3.0 Procedure
The following watch lists
contain stock candidates for consideration. They are not necessarily
trades. Categories include checklists for insider buying and cash rich
companies, as well as, filters that employ stock picking methods used by
master traders. The information is not meant to imply any endorsement or
sponsorship by these master traders.
Current stock rankings
are based on the degree to which stocks are overbought or over sold based on
the 28-period Williams %R for the past two trading days. Two
columns are labeled “%R1” and “%R2” with “%R2” indicating the Williams %R for
the most recent trading day. Of course, values more negative than -80 are
oversold and those less negative than -20 are overbought.
One should keep in mind
that oversold stocks are not necessarily ready to move upward. They could
very well be in a condition of continuous decline. The lists are meant to
serve as a starting point for further due diligence.
A column labeled “Monthly
% Gain” was added to show the inverse relationship between price action
over the past month and the Williams %R. The change from a 10-period
Williams %R with a weekly percent change to a 28-period Williams %R with a
monthly percent change was done to reflect a longer term view.
The “Reference” is the
date that a stock passed the indicated filter and was first added to or
returned to the list. The “% Change” is how the price has changed since the
reference date. Stocks that are down 10% or more after being listed are
removed for a period of about two months. The “% from Max” is the percentage
the price has declined from the maximum price reached since the reference
date. Stocks that are down 8% from their highs after being listed are
flagged in yellow. Stocks that are down 15% from their highs after being
listed are removed for two months. More information on filters is available
on the web site.
A performance summary of
filtering techniques for checklists and master trader selection methods is
given in Table 3A.
Table 3A
Stock Filter Summary
|
Filter
|
Avg. % Change Since Listed
|
Avg. % Change Friday
|
1 Month
|
1 Week Ago
|
2 weeks Ago
|
3 Weeks Ago
|
4 Weeks Ago
|
|
Net Insider Buying
|
2.0%
|
-0.7%
|
1.6%
|
-2.3%
|
2.8%
|
4.1%
|
-2.8%
|
|
Cash Rich Companies
|
2.0%
|
1.2%
|
-7.9%
|
0.1%
|
-0.3%
|
-1.6%
|
-6.3%
|
|
Price to Free Cash
Flow
|
1.5%
|
-1.3%
|
-6.7%
|
-4.6%
|
0.2%
|
0.8%
|
-3.2%
|
|
Growth Momentum
|
8.2%
|
-0.3%
|
-5.7%
|
-4.0%
|
2.1%
|
1.9%
|
-5.5%
|
|
Lynch
|
13.6%
|
0.5%
|
-3.7%
|
-3.3%
|
2.0%
|
0.5%
|
-2.8%
|
|
Buffett
|
11.3%
|
0.0%
|
-4.0%
|
-3.8%
|
1.5%
|
1.6%
|
-3.1%
|
|
Graham
|
5.9%
|
-0.2%
|
0.4%
|
-2.2%
|
2.4%
|
2.2%
|
-1.9%
|
|
Templeton
|
2.4%
|
-0.4%
|
-2.0%
|
-2.2%
|
0.9%
|
0.4%
|
-1.1%
|
|
Zweig
|
2.6%
|
-0.1%
|
-2.5%
|
-3.0%
|
2.3%
|
1.6%
|
-3.2%
|
|
Average
|
5.5%
|
-0.1%
|
-3.4%
|
-2.8%
|
1.5%
|
1.3%
|
-3.3%
|
Key
|
Passed Recent Filter
|
|
Price declined by half of stop
loss setting
|
|
Oversold based on Williams %R
(%R2 is most recent)
|
|
Overbought based on Williams %R (%R2 is
most recent)
|
Companies that have
experienced net insider buying within the past 6 months of 5% or more of
issued stock are listed in Table 3B. These stocks should also appear in one
of the master trader screens or meet additional screening criteria before
being given serious consideration. This list is a mixture of stocks that are
optionable and those that are not.
