Wiser Trader Stocks and Options Newsletter
______________________________________________________________________________
Issue No. 108 January 8, 2007 Prescott, Arizona Systems@WiserTrader.com
______________________________________________________________________________
1.0 Trading
The major indices lost an average of 0.62% this week.
|
Index |
Last Week |
This Week |
% Change |
|
DOW |
12463.15 |
12,398.01 |
-0.52% |
|
NASDAQ |
2415.29 |
2,434.25 |
0.78% |
|
S&P500 |
1418.3 |
1,409.71 |
-0.61% |
|
Russell 2K |
787.66 |
775.87 |
-1.50% |
|
NYSE |
9139.02 |
9,025.04 |
-1.25% |
|
Average |
|
|
-0.62% |
1.1 Consolidation
The S&P 500 in Figure 1A declined 0.61% this week on increased volume, falling below its 30-day simple moving average. Nearly all major sectors declined except biotechnology and technology, which was nearly flat. The average Williams-%R for the above five indices is -75 with a 200-day moving average of -38. The averages lost a net -0.8% over the past 10 trading days with decidedly choppy trading.
FIGURE 1A
The NASDAQ in Figure 1B gained 0.8% for the week, still hugging its upper trend line. Although volume is up, sideways movement for the past month continues. The NASDAQ has begun to show leadership over the past week. Employment gains have further dash hopes that the Fed will lower interest rates. The overall market is consolidating.
FIGURE 1B
__________________________________________________________________________________
|
Recommended for Excel Users Automatic stock updates in Excel spreadsheets
XLQPlus
Download for a 45-day free evaluation. Order a 1-year license for $114 Data is continuously updated. Create dynamic live charts. Manipulate live market data with all the power of Excel. Free spreadsheets are available to get you started. Recent updates include the ability for live charts to skip dates for which the NYSE is closed. XLQPlus is recommended by The Oxford Club, Investment U e-letter and The American Association of Individual Investors. It is simple to install. |
__________________________________________________________________________________
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 |
0.7% |
-0.5% |
1.0% |
-0.8% |
1.1% |
|
NASDAQ Composite Index |
-0.1% |
0.8% |
0.6% |
-2.3% |
0.8% |
|
S & P 500 Index |
0.0% |
-0.6% |
0.5% |
-1.1% |
1.2% |
|
NYSE Composite Index |
-0.2% |
-1.2% |
0.8% |
-0.9% |
1.1% |
|
Russell 2000 Index |
-2.1% |
-1.5% |
0.9% |
-1.5% |
0.0% |
|
HGX, Phil. Housing Index |
-1.9% |
-2.8% |
2.0% |
-2.5% |
1.3% |
|
IYR, Real Estate |
-3.2% |
-1.0% |
1.9% |
-3.2% |
-0.9% |
|
GLD, GOLD |
