.Wiser Trader Stocks and Options Newsletter
______________________________________________________________________________
Issue No. 99 October 23, 2006 Prescott, Arizona Systems@WiserTrader.com
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1.0 Trading
The major averages ended the week mixed after the third week of earnings.
|
Major Averages For the Past Week |
|||
|
Index |
10/15/06 |
10/22/06 |
% Change |
|
DOW |
11960.51 |
12,002.37 |
0.35% |
|
NASDAQ |
2357.29 |
2,342.30 |
-0.64% |
|
S&P500 |
1365.62 |
1,368.60 |
0.22% |
|
Russell |
762.65 |
762.13 |
-0.07% |
|
NYSE |
8645.5 |
8,702.03 |
0.65% |
1.2 Earnings Outlook
The S&P 500 in Figure 1A remains at its upper trend line. With just over 30% of S&P 500 companies reporting, over 70% reported earnings above expectations. Based on existing reports, earnings are expected to average a 16% gain for the quarter. This is above the 14% previously expected. Looking forward into the fourth quarter, there have been few warnings so far. The earnings schedule is heavier next week. There is a Fed meeting on Wednesday, which is not expected to result in changed interest rates. Policy language about inflation could surprise some in the market. Overall, the chances of the S&P 500 climbing the upper trend line for a couple of months are very good.
FIGURE 1A
The NASDAQ in Figure 1B is now about 1.2% blow its April high and approaching its upper trend line. Semiconductors declined last week but overall technology gained. Commodities have been volatile. Again, if earnings continue to be positive, there is a good chance the NASDAQ will make a new high for the year. So far, it is up 6.2% for 2006.
FIGURE 1B
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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 |
4.3% |
0.4% |
0.9% |
1.5% |
1.5% |
|
NASDAQ Composite Index |
5.6% |
-0.6% |
2.5% |
1.8% |
1.8% |
|
S & P 500 Index |
4.1% |
0.2% |
1.2% |
1.0% |
1.6% |
|
NYSE Composite Index |
4.3% |
0.7% |
1.3% |
0.8% |
1.5% |
|
Russell 2000 Index |
6.1% |
-0.1% |
3.1% |
2.0% |
1.0% |
|
HGX, Phil. Housing Index |
3.3% |
-1.5% |
2.9% |
0.8% |
1.2% |
|
IYR, Real Estate |
3.9% |
0.2% |
2.4% |
1.9% |
-0.6% |
|
GLD, GOLD |
0.5% |
0.4% |
2.8% |
-4.2% |
1.7% |
|
RKH, Banking |
0.6% |
-1.2% |
0.4% |
0.8% |
0.6% |
|
IYT, Transportation |
8.9% |
1.2% |
2.0% |
2.6% |
2.9% |
|
SMH, Semiconductors |
0.8% |
-5.3% |
4.5% |
-0.9% |
2.8% |
|
BBH, Biotechnology |
5.5% |
0.9% |
0.0% |
1.0% |
3.6% |
|
OIH, Oil Infrastructure |
5.4% |
1.7% |
2.3% |
-3.7% |
5.3% |
|
XLE, Energy |
6.6% |
1.3% |
2.4% |
-1.4% |
4.1% |
|
XLU, Utilities |
6.1% |
3.1% |
1.0% |
0.7% |
1.3% |
|
XLB, Materials |
5.0% |
-0.2% |
2.4% |
1.1% |
1.7% |
|
XLI, Industrial |
5.8% |
-0.8% |
0.9% |
2.7% |
2.9% |
|
XLK, Technology |
5.4% |
-0.2% |
2.3% |
1.4% |
1.9% |
|
XLV, Healthcare |
2.9% |
2.2% |
-0.4% |
0.2% |
0.9% |
|
XLF, Financials |
2.6% |
-1.0% |
0.9% |
1.6% |
1.2% |
|
XLP, Consumer Staples |
0.2% |
0.9% |
0.1% |
-0.4% |
-0.4% |
|
XLY, Consumer Discretionary |
6.0% |
-0.5% |
2.1% |
2.6% |
1.7% |
The VIX and VXN volatility indexes are listed in Table 2B.
