.Wiser Trader Stocks and Options Newsletter
______________________________________________________________________________
Issue No. 98 October 16, 2006 Prescott, Arizona Systems@WiserTrader.com
______________________________________________________________________________
1.0 Trading
Earnings season is off to a good start according to the major averages.
|
|
Last Week |
This Week |
% Change |
|
DOW |
11850.20 |
11960.51 |
0.9% |
|
NASDAQ |
2299.99 |
2357.29 |
2.5% |
|
S&P 500 |
1349.59 |
1365.62 |
1.2% |
|
Russell 2K |
739.81 |
762.65 |
3.1% |
|
NYSE |
8534.32 |
8645.50 |
1.3% |
|
Average |
|
|
1.80% |
1.2 Major Averages
The S&P 500 in Figure 1A has reached its upper trend line. The average Williams %R for the above 5 averages is overbought. After a disappointing report by Alcoa, results that are more positive were reported by GE, Costco, Harley Davidson and PepsiCo. Stable employment, a lower budget deficit and good retail sales suggest stable economic growth going forward. Lower oil prices in the face of OPEC cutting production are a big help. Expectations are that the Fed will leave rates unchanged at the next few FOMC meetings.
FIGURE 1A
The NASDAQ in Figure 1B continued to move above its 200 day SMA, gaining 2.5% for the week. NASDAQ volume has been intermittently a little on the light side. This coming week the pace of earnings reports will pick up with financials and technology, including bell weather stocks such as Yahoo, Google, Apple and Intel.
FIGURE 1B
|
Monitor an unlimited variety of market data in a single Excel window.
XLQPlus
Stocks, options and currency data are updated continuously from Yahoo and MSN based on the symbols that you enter. Data can be collected in historic, real time, delayed, and intraday quote formats. XLQPlus Interfaces with the AAII Stock Investor Pro database and is recommended by The Oxford Club, Investment U e-letter and The American Association of Individual Investors. It is simple to install. Download for a 45-day free evaluation. Order License for 1 year of upgrades and personalized support - $114 XLQPlus can be used as a stand-alone tool. However, I use it to import live market data into Microsoft Excel spreadsheets. Data is updated automatically for use in unlimited computations and charts. Several advanced spreadsheets are free to get you started. |
2.0 Market Analysis
Key industry ETF’s in Table 2A are Biotech and Semiconductors, which confirm the NASDAQ. Transportation confirms the Dow Jones Industrial Average according to Dow Theory. Banking and Financials are confirming indicators for the S&P 500. Gold and Housing are respective indicators for the inverse health of the currency (inflation) and the capacity for consumer spending.