-3.0% |
-4.8% |
2.5% |
1.1% |
-1.7% |
|
RKH, Banking |
2.1% |
-0.8% |
-0.2% |
0.4% |
2.7% |
|
IYT, Transportation |
-2.3% |
1.0% |
1.2% |
-4.3% |
-0.2% |
|
SMH, Semiconductors |
-1.0% |
0.6% |
1.1% |
-2.8% |
0.2% |
|
BBH, Biotechnology |
0.8% |
2.8% |
0.3% |
-1.3% |
-1.0% |
|
OIH, Oil Infrastructure |
-11.0% |
-6.4% |
-1.2% |
-5.5% |
2.0% |
|
XLE, Energy |
-7.2% |
-4.6% |
0.1% |
-4.0% |
1.2% |
|
XLU, Utilities |
-1.8% |
-1.7% |
0.4% |
-1.0% |
0.5% |
|
XLB, Materials |
-3.7% |
-1.8% |
1.0% |
-2.5% |
-0.5% |
|
XLI, Industrial |
-1.0% |
-0.1% |
0.0% |
-0.5% |
-0.3% |
|
XLK, Technology |
0.5% |
1.0% |
1.0% |
-2.2% |
0.7% |
|
XLV, Healthcare |
1.4% |
0.6% |
0.1% |
0.1% |
0.5% |
|
XLF, Financials |
0.9% |
-0.7% |
0.6% |
-0.2% |
1.1% |
|
XLP, Consumer Staples |
0.3% |
0.1% |
0.2% |
0.0% |
0.0% |
|
XLY, Consumer Discretionary |
0.1% |
-0.3% |
0.3% |
-0.6% |
0.6% |
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 ** |
12.1 |
11.6 |
11.4 |
< 20 |
> 50 |
|
VXN *** |
17.9 |
16.2 |
17.2 |
< 30 |
> 70 |
|
CBOE Index Put/Call Ratio |
1.77 |
2.06 |
2.01 |
- |
- |
|
CBOE Equity Put/Call Ratio |
0.59 |
0.52 |
0.66 |
< 0.55 |
> 0.70 |
|
** 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 -0.5% NASDAQ +0.8% S&P500 Index -0.6% Russell 2000 -1.5% NYSE -1.2% 30 Year Bond 4.743% 10 Year Note 4.646% 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 $56.30 Gold for the past 30 days: USD -4.01% CAD -1.64% CHF -0.61% GBP -2.10% EUR -1.84% JPY -0.94% |
_________________________________________________________________________
_________________________________________________________________________
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. Gain in 2007 |
Avg. % Change Friday |
1 Month |
1 Week Ago |
2 weeks Ago |
3 Weeks Ago |
4 Weeks Ago |
|
Net Insider Buying |
7.8% |
-1.9% |
-3.5% |
-0.5% |
-1.5% |
-0.8% |
0.6% |
0.6% |
|
Cash Rich Companies |
0.5% |
0.1% |
-0.5% |
-1.4% |
0.1% |
0.0% |
-2.9% |
1.4% |
|
Price to Free Cash Flow |
7.6% |
0.9% |
0.0% |
1.9% |
0.9% |
-0.9% |
1.5% |
0.6% |
|
Growth Momentum |
10.3% |
-1.5% |
-0.2% |
-0.4% |
-0.4% |
1.5% |
-2.1% |
0.8% |
|
Lynch |
17.8% |
-2.8% |
-2.2% |
-3.8% |
-3.8% |
1.6% |
-1.5% |
0.0% |
|
Buffett |
10.5% |
-2.8% |
-0.9% |
-4.2% |
-2.5% |
1.4% |
-2.9% |
-0.1% |
|
Graham |
21.0% |
-1.9% |
-2.2% |
-1.8% |
-1.9% |
0.8% |
-1.8% |
1.2% |
|
Templeton |
11.7% |
-1.2% |
-1.2% |
-2.0% |
-0.7% |
1.1% |
-1.7% |
-0.5% |
|
Zweig |
11.9% |
-0.8% |
-0.6% |
-0.4% |
-0.2% |
0.5% |
-1.4% |
0.8% |
|
Average |
11.0% |
-1.3% |
-1.3% |
-1.4% |
-1.1% |
0.6% |
-1.4% |
0.5% |
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 Date |
