Wiser Trader Stocks and Options Newsletter
______________________________________________________________________________
Issue No. 104 December 4, 2006 Prescott, Arizona Systems@WiserTrader.com
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1.0 Trading
The major indices lost an average of 0.83% this week.
|
Index |
Last Week |
This Week |
% Change |
|
DOW |
12280.20 |
12194.13 |
-0.7% |
|
NASDAQ |
2460.26 |
2413.21 |
-1.9% |
|
S&P 500 |
1400.95 |
1396.71 |
-0.3% |
|
Russell 2K |
792.28 |
781.17 |
-1.4% |
|
NYSE |
8933.43 |
8949.07 |
0.2% |
|
Average |
|
|
-0.83% |
1.1 Profit Taking
The S&P 500 in Figure 1A was flat to slightly down this week. Softening manufacturing activity was reflected in an ISM number that fell below 50. Traders, indeed, took some money off the table as prospects for a fourth quarter rally began to dim. Expectations for a fed move to reduce interest rates in the first quarter of 2007 increased. Yet financial stocks were unable to take leadership. Market breadth again began the week low, peaked at mid-week and dropped off on Friday. The average Williams-%R for the above five indices is -49. The 200-day moving average is -39, two points lower than last week.
FIGURE 1A
The NASDAQ in Figure 1B lost 1.9% for the week, hugging its upper trend line. Precious metals, utilities and energy moved to the forefront while financials, transportation and technology lagged.
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 |
1.7% |
-0.7% |
-0.5% |
1.9% |
1.0% |
|
NASDAQ Composite Index |
3.5% |
-1.9% |
0.6% |
2.3% |
2.5% |
|
S & P 500 Index |
2.4% |
-0.3% |
0.0% |
1.5% |
1.2% |
|
NYSE Composite Index |
2.7% |
0.2% |
0.4% |
0.8% |
1.3% |
|
Russell 2000 Index |
3.8% |
-1.4% |
0.5% |
2.5% |
2.2% |
|
HGX, Phil. Housing Index |
9.9% |
3.0% |
0.7% |
5.2% |
0.7% |
|
IYR, Real Estate |
8.4% |
-0.1% |
5.7% |
1.8% |
0.8% |
|
GLD, GOLD |
2.9% |
1.0% |
2.8% |
-1.1% |
0.3% |
|
RKH, Banking |
-0.3% |
-1.2% |
-0.8% |
0.2% |
1.5% |
|
IYT, Transportation |
2.2% |
-2.7% |
-0.1% |
2.4% |
2.7% |
|
SMH, Semiconductors |
3.2% |
-3.7% |
0.2% |
5.0% |
1.9% |
|
BBH, Biotechnology |
-0.8% |
-0.3% |
-1.4% |
1.1% |
-0.2% |
|
OIH, Oil Infrastructure |
8.7% |
5.2% |
2.5% |
-0.5% |
1.2% |
|
XLE, Energy |
7.3% |
5.5% |
0.8% |
-0.6% |
1.5% |
|
XLU, Utilities |
3.2% |
1.4% |
0.4% |
0.4% |
0.9% |
|
XLB, Materials |
4.3% |
-1.0% |
3.7% |
0.4% |
1.3% |
|
XLI, Industrial |
2.9% |
-1.6% |
0.2% |
2.6% |
1.7% |
|
XLK, Technology |
3.0% |
-1.9% |
0.5% |
2.4% |
2.0% |
|
XLV, Healthcare |
0.5% |
0.6% |
-0.6% |
2.2% |
-1.8% |
|
XLF, Financials |
1.2% |
-1.6% |
0.1% |
0.6% |
2.0% |
|
XLP, Consumer Staples |
0.2% |
-0.8% |
-0.6% |
1.3% |
0.3% |
|
XLY, Consumer Discretionary |
2.8% |
-0.8% |
-0.4% |
2.1% |
2.0% |
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 ** |
11.7 |
10.7 |
10.1 |
< 20 |
> 50 |
|
VXN *** |
16.6 |
15.6 |
15.3 |
< 30 |