Table 2A
Indices, Key Industry ETF’s and Sector SPDR’s
|
|
1 month |
1 wk ago |
2 wks ago |
3 wks ago |
4 wks ago |
|
Dow Jones Industrial Index |
3.5% |
0.9% |
1.5% |
1.5% |
-0.5% |
|
NASDAQ Composite Index |
5.4% |
2.5% |
1.8% |
1.8% |
-0.7% |
|
S & P 500 Index |
3.5% |
1.2% |
1.0% |
1.6% |
-0.4% |
|
NYSE Composite Index |
3.4% |
1.3% |
0.8% |
1.5% |
-0.2% |
|
Russell 2000 Index |
4.5% |
3.1% |
2.0% |
1.0% |
-1.5% |
|
HGX, Phil. Housing Index |
2.1% |
2.9% |
0.8% |
1.2% |
-2.7% |
|
IYR, Real Estate |
3.0% |
2.4% |
1.9% |
-0.6% |
-0.8% |
|
GLD, GOLD |
2.0% |
2.8% |
-4.2% |
1.7% |
1.9% |
|
RKH, Banking |
1.9% |
0.4% |
0.8% |
0.6% |
0.1% |
|
IYT, Transportation |
5.7% |
2.0% |
2.6% |
2.9% |
-1.8% |
|
SMH, Semiconductors |
3.3% |
4.5% |
-0.9% |
2.8% |
-2.9% |
|
BBH, Biotechnology |
4.0% |
0.0% |
1.0% |
3.6% |
-0.5% |
|
OIH, Oil Infrastructure |
2.1% |
2.3% |
-3.7% |
5.3% |
-1.5% |
|
XLE, Energy |
4.1% |
2.4% |
-1.4% |
4.1% |
-1.0% |
|
XLU, Utilities |
2.5% |
1.0% |
0.7% |
1.3% |
-0.5% |
|
XLB, Materials |
5.1% |
2.4% |
1.1% |
1.7% |
-0.2% |
|
XLI, Industrial |
5.6% |
0.9% |
2.7% |
2.9% |
-1.0% |
|
XLK, Technology |
5.3% |
2.3% |
1.4% |
1.9% |
-0.5% |
|
XLV, Healthcare |
0.0% |
-0.4% |
0.2% |
0.9% |
-0.8% |
|
XLF, Financials |
3.9% |
0.9% |
1.6% |
1.2% |
0.2% |
|
XLP, Consumer Staples |
-1.1% |
0.1% |
-0.4% |
-0.4% |
-0.4% |
|
XLY, Consumer Discretionary |
6.3% |
2.1% |
2.6% |
1.7% |
-0.2% |
The VIX and VXN volatility indexes are listed in Table 2B.
Table 2B
Volatility
|
Indicator |
Current |
Last Week |
2 Weeks Ago |
Complacent |
Cautious |
|
VIX ** |
10.8 |
11.6 |
12.0 |
< 20 |
> 50 |
|
VXN *** |
17.8 |
18.0 |
17.7 |
< 30 |
> 70 |
|
** Below 20 day SMA = Short-term buy signal. *** Below 20 day SMA = Short-term buy signal. |
|||||
Figure 2A compares the major averages with key ETF’s and Sector SPDR’s.
FIGURE 2A
Table 2C
Market Summary
Industry performance is based on the Yahoo Industry Classification System
Major Indices For the Past Week: Dow Jones +0.9% NASDAQ +2.5% S&P500 Index +1.2% Russell 2000 +3.1% NYSE +1.3% 30 Year Bond 4.938% 10 Year Note 4.806% FOMC Rate 5.250% Leading Industries For the Past Week: Lagging Industries For the Past Week: |
Leading Industries For the Past Month: Lagging Industries For the Past Month: Crude Oil $58.60 Gold for the past 30 days: USD +1.66% CAD +3.43% CHF +3.64% GBP +3.41% EUR +3.51% JPY +3.60% |
_________________________________________________________________________
_________________________________________________________________________
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.
Watchlist performance is based on weekly closing prices on Friday. 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 |