Table 2B
Volatility
|
Indicator |
Current |
Last Week |
2 Weeks Ago |
Complacent |
Cautious |
|
VIX ** |
10.6 |
10.8 |
11.6 |
< 20 |
> 50 |
|
VXN *** |
16.7 |
17.8 |
18.0 |
< 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 +0.4% NASDAQ -0.6% S&P500 Index +0.2% Russell 2000 -0.1% NYSE +0.7% 30 Year Bond 4.904% 10 Year Note 4.784% 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 $59.37 Gold for the past 30 days: USD +1.75% CAD +2.23% CHF +2.80% GBP +2.56% EUR +3.00% JPY +3.53% |
_________________________________________________________________________
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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 |
11.8% |
0.4% |
10.2% |
1.5% |
2.7% |
3.0% |
2.5% |
|
Cash Rich Companies |
-0.1% |
-1.0% |
-4.5% |
-0.8% |
-0.6% |
-2.1% |
-0.9% |
|
Price to Free Cash Flow |
4.8% |
0.3% |
3.3% |
1.6% |
2.1% |
1.0% |
-1.5% |
|
Growth Momentum |
3.0% |
-1.1% |
9.8% |
0.7% |
2.8% |
3.0% |
3.1% |
|
Lynch |
26.4% |
0.3% |
2.3% |
2.1% |
1.3% |
-0.2% |
-0.9% |
|
Buffett |
9.1% |
-0.8% |
5.6% |
-1.0% |
3.6% |
1.4% |
1.5% |
|
Graham |
16.2% |
0.3% |
5.4% |
1.5% |
1.5% |
0.8% |
1.5% |
|
Templeton |
13.0% |
-0.6% |
5.2% |
-1.0% |
2.6% |
2.5% |
1.0% |
|
Zweig |
12.2% |
-0.7% |
6.2% |
0.1% |
2.2% |
2.2% |
1.7% |
|
Average |
10.7% |
-0.3% |
4.8% |
0.5% |
2.0% |
1.3% |
0.9% |
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 |
|
MSN |
07/07/06 |
-5.1% |
Emerson Radio Corp. |
Consumer Cyclical |
Audio & Video Equipment |
-6.3% |
-3.0% |
-92 |
-73 |
|
EIHI |
10/20/06 |
0.0% |
Eastern Insurance Holdings,Inc. |
Financial |
Insurance (Life) |
0.0% |
-4.7% |
-65 |
-63 |
|
NOVC |
09/22/06 |
0.7% |
Novacea, Inc. |
Health Care |
Biotechnology & Drugs |
-7.0% |
0.7% |
-52 |
-48 |
|
CYTX |
09/08/06 |
11.1% |
Cytori Therapeutics Inc. |
Health Care |
Biotechnology & Drugs |
-3.9% |
-1.0% |
-58 |
-41 |
|
DWRI |
09/15/06 |
3.7% |
Design Within Reach, Inc. |
Consumer Cyclical |
Furniture & Fixtures |
-1.7% |
9.8% |
-54 |
-32 |
|
FNLY |
10/06/06 |
1.9% |
Finlay Enterprises, Inc. |
Consumer Cyclical |
Jewelry & Silverware |
-1.1% |
2.2% |
-31 |
-29 |
|
VLNC |
08/04/06 |
22.8% |
Valence Technology, Inc. |
Technology |
Electronic Instruments & Controls |
-8.3% |
1.0% |
-22 |
-26 |
|
PYX |
10/13/06 |
-1.2% |
Playtex Products, Inc. |
Consumer Non-Cyclical |
Personal & Household Products |
-1.5% |
3.9% |
-22 |
-22 |
|
SGEN |
09/08/06 |
14.9% |
Seattle Genetics, Inc. |
Health Care |
Biotechnology & Drugs |
-1.4% |
17.2% |
-6 |
-16 |
|
PBY |
10/06/06 |
4.7% |
The Pep Boys - Manny, Moe & Jack |
Services |
Retail (Specialty Non-Apparel) |
-1.0% |
2.8% |
-8 |
-15 |
|
MAG |
10/06/06 |
7.5% |
Magnetek, Inc. |
Technology |
Electronic Instruments & Controls |
-2.5% |
3.6% |
-13 |
-15 |
|
PHRM |
07/07/06 |
45.3% |
Pharmion Corporation |
Health Care |
Biotechnology & Drugs |
-0.8% |
36.5% |
-12 |
-11 |
|
GETI |
