StocksForever.com

Free Monthly Top Five Undervalued Stocks in the US

Latest Updates

Wednesday, June 1, 2016

Our top five list recorded a positive monthly return of 4.50% last month amidst major indices' positive performances.  We have updated this month's top five list below.

Last update:  Wed, June 1, 2016 (prices based on closing on Tue, May 31, 2016)

Next update:  Fri, July 1, 2016 (closing prices on Thu, June 30, 2016)

Ranks, company names, symbols and their closing share prices on Tue, May 31, 2016

1.  FreightCar America, Inc. (RAIL):  US$ 14.41

2.  CSS Industries Inc (CSS):  US$ 26.74

3.  Digi International Inc. (DGII):  US$ 11.04

4.  Mantech International Corp (MANT):  US$ 35.93

5.  ClearOne Inc (CLRO):  US$ 11.03

May 2016 Performances:  +4.50%

Rank Ticker Name Adj. Closing Prices on Fri, Apr 29, 2016 Adj. Closing Prices on Tue, May 31, 2016 Adj. Monthly Gain %
1 RAIL  FreightCar America, Inc. 17.04 14.41 (15.43)
2 CACQ  Caesars Acquisition Company 7.57 9.94 31.31
3 MANT  Mantech International Corp 33.80 35.93 6.30
4 HRTG  Heritage Insurance Holdings Inc 13.29 13.16 (0.98)
5 CLRO  ClearOne Incoprorated 10.89 11.03 1.29
Average         4.50
Dow     17,773.64 17,787.20 0.08
NASDAQ     4,775.36 4,948.05 3.62
S&P 500     2,065.30 2,096.95 1.53

Apr 2016 Performances:  +12.86%

Rank Ticker Name Adj. Closing Prices on Thu, Mar 31, 2016 Adj. Closing Prices on Fri, Apr 29, 2016 Adj. Monthly Gain %
1 MN  Manning and Napier Inc 7.90 8.55 8.23
2 WMAR  West Marine, Inc. 9.09 10.02 10.23
3 CACQ  Caesars Acquisition Company 6.12 7.57 23.69
4 RAIL  FreightCar America, Inc. 15.58 17.15 10.08
5 DGII  Digi International Inc. 9.43 10.57 12.09
Average         12.86
Dow     17,685.09 17,773.64 0.50
NASDAQ     4,869.85 4,775.36 (1.94)
S&P 500     2,059.74 2,065.30 0.27

Mar 2016 Performances:  +11.74%

Rank Ticker Name Adj. Closing Prices on Tue, Mar 8, 2016 Adj. Closing Prices on Thu, Mar 31, 2016 Adj. Monthly Gain %
1 CBK  Christopher & Banks Corporation 1.77 2.39 35.03
2 DGII  Digi International Inc. 8.82 9.43 6.92
3 PWX  Providence & Worcester Railroad Company 13.36 14.40 7.78
4 AVX  AVX Corporation 12.10 12.57 3.88
5 MANT  Mantech International Corp 30.44 31.99 5.09
Average         11.74
Dow     16,964.10 17,685.09 4.25
NASDAQ     4,648.82 4,869.85 4.75
S&P 500     1,979.26 2,059.74 4.07

Jan-Feb 2016 Performances:  -2.25%

Rank Ticker Name Adj. Closing Prices on Fri, Jan 29, 2016 Adj. Closing Prices on Fri, Feb 26, 2016 Adj. Monthly Gain %
1 CBK  Christopher & Banks Corporation 1.73 1.49 (13.87)
2 MN  Manning and Napier Inc 8.24 6.89 (16.38)
3 PWX  Providence & Worcester Railroad Company 12.96 13.47 3.94
4 KE  Kimball Electronics Inc 10.04 11.50 14.54
5 BRKS  Brooks Automation, Inc 9.43 9.48 0.53
Average         (2.25)
Dow     16,466.30 16,639.97 1.05
NASDAQ     4,613.95 4,590.47 (0.51)
S&P 500     1,940.24 1,948.05 0.40