% Chg |
Gain in 2007 |
Company |
Industry |
% from Max |
Monthly % Gain |
%R1 |
%R2 |
|
VLNC |
01/05/07 |
0.0% |
0.0% |
Valence Technology, Inc. |
Electronic Instruments & Controls |
0.0% |
-27.8% |
-81 |
-96 |
|
MFLX |
12/22/06 |
-7.1% |
-4.7% |
Multi-Fineline Electronix, Inc. |
Electronic Instruments & Controls |
-7.1% |
-4.7% |
-74 |
-94 |
|
PYX |
10/13/06 |
-0.5% |
-2.2% |
Playtex Products, Inc. |
Personal & Household Products |
-6.1% |
-4.9% |
-67 |
-94 |
|
RGN |
12/29/06 |
2.4% |
2.4% |
RegeneRx Biopharmaceuticals, Inc. |
Biotechnology & Drugs |
-6.3% |
-16.7% |
-63 |
-75 |
|
FRN |
12/08/06 |
-1.2% |
-4.0% |
Friendly Ice Cream Corporation |
Restaurants |
-6.4% |
-4.0% |
-48 |
-59 |
|
WSII |
12/29/06 |
0.8% |
0.8% |
WASTE SERVICES INC DE |
Waste Management Services |
-2.3% |
-0.7% |
-36 |
-58 |
|
PBY |
10/06/06 |
6.0% |
-2.9% |
The Pep Boys - Manny, Moe & Jack |
Retail (Specialty Non-Apparel) |
-4.8% |
3.7% |
-11 |
-38 |
|
MMLP |
12/29/06 |
0.0% |
0.0% |
Martin Midstream Partners L.P. |
Water Transportation |
-1.1% |
0.0% |
-29 |
-32 |
|
THRM |
12/29/06 |
10.2% |
10.2% |
Thermage, Inc. |
Medical Equipment & Supplies |
0.0% |
8.5% |
-43 |
-30 |
|
AAWW |
12/15/06 |
-2.8% |
1.5% |
Atlas Air Worldwide Holdings, Inc. |
Airline |
-2.8% |
1.5% |
-27 |
-29 |
|
APN |
09/08/06 |
78.0% |
0.3% |
Applica Incorporated |
Appliances & Tools |
0.0% |
0.3% |
-3 |
-2 |
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 Date |
% Chg |
Gain in 2007 |
Company |
Industry |
% from Max |
Monthly % Gain |
%R1 |
%R2 |
|
EXAR |
07/28/06 |
0.5% |
0.1% |
Exar Corporation |
Semiconductors |
-8.8% |
-1.4% |
-78 |
-83 |
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 Date |
% Chg |
Gain in 2007 |
Company |
Industry |
% from Max |
Monthly % Gain |
%R1 |
%R2 |
|
FNLY |
09/08/06 |
11.7% |
0.5% |
Finlay Enterprises, Inc. |
Jewelry & Silverware |
-6.2% |
0.5% |
-78 |
-65 |
|
FIS |
08/18/06 |
9.8% |
0.6% |
Fidelity National Information Services |
Business Services |
-5.0% |
0.6% |
-55 |
-60 |
|
F |
12/29/06 |
1.5% |
1.5% |
FORD MOTOR |
Auto & Truck Manufacturers |
-1.0% |
1.5% |
-53 |
-57 |
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 Date |
% Chg |
Gain in 2007 |
Company |
Industry |
% from Max |
Monthly % Gain |
%R1 |
%R2 |
|
RIO |
12/29/06 |
-7.5% |
-7.5% |
Companhia Vale do Rio Doce (ADR) |
Metal Mining |
-7.5% |
-6.0% |
-55 |
-74 |
|
PKX |
08/11/06 |
32.4% |
-5.0% |
POSCO (ADR) |
Iron & Steel |
-7.5% |
-0.4% |
-63 |
-74 |
|
VLCCF |
12/22/06 |
3.4% |
0.5% |
Knightsbridge Tankers Limited |
Water Transportation |
-1.6% |
-5.9% |
-60 |