8.8% |
0.1% |
8.2% |
1.6% |
3.1% |
2.1% |
1.1% |
|
Cash Rich Companies |
1.9% |
0.8% |
-15.4% |
0.9% |
-3.5% |
-1.1% |
-12.0% |
|
Price to Free Cash Flow |
5.1% |
-0.5% |
-1.3% |
0.4% |
0.9% |
-1.5% |
-1.1% |
|
Growth Momentum |
6.8% |
2.3% |
10.9% |
3.5% |
2.7% |
3.6% |
0.7% |
|
Lynch |
23.7% |
0.7% |
1.4% |
1.3% |
-0.2% |
-0.9% |
1.2% |
|
Buffett |
10.2% |
-0.1% |
6.0% |
3.6% |
1.4% |
1.5% |
-0.6% |
|
Graham |
15.4% |
0.3% |
2.8% |
1.6% |
0.7% |
1.7% |
-1.3% |
|
Templeton |
14.2% |
0.0% |
5.8% |
2.6% |
2.5% |
1.0% |
-0.5% |
|
Zweig |
13.1% |
0.8% |
6.6% |
2.4% |
2.2% |
1.9% |
0.0% |
|
Average |
11.0% |
0.5% |
2.8% |
2.0% |
1.1% |
0.9% |
-1.4% |
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 |
|
DWRI |
09/15/06 |
-5.5% |
Design Within Reach, Inc. |
Consumer Cyclical |
Furniture & Fixtures |
-10.5% |
-10.5% |
-63 |
-89 |
|
MSN |
07/07/06 |
-5.8% |
Emerson Radio Corp. |
Consumer Cyclical |
Audio & Video Equipment |
-7.0% |
-6.7% |
-88 |
-84 |
|
MFLX |
10/06/06 |
-7.8% |
Multi-Fineline Electronix, Inc. |
Technology |
Electronic Instruments & Controls |
-7.8% |
-7.8% |
-77 |
-84 |
|
VLNC |
08/04/06 |
20.4% |
Valence Technology, Inc. |
Technology |
Electronic Instruments & Controls |
-10.1% |
4.8% |
-56 |
-67 |
|
FNLY |
10/06/06 |
-0.3% |
Finlay Enterprises, Inc. |
Consumer Cyclical |
Jewelry & Silverware |
-3.2% |
-0.3% |
-42 |
-48 |
|
PLB |
07/21/06 |
-4.9% |
American Italian Pasta Company |
Consumer Non-Cyclical |
Food Processing |
-6.7% |
-3.0% |
-50 |
-44 |
|
NOVC |
09/22/06 |
0.9% |
Novacea, Inc. |
Health Care |
Biotechnology & Drugs |
-6.9% |
4.0% |
-42 |
-43 |
|
CYTX |
09/08/06 |
12.2% |
Cytori Therapeutics Inc. |
Health Care |
Biotechnology & Drugs |
-2.9% |
-2.9% |
-35 |
-36 |
|
TRGT |
09/22/06 |
6.7% |
Targacept , Inc. |
Health Care |
Biotechnology & Drugs |
-4.5% |
16.1% |
-27 |
-23 |
|
APN |
09/08/06 |
24.0% |
Applica Incorporated |
Consumer Cyclical |
Appliances & Tools |
-3.0% |
1.6% |
-22 |
-18 |
|
PHRM |
07/07/06 |
42.8% |
Pharmion Corporation |
Health Care |
Biotechnology & Drugs |
-0.3% |
34.1% |
-17 |
-17 |
|
MAG |
10/06/06 |
3.7% |
Magnetek, Inc. |
Technology |
Electronic Instruments & Controls |
0.0% |
3.7% |
-13 |
-10 |
|
PBY |
10/06/06 |
4.1% |
The Pep Boys - Manny, Moe & Jack |
Services |
Retail (Specialty Non-Apparel) |
-0.1% |
1.4% |
-8 |
-8 |
|
PYX |
10/13/06 |
0.0% |
Playtex Products, Inc. |
Consumer Non-Cyclical |
Personal & Household Products |
0.0% |
2.5% |
-6 |
-8 |
|
ULBI |
08/18/06 |
38.2% |
Ultralife Batteries, Inc. |
Technology |
Electronic Instruments & Controls |
0.0% |
44.0% |
0 |
-3 |
|
SGEN |
09/08/06 |
12.6% |
Seattle Genetics, Inc. |
Health Care |
Biotechnology & Drugs |
0.0% |
8.5% |
-15 |
0 |
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 |