Table 3B
Net Insider Buying Check List
|
Stock
|
Reference
|
% Chg
|
Company
|
Sector
|
Industry
|
% from Max
|
Monthly % Gain
|
%R1
|
%R2
|
|
SGXP
|
06/09/06
|
0.0%
|
SGX
Pharmaceuticals, Inc.
|
Health
Care
|
Biotechnology
& Drugs
|
0.0%
|
-15.6%
|
-70
|
-92
|
|
TRGT
|
06/02/06
|
-0.7%
|
Targacept
, Inc.
|
Health
Care
|
Biotechnology
& Drugs
|
-1.4%
|
-4.0%
|
-85
|
-85
|
|
ULBI
|
06/02/06
|
-9.7%
|
Ultralife
Batteries, Inc.
|
Technology
|
Electronic
Instruments & Controls
|
-9.7%
|
-9.7%
|
-76
|
-83
|
|
LXU
|
12/23/05
|
29.0%
|
LSB
Industries, Inc.
|
Basic
Materials
|
Chemical
Manufacturing
|
-9.0%
|
-5.8%
|
-67
|
-67
|
|
RGNC
|
05/26/06
|
-0.4%
|
Regency
Energy Partners LP
|
Utilities
|
Natural
Gas Utilities
|
-2.8%
|
0.8%
|
-43
|
-59
|
|
EQS
|
04/13/06
|
0.0%
|
Equus II
Incorporated
|
Financial
|
Investment
Services
|
-6.1%
|
-2.0%
|
-51
|
-57
|
|
NAHC
|
05/12/06
|
1.1%
|
National
Atlantic Holdings Corporation
|
Financial
|
Insurance
(Property & Casualty)
|
-1.3%
|
1.1%
|
-48
|
-56
|
|
IOMI
|
06/09/06
|
0.0%
|
Iomai
Corporation
|
Health
Care
|
Biotechnology
& Drugs
|
0.0%
|
-0.9%
|
-69
|
-39
|
|
MOCC
|
05/26/06
|
-2.7%
|
Moscow
CableCom Corp.
|
Services
|
Broadcasting
& Cable TV
|
-5.4%
|
23.6%
|
-30
|
-30
|
|
APN
|
06/09/06
|
0.0%
|
Applica
Incorporated
|
Consumer
Cyclical
|
Appliances
& Tools
|
0.0%
|
0.9%
|
-16
|
-19
|
|
ACME
|
05/12/06
|
5.0%
|
ACME Communications,
Inc.
|
Services
|
Broadcasting
& Cable TV
|
-2.1%
|
3.3%
|
-5
|
-14
|
Companies with net cash
positions that comprise at least 40% of their share price are listed in Table
3C. These stocks should also appear in one of the master trader screens or
meet additional screening criteria before being given serious consideration.
Again, this list is a mixture of stocks that are optionable and those that
are not.
Table 3C
Capital Rich Companies Check
List
|
Stock
|
Reference
|
% Chg
|
Company
|
Sector
|
Industry
|
% from Max
|
Monthly % Gain
|
%R1
|
%R2
|
|
HRAY
|
05/19/06
|
-6.8%
|
Hurray!
Holding Co., Ltd. (ADR)
|
Services
|
Communications
Services
|
-6.8%
|
-28.6%
|
-93
|
-85
|
|
WSC
|
03/11/06
|
-4.3%
|
Wesco
Financial Corporation
|
Conglomerates
|
Conglomerates
|
-6.3%
|
-6.0%
|
-76
|
-78
|
|
ACTS
|
05/05/06
|
2.4%
|
Actions
Semiconductor Co., Ltd. (ADR)
|
Technology
|
Semiconductors
|
-5.3%
|
-3.0%
|
-44
|
-40
|
|
SCIX
|
04/07/06
|
16.5%
|
Scailex
Corp., Ltd.
|
Technology
|
Computer
Networks
|
-1.7%
|
5.9%
|
-17
|
-17
|
Table 3D was added to
contain companies having a low price to free cash flow (P-FCF) less than 5.
Companies having P-FCF less than 10 are typically capable of financing the
purchase of all their outstanding shares of stock.