December 2015 Performances:  -1.62%

Rank Ticker Name Adj. Closing Prices on Mon, Dec 28, 2015 Adj. Closing Prices on Fri, Jan 29, 2016 Adj. Monthly Gain %
1 CBK  Christopher & Banks Corporation 1.44 1.73 20.14
2 NHLD  National Holdings Corporation 2.73 2.52 (7.69)
3 MN  Manning and Napier Inc 8.83 8.24 (6.68)
4 PWX Providence & Worcester Railroad Company 14.00 13.00 (7.14)
5 AVX AVX Corporation 12.31 11.48 (6.74)
Average         (1.62)
Dow     17,528.27 16,466.30 (6.06)
NASDAQ     5,040.99 4,613.95 (8.47)
S&P 500     2,056.50 1,940.24 (5.65)

November 2015 Performances:  +2.29%

Rank Ticker Name Adj. Closing Prices on Mon, Nov 23, 2015 Adj. Closing Prices on Thu, Dec 24, 2015 Adj. Monthly Gain %
1 CBK  Christopher & Banks Corporation 1.26 1.53 21.43
2 NHLD  National Holdings Corporation 2.54 2.72 7.09
3 KCLI  Kansas City Life Insurance Co 48.89 42.24 (13.60)
4 MN  Manning and Napier Inc 9.07 8.96 (1.21)
5 CMTL  Comtech Telecomm. Corp. 21.11 20.63 (2.27)
Average         2.29
Dow     17,792.68 17,552.17 (1.35)
NASDAQ     2,086.59 2,060.99 (1.23)
S&P 500     5,102.48 5,048.49 (1.06)

October 2015 Performances:  -2.93%

Rank Ticker Name Closing Prices on Fri, Oct 23, 2015 Closing Prices on Fri, Nov 20, 2015 Price Appreciation % Excl. Dividends
1 CBK  Christopher & Banks Corporation 1.34 1.23 (8.21)
2 NWLI  National Western Life Group Inc 258.00 260.35 0.91
3 GIFI  Gulf Island Fabrication, Inc. 11.76 9.63 (18.11)
4 MN  Manning and Napier Inc 7.97 9.25 16.06
5 NHLD  National Holdings Corporation 2.65 2.51 (5.28)
Average         (2.93)
Dow     17,646.70 17,823.81 1.00
NASDAQ     5,031.86 5,104.92 1.45
S&P 500     2,075.15 2,089.17 0.68

September 2015 Performances:  +2.95%

Rank Ticker Name Closing Prices on Mon, Sep 21, 2015 Closing Prices on Fri, Oct 23, 2015 Price Appreciation % Excl. Dividends
1 CBK  Christopher & Banks Corporation 1.36 1.34 (1.47)
2 NWLI  National Western Life Insurance Company 228.85 258.00 12.74
3 GIFI  Gulf Island Fabrication, Inc. 11.91 11.76 (1.26)
4 KCLI  Kansas City Life Insurance Co 46.79 49.87 6.58
5 MN  Manning and Napier Inc 8.12 7.97 (1.85)
Average         2.95
Dow     16,510.19 17,646.70 6.88
NASDAQ     4,828.95 5,031.86 4.20
S&P 500     1,966.97 2,075.15 5.50

August 2015 Performances:  -5.28%

Rank Ticker Name Closing Prices on Tue, Aug 18, 2015 Closing Prices on Fri, Sep 18, 2015 Price Appreciation % Excl. Dividends
1 CBK  Christopher & Banks Corporation 1.76 1.40 (20.45)
2 NWLI  National Western Life Insurance Company 235.10 227.06 (3.42)
3 GIFI  Gulf Island Fabrication, Inc. 12.86 11.94 (7.15)
4 KCLI  Kansas City Life Insurance Co 47.73 46.38 (2.83)
5 AHC  A. H. Belo Corporation 4.68 5.03 7.48
Average         (5.28)
Dow     17,511.34 16,384.58 (6.43)
NASDAQ     5,059.35 4,827.23 (4.59)
S&P 500     2,096.92 1,958.08 (6.62)