> 70 |
|
CBOE Equity Put/Call Ratio (Contrarian View) |
0.60 |
0.53 |
0.47 |
< 0.55 (Mkt. Top) |
> 0.70 (Mkt. Bottom) |
|
** Above 20 day SMA = Short-term sell signal. *** Above 20 day SMA = Short-term sell 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 -0.7% NASDAQ -1.9% S&P500 Index -0.3% Russell 2000 -1.4% NYSE +0.2% 30 Year Bond 4.541% 10 Year Note 4.425% 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 $63.55 Gold for the past 30 days: USD +3.23% CAD +4.22% CHF -0.96% GBP -0.42% EUR -0.95% JPY +1.60% |
_________________________________________________________________________
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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 |
10.6% |
2.4% |
6.6% |
1.6% |
0.5% |
1.0% |
3.4% |
|
Cash Rich Companies |
3.6% |
-1.2% |
4.2% |
-2.4% |
-1.3% |
5.0% |
3.0% |
|
Price to Free Cash Flow |
9.0% |
-0.7% |
1.8% |
-1.8% |
-1.6% |
4.8% |
0.6% |
|
Growth Momentum |
9.7% |
0.5% |
5.4% |
-0.6% |
1.2% |
3.2% |
1.5% |
|
Lynch |
29.0% |
0.1% |
3.5% |
1.6% |
1.9% |
0.6% |
-0.9% |
|
Buffett |
14.3% |
0.1% |
6.1% |
1.4% |
1.6% |
0.4% |
2.6% |
|
Graham |
21.9% |
-0.1% |
4.7% |
0.6% |
0.5% |
1.3% |
2.1% |
|
Templeton |
13.7% |
-0.1% |
4.9% |
0.5% |
-0.3% |
3.0% |
1.7% |
|
Zweig |
10.8% |
0.1% |
4.2% |
0.1% |
0.5% |
1.8% |
1.9% |
|
Average |
13.6% |
0.1% |
4.6% |
0.1% |
0.3% |
2.4% |
1.8% |
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 |
|
ORCH |
12/01/06 |
0.0% |
Orchid Cellmark, Inc. |
Health Care |
Biotechnology & Drugs |
0.0% |
12.0% |
-65 |
-69 |
|
DWRI |
09/15/06 |
-4.9% |
Design Within Reach, Inc. |
Consumer Cyclical |
Furniture & Fixtures |
-10.6% |
4.4% |
-66 |
-59 |
|
APN |
09/08/06 |
26.0% |
Applica Incorporated |
Consumer Cyclical |
Appliances & Tools |
-3.1% |
1.1% |
-64 |
-56 |
|
PBY |
10/06/06 |
-0.1% |
The Pep Boys - Manny, Moe & Jack |
Services |
Retail (Specialty Non-Apparel) |
-6.2% |
-0.6% |
-51 |
-47 |
|
EIHI |
10/20/06 |
3.3% |
Eastern Insurance Holdings,Inc. |
Financial |
Insurance (Life) |
-3.1% |
1.0% |
-68 |
-46 |
|
MSN |
07/07/06 |
5.4% |
Emerson Radio Corp. |
Consumer Cyclical |
Audio & Video Equipment |
-4.4% |
9.3% |
-49 |
-43 |
|
CYTX |
11/03/06 |
13.8% |
Cytori Therapeutics Inc. |
Health Care |
Biotechnology & Drugs |
-1.5% |
4.1% |
-55 |
-31 |
|
PYX |
10/13/06 |
3.9% |
Playtex Products, Inc. |
Consumer Non-Cyclical |
Personal & Household Products |
-2.0% |
5.5% |
-9 |
-19 |
|
SGEN |
09/08/06 |
29.5% |
Seattle Genetics, Inc. |
Health Care |
Biotechnology & Drugs |
-1.7% |
4.5% |
-38 |
-18 |
|
MAG |
10/06/06 |
35.3% |
Magnetek, Inc. |
Technology |
Electronic Instruments & Controls |
-1.4% |
0.2% |
-6 |
-9 |
|
MOBE |
11/24/06 |
4.3% |
Mobility Electronics, Inc. |
Technology |
Computer Peripherals |
0.0% |
4.3% |
-46 |
-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 |
3.6% |
Exar Corporation |
Technology |
Semiconductors |
-6.0% |
