.Wiser Trader Stocks and Options Newsletter
______________________________________________________________________________
Issue No. 102 November 13, 2006 Prescott, Arizona Systems@WiserTrader.com
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1.0 Trading
The major indices gained an average of 1.3% this week.
|
Major Averages For the Past Week |
|||
|
Index |
11/5/06 |
11/12/06 |
% Change |
|
DOW |
11986.04 |
12,108.43 |
1.02% |
|
NASDAQ |
2330.79 |
2,389.72 |
2.53% |
|
S&P500 |
1364.3 |
1,380.90 |
1.22% |
|
Russell 2K |
752.73 |
769.15 |
2.18% |
|
NYSE |
8716.76 |
8,827.98 |
1.28% |
1.1 Post-election
The S&P 500 in Figure 1A moved back above its upper trend line this week. With a season of mostly great earnings reports, attention is now turning to consumer holiday spending and inflation. The core PPI is due on Tuesday and the CPI on Thursday. Reactions to the elections were mild, except for the healthcare and telecom sectors. The new legislative majority is expected to favor lowering drug costs and maintaining “internet neutrality”.
FIGURE 1A
The NASDAQ in Figure 1B has reached its April high, with an 8.4% gain for the year. Semiconductors and technology ended the week with about a 2% gain. Commodities remain volatile.
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 |
1.2% |
1.0% |
-0.9% |
0.7% |
0.4% |
|
NASDAQ Composite Index |
1.4% |
2.5% |
-0.8% |
0.4% |
-0.6% |
|
S & P 500 Index |
1.1% |
1.2% |
-0.9% |
0.6% |
0.2% |
|
NYSE Composite Index |
2.1% |
1.3% |
-0.7% |
0.9% |
0.7% |
|
Russell 2000 Index |
0.9% |
2.2% |
-1.7% |
0.5% |
-0.1% |
|
HGX, Phil. Housing Index |
-2.4% |
0.7% |
-3.0% |
1.5% |
-1.5% |
|
IYR, Real Estate |
-1.0% |
0.8% |
-2.9% |
1.0% |
0.2% |
|
GLD, GOLD |
6.7% |
0.3% |
4.9% |
1.1% |
0.4% |
|
RKH, Banking |
-0.4% |
1.5% |
-1.1% |
0.4% |
-1.2% |
|
IYT, Transportation |
1.4% |
2.7% |
-2.9% |
0.5% |
1.2% |
|
SMH, Semiconductors |
-5.4% |
1.9% |
-1.8% |
-0.2% |
-5.3% |
|
BBH, Biotechnology |
0.7% |
-0.2% |
-1.6% |
1.6% |
0.9% |
|
OIH, Oil Infrastructure |
7.5% |
1.2% |
0.8% |
3.7% |
1.7% |
|
XLE, Energy |
6.4% |
1.5% |
0.8% |
2.7% |
1.3% |
|
XLU, Utilities |
3.9% |
0.9% |
-0.5% |
0.4% |
3.1% |
|
XLB, Materials |
2.9% |
1.3% |
-0.3% |
2.2% |
-0.2% |
|
XLI, Industrial |
-0.2% |
1.7% |
-1.0% |
-0.1% |
-0.8% |
|
XLK, Technology |
1.2% |
2.0% |
-0.6% |
0.0% |
-0.2% |
|
XLV, Healthcare |
-1.9% |
-1.8% |
-1.7% |
-0.7% |
2.2% |
|
XLF, Financials |
0.6% |
2.0% |
-1.0% |
1.0% |
-1.0% |
|
XLP, Consumer Staples |
1.0% |
0.3% |
-1.9% |
1.6% |
0.9% |
|
XLY, Consumer Discretionary |
1.9% |
2.0% |
-1.2% |
1.7% |
-0.5% |
The volatility indexes and put/call ratio are listed in Table 2B.