July 2015 Performances:  +0.86%

Rank Ticker Name Closing Prices on Mon, July 13, 2015 Closing Prices on Fri, Aug 14, 2015 Price Appreciation % Excl. Dividends
1 NWLI  National Western Life Insurance Company 239.99 236.50 (1.45)
2 KCLI  Kansas City Life Insurance Co 45.61 47.97 5.17
3 MN  Manning and Napier Inc 10.34 10.67 3.19
4 NAII  Natural Alternatives International, Inc. 5.78 5.83 0.87
5 AMIC  American Independence Corp. 10.36 10.00 (3.47)
Average         0.86
Dow     17,977.68 17,477.40 (2.78)
NASDAQ     5,071.51 5,048.24 (0.46)
S&P 500     2,099.60 2,091.54 (0.38)
June 2015 Performances:  -4.63%
Rank Ticker Name Closing Prices on Fri, June 12, 2015 Closing Prices on Fri, July 10, 2015 Price Appreciation % Excl. Dividends
1 AHC  A. H. Belo Corporation 5.62 5.19 (7.65)
2 NWLI  National Western Life Insurance Company 244.03 238.84 (2.13)
3 KINS  Kingstone Companies Inc 7.60 7.59 (0.13)
4 DRQ  Dril-Quip, Inc. 77.25 70.43 (8.83)
5 AVX  AVX Corporation 14.13 13.51 (4.39)
Average         (4.63)
Dow     17,898.84 17,760.41 (0.77)
NASDAQ     5,051.10 4,997.70 (1.06)
S&P 500     2,094.11 2,076.62 (0.84)

May 2015 Performances:  -1.95%

Rank Ticker Name Closing Prices on Tue, May 12, 2015 Closing Prices on Fri, June 12, 2015 Price Appreciation % Excl. Dividends
1 ENZN  Enzon Pharmaceuticals Inc 1.18 1.30 10.17
2 AHC  A. H. Belo Corporation 6.25 5.62 (10.08)
3 CCUR  Concurrent Computer Corp 6.57 6.42 (2.28)
4 MOV  Movado Group, Inc 28.52 27.59 (3.26)
5 REX  REX American Resources Corp 65.74 62.91 (4.30)
Average         (1.95)
Dow     18,068.23 17,898.84 (0.94)
NASDAQ     4,976.19 5,051.10 1.51
S&P 500     2,099.12 2,094.11 (0.24)

Apr 2015 Performances:  -6.17%

Rank Ticker Name Closing Prices on Wed, Apr 8, 2015 Closing Prices on Fri, May 8, 2015 Price Appreciation % Excl. Dividends
1 NWLI  National Western Life Insurance Company 253.58 233.98 (7.73)
2 AHC  A. H. Belo Corporation 8.24 6.01 (27.06)
3 CCUR  Concurrent Computer Corp 6.11 6.13 0.33
4 REX  REX American Resources Corp 61.75 63.37 2.62
5 VRTS  Virtus Investment Partners Inc 132.61 133.95 1.01
Average         (6.17)
Dow     17,902.51 18,191.11 1.61
NASDAQ     4,950.82 5,003.55 1.07
S&P 500     2,081.90 2,116.10 1.64