4.2% |
-33 |
-42 |
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 |
|
F |
07/21/06 |
28.0% |
FORD MOTOR |
Consumer Cyclical |
Auto & Truck Manufacturers |
-12.5% |
-5.6% |
-85 |
-93 |
|
FIS |
08/18/06 |
8.2% |
Fidelity National Information Services |
Services |
Business Services |
-6.4% |
-3.6% |
-81 |
-86 |
|
TGS |
11/10/06 |
-2.5% |
Transportadora de Gas del Sur S.A (ADR) |
Energy |
Oil & Gas Operations |
-3.0% |
-2.9% |
-78 |
-83 |
|
MFW |
12/01/06 |
0.0% |
M & F Worldwide Corp. |
Consumer Non-Cyclical |
Beverages (Non-Alcoholic) |
0.0% |
0.5% |
-23 |
-20 |
|
FNLY |
09/08/06 |
11.3% |
Finlay Enterprises, Inc. |
Consumer Cyclical |
Jewelry & Silverware |
-1.2% |
2.6% |
-6 |
-12 |
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 |
21.9% |
AstraZeneca plc (ADR) |
Health Care |
Major Drugs |
-13.9% |
-5.7% |
-83 |
-91 |
|
NAT |
11/17/06 |
-0.1% |
Nordic American Tanker Shipping Limited |
Transportation |
Water Transportation |
-0.9% |
-7.1% |
-92 |
-74 |
|
SKM |
08/25/06 |
17.3% |
SK Telecom Co., Ltd. (ADR) |
Services |
Communications Services |
-3.9% |
0.6% |
-22 |
-39 |
|
BTI |
08/12/05 |
41.4% |
British American Tobacco (ADR) |
Consumer Non-Cyclical |
Tobacco |
-0.9% |
3.3% |
-8 |
-12 |
|
PKX |
08/11/06 |
33.7% |
POSCO (ADR) |
Basic Materials |
Iron & Steel |
0.0% |
9.5% |
-1 |
-8 |
|
VIP |
08/18/06 |
59.5% |
Vimpel-Communications (ADR) |
Services |
Communications Services |
0.0% |
20.3% |
-9 |
-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 |
|
LRCX |
10/13/06 |
-0.1% |
Lam Research Corporation |
Technology |
Semiconductors |
-8.9% |
-7.3% |
-47 |
-58 |
|
IO |
10/06/06 |
7.3% |
Input/Output, Inc. |
Technology |
Scientific & Technical Instruments |
-7.1% |
0.7% |
-60 |
-48 |
|
GS |
08/18/06 |
25.7% |
Goldman Sachs Group, Inc. |
Financial |
Investment Services |
-3.9% |
-3.5% |
-41 |
-43 |
|
APH |
10/20/06 |
0.8% |
Amphenol Corporation |
Technology |
Electronic Instruments & Controls |
-1.7% |
-0.9% |
-37 |
-38 |
|
VSEA |
10/27/06 |
9.2% |
Varian Semiconductor |
Technology |
Semiconductors |
-5.2% |
-3.1% |
-36 |
-35 |
|
CSE |
08/04/06 |
13.2% |
CapitalSource, Inc. |
Financial |
Misc. Financial Services |
-0.8% |
2.7% |
-39 |
-20 |
|
ADS |
10/20/06 |
7.4% |
Alliance Data Systems |
Technology |
Computer Services |
0.0% |
1.2% |
-6 |
-9 |
|
MDR |
11/03/06 |
13.6% |
McDermott International |
Capital Goods |
Construction Services |
0.0% |
5.2% |
-5 |
-2 |
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 |
|
JOSB |
09/22/06 |
-0.3% |
Jos. A. Bank Clothiers, Inc. |
Services |
Retail (Apparel) |
-9.4% |
-3.4% |
-83 |
-90 |
|
ANF |
09/08/06 |
4.7% |
Abercrombie & Fitch Co. |
Services |
Retail (Apparel) |
-13.8% |
-6.2% |
-90 |
-86 |
|
KSWS |
09/15/06 |
13.3% |
K-Swiss Inc. |
Consumer Cyclical |
Footwear |
-11.5% |
-5.1% |
-77 |
-81 |
|
NAT |
11/10/06 |
-2.8% |
Nordic American Tanker Shipping Limited |