Table 3D
Price to Free Cash Flow
Companies Check List
|
Stock
|
Reference
|
% Chg
|
Company
|
Sector
|
Industry
|
% from Max
|
Monthly % Gain
|
%R1
|
%R2
|
|
TEO
|
06/09/06
|
0.0%
|
Telecom
Argentina S.A. (ADR)
|
Services
|
Communications
Services
|
0.0%
|
-8.2%
|
-77
|
-88
|
|
TGS
|
06/09/06
|
0.0%
|
Transportadora
de Gas del Sur S.A (ADR)
|
Energy
|
Oil
& Gas Operations
|
0.0%
|
-2.8%
|
-71
|
-84
|
|
KWD
|
03/04/06
|
11.0%
|
Kellwood
Company
|
Consumer
Cyclical
|
Apparel/Accessories
|
-12.4%
|
-7.6%
|
-84
|
-82
|
|
RHD
|
06/09/06
|
0.0%
|
R.H.
Donnelley Corp.
|
Services
|
Advertising
|
0.0%
|
-4.4%
|
-66
|
-80
|
|
FIS
|
05/12/06
|
-1.8%
|
Fidelity
National Information Services
|
Services
|
Business
Services
|
-3.2%
|
-3.2%
|
-73
|
-76
|
|
RKT
|
06/09/06
|
0.0%
|
Rock-Tenn
Company
|
Basic
Materials
|
Paper
& Paper Products
|
0.0%
|
-3.8%
|
-51
|
-52
|
For the Peter Lynch style
screen in Table 3E, the number of selections is reduced by selecting only
optionable stocks having P/E’s less than 30.
Table 3E
Peter Lynch Value Watch List
|
Stock
|
Reference
|
% Chg
|
Company
|
Sector
|
Industry
|
% from Max
|
Monthly % Gain
|
%R1
|
%R2
|
|
BTI
|
08/12/05
|
23.4%
|
British
American Tobacco (ADR)
|
Consumer
Non-Cyclical
|
Tobacco
|
-4.8%
|
-3.0%
|
-85
|
-85
|
|
SKM
|
02/07/05
|
22.6%
|
SK
Telecom Co., Ltd. (ADR)
|
Services
|
Communications
Services
|
-10.8%
|
-8.5%
|
-81
|
-81
|
|
CAE
|
04/21/06
|
-5.8%
|
Cascade
Corporation
|
Capital
Goods
|
Misc.
Capital Goods
|
-8.6%
|
-2.4%
|
-52
|
-52
|
|
AZN
|
02/03/06
|
14.2%
|
AstraZeneca
PLC (ADR)
|
Health
Care
|
Major
Drugs
|
-4.0%
|
-0.7%
|
-59
|
-51
|
For the Growth Momentum
screen in Table 3F, the number of selections is reduced by selecting only
optionable stocks having P/E’s less than 30.
Table 3F
Growth Momentum Watch List
|
Stock
|
Reference
|
% Chg
|
Company
|
Sector
|
Industry
|
% from Max
|
Monthly % Gain
|
%R1
|
%R2
|
|
HCC
|
10/21/05
|
11.6%
|
HCC
Insurance Holdings, Inc.
|
Financial
|
Insurance
(Property & Casualty)
|
-12.8%
|
-4.9%
|
-85
|
-85
|
|
ENDP
|
02/17/06
|
-2.2%
|
Endo
Pharmaceuticals
|
Health
Care
|
Biotechnology
& Drugs
|
-12.9%
|
-4.5%
|
-81
|
-80
|
|
KCS
|
05/12/06
|
-7.5%
|
KCS
Energy, Inc.
|
Energy
|
Oil
& Gas Operations
|
-7.5%
|
-7.5%
|
-80
|
-80
|
|
CHE
|
05/06/05
|
34.7%
|
Chemed
Corporation
|
Services
|
Business
Services
|
-14.6%
|
-7.4%
|
-78
|
-78
|
|
GRMN
|
03/03/06
|
22.1%
|
Garmin
Ltd.
|
Technology
|
Communications
Equipment
|
-7.5%
|
-4.6%
|
-64
|
-65
|
|
GS
|
04/21/06
|
-9.6%
|
Goldman
Sachs Group, Inc.
|
Financial
|
Investment
Services
|
-9.6%
|
-4.0%
|
-64
|
-64
|
|
MDR
|
05/12/06
|
N/A
|
McDermott
International
|
Capital
Goods
|
Construction
Services
|
N/A
|
-4.6%
|
196
|
-59
|
The filter for Warren
Buffet style stock picking in Table 3G is for the intermediate to long term.
