/10 3/22

0

2

4

6

8

10

3/25 6/7 8/17 10/27 1/10 3/2213

18

23

28

33

38

43

48

53

3/25 6/7 8/17 10/27 1/10 3/22

12

15

18

21

24

27

30

33

36

3/25 6/7 8/17 10/27 1/10 3/2224

27

30

33

36

39

42

45

48

51

3/25 6/7 8/17 10/27 1/10 3/22


roup Be

spok

e In

vest

men

t G

roup

B.I.G. Tips 3/30/12


TRNX TWTC

ULTA URI

VLTR WIFI

WPP WTFC

WY Z

14

16

18

20

22

24

26

28

30

32

3/25 6/7 8/17 10/27 1/10 3/2213

15

17

19

21

23

25

3/25 6/7 8/17 10/27 1/10 3/22

40

50

60

70

80

90

100

3/25 6/7 8/17 10/27 1/10 3/229

14

19

24

29

34

39

44

49

3/25 6/7 8/17 10/27 1/10 3/22

16

19

22

25

28

31

34

37

3/25 6/7 8/17 10/27 1/10 3/224

6

8

10

12

14

16

3/25 6/7 8/17 10/27 1/10

3

5

7

9

11

3/25 6/7 8/17 10/27 1/10 3/2222

24

26

28

30

32

34

36

38

40

3/25 6/7 8/17 10/27 1/10 3/22

12

14

16

18

20

22

24

26

28

3/25 6/7 8/17 10/27 1/10 3/2214

24

34

44

54

64

3/25 6/7 8/17 10/27


roup Be

spok

e In

vest

men

t G

roup

Bespoke 50 3/30/12


LegalBy using our site (this "Site"), you are agreeing to comply with and be bound by the following terms and conditions. If you do not agree to the following terms and conditions, you may not use this Site. The terms "Bespoke" , "us", "we" or "our" refer to Bespoke Investment Group, LLC. The term "Service" includes, but is not limited to, the text, content, graphics, audio or video produced by Bespoke and appearing on this Site. The terms "you" and "your" refer to the user of the Service or viewer of this Site.

Acceptance of AgreementBy using this Site, you represent to us that you have read and agree to the terms and conditions set forth in this legal statement, which constitutes a legal and binding agreement between you and us (the "Agreement"). This Agreement constitutes the only and entire agreement between you and us, and supersedes all prior or contemporaneous agreements, representations, warranties and understandings with respect to your use of the Site and the Service. This Agreement may be amended at any time by us, and from time to time, without any notice to you. The latest Agreement will be posted on the Site, and you should review the Agreementprior to using or viewing this Site or the Service. You also agree to comply with U.S. law regarding the transmission of any information or data obtained from the Site or the Service in accordance with this Agreement. You also agree to not disrupt or interfere with the Site or the Service or use the Site or the Service for illegal purposes.

Copyrights and Trademarks The works of authorship contained in the Service, including but not limited to all data, design, text, images, charts, audio,video or other data compilations or collective works, and all trademarks, tradenames, service marks and other intellectual property, are owned, except as otherwise expressly stated, by Bespoke or one of our data providers, and may not be copied, reproduced, transmitted, displayed, performed, distributed, rented, sublicensed, altered, stored for subsequent use or otherwise used in whole or in part in any manner without the prior written consent of Bespoke in each instance. This Site and the Service are protected by copyrights, trademarks, service marks, international treaties, and/or other proprietary rights and laws of the United States. The Site and the Service are also protected as collective works or compilations under U.S. copyright and other laws and treaties. All individual articles, columns, and other elements making up the Site or the Service are also copyrighted works. You agree to abide by all additional copyright notices or restrictions contained in the Site or the Service.