-68 |
|
NAT |
11/17/06 |
-0.7% |
-3.4% |
Nordic American Tanker Shipping Limited |
Water Transportation |
-4.3% |
-2.9% |
-35 |
-65 |
|
SKM |
08/25/06 |
19.9% |
-1.8% |
SK Telecom Co., Ltd. (ADR) |
Communications Services |
-5.2% |
-1.4% |
-45 |
-60 |
|
BTI |
08/12/05 |
39.3% |
-0.9% |
British American Tobacco (ADR) |
Tobacco |
-3.2% |
-2.7% |
-31 |
-59 |
|
PBR |
01/05/07 |
0.0% |
0.0% |
Petroleo Brasileiro S.A. (ADR) |
Oil & Gas - Integrated |
0.0% |
-2.9% |
-45 |
-54 |
|
VIP |
08/18/06 |
55.6% |
-4.6% |
Vimpel-Communications (ADR) |
Communications Services |
-8.2% |
-7.9% |
-27 |
-48 |
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 Date |
% Chg |
Gain in 2007 |
Company |
Industry |
% from Max |
Monthly % Gain |
%R1 |
%R2 |
|
CSE |
08/04/06 |
8.4% |
-3.3% |
CapitalSource, Inc. |
Misc. Financial Services |
-7.1% |
-3.3% |
-83 |
-93 |
|
PD |
12/08/06 |
-5.8% |
-2.7% |
Phelps Dodge Corporation |
Metal Mining |
-5.8% |
-2.7% |
-87 |
-78 |
|
APH |
10/20/06 |
-4.3% |
4.1% |
Amphenol Corporation |
Electronic Instruments & Controls |
-6.7% |
4.1% |
-50 |
-65 |
|
LRCX |
10/13/06 |
0.4% |
2.4% |
Lam Research Corporation |
Semiconductors |
-8.4% |
2.4% |
-56 |
-57 |
|
GS |
08/18/06 |
28.7% |
-0.2% |
Goldman Sachs Group, Inc. |
Investment Services |
-2.9% |
-0.2% |
-52 |
-50 |
|
IO |
10/06/06 |
22.7% |
-7.3% |
Input/Output, Inc. |
Scientific & Technical Instruments |
-8.1% |
-7.3% |
-41 |
-39 |
|
ADS |
10/20/06 |
6.9% |
3.5% |
Alliance Data Systems |
Computer Services |
-2.0% |
3.5% |
-29 |
-27 |
|
VSEA |
10/27/06 |
25.1% |
0.2% |
Varian Semiconductor |
Semiconductors |
-0.9% |
0.2% |
-11 |
-11 |
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 Date |
% Chg |
Gain in 2007 |
Company |
Industry |
% from Max |
Monthly % Gain |
%R1 |
%R2 |
|
IMO |
10/06/06 |
4.4% |
-8.8% |
IMPERIAL OIL LTD |
Oil & Gas - Integrated |
-13.3% |
-12.8% |
-99 |
-96 |
|
TBL |
07/07/06 |
17.4% |
-3.4% |
The Timberland Company |
Footwear |
-8.6% |
-5.2% |
-60 |
-96 |
|
STR |
05/26/06 |
8.0% |
-6.8% |
Questar Corporation |
Oil & Gas Operations |
-14.0% |
-11.7% |
-97 |
-96 |
|
OSK |
11/03/06 |
6.7% |
-2.4% |
Oshkosh Truck Corporation |
Auto & Truck Manufacturers |
-6.2% |
-6.0% |
-75 |
-95 |
|
GTRC |
10/06/06 |
1.0% |
-5.6% |
Guitar Center, Inc. |
Retail (Specialty Non-Apparel) |
-9.4% |
-7.2% |
-72 |
-95 |
|
UNT |
11/17/06 |
-5.7% |
-4.9% |
Unit Corporation |
Oil & Gas Operations |
-12.5% |
-10.6% |
-99 |
-93 |
|
OXY |
11/24/06 |
-5.2% |
-6.9% |
Occidental Petroleum Corporation |
Oil & Gas Operations |
-12.5% |
-8.2% |
-94 |
-93 |
|
THO |
07/21/06 |
1.2% |
-2.0% |