Table 2B
Sentiment
|
Indicator |
Current |
Last Week |
2 Weeks Ago |
Complacent |
Cautious |
|
VIX ** |
10.8 |
11.2 |
10.8 |
< 20 |
> 50 |
|
VXN *** |
15.5 |
17.2 |
17.4 |
< 30 |
> 70 |
|
CBOE Equity Put/Call Ratio |
0.73 |
0.66 |
0.60 |
< 0.55 |
> 0.70 |
|
** 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 +1.0% NASDAQ +2.5% S&P500 Index +1.2% Russell 2000 +2.2% NYSE +1.3% 30 Year Bond 4.692% 10 Year Note 4.586% 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 $59.52 Gold for the past 30 days: USD +9.73% CAD +9.13% CHF +7.08% GBP +6.49% EUR +7.13% JPY +7.86% |
_________________________________________________________________________
_________________________________________________________________________
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 |
9.8% |
-0.3% |
5.3% |
3.5% |
-0.4% |
0.6% |
1.6% |
|
Cash Rich Companies |
2.5% |
1.2% |
-1.2% |
3.0% |
2.5% |
-1.4% |
-5.1% |
|
Price to Free Cash Flow |
8.2% |
0.0% |
3.2% |
0.0% |
0.4% |
1.8% |
0.9% |
|
Growth Momentum |
5.7% |
0.9% |
3.7% |
1.5% |
0.2% |
1.3% |
0.7% |
|
Lynch |
27.1% |
-0.4% |
3.2% |
-0.2% |
1.8% |
-0.5% |
2.1% |
|
Buffett |
11.9% |
1.2% |
2.8% |
2.7% |
-1.7% |
2.8% |
-1.0% |
|
Graham |
18.8% |
0.6% |
3.9% |
2.1% |
-0.5% |
0.7% |
1.5% |
|
Templeton |
11.5% |
1.5% |
-0.5% |
1.9% |
-2.8% |
1.6% |
-1.0% |
|
Zweig |
11.7% |
0.7% |
1.6% |
1.2% |
-1.1% |
1.6% |
-0.2% |
|
Average |
11.9% |
0.6% |
2.4% |
1.7% |
-0.2% |
0.9% |
0.0% |
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% |
0.7% |
-44 |
-56 |
|
NOVC |
09/22/06 |
-0.3% |
Novacea, Inc. |
Health Care |
Biotechnology & Drugs |
-7.9% |
-1.1% |
-49 |
-55 |
|
CYTX |
11/03/06 |
12.3% |
Cytori Therapeutics Inc. |
Health Care |
Biotechnology & Drugs |
-2.8% |
12.3% |
-39 |
-51 |
|
ULBI |
08/18/06 |
26.1% |
Ultralife Batteries, Inc. |
Technology |
Electronic Instruments & Controls |
-11.4% |
-8.7% |
-51 |
-49 |
|
EIHI |
10/20/06 |
2.6% |
Eastern Insurance Holdings,Inc. |
Financial |
Insurance (Life) |
-3.9% |
-3.2% |
-45 |
-48 |
|
PBY |
10/06/06 |
2.4% |
The Pep Boys - Manny, Moe & Jack |
Services |
Retail (Specialty Non-Apparel) |
-3.9% |
-1.6% |
-69 |
-48 |
|
DWRI |
09/15/06 |
0.5% |
Design Within Reach, Inc. |
Consumer Cyclical |
Furniture & Fixtures |
-5.5% |
-2.1% |
-26 |
-43 |
|
MOCC |
10/27/06 |
9.7% |
Moscow CableCom Corp. |
Services |
Broadcasting & Cable TV |
-1.2% |
7.1% |
-47 |
-42 |
|
SGEN |
09/08/06 |
23.6% |
Seattle Genetics, Inc. |
Health Care |
Biotechnology & Drugs |
-6.2% |
9.8% |
-34 |
-37 |
|
LIPD |
11/03/06 |
2.6% |
Lipid Sciences, Inc. |
Health Care |
Biotechnology & Drugs |
-3.0% |
2.6% |
-30 |
-31 |
|
IOMI |
11/03/06 |
14.6% |
Iomai Corporation |
Health Care |
Biotechnology & Drugs |
-4.0% |
14.6% |
-12 |
-25 |
|
APN |
09/08/06 |
29.3% |
Applica Incorporated |
Consumer Cyclical |
Appliances & Tools |
-0.5% |
-0.3% |
-19 |
-19 |
|
MAG |
10/06/06 |
28.1% |
Magnetek, Inc. |
Technology |