Disclaimer and Limitations of LiabilityAll information, data and analysis contained in the Site or the Service are provided "AS IS" and without warranty of any kind, either expressed or implied. Bespoke is not a Registered Investment Adviser. All information, data and analysis provided by the Site or the Service is for informational and educational purposes only and is not a recommendation to buy or sell a security or basket of securities, including but not limited to equities, options and other derivative products, fixed income products, and ETFs. Bespoke believes all information, data and analysis contained in the Service to be accurate, but does not guarantee its accuracy. Under no circumstances, including, but not limited to, negligence, shall Bespoke, any of Bespoke´s affiliates, employees, or other third party data providers be liable to you for direct, indirect, consequential, incidental, special, punitive or exemplary damages even if an authorized Bespoke representative has been advised specifically of the possibility of such damages, arising from the use of or inability to use the Site or the Service, such as, but not limited to, losses, loss of revenue, anticipated profits or lost business. Applicable law may not allow the limitation or exclusion of liability or incidental or consequential damages. In no event shall Bespoke s total liability to you for all damages, losses, and causes and action (whether in contract or tort, including but not limited to negligence) exceed the amount paid by you, if any, for accessing this Site or using theService. All opinions expressed on this Site are subject to change without notice, and you should always obtain current information and perform appropriate due diligence before making trades or investment decisions. Bespoke, any of Bespoke´s affiliates, employees, or other third party data providers may have long or short positions in the securities discussed in the Service and may purchase or sell such securities without notice. Bespoke uses various methods to evaluate investments which may, at times, produce contradictory recommendations with respect to the same securities. When evaluating the results of prior Bespoke recommendations or Bespoke performance rankings, you should also consider that Bespoke may modify the methods it uses to evaluate investment opportunities from time to time. For this and for many other reasons, the performance of Bespoke´s past recommendations or investments is not a guarantee of future results.The securities mentioned in this Site or in the Service may not be eligible for sale in some states or countries, nor be suitable for all types of investors; their value and income they produce may fluctuate and/or be adversely affected by exchange rates, interest rates or other factors.

LinksThe Site may from time to time display links to other websites or resources sponsored by third parties as a convenience to you. We are not responsible or liable for, and do not endorse, the content or operation of such third-party websites, including but not limited to the advertising, products, services or other materials on or available from such websites or resources. Various third-party websites may provide links to this Site. We have not reviewed any or all of the third-party websites linked to this Site. We are not responsible for the content of any off-site pages or any other websites linked to this Site. Your linking to this Site, off-site pages or other websites is at your own risk.

Termination of ServiceEither you or Bespoke may terminate this Agreement with or without cause at any time and effective immediately. You may terminate the Agreement by discontinuing use of the Service and destroying all materials obtained from the Site or the Service. This Agreement will terminate immediately withoutnotice from Bespoke if you, in Bespoke´s sole discretion, fail to comply with any provision of this Agreement. Upon termination by you or upon notice of termination by Bespoke, you must destroy promptly all materials obtained from the Site or the Service and any copies. The Copyrights and Trademarks and Disclaimer and Limitations of Liability provisions of this Agreement shall survive any termination of this Agreement.

Governing LawThis Agreement and your use of the Site and Service will be governed by the laws of the State of New York, as applied to contracts entered into between New York residents and performed in New York. Any dispute arising out of this Agreement or your use of the Site or the Service will be heard only inthe state or federal courts located in Westchester County, New York USA, and you consent and submit to the personal jurisdiction of such courts.

Site OperationThis Site is controlled and operated from the United States of America and we make no representation that any information, data or analysis contained on this Site or in the Service are appropriate for use in other locations. If you use this Site from other locations you are responsible for compliance with applicable local laws.

Pricing and CancellationsBespoke reserves the right to change the prices of any products or subscriptions provided by the Service. Unless otherwise specified, all subscriptions to the Service will be automatically renewed when they come up for renewal using the payment information we have on file. Subscriptions may be cancelled at any time and are non-refundable. All payments made to Bespoke are made through a third party service. Bespoke is not liable for any monies lost during the transaction process, non-payment issues or declination of any credit card.

OtherThe Site or the Service may be temporarily unavailable from time to time due to required maintenance, telecommunications interruptions, or other disruptions. Although Bespoke makes every reasonable effort to minimize such downtime, Bespoke does not guarantee full availability of the Site or the Service.

InterpretationIf any provision of this Agreement is found invalid or unenforceable, that provision will be enforced to the maximum extent permissible, and the other provisions of the Agreement will remain in force. This Agreement states the entire agreement between you and us relating to use of the Site or the Service. This Agreement may not be amended except as provided above.

ContactIf you have any questions, concerns or comments, please email [email protected].

bespoke 50 3/30/12 - bespoke investment group - think big

Documents