Thor Industries, Inc. |
Mobile Homes & RVs |
-9.2% |
-3.3% |
-65 |
-90 |
|
MTH |
08/04/06 |
6.6% |
-7.3% |
Meritage Homes Corporation |
Construction Services |
-12.4% |
-7.5% |
-86 |
-90 |
|
PETD |
07/07/06 |
12.8% |
-4.7% |
Petroleum Development Corporation |
Oil & Gas - Integrated |
-12.0% |
-3.7% |
-81 |
-90 |
|
STLD |
10/27/06 |
3.8% |
-2.2% |
Steel Dynamics, Inc. |
Iron & Steel |
-10.5% |
-9.7% |
-83 |
-82 |
|
XOM |
08/04/06 |
6.6% |
-4.4% |
Exxon Mobil Corporation |
Oil & Gas - Integrated |
-7.0% |
-3.0% |
-88 |
-81 |
|
PCU |
07/21/06 |
19.2% |
-5.4% |
Southern Copper Corporation |
Metal Mining |
-12.3% |
-8.7% |
-85 |
-80 |
|
APA |
11/24/06 |
0.1% |
-1.9% |
Apache Corporation |
Oil & Gas Operations |
-6.7% |
-5.5% |
-97 |
-75 |
|
EOG |
11/10/06 |
-7.1% |
0.4% |
EOG Resources, Inc. |
Oil & Gas Operations |
-13.0% |
-8.7% |
-89 |
-73 |
|
TOL |
09/22/06 |
11.7% |
-3.6% |
Toll Brothers, Inc. |
Construction Services |
-5.9% |
-0.8% |
-69 |
-67 |
|
SPF |
07/14/06 |
9.9% |
-7.8% |
Standard Pacific Corp. |
Construction Services |
-12.2% |
-8.0% |
-60 |
-67 |
|
NAT |
11/10/06 |
-3.3% |
-3.4% |
Nordic American Tanker Shipping Limited |
Water Transportation |
-4.3% |
-2.9% |
-35 |
-65 |
|
DHI |
09/15/06 |
6.2% |
-2.5% |
D.R. Horton, Inc. |
Construction Services |
-6.1% |
-3.1% |
-60 |
-65 |
|
MDC |
09/22/06 |
22.1% |
-2.9% |
M.D.C. Holdings, Inc. |
Construction Services |
-3.4% |
0.3% |
-53 |
-63 |
|
BTI |
12/30/05 |
24.7% |
-0.9% |
British American Tobacco (ADR) |
Tobacco |
-3.2% |
-2.7% |
-31 |
-59 |
|
PBR |
12/29/06 |
-7.4% |
-7.4% |
Petroleo Brasileiro S.A. (ADR) |
Oil & Gas - Integrated |
-7.4% |
-2.9% |
-45 |
-54 |
|
RS |
08/11/06 |
17.8% |
-2.6% |
Reliance Steel & Aluminum |
Misc. Fabricated Products |
-5.9% |
-5.1% |
-35 |
-52 |
|
MBT |
12/29/06 |
-5.6% |
-5.6% |
Mobile TeleSystems OJSC (ADR) |
Communications Services |
-7.0% |
-5.1% |
-22 |
-52 |
|
PSUN |
10/13/06 |
14.9% |
2.6% |
Pacific Sunwear of California, Inc. |
Retail (Apparel) |
-3.2% |
-2.8% |
-19 |
-41 |
|
JOSB |
09/22/06 |
4.4% |
6.0% |
Jos. A. Bank Clothiers, Inc. |
Retail (Apparel) |
-5.1% |
2.6% |
-39 |
-36 |
|
AEOS |
03/10/06 |
64.7% |
3.6% |
American Eagle Outfitters |
Retail (Apparel) |
-2.0% |
1.9% |
-5 |
-35 |
|
CCRT |
09/08/06 |
39.8% |
-1.0% |
CompuCredit Corporation |
Consumer Financial Services |
-2.9% |
0.9% |
-25 |
-34 |
|
JBHT |
09/22/06 |
15.7% |
9.1% |
J.B. Hunt Transport Services, Inc. |
Trucking |
-2.1% |
2.3% |
-4 |
-22 |
|
CRDN |
08/11/06 |
33.3% |
3.8% |
Ceradyne, Inc. |
Aerospace and Defense |
-0.1% |
5.4% |
-13 |
-5 |
|
ALD |
10/13/06 |
6.5% |
0.9% |