|
AATI |
10/06/06 |
5.3% |
Advanced Analogic Technologies Incorp. |
Technology |
Semiconductors |
0.0% |
-36.2% |
-93 |
-90 |
|
KONG |
10/13/06 |
0.0% |
KongZhong Corporation (ADR) |
Technology |
Computer Services |
0.0% |
-6.8% |
-80 |
-82 |
|
NEXT |
09/22/06 |
-1.5% |
Nextest Systems Corporation |
Technology |
Semiconductors |
-3.8% |
-12.5% |
-74 |
-74 |
|
EXAR |
07/28/06 |
3.7% |
Exar Corporation |
Technology |
Semiconductors |
-6.0% |
-6.0% |
-66 |
-61 |
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 |
|
LNX |
10/13/06 |
0.0% |
Lenox Group Inc. |
Consumer Non-Cyclical |
Personal & Household Products |
0.0% |
1.6% |
-92 |
-89 |
|
MNT |
08/11/06 |
4.0% |
Mentor Corporation |
Health Care |
Medical Equipment & Supplies |
-7.8% |
-6.4% |
-71 |
-76 |
|
F |
07/21/06 |
30.1% |
FORD MOTOR |
Consumer Cyclical |
Auto & Truck Manufacturers |
-11.1% |
-1.7% |
-67 |
-70 |
|
RHD |
07/14/06 |
-0.6% |
R.H. Donnelley Corp. |
Services |
Advertising |
-3.7% |
1.0% |
-76 |
-62 |
|
FNLY |
09/08/06 |
-4.7% |
Finlay Enterprises, Inc. |
Consumer Cyclical |
Jewelry & Silverware |
-4.7% |
-0.3% |
-42 |
-48 |
|
MOVI |
10/13/06 |
0.0% |
Movie Gallery, Inc. |
Services |
Recreational Activities |
0.0% |
5.3% |
-29 |
-42 |
|
FIS |
08/18/06 |
6.7% |
Fidelity National Information Services |
Services |
Business Services |
-0.2% |
3.6% |
-13 |
-15 |
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 |
34.0% |
British American Tobacco (ADR) |
Consumer Non-Cyclical |
Tobacco |
-6.1% |
-5.1% |
-87 |
-75 |
|
AZN |
02/03/06 |
32.3% |
AstraZeneca PLC (ADR) |
Health Care |
Major Drugs |
-5.3% |
-0.5% |
-48 |
-60 |
|
SKM |
08/25/06 |
7.2% |
SK Telecom Co., Ltd. (ADR) |
Services |
Communications Services |
-3.8% |
1.2% |
-61 |
-59 |
|
VIP |
08/18/06 |
30.5% |
Vimpel-Communications (ADR) |
Services |
Communications Services |
0.0% |
0.9% |
-23 |
-11 |
|
PKX |
08/11/06 |
14.6% |
POSCO (ADR) |
Basic Materials |
Iron & Steel |
0.0% |
10.6% |
-5 |
-5 |
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 |
|
PPDI |
08/04/06 |
-2.6% |
Pharmaceutical Product Development, Inc. |
Health Care |
Biotechnology & Drugs |
-5.9% |
4.5% |
-49 |
-34 |
|
IO |
10/06/06 |
0.4% |
Input/Output, Inc. |
Technology |
Scientific & Technical Instruments |
0.0% |
0.4% |
-23 |
-20 |
|
CSE |
08/04/06 |
9.6% |
CapitalSource, Inc. |
Financial |
Misc. Financial Services |
-0.5% |
0.7% |
-14 |
-11 |
|
LRCX |
10/13/06 |
0.0% |
Lam Research Corporation |
Technology |
Semiconductors |
0.0% |
8.3% |
-7 |
-2 |
|
ENDP |
02/17/06 |
14.9% |
Endo Pharmaceuticals |
Health Care |
Biotechnology & Drugs |
-0.3% |
2.2% |
-11 |
-2 |
|
GS |
08/18/06 |
18.9% |
Goldman Sachs Group, Inc. |
Financial |
Investment Services |