Two requirements were added. One was to include only optionable stocks in
order to find LEAPS opportunities. The other requirement was to include only
those stocks having a PE of 17 or less.
Table 3G
Warren Buffett Value Watch List
|
Stock
|
Reference
|
% Chg
|
Company
|
Sector
|
Industry
|
% from Max
|
Monthly % Gain
|
%R1
|
%R2
|
|
ANF
|
03/03/06
|
-5.3%
|
Abercrombie
& Fitch Co.
|
Services
|
Retail
(Apparel)
|
-13.0%
|
-8.0%
|
-90
|
-90
|
|
BTI
|
12/30/05
|
10.5%
|
British
American Tobacco (ADR)
|
Consumer
Non-Cyclical
|
Tobacco
|
-4.8%
|
-3.0%
|
-85
|
-85
|
|
CCRT
|
12/30/05
|
-0.9%
|
CompuCredit
Corporation
|
Financial
|
Consumer
Financial Services
|
-9.4%
|
-5.4%
|
-80
|
-81
|
|
UNT
|
03/03/06
|
-1.6%
|
Unit
Corporation
|
Energy
|
Oil
& Gas Operations
|
-13.4%
|
-11.1%
|
-47
|
-80
|
|
FNF
|
10/21/05
|
11.4%
|
Fidelity
National Financial
|
Financial
|
Insurance
(Property & Casualty)
|
-6.4%
|
-2.3%
|
-79
|
-78
|
|
STR
|
05/26/06
|
0.0%
|
Questar
Corporation
|
Utilities
|
Natural
Gas Utilities
|
-6.6%
|
-7.8%
|
-71
|
-71
|
|
NUE
|
04/15/05
|
101.9%
|
Nucor
Corporation
|
Basic
Materials
|
Iron
& Steel
|
N/A
|
-11.6%
|
-71
|
-71
|
|
HDI
|
10/14/05
|
-0.3%
|
Harley-Davidson,
Inc.
|
Consumer
Cyclical
|
Recreational
Products
|
-12.0%
|
-1.0%
|
-66
|
-66
|
|
IMO
|
06/02/06
|
-8.5%
|
IMPERIAL
OIL LTD
|
Energy
|
Oil
& Gas - Integrated
|
-8.5%
|
-1.8%
|
-66
|
-66
|
|
OXY
|
03/03/06
|
2.0%
|
Occidental
Petroleum Corporation
|
Energy
|
Oil
& Gas Operations
|
-9.5%
|
-5.2%
|
-61
|
-61
|
|
NAT
|
05/12/06
|
0.8%
|
Nordic
American Tanker Shipping Limited
|
Transportation
|
Water
Transportation
|
-1.3%
|
0.8%
|
-63
|
-59
|
|
JBHT
|
03/31/06
|
13.5%
|
J.B.
Hunt Transport Services, Inc.
|
Transportation
|
Trucking
|
-5.4%
|
-2.2%
|
-57
|
-57
|
|
AEOS
|
03/10/06
|
9.6%
|
American
Eagle Outfitters
|
Services
|
Retail
(Apparel)
|
-5.1%
|
-1.3%
|
-55
|
-55
|
|
ABFS
|
04/29/05
|
36.5%
|
Arkansas
Best Corporation
|
Transportation
|
Trucking
|
-5.7%
|
-0.7%
|
-53
|
-53
|
|
NKE
|
09/23/05
|
-0.2%
|
NIKE,
Inc.
|
Consumer
Cyclical
|
Footwear
|
-11.3%
|
-0.5%
|
-35
|
-35
|
Stocks from Benjamin
Graham’s style of utility investing are listed in Table 3H. A requirement
was added to include only those stocks having a PE of 17 or less.
