.Wiser Trader Stocks and Options Newsletter
______________________________________________________________________________
Issue No. 102 November 20, 2006 Prescott, Arizona Systems@WiserTrader.com
______________________________________________________________________________
1.0 Trading
The major indices gained an average of 1.8% this week.
|
|
Last Week |
This Week |
% Change |
|
DOW |
12108.40 |
12342.56 |
1.9% |
|
NASDAQ |
2389.72 |
2445.86 |
2.3% |
|
S&P 500 |
1380.90 |
1401.20 |
1.5% |
|
Russell 2K |
769.15 |
788.47 |
2.5% |
|
NYSE |
8827.98 |
8897.17 |
0.8% |
|
Average |
|
|
1.81% |
1.1 Pre-holiday
The S&P 500 in Figure 1A continued above its upper trend line this week. The market enters Thanksgiving with positive momentum helped by low PPI and CPI reports on inflation and mixed reports on consumer spending from retailers. Market breadth was a little weak on Friday, possibly due to the volatility of options expirations. Overall, the first four days of the week were quite strong.
FIGURE 1A
The NASDAQ in Figure 1B climbed above its upper trend line, reaching a new multiyear high. Semiconductors gained 5% for the week and technology ended the week with about a 2% gain. Energy and precious metals declined about 1%.
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 |
2.8% |
1.9% |
1.0% |
-0.9% |
0.7% |
|
NASDAQ Composite Index |
4.4% |
2.3% |
2.5% |
-0.8% |
0.4% |
|
S & P 500 Index |
2.4% |
1.5% |
1.2% |
-0.9% |
0.6% |
|
NYSE Composite Index |
2.2% |
0.8% |
1.3% |
-0.7% |
0.9% |
|
Russell 2000 Index |
3.5% |
2.5% |
2.2% |
-1.7% |
0.5% |
|
HGX, Phil. Housing Index |
4.3% |
5.2% |
0.7% |
-3.0% |
1.5% |
|
IYR, Real Estate |
0.7% |
1.8% |
0.8% |
-2.9% |
1.0% |
|
GLD, GOLD |
5.1% |
-1.1% |
0.3% |
4.9% |
1.1% |
|
RKH, Banking |
1.1% |
0.2% |
1.5% |
-1.1% |
0.4% |
|
IYT, Transportation |
2.6% |
2.4% |
2.7% |
-2.9% |
0.5% |
|
SMH, Semiconductors |
4.9% |
5.0% |
1.9% |
-1.8% |
-0.2% |
|
BBH, Biotechnology |
0.9% |
1.1% |
-0.2% |
-1.6% |
1.6% |
|
OIH, Oil Infrastructure |
5.2% |
-0.5% |
1.2% |
0.8% |
3.7% |
|
XLE, Energy |
4.4% |
-0.6% |
1.5% |
0.8% |
2.7% |
|
XLU, Utilities |
1.2% |
0.4% |
0.9% |
-0.5% |
0.4% |
|
XLB, Materials |
3.5% |
0.4% |
1.3% |
-0.3% |
2.2% |
|
XLI, Industrial |
3.3% |
2.6% |
1.7% |
-1.0% |
-0.1% |
|
XLK, Technology |
3.9% |
2.4% |
2.0% |
-0.6% |
0.0% |
|
XLV, Healthcare |
-1.9% |
2.2% |
-1.8% |
-1.7% |
-0.7% |
|
XLF, Financials |
2.5% |
0.6% |
2.0% |
-1.0% |
1.0% |
|
XLP, Consumer Staples |
1.8% |
1.3% |
0.3% |
-1.9% |
1.6% |
|
XLY, Consumer Discretionary |
4.6% |
2.1% |
2.0% |
-1.2% |
1.7% |
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 ** |
10.1 |
10.8 |
11.2 |
< 20 |
> 50 |
|
VXN *** |
15.3 |
15.5 |
17.2 |
< 30 |
> 70 |
|
CBOE Equity Put/Call Ratio (Contrarian) |
0.47 |
0.73 |
0.66 |
< 0.55 (Top) |
> 0.70 (Bottom) |
|