0.0% |
4.7% |
-1 |
0 |
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 |
|
BTI |
12/30/05 |
19.9% |
British American Tobacco (ADR) |
Consumer Non-Cyclical |
Tobacco |
-6.1% |
-5.1% |
-87 |
-75 |
|
IMO |
10/06/06 |
-0.5% |
IMPERIAL OIL LTD |
Energy |
Oil & Gas - Integrated |
-0.5% |
-5.0% |
-83 |
-72 |
|
CRDN |
08/11/06 |
-4.3% |
Ceradyne, Inc. |
Capital Goods |
Aerospace and Defense |
-8.3% |
-5.9% |
-41 |
-56 |
|
STR |
05/26/06 |
14.2% |
Questar Corporation |
Energy |
Oil & Gas Operations |
-9.1% |
3.6% |
-59 |
-51 |
|
GTRC |
10/06/06 |
1.2% |
Guitar Center, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-0.8% |
0.7% |
-46 |
-40 |
|
DHI |
09/15/06 |
-1.8% |
D.R. Horton Inc. |
Capital Goods |
Construction Services |
-3.9% |
-1.8% |
-12 |
-30 |
|
CCRT |
09/08/06 |
10.6% |
CompuCredit Corporation |
Financial |
Consumer Financial Services |
-0.4% |
-0.4% |
-41 |
-30 |
|
JBHT |
09/22/06 |
12.8% |
J.B. Hunt Transport Services, Inc. |
Transportation |
Trucking |
-2.4% |
13.6% |
-13 |
-25 |
|
PHM |
08/04/06 |
8.1% |
Pulte Homes, Inc. |
Capital Goods |
Construction Services |
-4.4% |
2.7% |
-1 |
-22 |
|
TOL |
09/22/06 |
6.3% |
Toll Brothers, Inc. |
Capital Goods |
Construction Services |
-4.0% |
5.2% |
-1 |
-22 |
|
SPF |
07/14/06 |
15.7% |
Standard Pacific Corp. |
Capital Goods |
Construction Services |
-4.2% |
7.4% |
-1 |
-21 |
|
TBL |
07/07/06 |
14.0% |
The Timberland Company |
Consumer Cyclical |
Footwear |
-0.7% |
2.3% |
-5 |
-20 |
|
MDC |
09/22/06 |
9.6% |
M.D.C. Holdings, Inc. |
Capital Goods |
Construction Services |
-3.8% |
8.3% |
-1 |
-17 |
|
MTH |
08/04/06 |
11.9% |
Meritage Homes Corporation |
Capital Goods |
Construction Services |
-3.2% |
6.7% |
-1 |
-15 |
|
JOSB |
09/22/06 |
2.2% |
Jos. A. Bank Clothiers, Inc. |
Services |
Retail (Apparel) |
-0.7% |
8.7% |
-22 |
-13 |
|
NUE |
09/22/06 |
16.6% |
Nucor Corporation |
Basic Materials |
Iron & Steel |
0.0% |
17.2% |
-3 |
-13 |
|
THO |
07/21/06 |
11.5% |
Thor Industries, Inc. |
Capital Goods |
Mobile Homes & RVs |
0.0% |
14.7% |
0 |
-9 |
|
ALD |
10/13/06 |
0.0% |
Allied Capital Corporation |
Financial |
Investment Services |
0.0% |
0.3% |
-3 |
-9 |
|
XOM |
08/04/06 |
-0.4% |
ExxonMobil Corporation |
Energy |
Oil & Gas - Integrated |
-3.3% |
5.8% |
-18 |
-7 |
|
PCU |
07/21/06 |
16.1% |
Southern Copper Corporation |
Basic Materials |
Metal Mining |
0.0% |
10.9% |
-6 |
-7 |
|
RS |
08/11/06 |
6.8% |
Reliance Steel & Aluminum |
Basic Materials |
Misc. Fabricated Products |
0.0% |
13.6% |
-3 |
-5 |
|
PSUN |
10/13/06 |
0.0% |
Pacific Sunwear of California, Inc. |
Services |
Retail (Apparel) |
0.0% |
14.2% |
0 |
-5 |
|
PETD |
07/07/06 |
18.2% |
Petroleum Development Corporation |
Energy |
Oil & Gas - Integrated |