Mar 2015 Performances:  -3.26%

Rank Ticker Name Closing Prices on Fri, Mar 6, 2015 Closing Prices on Thu, Apr 2, 2015 Price Appreciation % Excl. Dividends
1 NHLD  National Holdings Corporation 4.40 3.90 (11.36)
2 NWLI  National Western Life Insurance Company 252.52 256.10 1.42
3 CCUR  Concurrent Computer Corp 6.77 6.29 (7.09)
4 DRQ  Dril-Quip, Inc. 70.12 68.34 (2.54)
5 FINL  Finish Line Inc 23.95 24.73 3.26
Average         (3.26)
Dow     17,856.78 17,763.24 (0.52)
NASDAQ     4,927.37 4,886.94 (0.82)
S&P 500     2,071.26 2,066.96 (0.21)
Feb 2015 Performances:  +3.96%
Rank Ticker Name Closing Prices on Tue, Feb 3, 2015 Closing Prices on Fri, Mar 6, 2015 Price Appreciation % Excl. Dividends
1 NWLI  National Western Life Insurance Company 237.79 252.52 6.19
2 CCUR  Concurrent Computer Corp 5.94 6.77 13.97
3 WSTG  Wayside Technology Group, Inc. 17.88 17.25 (3.52)
4 FINL  Finish Line Inc 24.41 23.95 (1.88)
5 WGO  Winnebago Industries, Inc. 21.17 22.24 5.05
Average         3.96
Dow     17,666.40 17,856.78 1.08
NASDAQ     4,727.74 4,927.37 4.22
S&P 500     2,050.03 2,071.26 1.04
Jan 2015 Performances:  -6.22%
Rank Ticker Name Closing Prices on Mon, Dec 29, 2014 Closing Prices on Fri, Jan 30, 2015 Price Appreciation % Excl. Dividends
1 NWLI  National Western Life Insurance Company 268.70 238.39 (11.28)
2 CCUR  Concurrent Computer Corp 7.05 6.30 (10.64)
3 WSTG  Wayside Technology Group, Inc. 17.76 17.80 0.23
4 UFCS  United Fire Group, Inc. 29.47 27.94 (5.19)
5 AMSF  Amerisafe, Inc. 42.48 40.70 (4.19)
Average         (6.22)
Dow     18,038.23 17,164.95 (4.84)
NASDAQ     4,806.91 4,635.24 (3.57)
S&P 500     2,090.57 1,994.99 (4.57)
Nov/Dec 2014 Performances:  +4.10%
Rank Ticker Name Closing Prices on Mon, Nov 24, 2014 Closing Prices on Fri, Jan 30, 2015 Price Appreciation % Excl. Dividends
1 NWLI  National Western Life Insurance Company 263.79 268.98 1.97
2 CCUR  Concurrent Computer Corp 6.92 7.10 2.60
3 WSTG  Wayside Technology Group, Inc. 17.70 17.81 0.62
4 UFCS  United Fire Group, Inc. 28.69 29.33 2.23
5 PCCC  PC Connection, Inc. 22.85 25.84 13.09
Average         4.10
Dow     17,817.90 18,053.71 1.32
NASDAQ     4,754.89 4,806.86 1.09
S&P 500     2,069.41 2,088.77 0.94
Oct 2014 Performances:  -3.47%
Rank Ticker Name Closing Prices on Thu, Oct 23, 2014 Closing Prices on Fri, Nov 21, 2014 Price Appreciation % Excl. Dividends
1 NWLI  National Western Life Insurance Company 247.05 261.80 5.97
2 WSTG  Wayside Technology Group, Inc. 16.51 17.41 5.45
3 RGR  Sturm, Ruger & Company 51.03 38.37 (24.81)
4 CRWS  Crown Crafts, Inc. 7.46 7.19 (3.62)
5 FF  FutureFuel Corp. 12.13 12.09 (0.33)
Average         (3.47)
Dow     16,677.90 17,810.06 6.79
NASDAQ     4,452.79 4,712.97 5.84
S&P 500     1,950.82 2,063.50 5.78
Sep 2014 Performances:  +0.62%
Rank Ticker Name Closing Prices on Sep 19, 2014 Closing Prices on Fri, Oct 17, 2014 Price Appreciation % Excl. Dividends
1 RGR  Sturm, Ruger & Company 48.36 48.68 0.66
2 WSTG  Wayside Technology Group, Inc. 16.28 15.85 (2.64)
3 CRWS  Crown Crafts, Inc. 7.18 7.53 4.87
4 BBBY  Bed Bath & Beyond Inc. 63.85 63.10 (1.17)
5 STMP  Stamps.com Inc. 32.41 32.86 1.39
Average         0.62
Dow     17,279.74 16,380.41 (5.20)
NASDAQ     4,579.79 4,258.44 (7.02)
S&P 500     2,010.40 1,886.76 (6.15)
August 2014 Performances:  +0.33%
Rank Ticker Name Closing Prices on Mon, Aug 18, 2014 Closing Prices on Fri, Sep 19, 2014 Price Appreciation % Excl. Dividends
1 WSTG  Wayside Technology Group, Inc. 15.16 16.28 7.39
2 BBBY  Bed Bath & Beyond Inc. 62.39 63.85 2.34
3 RGR  Sturm, Ruger & Company 50.10 48.36 (3.47)
4 SAFT  Safety Insurance Group, Inc. 54.84 53.58 (2.30)
5 CSS  CSS Industries Inc 24.90 24.33 (2.29)
Average         0.33
Dow     16,838.74 17,279.74 2.62
NASDAQ     4,508.31 4,579.79 1.59
S&P 500     1,971.74 2,010.40 1.96
July 2014 Performances:  -1.20%
Rank Ticker Name Closing Prices on Mon, July 14, 2014 Closing Prices on Fri, Aug 15, 2014 Price Appreciation % Excl. Dividends
1 NPK  National Presto Industries Inc. 71.10 65.98 (7.20)
2 ACAT Arctic Cat Inc 38.05 36.82 (3.23)
3 BBBY  Bed Bath & Beyond Inc. 60.13 61.91 2.96
4 SAFT  Safety Insurance Group, Inc. 51.06 54.19 6.13
5 WSTG  Wayside Technology Group, Inc. 16.09 15.34 (4.66)
Average         (1.20)
Dow     17,055.42 16,662.91 (2.30)
NASDAQ     4,440.42 4,464.93 0.55
S&P 500     1,977.10 1,955.06 (1.11)
June 2014 Performances:  +0.17%
Rank Ticker Name Closing Prices on Mon, June 9, 2014 Closing Prices on Fri, July 11, 2014 Price Appreciation % Excl. Dividends
1 WSTG  Wayside Technology Group, Inc. 14.84 16.11 8.56
2 NPK  National Presto Industries Inc. 71.39 70.62 (1.08)
3 USMO  USA Mobility Inc 16.10 15.74 (2.24)
4 SAFT  Safety Insurance Group, Inc. 51.00 50.85 (0.29)
5 BBBY  Bed Bath & Beyond Inc. 62.15 59.61 (4.09)
Average         0.17
Dow     16,943.10 16,943.81 0.00
NASDAQ     4,336.24 4,415.49 1.83
S&P 500     1,951.27 1,967.57 0.84