Transportation |
Water Transportation |
-2.8% |
-7.1% |
-92 |
-74 |
|
AEOS |
03/10/06 |
55.9% |
American Eagle Outfitters |
Services |
Retail (Apparel) |
-5.0% |
1.7% |
-81 |
-68 |
|
PETD |
07/07/06 |
17.4% |
Petroleum Development Corporation |
Energy |
Oil & Gas - Integrated |
-8.3% |
-4.4% |
-75 |
-68 |
|
JBHT |
09/22/06 |
9.7% |
J.B. Hunt Transport Services, Inc. |
Transportation |
Trucking |
-5.1% |
2.4% |
-43 |
-61 |
|
ALD |
10/13/06 |
-0.4% |
Allied Capital Corporation |
Financial |
Investment Services |
-3.8% |
-1.6% |
-59 |
-54 |
|
PCU |
07/21/06 |
26.7% |
Southern Copper Corporation |
Basic Materials |
Metal Mining |
-6.8% |
1.7% |
-42 |
-48 |
|
NUE |
09/22/06 |
24.8% |
Nucor Corporation |
Basic Materials |
Iron & Steel |
-4.8% |
2.0% |
-26 |
-44 |
|
OSK |
11/03/06 |
8.9% |
Oshkosh Truck Corporation |
Consumer Cyclical |
Auto & Truck Manufacturers |
0.0% |
8.9% |
-44 |
-41 |
|
TBL |
07/07/06 |
21.0% |
The Timberland Company |
Consumer Cyclical |
Footwear |
-5.8% |
10.6% |
-35 |
-32 |
|
THO |
07/21/06 |
6.5% |
Thor Industries, Inc. |
Capital Goods |
Mobile Homes & RVs |
-4.5% |
6.3% |
-30 |
-28 |
|
STLD |
10/27/06 |
4.6% |
Steel Dynamics, Inc. |
Basic Materials |
Iron & Steel |
-2.5% |
7.8% |
-17 |
-28 |
|
GTRC |
10/06/06 |
3.7% |
Guitar Center, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-0.2% |
4.1% |
-31 |
-26 |
|
EOG |
11/10/06 |
4.7% |
EOG Resources, Inc. |
Energy |
Oil & Gas Operations |
-2.0% |
5.2% |
-23 |
-21 |
|
RS |
08/11/06 |
16.2% |
Reliance Steel & Aluminum |
Basic Materials |
Misc. Fabricated Products |
-1.7% |
13.1% |
-8 |
-19 |
|
BTI |
12/30/05 |
26.5% |
British American Tobacco (ADR) |
Consumer Non-Cyclical |
Tobacco |
-0.9% |
3.3% |
-8 |
-12 |
|
MDC |
09/22/06 |
25.4% |
M.D.C. Holdings, Inc. |
Capital Goods |
Construction Services |
-0.4% |
17.7% |
-8 |
-11 |
|
MTH |
08/04/06 |
16.5% |
Meritage Homes Corporation |
Capital Goods |
Construction Services |
-0.4% |
12.4% |
-8 |
-10 |
|
CRDN |
08/11/06 |
20.7% |
Ceradyne, Inc. |
Capital Goods |
Aerospace and Defense |
-1.8% |
10.3% |
-12 |
-10 |
|
PSUN |
10/13/06 |
12.7% |
Pacific Sunwear of California, Inc. |
Services |
Retail (Apparel) |
0.0% |
17.4% |
-10 |
-9 |
|
SPF |
07/14/06 |
17.4% |
Standard Pacific Corp. |
Capital Goods |
Construction Services |
-2.8% |
10.9% |
-24 |
-9 |
|
CCRT |
09/08/06 |
32.5% |
CompuCredit Corporation |
Financial |
Consumer Financial Services |
-1.0% |
12.2% |
-4 |
-9 |
|
TOL |
09/22/06 |
15.6% |
Toll Brothers, Inc. |
Capital Goods |
Construction Services |
-0.1% |
13.9% |
-6 |
-9 |
|
DHI |
09/15/06 |
9.2% |
D.R. Horton Inc. |
Capital Goods |
Construction Services |
-0.2% |
17.0% |
-7 |
-8 |
|
APA |
11/24/06 |
6.7% |
Apache Corporation |
Energy |
Oil & Gas Operations |
-0.5% |
5.9% |
-2 |
-7 |
|
OXY |
11/24/06 |
5.2% |
Occidental Petroleum Corporation |
Energy |
Oil & Gas Operations |
0.0% |
6.7% |
-7 |