** 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 +1.9% NASDAQ +2.3% S&P500 Index +1.5% Russell 2000 +2.5% NYSE +0.8% 30 Year Bond 4.691% 10 Year Note 4.607% 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 $58.97 Gold for the past 30 days: USD +5.62% CAD +6.39% CHF +3.24% GBP +4.08% EUR +3.09% JPY +4.39% |
_________________________________________________________________________
_________________________________________________________________________
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 |
8.3% |
-1.2% |
4.1% |
-0.5% |
2.7% |
-0.1% |
1.9% |
|
Cash Rich Companies |
7.6% |
-1.0% |
9.3% |
5.0% |
3.0% |
2.5% |
-1.4% |
|
Price to Free Cash Flow |
12.5% |
0.5% |
5.4% |
4.0% |
-0.3% |
-0.5% |
2.2% |
|
Growth Momentum |
9.1% |
0.1% |
6.4% |
3.2% |
1.5% |
0.2% |
1.3% |
|
Lynch |
24.0% |
0.3% |
2.0% |
0.6% |
-0.9% |
2.2% |
0.1% |
|
Buffett |
11.9% |
0.2% |
4.4% |
0.5% |
2.7% |
-1.5% |
2.8% |
|
Graham |
20.3% |
0.2% |
3.7% |
1.3% |
2.1% |
-0.5% |
0.7% |
|
Templeton |
14.7% |
-0.1% |
3.4% |
2.8% |
1.9% |
-2.8% |
1.6% |
|
Zweig |
10.9% |
-0.4% |
5.2% |
1.9% |
1.8% |
-0.1% |
1.6% |
|
Average |
13.3% |
-0.1% |
4.9% |
2.1% |
1.6% |
-0.1% |
1.2% |
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 |
-7.5% |
Design Within Reach, Inc. |
Consumer Cyclical |
Furniture & Fixtures |
-13.1% |
-8.0% |
-95 |
-93 |
|
PBY |
10/06/06 |
-4.4% |
The Pep Boys - Manny, Moe & Jack |
Services |
Retail (Specialty Non-Apparel) |
-10.3% |
-8.7% |
-84 |
-75 |
|
CYTX |
11/03/06 |
7.4% |
Cytori Therapeutics Inc. |
Health Care |
Biotechnology & Drugs |
-7.1% |
-4.4% |
-46 |
-69 |
|
MSN |
07/07/06 |
3.8% |
Emerson Radio Corp. |
Consumer Cyclical |
Audio & Video Equipment |
-5.8% |
9.5% |
-21 |
-61 |
|
MOCC |
10/27/06 |
9.2% |
Moscow CableCom Corp. |
Services |
Broadcasting & Cable TV |
-1.7% |
-0.5% |
-47 |
-48 |
|
APN |
09/08/06 |
26.4% |
Applica Incorporated |
Consumer Cyclical |
Appliances & Tools |
-2.7% |
-2.2% |
-31 |
-47 |
|
SGEN |
09/08/06 |
23.2% |
Seattle Genetics, Inc. |
Health Care |
Biotechnology & Drugs |
-6.5% |
7.3% |
-57 |
-41 |
|
LIPD |
11/03/06 |
0.0% |
Lipid Sciences, Inc. |
Health Care |
Biotechnology & Drugs |
-9.1% |
-2.6% |
-33 |
-37 |
|
EIHI |
10/20/06 |
4.8% |
Eastern Insurance Holdings,Inc. |
Financial |
Insurance (Life) |
-1.8% |
2.1% |
-43 |
-25 |
|
GLBC |
10/27/06 |
0.8% |
Global Crossing Ltd. |
Services |
Communications Services |
-4.2% |
0.1% |
-3 |
-23 |
|
GETI |
10/20/06 |
5.0% |
GenTek Inc. |
Consumer Cyclical |
Auto & Truck Parts |
-2.8% |
0.4% |
-17 |
-17 |
|
PYX |
10/13/06 |
4.6% |
Playtex Products, Inc. |
Consumer Non-Cyclical |
Personal & Household Products |
-1.3% |
5.9% |
-6 |
-12 |
|
MAG |
10/06/06 |
34.6% |
Magnetek, Inc. |
Technology |
Electronic Instruments & Controls |
-2.0% |
5.0% |
-3 |
-8 |
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 |
7.6% |
