In his Only The Best model, manager Czar Reyes takes a value approach in order to buy excellent businesses at fair prices. The model generally has between 11 and 20 holdings. Last month, Reyes added a few new positions to the model, including Humana Inc (NYSE: HUM). According to their website, HUM has 10.3 million medical members as well as 7.3 million specialty benefit members. The company’s stock price has been climbing pretty steadily since the beginning of October. On October 1st it closed at $50.13, and on November 2nd it reached a closing price of $60.64.
Another new position added to the model was ITT Educational Services Inc (NYSE: ESI). ESI has been involved in higher education since 1969 and on November 4th, the company’s website stated that ESI was serving about 80,000 students in campuses online and in 38 states. This year, ESI’s stock price has fallen, It closed on January 4th at $96.24 and then at $65.21 on November 2nd.
And finally, Hub Group Inc (NASDAQ: HUBG) was added to Only The Best. HUBG is a transportation company with the largest intermodal marketing company (IMC) in the U.S., according to their website. Their stock price has been pretty choppy this year, though it has recently risen from $28.22 on October 4th to $32.97 on November 3rd. During the November 4th trading day, HUBG hit a new 52-week high of $34.52 (CL Note: This number was as of 3:24 PM).