-6 |
|
IMO |
10/06/06 |
17.2% |
IMPERIAL OIL LTD |
Energy |
Oil & Gas - Integrated |
-0.4% |
6.3% |
-7 |
-5 |
|
BJS |
11/03/06 |
10.3% |
BJ Services Company |
Energy |
Oil Well Services & Equipment |
0.0% |
10.3% |
-7 |
-5 |
|
STR |
05/26/06 |
21.4% |
Questar Corporation |
Energy |
Oil & Gas Operations |
-3.4% |
5.6% |
-14 |
-4 |
|
XOM |
08/04/06 |
12.4% |
Exxon Mobil Corporation |
Energy |
Oil & Gas - Integrated |
0.0% |
7.0% |
-7 |
-4 |
|
UNT |
11/17/06 |
6.6% |
Unit Corporation |
Energy |
Oil & Gas Operations |
0.0% |
8.2% |
-14 |
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 |
|
WPS |
05/26/06 |
7.1% |
WPS Resources Corporation |
Utilities |
Electric Utilities |
-2.6% |
-0.4% |
-61 |
-58 |
|
VVC |
03/03/06 |
10.1% |
Vectren Corporation |
Utilities |
Natural Gas Utilities |
-2.2% |
1.0% |
-43 |
-40 |
|
WGL |
12/23/05 |
8.0% |
WGL Holdings, Inc. |
Utilities |
Natural Gas Utilities |
-1.1% |
2.0% |
-23 |
-32 |
|
KEP |
10/20/06 |
8.3% |
Korea Electric Power Corporation (ADR) |
Utilities |
Electric Utilities |
-2.4% |
7.5% |
-14 |
-24 |
|
EON |
03/10/06 |
14.7% |
E.ON AG (ADR) |
Utilities |
Electric Utilities |
-2.1% |
7.9% |
-5 |
-24 |
|
PGN |
01/10/05 |
8.8% |
Progress Energy, Inc. |
Utilities |
Electric Utilities |
0.0% |
4.3% |
-25 |
-19 |
|
UGI |
12/30/05 |
33.9% |
UGI Corporation |
Utilities |
Natural Gas Utilities |
-2.1% |
4.3% |
0 |
-18 |
|
OTTR |
06/09/06 |
15.5% |
Otter Tail Corporation |
Utilities |
Electric Utilities |
-1.1% |
5.9% |
-22 |
-18 |
|
ATG |
10/21/05 |
16.5% |
AGL Resources Inc. |
Utilities |
Natural Gas Utilities |
-2.9% |
2.5% |
-25 |
-16 |
|
ATO |
04/01/05 |
21.6% |
Atmos Energy Corporation |
Utilities |
Natural Gas Utilities |
-0.8% |
5.6% |
-10 |
-11 |
|
SRE |
01/10/05 |
52.3% |
Sempra Energy |
Utilities |
Natural Gas Utilities |
-0.2% |
4.7% |
-24 |
-8 |
|
UU |
06/10/05 |
24.9% |
United Utilities PLC (ADR) |
Utilities |
Electric Utilities |
0.0% |
10.0% |
-7 |
-2 |
|
OKE |
11/11/05 |
62.3% |
ONEOK, Inc. |
Utilities |
Natural Gas Utilities |
0.0% |
5.1% |
-9 |
-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 |
|
GISX |
12/30/05 |
21.5% |
Global Imaging Systems, Inc. |
Technology |
Office Equipment |
-8.4% |
-0.9% |
-79 |
-87 |
|
FAST |
09/22/06 |
-4.2% |
Fastenal Company |
Basic Materials |
Misc. Fabricated Products |
-14.8% |
-2.5% |
-94 |
-87 |
|
USTR |
08/11/06 |
-0.4% |
United Stationers Inc. |
Consumer Non-Cyclical |
Office Supplies |
-6.4% |
-2.9% |
-80 |
-85 |
|
EWBC |
12/30/05 |
-2.8% |
East West Bancorp, Inc. |
Financial |
Regional Banks |
-13.3% |
-2.8% |
-88 |
-84 |
|
ORLY |
09/01/06 |
4.7% |
O'Reilly Automotive, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-9.2% |
-0.1% |
-82 |
-83 |
|
JNJ |
02/17/06 |
11.7% |
Johnson & Johnson |
Health Care |
Major Drugs |
-4.5% |
0.2% |
-82 |
-80 |
|
SPLS |
05/26/06 |
5.8% |
Staples, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-6.1% |