Exar Corporation |
Technology |
Semiconductors |
-2.5% |
9.3% |
-3 |
-11 |
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 |
|
TGS |
11/10/06 |
-1.2% |
Transportadora de Gas del Sur S.A (ADR) |
Energy |
Oil & Gas Operations |
-1.7% |
-1.2% |
-69 |
-75 |
|
LNX |
10/13/06 |
5.4% |
Lenox Group Inc. |
Consumer Non-Cyclical |
Personal & Household Products |
-5.2% |
0.7% |
-42 |
-43 |
|
MNT |
08/11/06 |
4.3% |
Mentor Corporation |
Health Care |
Medical Equipment & Supplies |
-7.6% |
5.0% |
-67 |
-36 |
|
F |
07/21/06 |
41.6% |
FORD MOTOR |
Consumer Cyclical |
Auto & Truck Manufacturers |
-3.3% |
3.6% |
-12 |
-22 |
|
FIS |
08/18/06 |
14.0% |
Fidelity National Information Services |
Services |
Business Services |
-1.4% |
1.4% |
-19 |
-16 |
|
FNLY |
09/08/06 |
11.3% |
Finlay Enterprises, Inc. |
Consumer Cyclical |
Jewelry & Silverware |
0.0% |
14.4% |
-18 |
-6 |
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 |
22.9% |
AstraZeneca plc (ADR) |
Health Care |
Major Drugs |
-13.2% |
-13.1% |
-89 |
-97 |
|
NAT |
11/17/06 |
0.0% |
Nordic American Tanker Shipping Limited |
Transportation |
Water Transportation |
0.0% |
-0.7% |
-80 |
-73 |
|
BTI |
08/12/05 |
36.7% |
British American Tobacco (ADR) |
Consumer Non-Cyclical |
Tobacco |
-4.2% |
0.4% |
-38 |
-34 |
|
VIP |
08/18/06 |
37.5% |
Vimpel-Communications (ADR) |
Services |
Communications Services |
-1.2% |
5.4% |
-8 |
-18 |
|
PKX |
08/11/06 |
24.4% |
POSCO (ADR) |
Basic Materials |
Iron & Steel |
-1.1% |
8.7% |
-17 |
-8 |
|
SKM |
08/25/06 |
22.1% |
SK Telecom Co., Ltd. (ADR) |
Services |
Communications Services |
0.0% |
11.5% |
-9 |
-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 |
|
CSE |
08/04/06 |
9.4% |
CapitalSource, Inc. |
Financial |
Misc. Financial Services |
-4.2% |
1.0% |
-73 |
-66 |
|
APH |
10/20/06 |
0.4% |
Amphenol Corporation |
Technology |
Electronic Instruments & Controls |
-2.1% |
-0.3% |
-19 |
-35 |
|
IO |
10/06/06 |
9.2% |
Input/Output, Inc. |
Technology |
Scientific & Technical Instruments |
-5.4% |
1.4% |
-35 |
-33 |
|
MDR |
11/03/06 |
3.1% |
McDermott International |
Capital Goods |
Construction Services |
-0.9% |
1.7% |
-24 |
-13 |
|
LRCX |
10/13/06 |
5.2% |
Lam Research Corporation |
Technology |
Semiconductors |
-1.3% |
8.5% |
-11 |
-12 |
|
GS |
08/18/06 |
26.1% |
Goldman Sachs Group, Inc. |
Financial |
Investment Services |
-0.9% |
4.3% |
0 |
-10 |
|
VSEA |
10/27/06 |
12.1% |
Varian Semiconductor |
Technology |
Semiconductors |
-0.1% |
5.4% |
-8 |
-8 |
|
ADS |
10/20/06 |
7.2% |
Alliance Data Systems |
Technology |
Computer Services |
0.0% |
3.9% |
0 |
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 |
|
ANF |
09/08/06 |
9.4% |
Abercrombie & Fitch Co. |
Services |
Retail (Apparel) |
-10.0% |
-5.2% |
-78 |
-95 |
|
STR |
05/26/06 |
13.6% |
Questar Corporation |
Energy |
Oil & Gas Operations |