Allied Capital Corporation |
Investment Services |
0.0% |
3.1% |
-3 |
-3 |
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 Date |
% Chg |
Gain in 2007 |
Company |
Industry |
% from Max |
Monthly % Gain |
%R1 |
%R2 |
|
WGL |
12/23/05 |
4.1% |
-2.7% |
WGL Holdings, Inc. |
Natural Gas Utilities |
-5.3% |
-3.7% |
-71 |
-97 |
|
UGI |
12/30/05 |
28.9% |
-2.6% |
UGI Corporation |
Natural Gas Utilities |
-5.9% |
-5.8% |
-88 |
-96 |
|
OKE |
11/11/05 |
55.6% |
-2.9% |
ONEOK, Inc. |
Natural Gas Utilities |
-5.4% |
-4.1% |
-59 |
-84 |
|
EON |
03/10/06 |
15.6% |
-6.2% |
E.ON AG (ADR) |
Electric Utilities |
-6.7% |
-3.8% |
-33 |
-83 |
|
VVC |
03/03/06 |
7.5% |
-1.2% |
Vectren Corporation |
Natural Gas Utilities |
-4.5% |
-2.7% |
-43 |
-79 |
|
UU |
06/10/05 |
21.5% |
-4.3% |
United Utilities PLC (ADR) |
Electric Utilities |
-6.1% |
-3.1% |
-55 |
-73 |
|
ATO |
04/01/05 |
17.3% |
-1.0% |
Atmos Energy Corporation |
Natural Gas Utilities |
-4.3% |
-0.8% |
-45 |
-70 |
|
SRE |
01/10/05 |
52.7% |
-1.5% |
Sempra Energy |
Natural Gas Utilities |
-2.8% |
-0.8% |
-28 |
-57 |
|
ATG |
10/21/05 |
17.2% |
-0.3% |
AGL Resources Inc. |
Natural Gas Utilities |
-2.3% |
-1.3% |
-15 |
-47 |
|
PGN |
01/10/05 |
10.5% |
-0.8% |
Progress Energy, Inc. |
Electric Utilities |
-1.7% |
1.4% |
-16 |
-42 |
|
KEP |
10/20/06 |
14.0% |
-1.6% |
Korea Electric Power Corporation (ADR) |
Electric Utilities |
-2.7% |
-1.3% |
-9 |
-39 |
|
WPS |
05/26/06 |
10.5% |
0.0% |
WPS Resources Corporation |
Electric Utilities |
-1.7% |
2.3% |
-12 |
-33 |
|
OTTR |
06/09/06 |
17.1% |
0.5% |
Otter Tail Corporation |
Electric Utilities |
-1.8% |
0.4% |
-12 |
-26 |
Optionable stocks from John Templeton’s style of investing are listed in Table 3I.
Table 3I
John Templeton Watch List
|
Stock |
Reference Date |
% Chg |
Gain in 2007 |
Company |
Industry |
% from Max |
Monthly % Gain |
%R1 |
%R2 |
|
HIBB |
07/21/06 |
48.2% |
-3.3% |
Hibbett Sporting Goods, Inc. |
Retail (Specialty Non-Apparel) |
-10.0% |
-3.3% |
-80 |
-99 |
|
GGG |
12/29/06 |
-0.2% |
-0.2% |
Graco Inc. |
Misc. Capital Goods |
-2.1% |
-5.6% |
-70 |
-98 |
|
OSK |
12/29/06 |
-2.4% |
-2.4% |
Oshkosh Truck Corporation |
Auto & Truck Manufacturers |
-2.8% |
-6.0% |
-75 |
-95 |
|
WSO |
07/28/06 |
3.1% |
-2.0% |
Watsco, Incorporated |
Misc. Capital Goods |
-14.0% |
-9.5% |
-94 |
-95 |
|
MMM |
11/10/06 |
-2.2% |
-0.7% |
3M Company |
Conglomerates |
-5.2% |
-0.7% |
-87 |
-91 |
|
THO |
08/25/06 |
8.9% |
-2.0% |
Thor Industries, Inc. |
Mobile Homes & RVs |
-9.2% |
-3.3% |
-65 |
-90 |
|
HZO |
08/11/06 |
21.8% |
-4.5% |
MarineMax, Inc. |
Retail (Specialty Non-Apparel) |