Electronic Instruments & Controls |
-4.3% |
6.8% |
-14 |
-17 |
|
GLBC |
10/27/06 |
0.7% |
Global Crossing Ltd. |
Services |
Communications Services |
-3.9% |
-0.5% |
-22 |
-17 |
|
GETI |
10/20/06 |
4.6% |
GenTek Inc. |
Consumer Cyclical |
Auto & Truck Parts |
-3.1% |
7.1% |
-24 |
-16 |
|
PYX |
10/13/06 |
4.1% |
Playtex Products, Inc. |
Consumer Non-Cyclical |
Personal & Household Products |
0.0% |
4.1% |
-10 |
-5 |
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 |
2.5% |
Exar Corporation |
Technology |
Semiconductors |
-7.1% |
-1.2% |
-50 |
-37 |
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 |
|
MNT |
08/11/06 |
-0.7% |
Mentor Corporation |
Health Care |
Medical Equipment & Supplies |
-12.0% |
-2.3% |
-96 |
-93 |
|
FNLY |
09/08/06 |
-2.8% |
Finlay Enterprises, Inc. |
Consumer Cyclical |
Jewelry & Silverware |
-4.0% |
-3.1% |
-32 |
-48 |
|
LNX |
10/13/06 |
4.7% |
Lenox Group Inc. |
Consumer Non-Cyclical |
Personal & Household Products |
-5.8% |
1.2% |
-52 |
-48 |
|
MOVI |
10/13/06 |
6.9% |
Movie Gallery, Inc. |
Services |
Recreational Activities |
0.0% |
1.8% |
-45 |
-37 |
|
TGS |
11/10/06 |
0.0% |
Transportadora de Gas del Sur S.A (ADR) |
Energy |
Oil & Gas Operations |
0.0% |
0.9% |
-22 |
-25 |
|
F |
07/21/06 |
36.6% |
FORD MOTOR |
Consumer Cyclical |
Auto & Truck Manufacturers |
-6.6% |
2.4% |
-23 |
-21 |
|
FIS |
08/18/06 |
12.5% |
Fidelity National Information Services |
Services |
Business Services |
-2.7% |
-0.6% |
-21 |
-21 |
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 |
|
AZN |
02/03/06 |
22.7% |
AstraZeneca plc (ADR) |
Health Care |
Major Drugs |
-13.4% |
-7.2% |
-95 |
-97 |
|
BTI |
08/12/05 |
34.8% |
British American Tobacco (ADR) |
Consumer Non-Cyclical |
Tobacco |
-5.5% |
0.6% |
-41 |
-57 |
|
VIP |
08/18/06 |
36.2% |
Vimpel-Communications (ADR) |
Services |
Communications Services |
-0.2% |
4.4% |
-14 |
-14 |
|
PKX |
08/11/06 |
23.6% |
POSCO (ADR) |
Basic Materials |
Iron & Steel |
-0.9% |
7.8% |
-7 |
-9 |
|
SKM |
08/25/06 |
18.4% |
SK Telecom Co., Ltd. (ADR) |
Services |
Communications Services |
-0.1% |
10.5% |
-3 |
-3 |
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 |
|
CSE |
08/04/06 |
8.3% |
CapitalSource, Inc. |
Financial |
Misc. Financial Services |
-5.1% |
-2.0% |
-71 |
-80 |
|
IO |
10/06/06 |
7.8% |
Input/Output, Inc. |
Technology |
Scientific & Technical Instruments |
-6.6% |
-2.8% |
-33 |
-37 |
|
VSEA |
10/27/06 |
6.3% |
Varian Semiconductor |
Technology |
Semiconductors |
0.0% |
5.6% |
-64 |
-35 |
|
GS |
08/18/06 |
20.9% |
Goldman Sachs Group, Inc. |
Financial |
Investment Services |
-3.3% |
0.0% |
-43 |
-32 |
|
LRCX |
10/13/06 |
-3.0% |
Lam Research Corporation |
Technology |
Semiconductors |
-3.8% |
2.3% |
-42 |
-30 |
|
APH |
10/20/06 |
0.6% |
Amphenol Corporation |
Technology |
Electronic Instruments & Controls |
-1.9% |
2.5% |
-35 |
-29 |
|
MDR |
11/03/06 |
1.4% |
McDermott International |