10/20/06 |
0.0% |
GenTek Inc. |
Consumer Cyclical |
Auto & Truck Parts |
0.0% |
0.6% |
-7 |
-11 |
|
ULBI |
08/18/06 |
41.1% |
Ultralife Batteries, Inc. |
Technology |
Electronic Instruments & Controls |
-0.9% |
45.9% |
-8 |
-8 |
|
APN |
09/08/06 |
29.8% |
Applica Incorporated |
Consumer Cyclical |
Appliances & Tools |
-0.2% |
4.7% |
-6 |
-7 |
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 |
|
EXAR |
07/28/06 |
-1.5% |
Exar Corporation |
Technology |
Semiconductors |
-10.7% |
-7.7% |
-68 |
-89 |
|
NEXT |
09/22/06 |
-3.3% |
Nextest Systems Corporation |
Technology |
Semiconductors |
-5.6% |
-3.3% |
-71 |
-79 |
|
KONG |
10/13/06 |
4.6% |
KongZhong Corporation (ADR) |
Technology |
Computer Services |
-1.8% |
-2.4% |
-68 |
-60 |
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 |
|
RHD |
07/14/06 |
-3.2% |
R.H. Donnelley Corp. |
Services |
Advertising |
-6.2% |
-2.6% |
-94 |
-95 |
|
F |
07/21/06 |
27.5% |
FORD MOTOR |
Consumer Cyclical |
Auto & Truck Manufacturers |
-12.8% |
-2.0% |
-78 |
-79 |
|
LNX |
10/13/06 |
4.7% |
Lenox Group Inc. |
Consumer Non-Cyclical |
Personal & Household Products |
0.0% |
4.7% |
-70 |
-69 |
|
MNT |
08/11/06 |
4.9% |
Mentor Corporation |
Health Care |
Medical Equipment & Supplies |
-7.0% |
0.9% |
-76 |
-67 |
|
MOVI |
10/13/06 |
-0.5% |
Movie Gallery, Inc. |
Services |
Recreational Activities |
-2.7% |
-0.5% |
-48 |
-40 |
|
FNLY |
09/08/06 |
-2.6% |
Finlay Enterprises, Inc. |
Consumer Cyclical |
Jewelry & Silverware |
-2.6% |
2.2% |
-31 |
-29 |
|
JRC |
10/20/06 |
0.0% |
Journal Register Company |
Services |
Printing & Publishing |
0.0% |
9.6% |
-8 |
-11 |
|
FIS |
08/18/06 |
7.2% |
Fidelity National Information Services |
Services |
Business Services |
0.0% |
0.5% |
-14 |
-10 |
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 |
36.2% |
British American Tobacco (ADR) |
Consumer Non-Cyclical |
Tobacco |
-4.5% |
-3.0% |
-68 |
-56 |
|
SKM |
08/25/06 |
9.5% |
SK Telecom Co., Ltd. (ADR) |
Services |
Communications Services |
-1.7% |
0.1% |
-44 |
-47 |
|
VIP |
08/18/06 |
30.5% |
Vimpel-Communications (ADR) |
Services |
Communications Services |
-0.8% |
2.1% |
-19 |
-17 |
|
PKX |
08/11/06 |
14.5% |
POSCO (ADR) |
Basic Materials |
Iron & Steel |
-0.7% |
7.6% |
-12 |
-8 |
|
AZN |
02/03/06 |
41.5% |
AstraZeneca PLC (ADR) |
Health Care |
Major Drugs |
0.0% |
4.4% |
-2 |
-2 |
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 |
-5.8% |
Pharmaceutical Product Development, Inc. |
Health Care |
Biotechnology & Drugs |
-8.9% |
-3.2% |
-36 |
-53 |
|
LRCX |
10/13/06 |
-6.3% |
Lam Research Corporation |
Technology |
Semiconductors |
-7.0% |
-6.3% |
-22 |
-34 |
|
APH |
10/20/06 |
0.0% |
Amphenol Corporation |
Technology |
Electronic Instruments & Controls |
0.0% |
2.3% |
-5 |
-20 |
|
GS |
08/18/06 |
16.6% |
Goldman Sachs Group, Inc. |
Financial |
Investment Services |
-2.6% |
-1.9% |
-19 |