-14.8% |
-4.5% |
-80 |
-88 |
|
HAR |
08/18/06 |
14.7% |
-1.4% |
Harman International Industries Inc./DE/ |
Audio & Video Equipment |
-8.9% |
-6.0% |
-87 |
-87 |
|
IEX |
08/11/06 |
9.8% |
-2.7% |
IDEX Corporation |
Misc. Capital Goods |
-5.2% |
-2.7% |
-62 |
-85 |
|
PNR |
07/28/06 |
5.8% |
-4.0% |
Pentair, Inc. |
Conglomerates |
-9.5% |
-8.2% |
-71 |
-85 |
|
WSM |
09/01/06 |
5.1% |
-1.0% |
Williams-Sonoma, Inc. |
Retail (Specialty Non-Apparel) |
-11.6% |
-3.8% |
-78 |
-79 |
|
BBBY |
07/21/06 |
19.2% |
2.0% |
Bed Bath & Beyond Inc. |
Retail (Specialty Non-Apparel) |
-5.7% |
-2.6% |
-75 |
-73 |
|
USTR |
08/11/06 |
0.1% |
-1.1% |
United Stationers Inc. |
Office Supplies |
-5.9% |
0.2% |
-50 |
-70 |
|
GISX |
12/30/05 |
22.4% |
-3.5% |
Global Imaging Systems, Inc. |
Office Equipment |
-7.7% |
-2.8% |
-30 |
-69 |
|
TOL |
12/01/06 |
-3.4% |
-3.6% |
Toll Brothers, Inc. |
Construction Services |
-5.9% |
-0.8% |
-69 |
-67 |
|
SPF |
09/15/06 |
2.1% |
-7.8% |
Standard Pacific Corp. |
Construction Services |
-12.2% |
-8.0% |
-60 |
-67 |
|
SPLS |
05/26/06 |
8.6% |
-2.5% |
Staples, Inc. |
Retail (Specialty Non-Apparel) |
-5.5% |
-0.2% |
-58 |
-65 |
|
DHI |
07/14/06 |
21.9% |
-2.5% |
D.R. Horton, Inc. |
Construction Services |
-6.1% |
-3.1% |
-60 |
-65 |
|
GBCI |
05/05/06 |
16.3% |
-2.2% |
Glacier Bancorp, Inc. |
Regional Banks |
-3.7% |
-2.5% |
-19 |
-55 |
|
ORLY |
09/01/06 |
5.8% |
-0.4% |
O'Reilly Automotive, Inc. |
Retail (Specialty Non-Apparel) |
-8.3% |
-0.5% |
-28 |
-53 |
|
RYL |
08/11/06 |
31.5% |
-3.7% |
The Ryland Group, Inc. |
Construction Services |
-6.9% |
-1.3% |
-46 |
-50 |
|
EWBC |
12/30/05 |
-3.1% |
-0.1% |
East West Bancorp, Inc. |
Regional Banks |
-13.5% |
0.5% |
-27 |
-49 |
|
VIP |
12/29/06 |
-4.6% |
-4.6% |
Vimpel-Communications (ADR) |
Communications Services |
-4.8% |
-7.9% |
-27 |
-48 |
|
BZH |
11/24/06 |
4.4% |
-2.9% |
Beazer Homes USA, Inc. |
Construction Services |
-5.3% |
-1.1% |
-40 |
-46 |
|
JNJ |
02/17/06 |
12.8% |
0.9% |
Johnson & Johnson |
Major Drugs |
-3.6% |
0.9% |
-16 |
-42 |
|
LRW |
10/27/06 |
9.2% |
3.7% |
Labor Ready, Inc. |
Business Services |
-4.1% |
3.7% |
-35 |
-38 |
|
CHRW |
11/03/06 |
4.5% |
5.3% |
C.H. Robinson Worldwide, Inc. |
Misc. Transportation |
-2.8% |
2.3% |
-29 |
-37 |
|
TSCO |
12/29/06 |
7.3% |
7.3% |
Tractor Supply Company |
Retail (Home Improvement) |
0.0% |
-2.3% |
-62 |
-35 |
|
COH |
07/28/06 |
56.4% |
2.4% |
Coach, Inc. |
Apparel/Accessories |
-2.2% |
2.0% |
-1 |
-27 |
|
LOW |
09/08/06 |
16.7% |
2.1% |
Lowe's Companies, Inc. |
Retail (Home Improvement) |
-1.2% |
2.1% |
-12 |
-26 |
|
UNH |