-9.6% |
-2.6% |
-86 |
-77 |
|
NAT |
11/10/06 |
-2.6% |
Nordic American Tanker Shipping Limited |
Transportation |
Water Transportation |
-2.6% |
-0.7% |
-80 |
-73 |
|
PETD |
07/07/06 |
14.8% |
Petroleum Development Corporation |
Energy |
Oil & Gas - Integrated |
-10.4% |
-7.2% |
-69 |
-73 |
|
PCU |
07/21/06 |
17.6% |
Southern Copper Corporation |
Basic Materials |
Metal Mining |
-13.5% |
-4.4% |
-70 |
-73 |
|
RS |
08/11/06 |
3.3% |
Reliance Steel & Aluminum |
Basic Materials |
Misc. Fabricated Products |
-5.5% |
-1.4% |
-98 |
-72 |
|
OSK |
11/03/06 |
8.2% |
Oshkosh Truck Corporation |
Consumer Cyclical |
Auto & Truck Manufacturers |
0.0% |
-3.8% |
-71 |
-64 |
|
THO |
07/21/06 |
4.5% |
Thor Industries, Inc. |
Capital Goods |
Mobile Homes & RVs |
-6.2% |
0.9% |
-56 |
-59 |
|
SPF |
07/14/06 |
8.0% |
Standard Pacific Corp. |
Capital Goods |
Construction Services |
-10.6% |
-5.5% |
-57 |
-55 |
|
NUE |
09/22/06 |
21.6% |
Nucor Corporation |
Basic Materials |
Iron & Steel |
-7.3% |
5.7% |
-68 |
-48 |
|
JOSB |
09/22/06 |
4.6% |
Jos. A. Bank Clothiers, Inc. |
Services |
Retail (Apparel) |
-4.9% |
6.7% |
-37 |
-47 |
|
MTH |
08/04/06 |
9.0% |
Meritage Homes Corporation |
Capital Goods |
Construction Services |
-5.7% |
-3.4% |
-38 |
-47 |
|
ALD |
10/13/06 |
1.6% |
Allied Capital Corporation |
Financial |
Investment Services |
-1.9% |
2.9% |
-36 |
-38 |
|
UNT |
11/17/06 |
0.0% |
Unit Corporation |
Energy |
Oil & Gas Operations |
0.0% |
6.4% |
-35 |
-37 |
|
STLD |
10/27/06 |
-1.8% |
Steel Dynamics, Inc. |
Basic Materials |
Iron & Steel |
-1.8% |
3.1% |
-70 |
-37 |
|
AEOS |
03/10/06 |
60.8% |
American Eagle Outfitters |
Services |
Retail (Apparel) |
-1.8% |
5.2% |
-29 |
-37 |
|
BTI |
12/30/05 |
22.3% |
British American Tobacco (ADR) |
Consumer Non-Cyclical |
Tobacco |
-4.2% |
0.4% |
-38 |
-34 |
|
JBHT |
09/22/06 |
13.2% |
J.B. Hunt Transport Services, Inc. |
Transportation |
Trucking |
-2.0% |
3.3% |
-20 |
-34 |
|
EOG |
11/10/06 |
1.2% |
EOG Resources, Inc. |
Energy |
Oil & Gas Operations |
-0.2% |
3.1% |
-58 |
-31 |
|
BJS |
11/03/06 |
3.4% |
BJ Services Company |
Energy |
Oil Well Services & Equipment |
-3.2% |
6.4% |
-35 |
-30 |
|
IMO |
10/06/06 |
12.0% |
IMPERIAL OIL LTD |
Energy |
Oil & Gas - Integrated |
-4.8% |
11.2% |
-23 |
-27 |
|
KSWS |
09/15/06 |
22.7% |
K-Swiss Inc. |
Consumer Cyclical |
Footwear |
-4.2% |
12.9% |
-21 |
-27 |
|
TOL |
09/22/06 |
7.5% |
Toll Brothers, Inc. |
Capital Goods |
Construction Services |
-2.9% |
2.3% |
-29 |
-25 |
|
TBL |
07/07/06 |
22.9% |
The Timberland Company |
Consumer Cyclical |
Footwear |
-4.3% |
10.9% |
-19 |
-24 |
|
XOM |
08/04/06 |
6.4% |
Exxon Mobil Corporation |
Energy |
Oil & Gas - Integrated |
-2.3% |
5.1% |
-26 |
-22 |
|
PSUN |
10/13/06 |
8.2% |
Pacific Sunwear of California, Inc. |
Services |
Retail (Apparel) |
-2.6% |
16.6% |