Table 3H
Benjamin Graham Utility Watch
List
|
Stock
|
Reference
|
% Chg
|
Company
|
Sector
|
Industry
|
% from Max
|
Monthly % Gain
|
%R1
|
%R2
|
|
EON
|
03/10/06
|
-2.7%
|
E.ON AG
(ADR)
|
Utilities
|
Electric
Utilities
|
-12.6%
|
-7.4%
|
-91
|
-91
|
|
OTTR
|
06/09/06
|
0.0%
|
Otter
Tail Corporation
|
Utilities
|
Electric
Utilities
|
0.0%
|
-5.3%
|
-84
|
-84
|
|
UU
|
06/10/05
|
1.4%
|
United
Utilities PLC (ADR)
|
Utilities
|
Electric
Utilities
|
-3.7%
|
-1.0%
|
-75
|
-75
|
|
SRE
|
01/10/05
|
23.4%
|
Sempra
Energy
|
Utilities
|
Natural
Gas Utilities
|
-8.5%
|
0.5%
|
-66
|
-66
|
|
WPS
|
05/26/06
|
1.5%
|
WPS
Resources Corp
|
Utilities
|
Electric
Utilities
|
-0.8%
|
0.1%
|
-52
|
-52
|
|
WGL
|
12/23/05
|
-6.1%
|
WGL
Holdings, Inc.
|
Utilities
|
Natural
Gas Utilities
|
-9.0%
|
0.2%
|
-46
|
-46
|
|
ATO
|
04/01/05
|
0.0%
|
Atmos
Energy Corporation
|
Utilities
|
Natural
Gas Utilities
|
-9.5%
|
-0.5%
|
-37
|
-37
|
|
VVC
|
03/03/06
|
3.0%
|
Vectren
Corporation
|
Utilities
|
Natural
Gas Utilities
|
-2.8%
|
1.4%
|
-29
|
-29
|
|
UGI
|
12/30/05
|
15.2%
|
UGI
Corporation
|
Utilities
|
Natural
Gas Utilities
|
-1.5%
|
2.2%
|
-23
|
-23
|
|
PGN
|
01/10/05
|
-3.1%
|
Progress
Energy, Inc.
|
Utilities
|
Electric
Utilities
|
-6.6%
|
2.9%
|
-21
|
-21
|
|
OKE
|
11/11/05
|
27.0%
|
ONEOK,
Inc.
|
Utilities
|
Natural
Gas Utilities
|
-1.8%
|
7.3%
|
-19
|
-19
|
|
ATG
|
10/21/05
|
11.6%
|
AGL
Resources Inc.
|
Utilities
|
Natural Gas
Utilities
|
-0.5%
|
4.2%
|
-10
|
-10
|
Optionable stocks from John Templeton’s style of
investing are listed in Table 3I.
Table 3I
John Templeton Watch List
|
Stock
|
Reference
|
% Chg
|
Company
|
Sector
|
Industry
|
% from Max
|
Monthly % Gain
|
%R1
|
%R2
|
|
SPLS
|
05/26/06
|
-2.2%
|
Staples,
Inc.
|
Services
|
Retail
(Specialty Non-Apparel)
|
-2.8%
|
-12.0%
|
-90
|
-97
|
|
HHS
|
10/28/05
|
2.3%
|
Harte-Hanks,
Inc.
|
Services
|
Printing
& Publishing
|
-13.1%
|
-4.2%
|
-97
|
-97
|
|
CPS
|
05/27/05
|
8.9%
|
ChoicePoint
Inc.
|
Services
|
Business
Services
|
-5.8%
|
-3.5%
|
-82
|
-87
|
|
LEN
|
05/19/06
|
-7.4%
|
Lennar
Corporation
|
Capital
Goods
|
Construction
Services
|
-7.9%
|
-6.1%
|
-87
|
-86
|
|
MMM
|
05/12/06
|
-6.9%
|
3M
Company
|
Conglomerates
|
Conglomerates
|
-7.5%
|
-6.9%
|
-67
|
-85
|
|
ORLY
|
01/20/06
|
1.7%
|
O'Reilly
Automotive, Inc.
|
Services
|
Retail
(Specialty Non-Apparel)
|
-14.9%
|
-5.6%
|
-83
|
-83
|
|
GTRC
|
03/03/06
|
-2.8%
|
Guitar
Center, Inc.
|
Services
|
Retail
(Specialty Non-Apparel)
|
-11.1%
|
-6.8%
|
-83
|
-82
|
|
CHD
|
11/18/05
|
7.7%
|
Church
& Dwight Co., Inc.