May 2014 Performances:  -0.90%

Rank Ticker Name Closing Prices on Tue, May 6, 2014 Closing Prices on Fri, June 6, 2014 Price Appreciation % Excl. Dividends
1 NPK  National Presto Industries Inc. 70.45 70.69 0.34
2 ITIC  Investors Title Company 66.01 68.96 4.47
3 BBBY  Bed Bath & Beyond Inc. 61.24 61.91 1.09
4 WSTG  Wayside Technology Group, Inc. 16.01 14.96 (6.56)
5 SAFT  Safety Insurance Group, Inc. 53.32 51.26 (3.86)
Average         (0.90)
Dow     16,401.02 16,924.28 3.19
NASDAQ     4,080.76 4,321.40 5.90
S&P 500     1,867.72 1,949.44 4.38

Apr 2014 Performances:  -8.53%

Rank Ticker Name Closing Prices on Fri, Mar 28, 2014 Closing Prices on Wed, Apr 30, 2014 Price Appreciation % Excl. Dividends
1 SAFT  Safety Insurance Group, Inc. 54.00 53.50 (0.93)
2 ITIC  Investors Title Company 75.56 68.99 (8.70)
3 PETS  Petmed Express Inc 13.31 12.87 (3.31)
4 WSTG  Wayside Technology Group, Inc. 20.30 16.40 (19.21)
5 BBBY  Bed Bath & Beyond Inc. 69.38 62.10 (10.49)
Average         (8.53)
Dow     16,323.06 16,580.84 1.58
NASDAQ     4,155.76 4,114.56 (0.99)
S&P 500     1,857.62 1,883.95 1.42

Mar 2014 Performances:  +5.44%

Rank Ticker Name Closing Prices on Fri, Feb 28, 2014 Closing Prices on Fri, Mar 28, 2014 Price Appreciation % Excl. Dividends
1 TNH  Terra Nitrogen Company, L.P. 165.16 153.00 (7.36)
2 WSTG Wayside Technology Group, Inc. 14.20 19.76 39.15
3 BKE The Buckle, Inc. 45.37 45.60 0.51
4 CLRO  ClearOne Incoprorated 10.83 10.68 (1.39)
5 NMFC New Mountain Finance Corporation  15.02 14.46 (3.73)
Average         5.44
Dow     16,321.71 16,323.06 0.01
NASDAQ     4,308.12 4,155.76 (3.54)
S&P 500     1,859.45 1,857.62 (0.10)