Capital Goods |
Construction Services |
-2.4% |
1.4% |
-6 |
-16 |
|
ADS |
10/20/06 |
3.2% |
Alliance Data Systems |
Technology |
Computer Services |
0.0% |
5.4% |
-24 |
-1 |
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 |
|
OSK |
11/03/06 |
0.6% |
Oshkosh Truck Corporation |
Consumer Cyclical |
Auto & Truck Manufacturers |
-1.0% |
-19.7% |
-97 |
-92 |
|
TOL |
09/22/06 |
-1.4% |
Toll Brothers, Inc. |
Capital Goods |
Construction Services |
-11.0% |
-7.3% |
-99 |
-85 |
|
SPF |
07/14/06 |
3.5% |
Standard Pacific Corp. |
Capital Goods |
Construction Services |
-14.3% |
-10.5% |
-100 |
-74 |
|
DHI |
09/15/06 |
-7.7% |
D.R. Horton Inc. |
Capital Goods |
Construction Services |
-9.6% |
-5.9% |
-98 |
-74 |
|
MTH |
08/04/06 |
4.4% |
Meritage Homes Corporation |
Capital Goods |
Construction Services |
-9.7% |
-6.7% |
-97 |
-71 |
|
BTI |
12/30/05 |
20.6% |
British American Tobacco (ADR) |
Consumer Non-Cyclical |
Tobacco |
-5.5% |
0.6% |
-41 |
-57 |
|
THO |
07/21/06 |
2.9% |
Thor Industries, Inc. |
Capital Goods |
Mobile Homes & RVs |
-7.7% |
-7.7% |
-76 |
-55 |
|
ANF |
09/08/06 |
14.4% |
Abercrombie & Fitch Co. |
Services |
Retail (Apparel) |
-5.8% |
-2.4% |
-66 |
-48 |
|
RS |
08/11/06 |
2.7% |
Reliance Steel & Aluminum |
Basic Materials |
Misc. Fabricated Products |
-6.0% |
-3.8% |
-36 |
-46 |
|
NAT |
11/10/06 |
0.0% |
Nordic American Tanker Shipping Limited |
Transportation |
Water Transportation |
0.0% |
3.9% |
-35 |
-42 |
|
GTRC |
10/06/06 |
3.2% |
Guitar Center, Inc. |
Services |
Retail (Specialty Non-Apparel) |
0.0% |
2.0% |
-43 |
-41 |
|
JBHT |
09/22/06 |
14.0% |
J.B. Hunt Transport Services, Inc. |
Transportation |
Trucking |
-1.4% |
1.0% |
-67 |
-35 |
|
BJS |
11/03/06 |
1.4% |
BJ Services Company |
Energy |
Oil Well Services & Equipment |
-1.0% |
5.5% |
-30 |
-35 |
|
ALD |
10/13/06 |
1.7% |
Allied Capital Corporation |
Financial |
Investment Services |
-1.5% |
1.7% |
-36 |
-33 |
|
EOG |
11/10/06 |
0.0% |
EOG Resources, Inc. |
Energy |
Oil & Gas Operations |
0.0% |
3.9% |
-17 |
-32 |
|
STR |
05/26/06 |
17.2% |
Questar Corporation |
Energy |
Oil & Gas Operations |
-6.7% |
2.7% |
-30 |
-31 |
|
PCU |
07/21/06 |
27.3% |
Southern Copper Corporation |
Basic Materials |
Metal Mining |
-6.3% |
9.7% |
-2 |
-26 |
|
PETD |
07/07/06 |
23.3% |
Petroleum Development Corporation |
Energy |
Oil & Gas - Integrated |
-3.8% |
4.3% |
-19 |
-24 |
|
KSWS |
09/15/06 |
23.3% |
K-Swiss Inc. |
Consumer Cyclical |
Footwear |
-3.4% |
13.6% |
-23 |
-23 |
|
STLD |
10/27/06 |
-2.2% |
Steel Dynamics, Inc. |
Basic Materials |
Iron & Steel |
-2.3% |
4.1% |
-16 |
-22 |
|
NUE |
09/22/06 |
25.0% |
Nucor Corporation |
Basic Materials |
Iron & Steel |
-4.7% |
7.2% |
-11 |
-21 |
|
PSUN |
10/13/06 |
6.2% |
Pacific Sunwear of California, Inc. |
Services |
Retail (Apparel) |
0.0% |
6.2% |
-41 |
-20 |
|
MDC |
09/22/06 |
12.9% |
M.D.C. Holdings, Inc. |
Capital Goods |
Construction Services |