|
Consumer
Non-Cyclical
|
Personal
& Household Products
|
-5.2%
|
-2.3%
|
-76
|
-76
|
|
MIK
|
12/30/05
|
7.7%
|
Michaels
Stores, Inc.
|
Services
|
Retail
(Specialty Non-Apparel)
|
-2.7%
|
-0.8%
|
-70
|
-73
|
|
GBCI
|
05/05/06
|
-5.5%
|
Glacier
Bancorp, Inc.
|
Financial
|
Regional
Banks
|
-5.5%
|
-0.7%
|
-69
|
-69
|
|
HDI
|
02/24/06
|
-6.6%
|
Harley-Davidson,
Inc.
|
Consumer
Cyclical
|
Recreational
Products
|
-8.0%
|
-3.0%
|
-66
|
-66
|
|
SNV
|
05/27/05
|
-8.0%
|
Synovus
Financial Corp.
|
Financial
|
Regional
Banks
|
-10.2%
|
-1.2%
|
-53
|
-53
|
|
LOW
|
11/18/05
|
-5.6%
|
Lowe's
Companies, Inc.
|
Services
|
Retail
(Home Improvement)
|
-10.3%
|
-1.6%
|
-63
|
-52
|
|
FLIR
|
04/28/06
|
1.6%
|
FLIR
Systems, Inc.
|
Capital Goods
|
Aerospace
and Defense
|
-5.9%
|
4.4%
|
-51
|
-52
|
|
DGX
|
08/19/05
|
13.9%
|
Quest
Diagnostics Incorporated
|
Health
Care
|
Healthcare
Facilities
|
-2.9%
|
-1.7%
|
-46
|
-46
|
|
UNH
|
05/26/06
|
6.1%
|
UnitedHealth
Group Inc.
|
Financial
|
Insurance
(Accident & Health)
|
-2.6%
|
-0.2%
|
-49
|
-37
|
|
EWBC
|
12/30/05
|
10.2%
|
East
West Bancorp, Inc.
|
Financial
|
Regional
Banks
|
-1.7%
|
2.2%
|
-34
|
-34
|
|
GISX
|
12/30/05
|
18.3%
|
Global
Imaging Systems, Inc.
|
Technology
|
Office
Equipment
|
-2.5%
|
2.7%
|
-29
|
-32
|
|
AMSG
|
10/14/05
|
10.2%
|
AmSurg
Corp.
|
Health
Care
|
Healthcare
Facilities
|
-5.7%
|
4.7%
|
-27
|
-28
|
|
JNJ
|
02/17/06
|
3.9%
|
Johnson
& Johnson
|
Health
Care
|
Major
Drugs
|
-0.3%
|
1.1%
|
-23
|
-10
|
Optionable stocks from
Martin Zweig’s style of investing are listed in Table 3J.
Table 3J
Martin Zweig Watch List
|
Stock
|
Reference
|
% Chg
|
Company
|
Sector
|
Industry
|
% from Max
|
Monthly % Gain
|
%R1
|
%R2
|
|
BTU
|
06/09/06
|
0.0%
|
Peabody
Energy Corporation
|
Energy
|
Coal
|
0.0%
|
-24.3%
|
-93
|
-93
|
|
ANF
|
04/13/06
|
-2.4%
|
Abercrombie
& Fitch Co.
|
Services
|
Retail
(Apparel)
|
-13.0%
|
-8.0%
|
-90
|
-90
|
|
SII
|
04/28/06
|
-9.7%
|
Smith
International, Inc.
|
Energy
|
Oil Well
Services & Equipment
|
-14.5%
|
-10.6%
|
-83
|
-83
|
|
MRO
|
04/28/06
|
-7.5%
|
Marathon
Oil Corporation
|
Energy
|
Oil
& Gas Operations
|
-10.7%
|
-6.4%
|
-79
|
-79
|
|
STRA
|
01/13/06
|
11.6%
|
Strayer
Education, Inc.
|
Services
|
Schools
|
-8.0%
|
-4.8%
|
-76
|
-76
|
|
FSH
|
05/05/06
|
-1.2%
|
Fisher
Scientific International Inc.