Feb 2014 Performances:  +1.68%

Rank Ticker Name Closing Prices on Fri, Jan 31, 2014 Closing Prices on Fri, Feb 28, 2014 Price Appreciation % Excl. Dividends
1 TNH  Terra Nitrogen Company, L.P. 157.14 165.16 5.10
2 CLRO  ClearOne Incoprorated 9.17 10.83 18.10
3 NWLI  National Western Life Insurance Company 218.15 226.05 3.62
4 KOSS  Koss Corporation 5.81 4.61 (20.65)
5 LF  LeapFrog Enterprises, Inc. 7.12 7.28 2.25
Average         1.68
Dow     15,698.85 16,321.71 3.97
NASDAQ     4,103.88 4,308.12 4.98
S&P 500     1,782.59 1,859.45 4.31

Jan 2014 (Jan 3, 2014 - Jan 2, 2015) Annual Gain/Loss %

Our portfolio:  -7.77%

Dow:  +8.28%

S&P 500:  +12.39%

Nasdaq:  +14.40%

Rank Ticker Name Adj. Closing Prices on Fri, Jan 3, 2014 Adj. Closing Prices on Fri, Jan 31, 2014 Adj. Monthly Gain % Adj. Closing Prices on Fri, Jan 2, 2015 Adj. Annual Gain %
1 TNH  Terra Nitrogen Company, L.P. 124.69 135.62 8.77 95.69 (23.26)
2 CLRO  ClearOne Incoprorated 8.98 8.97 (0.11) 9.61 7.02
3 KOSS  Koss Corporation 5.01 5.74 14.57 1.81 (63.87)
4 NWLI  National Western Life Insurance Company 220.65 217.54 (1.41) 265.72 20.43
5 CRUS  Cirrus Logic, Inc. 19.62 17.51 (10.75) 23.71 20.85
Average         2.21   (7.77)
Dow     16,469.99 15,698.85 (4.68) 17,832.99 8.28
NASDAQ     4,131.91 4,103.88 (0.68) 4,726.81 14.40
S&P 500     1,831.37 1,782.59 (2.66) 2,058.20 12.39

Dec 2013 (Dec 6, 2013 - Dec 5, 2014) Annual Gain/Loss %

Our portfolio:  -3.96%

Dow:  +12.10%

S&P 500:  +14.97%

Nasdaq:  +17.68%

Rank Ticker Name Adj. Closing Prices on Fri, Dec 6, 2013 Adj. Closing Prices on Fri, Jan 3, 2014 Adj. Monthly Gain % Adj. Closing Prices on Fri, Dec 5, 2014 Adj. Annual Gain %
1 CYS  CYS Investments Inc 5.41 5.81 7.39 7.73 42.88
2 BODY  Body Central Corp 36.60 38.20 4.37 1.81 (95.05)
3 NWLI  National Western Life Insurance Company 215.39 220.65 2.44 259.53 20.49
4 KCLI  Kansas City Life Insurance Co 47.65 44.83 (5.92) 46.34 (2.75)
5 CSWC  Capital Southwest Corporation 33.92 33.70 (0.65) 38.88 14.62
Average         1.53   (3.96)
Dow     16,020.20 16,469.99 2.81 17,958.79 12.10
NASDAQ     4,062.52 4,131.91 1.71 4,780.76 17.68
S&P 500     1,805.09 1,831.37 1.46 2,075.37 14.97

Nov 2013 (Nov 8, 2013 - Nov 7, 2014) Annual Gain/Loss %

Our portfolio:  -7.69%

Dow:  +11.50%

S&P 500:  +14.76%

Nasdaq:  +18.20%

Rank Ticker Name Adj. Closing Prices on Fri, Nov 8, 2013 Adj. Closing Prices on Fri, Dec 6, 2013 Adj. Monthly Gain % Adj. Closing Prices on Fri, Nov 7, 2014 Adj. Annual Gain %
1 BODY  Body Central Corp 34.50 36.60 6.09 1.22 (96.46)
2 CYS  CYS Investments Inc 5.84 5.41 (7.36) 7.60 30.14
3 NWLI  National Western Life Insurance Company 204.42 215.39 5.37 271.59 32.86
4 NMFC  New Mountain Finance Corp. 11.44 12.03 5.16 13.00 13.64
5 MFLX  Multi-Fineline Electronix, Inc. 12.53 13.57 8.30 10.20 (18.60)
Average         3.51   (7.69)
Dow     15,761.78 6,020.20 (61.81) 17,573.93 11.50
NASDAQ     3,919.23 4,062.52 3.66 4,632.53 18.20
S&P 500     1,770.61 1,805.09 1.95 2,031.92 14.76