-0.1% |
-79 |
-79 |
|
BBBY |
07/21/06 |
19.4% |
Bed Bath & Beyond Inc. |
Services |
Retail (Specialty Non-Apparel) |
-5.6% |
1.0% |
-78 |
-73 |
|
HZO |
08/11/06 |
28.4% |
MarineMax, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-10.2% |
-1.7% |
-53 |
-68 |
|
HHS |
08/18/06 |
-0.6% |
Harte-Hanks, Inc. |
Services |
Printing & Publishing |
-5.7% |
1.9% |
-67 |
-64 |
|
JBHT |
09/22/06 |
9.7% |
J.B. Hunt Transport Services, Inc. |
Transportation |
Trucking |
-5.1% |
-0.9% |
-43 |
-61 |
|
WSM |
09/01/06 |
10.6% |
Williams-Sonoma, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-7.0% |
3.6% |
-71 |
-53 |
|
MMM |
11/10/06 |
1.0% |
3M Company |
Conglomerates |
Conglomerates |
-2.0% |
-1.4% |
-13 |
-51 |
|
IEX |
08/11/06 |
13.1% |
IDEX Corporation |
Capital Goods |
Misc. Capital Goods |
-2.4% |
-2.0% |
-37 |
-49 |
|
PNR |
07/28/06 |
11.5% |
Pentair, Inc. |
Conglomerates |
Conglomerates |
-4.6% |
-0.8% |
-43 |
-46 |
|
CHRW |
11/03/06 |
5.5% |
C.H. Robinson Worldwide, Inc. |
Transportation |
Misc. Transportation |
-1.8% |
5.5% |
-30 |
-41 |
|
CHD |
11/18/05 |
25.3% |
Church & Dwight Co., Inc. |
Consumer Non-Cyclical |
Personal & Household Products |
-2.3% |
2.9% |
-37 |
-40 |
|
WSO |
07/28/06 |
14.9% |
Watsco, Incorporated |
Capital Goods |
Misc. Capital Goods |
-4.2% |
4.6% |
-37 |
-39 |
|
UNH |
08/25/06 |
-4.0% |
UnitedHealth Group Inc. |
Financial |
Insurance (Accident & Health) |
-7.0% |
2.1% |
-30 |
-35 |
|
HIBB |
07/21/06 |
55.3% |
Hibbett Sporting Goods, Inc. |
Services |
Retail (Specialty Non-Apparel) |
-5.7% |
-1.4% |
-26 |
-34 |
|
CHS |
09/15/06 |
14.3% |
Chico's FAS, Inc. |
Services |
Retail (Apparel) |
-5.3% |
12.8% |
-28 |
-33 |
|
THO |
08/25/06 |
14.5% |
Thor Industries, Inc. |
Capital Goods |
Mobile Homes & RVs |
-4.5% |
6.3% |
-30 |
-28 |
|
LRW |
10/27/06 |
9.4% |
Labor Ready, Inc. |
Services |
Business Services |
-3.9% |
-1.8% |
-25 |
-22 |
|
LOW |
09/08/06 |
13.4% |
Lowe's Companies, Inc. |
Services |
Retail (Home Improvement) |
-1.3% |
3.0% |
-40 |
-19 |
|
HAR |
08/18/06 |
21.9% |
Harman International Industries Inc./DE/ |
Consumer Cyclical |
Audio & Video Equipment |
-3.2% |
2.9% |
-21 |
-17 |
|
COH |
07/28/06 |
51.5% |
Coach, Inc. |
Consumer Cyclical |
Apparel/Accessories |
-1.3% |
10.4% |
-2 |
-15 |
|
GBCI |
05/05/06 |
15.6% |
Glacier Bancorp, Inc. |
Financial |
Regional Banks |
-0.3% |
4.4% |
-18 |
-14 |
|
SPF |
09/15/06 |
9.0% |
Standard Pacific Corp. |
Capital Goods |
Construction Services |
-2.8% |
10.9% |
-24 |
-9 |
|
BZH |
11/24/06 |
4.9% |
Beazer Homes USA, Inc. |
Capital Goods |
Construction Services |
0.0% |
8.5% |
-12 |
-9 |
|
TOL |
12/01/06 |
0.0% |
Toll Brothers, Inc. |
Capital Goods |
Construction Services |
0.0% |
13.9% |
-6 |
-9 |
|
DHI |
07/14/06 |
25.4% |
D.R. Horton Inc. |
Capital Goods |
Construction Services |
-0.2% |
17.0% |
-7 |
-8 |
|
RYL |
08/11/06 |