-18 |
|
IO |
10/06/06 |
6.7% |
Input/Output, Inc. |
Technology |
Scientific & Technical Instruments |
-0.7% |
6.3% |
-8 |
-12 |
|
CSE |
08/04/06 |
9.9% |
CapitalSource, Inc. |
Financial |
Misc. Financial Services |
-0.3% |
0.3% |
-9 |
-8 |
|
ADS |
10/20/06 |
0.0% |
Alliance Data Systems |
Technology |
Computer Services |
0.0% |
7.3% |
0 |
-7 |
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 |
|
DHI |
09/15/06 |
-4.6% |
D.R. Horton Inc. |
Capital Goods |
Construction Services |
-6.6% |
-1.1% |
-73 |
-82 |
|
GTRC |
10/06/06 |
-1.0% |
Guitar Center, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-2.9% |
-6.0% |
-91 |
-82 |
|
PHM |
08/04/06 |
3.1% |
Pulte Homes, Inc. |
Capital Goods |
Construction Services |
-8.8% |
0.1% |
-58 |
-72 |
|
TBL |
07/07/06 |
10.8% |
The Timberland Company |
Consumer Cyclical |
Footwear |
-4.2% |
0.3% |
-37 |
-69 |
|
CRDN |
08/11/06 |
-5.4% |
Ceradyne, Inc. |
Capital Goods |
Aerospace and Defense |
-9.3% |
-5.2% |
-51 |
-62 |
|
BTI |
12/30/05 |
21.9% |
British American Tobacco (ADR) |
Consumer Non-Cyclical |
Tobacco |
-4.5% |
-3.0% |
-68 |
-56 |
|
JOSB |
09/22/06 |
-2.0% |
Jos. A. Bank Clothiers, Inc. |
Services |
Retail (Apparel) |
-4.8% |
-2.0% |
-45 |
-52 |
|
IMO |
10/06/06 |
0.7% |
IMPERIAL OIL LTD |
Energy |
Oil & Gas - Integrated |
-1.0% |
-1.0% |
-44 |
-51 |
|
THO |
07/21/06 |
3.6% |
Thor Industries, Inc. |
Capital Goods |
Mobile Homes & RVs |
-7.1% |
8.5% |
-44 |
-47 |
|
PSUN |
10/13/06 |
-7.2% |
Pacific Sunwear of California, Inc. |
Services |
Retail (Apparel) |
-7.2% |
5.3% |
-40 |
-43 |
|
JBHT |
09/22/06 |
9.6% |
J.B. Hunt Transport Services, Inc. |
Transportation |
Trucking |
-5.1% |
9.6% |
-38 |
-43 |
|
TOL |
09/22/06 |
5.1% |
Toll Brothers, Inc. |
Capital Goods |
Construction Services |
-5.1% |
5.1% |
-36 |
-41 |
|
MDC |
09/22/06 |
7.3% |
M.D.C. Holdings, Inc. |
Capital Goods |
Construction Services |
-5.8% |
7.3% |
-31 |
-38 |
|
CCRT |
09/08/06 |
10.8% |
CompuCredit Corporation |
Financial |
Consumer Financial Services |
-2.8% |
2.0% |
-30 |
-36 |
|
AEOS |
03/10/06 |
52.9% |
American Eagle Outfitters |
Services |
Retail (Apparel) |
-3.1% |
2.7% |
-34 |
-36 |
|
ALD |
10/13/06 |
-1.3% |
Allied Capital Corporation |
Financial |
Investment Services |
-1.5% |
0.8% |
-19 |
-31 |
|
SPF |
07/14/06 |
14.3% |
Standard Pacific Corp. |
Capital Goods |
Construction Services |
-5.4% |
11.1% |
-25 |
-30 |
|
RS |
08/11/06 |
4.8% |
Reliance Steel & Aluminum |
Basic Materials |
Misc. Fabricated Products |
-4.2% |
16.2% |
-5 |
-25 |
|
NUE |
09/22/06 |
15.1% |
Nucor Corporation |
Basic Materials |
Iron & Steel |
-3.3% |
15.1% |
-16 |
-22 |
|
ANF |
09/08/06 |
15.4% |
Abercrombie & Fitch Co. |
Services |
Retail (Apparel) |
-2.2% |
9.6% |
-11 |
-20 |
|
MTH |
08/04/06 |
12.9% |
Meritage Homes Corporation |
Capital Goods |
Construction Services |
-2.4% |
14.3% |
-14 |
-15 |
|
STR |
05/26/06 |