Oct 2013 (Oct 11, 2013 - Oct 10, 2014) Annual Gain/Loss %

Our portfolio:  +3.15%

Dow:  +8.58%

S&P 500:  +11.91%

Nasdaq:  +12.77%

Rank Ticker Name Adj. Closing Prices on Fri, Oct 11, 2013 Adj. Closing Prices on Fri, Nov 8, 2013 Adj. Monthly Gain % Adj. Closing Prices on Fri, Oct 10, 2014 Adj. Annual Gain %
1 CYS  CYS Investments Inc 5.98 5.84 (2.34) 7.35 22.91
2 NWLI  National Western Life Insurance Company 211.29 204.42 (3.25) 235.77 11.59
3 KCLI  Kansas City Life Insurance Co 42.99 44.14 2.68 43.13 0.33
4 IVR  Invesco Mortgage Capital Inc 12.11 11.65 (3.80) 14.18 17.09
5 MFLX  Multi-Fineline Electronix, Inc. 14.63 12.53 (14.35) 9.34 (36.16)
Average         (4.21)   3.15
Dow     15,237.11 15,761.78 3.44 16,544.10 8.58
NASDAQ     3,791.87 3,919.23 3.36 4,276.24 12.77
S&P 500     1,703.20 1,770.61 3.96 1,906.13 11.91

Sep 2013 (Sep 6, 2013 - Sep 5, 2014) Annual Gain/Loss %

Our portfolio:  +17.55%

Dow:  +14.84%

S&P 500:  +21.30%

Nasdaq:  +25.22%

Rank Ticker Name Adj. Closing Prices on Fri, Sep 6, 2013 Adj. Closing Prices on Fri, Oct 4, 2013 Adj. Monthly Gain % Adj. Closing Prices on Fri, Sep 5, 2014 Adj. Annual Gain %
1 NWLI  National Western Life Insurance Company 201.93 200.35 (0.78) 251.38 24.49
2 KCLI  Kansas City Life Insurance Co 41.65 42.03 0.91 45.00 8.04
3 IVR  Invesco Mortgage Capital Inc 11.78 12.10 2.72 15.03 27.59
4 AMIC  American Independence Corp. 9.80 10.50 7.14 10.75 9.69
5 CSWC  Capital Southwest Corporation 34.02 31.91 (6.20) 40.12 17.93
Average         0.76   17.55
Dow     14,922.50 15,072.58 1.01 17,137.36 14.84
NASDAQ     3,660.01 3,807.75 4.04 4,582.90 25.22
S&P 500     1,655.17 1,690.50 2.13 2,007.71 21.30

Aug 2013 (Aug 9, 2013 - Aug 8, 2014) Annual Gain/Loss %:

Our portfolio:  +12.91%

Dow:  +7.32%

S&P 500:  +14.20%

Nasdaq:  +19.42%

Rank Ticker Name Adj. Closing Prices on Fri, Aug 9, 2013 Adj. Closing Prices on Fri, Sep 6, 2013 Adj. Monthly Gain % Adj. Closing Prices on Fri, Aug 8, 2014 Adj. Annual Gain %
1 NWLI  National Western Life Insurance Company 212.34 201.93 (4.90) 235.34 10.83
2 KCLI  Kansas City Life Insurance Co 39.98 41.65 4.18 43.25 8.18
3 AMIC  American Independence Corp. 8.02 9.80 22.19 11.74 46.38
4 GENC Gencor Industries Inc. 7.69 8.63 12.22 10.18 32.38
5 MFLX Multi-Fineline Electronics, Inc. 15.42 15.69 1.75 10.30 (33.20)
Average