|
Technology
|
Scientific
& Technical Instruments
|
-5.5%
|
-3.6%
|
-70
|
-75
|
|
CRDN
|
06/09/06
|
0.0%
|
Ceradyne,
Inc.
|
Capital
Goods
|
Aerospace
and Defense
|
0.0%
|
-11.3%
|
-72
|
-73
|
|
TMTA
|
06/02/06
|
9.5%
|
Transmeta
Corporation
|
Technology
|
Semiconductors
|
-5.8%
|
16.5%
|
-70
|
-70
|
|
RARE
|
05/19/06
|
-7.6%
|
RARE
Hospitality International, Inc.
|
Services
|
Restaurants
|
-7.6%
|
-1.7%
|
-67
|
-67
|
|
GRMN
|
02/24/06
|
35.0%
|
Garmin
Ltd.
|
Technology
|
Communications
Equipment
|
-7.4%
|
-4.5%
|
-64
|
-64
|
|
HTLD
|
01/27/06
|
4.8%
|
Heartland
Express, Inc.
|
Transportation
|
Trucking
|
-9.6%
|
-3.5%
|
-58
|
-58
|
|
MDU
|
01/27/06
|
2.4%
|
MDU
Resources Group, Inc.
|
Utilities
|
Natural
Gas Utilities
|
-4.2%
|
-1.1%
|
-49
|
-49
|
|
ERF
|
05/05/06
|
-0.6%
|
ENERPLUS
RESOURCES FUND SR G TR UNITS
|
Energy
|
Oil
& Gas Operations
|
-5.2%
|
-0.2%
|
-35
|
-35
|
|
LSTR
|
02/10/06
|
3.4%
|
Landstar
System, Inc.
|
Transportation
|
Trucking
|
-7.3%
|
2.6%
|
-34
|
-34
|
|
SKIL
|
06/02/06
|
0.7%
|
SkillSoft
Public Limited Company
|
Technology
|
Computer
Services
|
-3.2%
|
12.0%
|
-30
|
-30
|
|
UCBH
|
04/13/06
|
-4.9%
|
UCBH
Holdings, Inc.
|
Financial
|
Regional
Banks
|
-7.3%
|
3.8%
|
-13
|
-13
|
|
ESI
|
11/04/05
|
10.4%
|
ITT
Educational Services
|
Services
|
Schools
|
-0.1%
|
1.7%
|
-13
|
-13
|
4.0
Results & Conclusions
This section highlights trading
performance. Only a summary is provided here to save space. Detailed lists
of closed trades can be found on the portfolio page of the
website.
|
|
Major Indices Year to Date
|
Relative
to SMA 200
|
200 Day High Close
|
Relative to High
|
200 Day Low Close
|
Relative to Low
|
|
|
12/30/05
|
6/10/06
|
% Chg
|
Today
|
Prior Week
|
|
DOW
|
10717.5
|
10,891.92
|
1.63%
|
0.16%
|
3.68%
|
11642.7
|
-6.45%
|
10215.2
|
6.62%
|
|
NASDAQ
|
2205.32
|
2,135.06
|
-3.19%
|
-4.27%
|
-0.43%
|
2370.88
|
-9.95%
|
2037.47
|
4.79%
|
|
S&P500
|
1248.29
|
1,252.30
|
0.32%
|
-0.67%
|
2.10%
|
1325.76
|
-5.54%
|
1176.84
|
6.41%
|
|
Russell
2K
|
673.22
|
701.39
|
4.18%
|
-0.25%
|
5.04%
|
781.83
|
-10.29%
|
621.57
|
12.84%
|
|
NYSE
|
7753.95
|
7965.32
|
2.73%
|
0.71%
|
4.83%
|
8646.96
|
-7.88%
|
7234.09
|
10.11%
|
|
Average
|
|
|
1.13%
|
-0.86%
|
3.04%
|
|
-8.02%
|
|
8.16%
|
4.1 Options Trading
Average Profit per Trade 2.04%
Average Hold Time 2.7 days
4.2 Stock Trading
|
Stock Trading for 2006 ($10.5K
Initial Capital)
|
|
Number of Closed trades in 2006 =
|
| |