-3.5% |
10.3% |
-22 |
-5 |
|
AEOS |
03/10/06 |
57.7% |
American Eagle Outfitters |
Services |
Retail (Apparel) |
0.0% |
10.1% |
-13 |
-5 |
|
ANF |
09/08/06 |
17.3% |
Abercrombie & Fitch Co. |
Services |
Retail (Apparel) |
-0.6% |
12.1% |
0 |
-3 |
|
ASH |
07/21/06 |
2.9% |
ASHLAND INC NEW |
Capital Goods |
Construction Services |
-1.7% |
4.3% |
-10 |
-2 |
|
KSWS |
09/15/06 |
8.5% |
K-Swiss Inc. |
Consumer Cyclical |
Footwear |
0.0% |
8.5% |
-17 |
0 |
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 |
7.1% |
E.ON AG (ADR) |
Utilities |
Electric Utilities |
-8.6% |
-6.7% |
-73 |
-80 |
|
OTTR |
06/09/06 |
11.4% |
Otter Tail Corporation |
Utilities |
Electric Utilities |
-2.2% |
-1.7% |
-46 |
-47 |
|
PGN |
01/10/05 |
1.9% |
Progress Energy, Inc. |
Utilities |
Electric Utilities |
-2.4% |
4.0% |
-33 |
-38 |
|
WGL |
12/23/05 |
5.2% |
WGL Holdings, Inc. |
Utilities |
Natural Gas Utilities |
-0.3% |
2.4% |
0 |
-9 |
|
WPS |
05/26/06 |
4.5% |
WPS Resources Corp |
Utilities |
Electric Utilities |
-2.8% |
1.2% |
-2 |
-6 |
|
UU |
06/10/05 |
11.6% |
United Utilities PLC (ADR) |
Utilities |
Electric Utilities |
-0.1% |
3.0% |
-11 |
-6 |
|
ATO |
04/01/05 |
10.1% |
Atmos Energy Corporation |
Utilities |
Natural Gas Utilities |
-0.4% |
4.8% |
-1 |
-4 |
|
SRE |
01/10/05 |
44.5% |
Sempra Energy |
Utilities |
Natural Gas Utilities |
0.0% |
5.6% |
-4 |
-3 |
|
OKE |
11/11/05 |
46.8% |
ONEOK, Inc. |
Utilities |
Natural Gas Utilities |
0.0% |
5.9% |
-5 |
-3 |
|
ATG |
10/21/05 |
12.2% |
AGL Resources Inc. |
Utilities |
Natural Gas Utilities |
-6.5% |
5.3% |
-5 |
-2 |
|
UGI |
12/30/05 |
22.1% |
UGI Corporation |
Utilities |
Natural Gas Utilities |
-1.9% |
4.3% |
-3 |
-2 |
|
VVC |
03/03/06 |
7.7% |
Vectren Corporation |
Utilities |
Natural Gas Utilities |
-1.3% |
4.8% |
-1 |
0 |
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 |
|
UNH |
08/25/06 |
-4.2% |
UnitedHealth Group Inc. |
Financial |
Insurance (Accident & Health) |
-7.2% |
-6.6% |
-65 |
-83 |
|
EWBC |
12/30/05 |
3.5% |
East West Bancorp, Inc. |
Financial |
Regional Banks |
-7.7% |
-5.3% |
-88 |
-82 |
|
GISX |
12/30/05 |
25.9% |
Global Imaging Systems, Inc. |
Technology |
Office Equipment |
-1.6% |
2.0% |
-68 |
-53 |
|
JNJ |
02/17/06 |
9.3% |
Johnson & Johnson |
Health Care |
Major Drugs |
-1.9% |
-0.7% |
-40 |
-49 |
|
RYL |
08/11/06 |
11.3% |
The Ryland Group, Inc. |
Financial |
Consumer Financial Services |
-5.2% |
-2.2% |
-9 |
-35 |
|
DHI |
07/14/06 |
12.7% |
D.R. Horton Inc. |
Capital Goods |
Construction Services |
-3.9% |
-1.8% |
-12 |
-30 |
|
BBBY |
07/21/06 |
17.6% |
Bed Bath & Beyond Inc. |
Services |
Retail (Specialty Non-Apparel) |
-4.6% |
2.8% |
-20 |
-28 |
|
JBHT |
09/22/06 |
12.8% |
J.B. Hunt Transport Services, Inc. |