16.6% |
Questar Corporation |
Energy |
Oil & Gas Operations |
-7.2% |
5.7% |
-1 |
-10 |
|
XOM |
08/04/06 |
1.3% |
ExxonMobil Corporation |
Energy |
Oil & Gas - Integrated |
-1.7% |
7.1% |
-5 |
-8 |
|
ASH |
07/21/06 |
4.2% |
ASHLAND INC NEW |
Capital Goods |
Construction Services |
-0.5% |
6.8% |
-6 |
-7 |
|
PCU |
07/21/06 |
23.0% |
Southern Copper Corporation |
Basic Materials |
Metal Mining |
-0.3% |
21.0% |
-5 |
-6 |
|
PETD |
07/07/06 |
23.7% |
Petroleum Development Corporation |
Energy |
Oil & Gas - Integrated |
0.0% |
15.3% |
-3 |
-3 |
|
KSWS |
09/15/06 |
8.7% |
K-Swiss Inc. |
Consumer Cyclical |
Footwear |
0.0% |
4.3% |
-7 |
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 |
8.5% |
E.ON AG (ADR) |
Utilities |
Electric Utilities |
-7.4% |
-3.1% |
-74 |
-69 |
|
KEP |
10/20/06 |
0.0% |
Korea Electric Power Corporation (ADR) |
Utilities |
Electric Utilities |
0.0% |
-1.1% |
-51 |
-60 |
|
UGI |
12/30/05 |
20.5% |
UGI Corporation |
Utilities |
Natural Gas Utilities |
-3.2% |
3.5% |
-18 |
-28 |
|
OTTR |
06/09/06 |
13.9% |
Otter Tail Corporation |
Utilities |
Electric Utilities |
0.0% |
4.5% |
-37 |
-16 |
|
UU |
06/10/05 |
11.2% |
United Utilities PLC (ADR) |
Utilities |
Electric Utilities |
-0.4% |
2.7% |
-23 |
-12 |
|
PGN |
01/10/05 |
4.4% |
Progress Energy, Inc. |
Utilities |
Electric Utilities |
0.0% |
5.9% |
-8 |
-7 |
|
ATG |
10/21/05 |
13.4% |
AGL Resources Inc. |
Utilities |
Natural Gas Utilities |
-5.4% |
5.1% |
-1 |
-5 |
|
WGL |
12/23/05 |
6.6% |
WGL Holdings, Inc. |
Utilities |
Natural Gas Utilities |
-0.1% |
6.1% |
-1 |
-5 |
|
ATO |
04/01/05 |
12.1% |
Atmos Energy Corporation |
Utilities |
Natural Gas Utilities |
0.0% |
8.0% |
-2 |
-1 |
|
WPS |
05/26/06 |
7.4% |
WPS Resources Corp |
Utilities |
Electric Utilities |
0.0% |
7.8% |
-2 |
-1 |
|
SRE |
01/10/05 |
48.9% |
Sempra Energy |
Utilities |
Natural Gas Utilities |
0.0% |
10.3% |
-3 |
-1 |
|
OKE |
11/11/05 |
52.3% |
ONEOK, Inc. |
Utilities |
Natural Gas Utilities |
0.0% |
10.6% |
-2 |
-1 |
|
VVC |
03/03/06 |
11.0% |
Vectren Corporation |
Utilities |
Natural Gas Utilities |
0.0% |
10.4% |
-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 |
|
EWBC |
12/30/05 |
-0.2% |
East West Bancorp, Inc. |
Financial |
Regional Banks |
-11.0% |
-8.0% |
-93 |
-92 |
|
DHI |
07/14/06 |
9.6% |
D.R. Horton Inc. |
Capital Goods |
Construction Services |
-6.6% |
-1.1% |
-73 |
-82 |
|
RYL |
08/11/06 |
11.7% |
The Ryland Group, Inc. |
Financial |
Consumer Financial Services |
-4.8% |
1.2% |
-45 |
-59 |
|
HIBB |
07/21/06 |
33.6% |
Hibbett Sporting Goods, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-5.3% |
-4.6% |
-34 |
-49 |
|
THO |
08/25/06 |
11.4% |
Thor Industries, Inc. |
Capital Goods |
Mobile Homes & RVs |
-7.1% |
8.5% |
-44 |
-47 |
|
SPLS |
05/26/06 |
7.3% |
Staples, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-4.7% |
5.2% |
-38 |
-45 |
|
JBHT |