-17 |
-19 |
|
GTRC |
10/06/06 |
3.3% |
Guitar Center, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-0.2% |
4.3% |
-15 |
-17 |
|
MDC |
09/22/06 |
20.3% |
M.D.C. Holdings, Inc. |
Capital Goods |
Construction Services |
-0.3% |
12.1% |
-14 |
-16 |
|
CRDN |
08/11/06 |
18.9% |
Ceradyne, Inc. |
Capital Goods |
Aerospace and Defense |
-2.5% |
25.7% |
-11 |
-14 |
|
CCRT |
09/08/06 |
30.4% |
CompuCredit Corporation |
Financial |
Consumer Financial Services |
-1.7% |
17.7% |
-14 |
-13 |
|
DHI |
09/15/06 |
3.1% |
D.R. Horton Inc. |
Capital Goods |
Construction Services |
0.0% |
8.0% |
-15 |
-11 |
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 |
|
VVC |
03/03/06 |
9.2% |
Vectren Corporation |
Utilities |
Natural Gas Utilities |
-3.0% |
-1.6% |
-58 |
-45 |
|
ATG |
10/21/05 |
14.6% |
AGL Resources Inc. |
Utilities |
Natural Gas Utilities |
-4.5% |
1.0% |
-35 |
-32 |
|
OTTR |
06/09/06 |
14.8% |
Otter Tail Corporation |
Utilities |
Electric Utilities |
-1.7% |
0.8% |
-20 |
-25 |
|
OKE |
11/11/05 |
54.2% |
ONEOK, Inc. |
Utilities |
Natural Gas Utilities |
-1.1% |
1.2% |
-20 |
-20 |
|
WPS |
05/26/06 |
9.1% |
WPS Resources Corporation |
Utilities |
Electric Utilities |
-0.8% |
1.5% |
-21 |
-18 |
|
SRE |
01/10/05 |
51.0% |
Sempra Energy |
Utilities |
Natural Gas Utilities |
-0.4% |
1.4% |
-8 |
-14 |
|
WGL |
12/23/05 |
8.9% |
WGL Holdings, Inc. |
Utilities |
Natural Gas Utilities |
-0.2% |
2.1% |
-10 |
-12 |
|
UGI |
12/30/05 |
31.5% |
UGI Corporation |
Utilities |
Natural Gas Utilities |
-0.6% |
9.1% |
-7 |
-10 |
|
KEP |
10/20/06 |
8.6% |
Korea Electric Power Corporation (ADR) |
Utilities |
Electric Utilities |
-0.7% |
8.6% |
-10 |
-9 |
|
PGN |
01/10/05 |
7.3% |
Progress Energy, Inc. |
Utilities |
Electric Utilities |
0.0% |
2.7% |
-8 |
-8 |
|
EON |
03/10/06 |
12.6% |
E.ON AG (ADR) |
Utilities |
Electric Utilities |
-3.9% |
3.8% |
-15 |
-3 |
|
ATO |
04/01/05 |
21.1% |
Atmos Energy Corporation |
Utilities |
Natural Gas Utilities |
0.0% |
8.0% |
-12 |
-2 |
|
UU |
06/10/05 |
21.2% |
United Utilities PLC (ADR) |
Utilities |
Electric Utilities |
0.0% |
9.0% |
-2 |
-2 |
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 |
|
WSM |
09/01/06 |
4.4% |
Williams-Sonoma, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-12.2% |
-8.7% |
-93 |
-90 |
|
FAST |
09/22/06 |
-1.7% |
Fastenal Company |
Basic Materials |
Misc. Fabricated Products |
-12.6% |
-9.6% |
-72 |
-85 |
|
GISX |
12/30/05 |
24.4% |
Global Imaging Systems, Inc. |
Technology |
Office Equipment |
-6.1% |
-5.4% |
-57 |
-78 |
|
HZO |
08/11/06 |
26.3% |
MarineMax, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-11.6% |
-1.8% |
-70 |
-77 |
|
EWBC |
12/30/05 |
0.3% |
East West Bancorp, Inc. |
Financial |
Regional Banks |
-10.5% |
0.6% |
-56 |
-73 |
|
HHS |
08/18/06 |
-1.3% |
Harte-Hanks, Inc. |
Services |
Printing & Publishing |