-1.7% |
3.1% |
-65 |
-20 |
|
JOSB |
09/22/06 |
7.2% |
Jos. A. Bank Clothiers, Inc. |
Services |
Retail (Apparel) |
-0.9% |
4.9% |
-27 |
-13 |
|
TBL |
07/07/06 |
22.1% |
The Timberland Company |
Consumer Cyclical |
Footwear |
0.0% |
7.2% |
-20 |
-11 |
|
IMO |
10/06/06 |
15.2% |
IMPERIAL OIL LTD |
Energy |
Oil & Gas - Integrated |
-2.1% |
15.8% |
-1 |
-11 |
|
CRDN |
08/11/06 |
17.1% |
Ceradyne, Inc. |
Capital Goods |
Aerospace and Defense |
-2.5% |
22.3% |
-14 |
-11 |
|
CCRT |
09/08/06 |
31.4% |
CompuCredit Corporation |
Financial |
Consumer Financial Services |
0.0% |
18.8% |
-4 |
-9 |
|
XOM |
08/04/06 |
8.3% |
Exxon Mobil Corporation |
Energy |
Oil & Gas - Integrated |
-0.3% |
8.8% |
-2 |
-4 |
|
AEOS |
03/10/06 |
61.0% |
American Eagle Outfitters |
Services |
Retail (Apparel) |
0.0% |
2.1% |
-35 |
-2 |
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 |
|
OTTR |
06/09/06 |
12.5% |
Otter Tail Corporation |
Utilities |
Electric Utilities |
-3.6% |
1.0% |
-55 |
-46 |
|
ATG |
10/21/05 |
14.0% |
AGL Resources Inc. |
Utilities |
Natural Gas Utilities |
-4.9% |
1.7% |
-28 |
-35 |
|
WGL |
12/23/05 |
6.7% |
WGL Holdings, Inc. |
Utilities |
Natural Gas Utilities |
-1.3% |
1.5% |
-42 |
-28 |
|
VVC |
03/03/06 |
10.4% |
Vectren Corporation |
Utilities |
Natural Gas Utilities |
-2.0% |
2.5% |
-26 |
-24 |
|
WPS |
05/26/06 |
8.9% |
WPS Resources Corporation |
Utilities |
Electric Utilities |
-0.4% |
4.3% |
-31 |
-17 |
|
EON |
03/10/06 |
10.2% |
E.ON AG (ADR) |
Utilities |
Electric Utilities |
-5.9% |
2.9% |
-30 |
-11 |
|
OKE |
11/11/05 |
55.4% |
ONEOK, Inc. |
Utilities |
Natural Gas Utilities |
-0.3% |
5.8% |
-11 |
-10 |
|
PGN |
01/10/05 |
5.1% |
Progress Energy, Inc. |
Utilities |
Electric Utilities |
-0.1% |
3.1% |
-22 |
-8 |
|
UGI |
12/30/05 |
31.6% |
UGI Corporation |
Utilities |
Natural Gas Utilities |
-0.6% |
7.7% |
-10 |
-7 |
|
ATO |
04/01/05 |
17.9% |
Atmos Energy Corporation |
Utilities |
Natural Gas Utilities |
-0.3% |
7.0% |
-3 |
-6 |
|
UU |
06/10/05 |
18.7% |
United Utilities PLC (ADR) |
Utilities |
Electric Utilities |
0.0% |
6.4% |
-9 |
-3 |
|
KEP |
10/20/06 |
4.4% |
Korea Electric Power Corporation (ADR) |
Utilities |
Electric Utilities |
0.0% |
3.1% |
-5 |
-2 |
|
SRE |
01/10/05 |
49.1% |
Sempra Energy |
Utilities |
Natural Gas Utilities |
0.0% |
3.1% |
-25 |
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 |
|
FAST |
09/22/06 |
-3.6% |
Fastenal Company |
Basic Materials |
Misc. Fabricated Products |
-14.3% |
-13.8% |
-91 |
-96 |
|
UNH |
08/25/06 |
-9.4% |
UnitedHealth Group Inc. |
Financial |
Insurance (Accident & Health) |
-12.2% |
-5.4% |
-98 |
-87 |
|
USTR |
08/11/06 |
0.4% |
United Stationers Inc. |
Consumer Non-Cyclical |
Office Supplies |
-5.5% |
-4.5% |
-84 |
-83 |
|
GBCI |
05/05/06 |
10.1% |
Glacier Bancorp, Inc. |
Financial |
Regional Banks |
-5.1% |
-5.1% |
-84 |
-78 |
|
LOW |
09/08/06 |
7.1% |
Lowe's Companies, Inc. |