09/22/06 |
9.6% |
J.B. Hunt Transport Services, Inc. |
Transportation |
Trucking |
-5.1% |
-2.8% |
-38 |
-43 |
|
COH |
07/28/06 |
25.3% |
Coach, Inc. |
Consumer Cyclical |
Apparel/Accessories |
-4.1% |
4.8% |
-40 |
-42 |
|
GBCI |
05/05/06 |
11.7% |
Glacier Bancorp, Inc. |
Financial |
Regional Banks |
-3.6% |
4.6% |
-34 |
-40 |
|
HZO |
08/11/06 |
28.1% |
MarineMax, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-6.1% |
-2.6% |
-2 |
-38 |
|
LOW |
09/08/06 |
11.0% |
Lowe's Companies, Inc. |
Services |
Retail (Home Improvement) |
-3.4% |
-2.3% |
-28 |
-35 |
|
CHS |
09/15/06 |
11.1% |
Chico's FAS, Inc. |
Services |
Retail (Apparel) |
-5.8% |
5.1% |
-43 |
-35 |
|
UNH |
08/25/06 |
-0.4% |
UnitedHealth Group Inc. |
Financial |
Insurance (Accident & Health) |
-3.5% |
3.5% |
-35 |
-34 |
|
BBBY |
07/21/06 |
19.3% |
Bed Bath & Beyond Inc. |
Services |
Retail (Specialty Non-Apparel) |
-3.2% |
1.3% |
-29 |
-32 |
|
SPF |
09/15/06 |
6.2% |
Standard Pacific Corp. |
Capital Goods |
Construction Services |
-5.4% |
11.1% |
-25 |
-30 |
|
USTR |
08/11/06 |
4.4% |
United Stationers Inc. |
Consumer Non-Cyclical |
Office Supplies |
-1.7% |
5.2% |
-28 |
-29 |
|
FAST |
09/22/06 |
8.7% |
Fastenal Company |
Basic Materials |
Misc. Fabricated Products |
-3.3% |
8.7% |
-22 |
-29 |
|
HAR |
08/18/06 |
3.5% |
Harman International Industries Inc./DE/ |
Consumer Cyclical |
Audio & Video Equipment |
-2.4% |
10.1% |
-19 |
-24 |
|
GISX |
12/30/05 |
31.4% |
Global Imaging Systems, Inc. |
Technology |
Office Equipment |
-0.7% |
6.0% |
-12 |
-20 |
|
MIK |
12/30/05 |
23.4% |
Michaels Stores, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-0.3% |
1.0% |
-18 |
-20 |
|
IEX |
08/11/06 |
12.7% |
IDEX Corporation |
Capital Goods |
Misc. Capital Goods |
-2.3% |
-1.5% |
-11 |
-18 |
|
WSO |
07/28/06 |
11.3% |
Watsco, Incorporated |
Capital Goods |
Misc. Capital Goods |
-2.4% |
11.3% |
-16 |
-18 |
|
HHS |
08/18/06 |
3.2% |
Harte-Hanks, Inc. |
Services |
Printing & Publishing |
-0.5% |
1.5% |
-11 |
-14 |
|
PNR |
07/28/06 |
5.6% |
Pentair, Inc. |
Conglomerates |
Conglomerates |
-0.9% |
5.6% |
-6 |
-9 |
|
JNJ |
02/17/06 |
16.2% |
Johnson & Johnson |
Health Care |
Major Drugs |
0.0% |
6.3% |
-4 |
-9 |
|
CHD |
11/18/05 |
20.6% |
Church & Dwight Co., Inc. |
Consumer Non-Cyclical |
Personal & Household Products |
0.0% |
4.8% |
-7 |
-8 |
|
ORLY |
09/01/06 |
13.9% |
O'Reilly Automotive, Inc. |
Services |
Retail (Specialty Non-Apparel) |
0.0% |
6.1% |
-6 |
-3 |
|
WSM |
09/01/06 |
14.4% |
Williams-Sonoma, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-0.1% |
7.7% |
-1 |
-3 |
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 |
|
TSS |
10/20/06 |
0.0% |
Total System Services |
Technology |
Computer Services |
0.0% |
1.0% |
-52 |
-62 |
|
PPDI |
10/13/06 |
-3.2% |
Pharmaceutical Product Development, Inc. |
Health Care |
Biotechnology & Drugs |
-4.0% |
0.1% |