Transportation |
Trucking |
-2.4% |
2.2% |
-13 |
-25 |
|
CHD |
11/18/05 |
17.7% |
Church & Dwight Co., Inc. |
Consumer Non-Cyclical |
Personal & Household Products |
-0.5% |
2.4% |
-17 |
-23 |
|
SPF |
09/15/06 |
7.4% |
Standard Pacific Corp. |
Capital Goods |
Construction Services |
-4.2% |
7.4% |
-1 |
-21 |
|
MIK |
12/30/05 |
23.3% |
Michaels Stores, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-0.3% |
1.0% |
-17 |
-19 |
|
HHS |
08/18/06 |
2.8% |
Harte-Hanks, Inc. |
Services |
Printing & Publishing |
-0.8% |
1.4% |
-16 |
-17 |
|
ORLY |
09/01/06 |
12.4% |
O'Reilly Automotive, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-1.3% |
8.2% |
-10 |
-10 |
|
THO |
08/25/06 |
19.9% |
Thor Industries, Inc. |
Capital Goods |
Mobile Homes & RVs |
0.0% |
14.7% |
0 |
-9 |
|
WSM |
09/01/06 |
12.9% |
Williams-Sonoma, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-0.9% |
4.4% |
-5 |
-8 |
|
HAR |
08/18/06 |
6.0% |
Harman International Industries Inc./DE/ |
Consumer Cyclical |
Audio & Video Equipment |
0.0% |
10.4% |
-3 |
-7 |
|
PNR |
07/28/06 |
3.6% |
Pentair, Inc. |
Conglomerates |
Conglomerates |
-1.9% |
3.4% |
-8 |
-7 |
|
LOW |
09/08/06 |
13.6% |
Lowe's Companies, Inc. |
Services |
Retail (Home Improvement) |
-0.4% |
6.0% |
-4 |
-6 |
|
FAST |
09/22/06 |
11.8% |
Fastenal Company |
Basic Materials |
Misc. Fabricated Products |
-0.5% |
7.6% |
-1 |
-4 |
|
USTR |
08/11/06 |
5.1% |
United Stationers Inc. |
Consumer Non-Cyclical |
Office Supplies |
0.0% |
5.5% |
-8 |
-4 |
|
SPLS |
05/26/06 |
12.2% |
Staples, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-0.4% |
7.6% |
-1 |
-4 |
|
HIBB |
07/21/06 |
40.0% |
Hibbett Sporting Goods, Inc. |
Services |
Retail (Specialty Non-Apparel) |
0.0% |
4.7% |
-4 |
-3 |
|
COH |
07/28/06 |
29.7% |
Coach, Inc. |
Consumer Cyclical |
Apparel/Accessories |
0.0% |
7.8% |
-9 |
-2 |
|
WSO |
07/28/06 |
10.8% |
Watsco, Incorporated |
Capital Goods |
Misc. Capital Goods |
0.0% |
11.2% |
-2 |
-2 |
|
HZO |
08/11/06 |
31.5% |
MarineMax, Inc. |
Services |
Retail (Specialty Non-Apparel) |
0.0% |
4.2% |
-6 |
-1 |
|
IEX |
08/11/06 |
14.4% |
IDEX Corporation |
Capital Goods |
Misc. Capital Goods |
0.0% |
5.9% |
-1 |
-1 |
|
GBCI |
05/05/06 |
15.9% |
Glacier Bancorp, Inc. |
Financial |
Regional Banks |
0.0% |
9.1% |
-1 |
0 |
|
CHS |
09/15/06 |
18.0% |
Chico's FAS, Inc. |
Services |
Retail (Apparel) |
0.0% |
18.0% |
-5 |
0 |
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 |
|
MDU |
01/27/06 |
-0.6% |
MDU Resources Group, Inc. |
Utilities |
Natural Gas Utilities |
-9.2% |
-0.3% |
-61 |
-63 |
|
PPDI |
10/13/06 |
0.0% |
Pharmaceutical Product Development, Inc. |
Health Care |
Biotechnology & Drugs |
0.0% |
-1.2% |
-49 |
-34 |
|
IO |
08/25/06 |