-6.4% |
-4.3% |
-83 |
-71 |
|
UNH |
08/25/06 |
-7.1% |
UnitedHealth Group Inc. |
Financial |
Insurance (Accident & Health) |
-10.1% |
-6.8% |
-61 |
-66 |
|
THO |
08/25/06 |
12.4% |
Thor Industries, Inc. |
Capital Goods |
Mobile Homes & RVs |
-6.2% |
0.9% |
-56 |
-59 |
|
SPF |
09/15/06 |
0.3% |
Standard Pacific Corp. |
Capital Goods |
Construction Services |
-10.6% |
-5.5% |
-57 |
-55 |
|
ORLY |
09/01/06 |
9.4% |
O'Reilly Automotive, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-5.2% |
-3.9% |
-46 |
-50 |
|
JNJ |
02/17/06 |
13.8% |
Johnson & Johnson |
Health Care |
Major Drugs |
-2.7% |
1.4% |
-59 |
-44 |
|
LOW |
09/08/06 |
11.9% |
Lowe's Companies, Inc. |
Services |
Retail (Home Improvement) |
-2.6% |
4.5% |
-28 |
-36 |
|
JBHT |
09/22/06 |
13.2% |
J.B. Hunt Transport Services, Inc. |
Transportation |
Trucking |
-2.0% |
-0.7% |
-20 |
-34 |
|
CHRW |
11/03/06 |
5.8% |
C.H. Robinson Worldwide, Inc. |
Transportation |
Misc. Transportation |
-1.0% |
0.3% |
-25 |
-34 |
|
IEX |
08/11/06 |
13.4% |
IDEX Corporation |
Capital Goods |
Misc. Capital Goods |
-1.6% |
1.8% |
-35 |
-33 |
|
BJS |
11/03/06 |
3.4% |
BJ Services Company |
Energy |
Oil Well Services & Equipment |
-3.2% |
6.4% |
-35 |
-30 |
|
BBBY |
07/21/06 |
24.2% |
Bed Bath & Beyond Inc. |
Services |
Retail (Specialty Non-Apparel) |
-1.7% |
4.2% |
-12 |
-27 |
|
LRW |
10/27/06 |
9.3% |
Labor Ready, Inc. |
Services |
Business Services |
-4.0% |
4.5% |
-18 |
-21 |
|
SPLS |
05/26/06 |
11.3% |
Staples, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-1.3% |
3.7% |
-12 |
-20 |
|
GBCI |
05/05/06 |
15.0% |
Glacier Bancorp, Inc. |
Financial |
Regional Banks |
-0.8% |
3.0% |
-18 |
-20 |
|
PNR |
07/28/06 |
15.3% |
Pentair, Inc. |
Conglomerates |
Conglomerates |
-1.2% |
9.2% |
-6 |
-13 |
|
CHS |
09/15/06 |
18.9% |
Chico's FAS, Inc. |
Services |
Retail (Apparel) |
-1.5% |
7.0% |
-4 |
-12 |
|
DHI |
07/14/06 |
18.4% |
D.R. Horton Inc. |
Capital Goods |
Construction Services |
0.0% |
8.0% |
-15 |
-11 |
|
USTR |
08/11/06 |
6.4% |
United Stationers Inc. |
Consumer Non-Cyclical |
Office Supplies |
0.0% |
1.9% |
-31 |
-11 |
|
RYL |
08/11/06 |
21.2% |
The Ryland Group, Inc. |
Financial |
Consumer Financial Services |
0.0% |
8.5% |
-13 |
-10 |
|
HAR |
08/18/06 |
23.6% |
Harman International Industries Inc./DE/ |
Consumer Cyclical |
Audio & Video Equipment |
-1.9% |
19.4% |
-1 |
-10 |
|
COH |
07/28/06 |
49.4% |
Coach, Inc. |
Consumer Cyclical |
Apparel/Accessories |
-0.7% |
19.2% |
-4 |
-8 |
|
WSO |
07/28/06 |
19.2% |
Watsco, Incorporated |
Capital Goods |
Misc. Capital Goods |
0.0% |
7.1% |
-10 |
-5 |
|
MMM |
11/10/06 |
2.8% |
3M Company |
Conglomerates |
Conglomerates |
0.0% |
2.8% |
-14 |
-5 |
|
HIBB |
07/21/06 |
64.7% |
Hibbett Sporting Goods, Inc. |
Services |
Retail (Specialty Non-Apparel) |
0.0% |
11.9% |
-23 |
-5 |
|
CHD |