Services |
Retail (Home Improvement) |
-6.8% |
0.4% |
-78 |
-76 |
|
GISX |
12/30/05 |
24.9% |
Global Imaging Systems, Inc. |
Technology |
Office Equipment |
-5.8% |
-0.8% |
-80 |
-75 |
|
SPF |
09/15/06 |
-3.9% |
Standard Pacific Corp. |
Capital Goods |
Construction Services |
-14.3% |
-10.5% |
-100 |
-74 |
|
DHI |
07/14/06 |
6.0% |
D.R. Horton Inc. |
Capital Goods |
Construction Services |
-9.6% |
-5.9% |
-98 |
-74 |
|
SPLS |
05/26/06 |
7.1% |
Staples, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-5.0% |
-4.6% |
-67 |
-73 |
|
CHRW |
11/03/06 |
1.0% |
C.H. Robinson Worldwide, Inc. |
Transportation |
Misc. Transportation |
-1.4% |
-3.5% |
-81 |
-70 |
|
EWBC |
12/30/05 |
1.3% |
East West Bancorp, Inc. |
Financial |
Regional Banks |
-9.7% |
-2.1% |
-71 |
-68 |
|
HZO |
08/11/06 |
28.6% |
MarineMax, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-10.0% |
4.8% |
-78 |
-67 |
|
JNJ |
02/17/06 |
12.2% |
Johnson & Johnson |
Health Care |
Major Drugs |
-4.1% |
-2.2% |
-66 |
-64 |
|
RYL |
08/11/06 |
11.8% |
The Ryland Group, Inc. |
Financial |
Consumer Financial Services |
-6.1% |
0.5% |
-97 |
-62 |
|
ORLY |
09/01/06 |
8.4% |
O'Reilly Automotive, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-6.0% |
-3.5% |
-73 |
-57 |
|
THO |
08/25/06 |
10.7% |
Thor Industries, Inc. |
Capital Goods |
Mobile Homes & RVs |
-7.7% |
-7.7% |
-76 |
-55 |
|
HHS |
08/18/06 |
1.0% |
Harte-Hanks, Inc. |
Services |
Printing & Publishing |
-4.1% |
-1.7% |
-52 |
-48 |
|
WSM |
09/01/06 |
14.0% |
Williams-Sonoma, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-3.4% |
1.0% |
-49 |
-37 |
|
JBHT |
09/22/06 |
14.0% |
J.B. Hunt Transport Services, Inc. |
Transportation |
Trucking |
-1.4% |
6.4% |
-67 |
-35 |
|
BJS |
11/03/06 |
1.4% |
BJ Services Company |
Energy |
Oil Well Services & Equipment |
-1.0% |
5.5% |
-30 |
-35 |
|
IEX |
08/11/06 |
11.4% |
IDEX Corporation |
Capital Goods |
Misc. Capital Goods |
-3.3% |
1.8% |
-39 |
-34 |
|
CHD |
11/18/05 |
25.1% |
Church & Dwight Co., Inc. |
Consumer Non-Cyclical |
Personal & Household Products |
-0.5% |
6.3% |
-30 |
-29 |
|
CHS |
09/15/06 |
14.0% |
Chico's FAS, Inc. |
Services |
Retail (Apparel) |
-4.1% |
-3.4% |
-59 |
-28 |
|
COH |
07/28/06 |
37.7% |
Coach, Inc. |
Consumer Cyclical |
Apparel/Accessories |
-3.2% |
6.2% |
-28 |
-25 |
|
MMM |
11/10/06 |
0.0% |
3M Company |
Conglomerates |
Conglomerates |
0.0% |
0.8% |
-29 |
-25 |
|
BBBY |
07/21/06 |
22.6% |
Bed Bath & Beyond Inc. |
Services |
Retail (Specialty Non-Apparel) |
-0.8% |
4.3% |
-48 |
-20 |
|
HIBB |
07/21/06 |
47.2% |
Hibbett Sporting Goods, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-2.1% |
2.6% |
-23 |
-16 |
|
WSO |
07/28/06 |
13.8% |
Watsco, Incorporated |
Capital Goods |
Misc. Capital Goods |
-1.6% |
2.8% |
-19 |
-12 |
|
HAR |
08/18/06 |
22.6% |
Harman International Industries Inc./DE/ |
Consumer Cyclical |
Audio & Video Equipment |
-0.3% |
15.7% |