Wiser Trader Stocks and Options Newsletter
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Issue No. 111 January 29, 2007 Prescott, Arizona Systems@WiserTrader.com
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1.0 Trading
The major indices lost an average of 0.35% this week.
|
Index |
Last Week |
This Week |
% Change |
|
DOW |
12565.53 |
12,487.02 |
-0.62% |
|
NASDAQ |
2451.31 |
2,435.49 |
-0.65% |
|
S&P500 |
1430.5 |
1,422.18 |
-0.58% |
|
Russell 2K |
785.16 |
788.14 |
0.38% |
|
NYSE |
9179.53 |
9,154.10 |
-0.28% |
|
Average |
|
|
-0.35% |
1.1 Sideways
The S&P 500 in Figure 1A declined 0.6% this week. Industrials and transportation were down more than 1%. Semiconductors, after a weak start, ended the week up slightly more than 1%, while biotechnology declined about 3%. Utilities, energy and materials had slight gains just under 1%. The average Williams-%R for the above five indices is -65 with a 200-day moving average of -38. The average Williams-%R continued its choppy behavior, crossing the -50 level three times. The five indices have changed a net average of -0.25% over the past 10 trading days.
FIGURE 1A
The NASDAQ in Figure 1B lost 0.65% for the week. As expected, earnings growth is slightly lower compared to recent quarters. With a third of S&P 500 companies reporting, about 60% beat expectations, a few percent less than recent quarters. A rise in oil prices and 10-year treasury yields was met with uncertainty that is likely to continue until at least two thirds of S&P 500 companies have reported.
FIGURE 1B
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|
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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 |
0.2% |
-0.6% |
0.1% |
1.3% |
-0.5% |
|
NASDAQ Composite Index |
0.8% |
-0.6% |
-2.1% |
2.8% |
0.8% |
|
S & P 500 Index |
0.3% |
-0.6% |
0.0% |
1.5% |
-0.6% |
|
NYSE Composite Index |
0.2% |
-0.3% |
0.4% |
1.3% |
-1.2% |
|
Russell 2000 Index |
0.1% |
0.4% |
-1.1% |
2.4% |
-1.5% |
|
HGX, Phil. Housing Index |
0.8% |
-0.5% |
2.7% |
1.6% |
-2.8% |
|
IYR, Real Estate |
7.4% |
1.9% |
2.0% |
4.3% |
-1.0% |
|
GLD, GOLD |
1.5% |
1.9% |
1.3% |
3.3% |
-4.8% |
|
RKH, Banking |
-0.3% |
-0.1% |
0.2% |
0.5% |
-0.8% |
|
IYT, Transportation |
3.2% |
-3.2% |
2.0% |
3.4% |
1.0% |
|
SMH, Semiconductors |
0.5% |
1.3% |
-4.8% |
3.7% |
0.6% |
|
BBH, Biotechnology |
3.7% |
-3.3% |
1.2% |
3.0% |
2.8% |
|
OIH, Oil Infrastructure |
-5.1% |
0.1% |
2.1% |
-0.8% |
-6.4% |
|
XLE, Energy |
-3.0% |
0.5% |
2.1% |
-0.9% |
-4.6% |
|
XLU, Utilities |
-1.3% |
0.6% |
0.5% |
-0.7% |
-1.7% |
|
XLB, Materials |
3.6% |
0.9% |
1.5% |
3.0% |
-1.8% |
|
XLI, Industrial |
0.6% |
-1.2% |
0.1% |
1.8% |
-0.1% |
|
XLK, Technology |
0.4% |
-0.1% |
-2.7% |
2.2% |
1.0% |
|
XLV, Healthcare |
2.2% |
-1.3% |
1.1% |
1.8% |
0.6% |
|
XLF, Financials |
0.2% |
-0.4% |
-0.1% |
1.4% |
-0.7% |
|
XLP, Consumer Staples |
1.4% |
-0.5% |
0.4% |
1.4% |
0.1% |
|
XLY, Consumer Discretionary |
1.2% |
-2.0% |
0.9% |
2.6% |
-0.3% |
The volatility indexes and put/call ratio are listed in Table 2B.
Table 2B
Sentiment
|
Contrarian Indicator |
Current |
Last Week |
2 Weeks Ago |
Complacent (Bearish) |
Cautious (Bullish) |
|
VIX ** |
11.1 |
10.4 |
10.2 |
< 20 |
> 50 |
|
VXN *** |
17.5 |
16.8 |
16.6 |
< 30 |
> 70 |
|
CBOE Total Put/Call Ratio |
0.97 |
0.83 |
0.75 |
< 0.40 |
> 0.75 |
|
CBOE Equity Put/Call Ratio |
0.63 |
0.56 |
0.56 |
< 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 SPDRs.
FIGURE 2A
Table 2C
Market Summary
Industry performance is based on the Yahoo Industry Classification System
Major Indices For the Past Week: Dow Jones -0.6% NASDAQ -0.6% S&P500 Index -0.6 Russell 2000 +0.4% NYSE -0.3% 30 Year Bond 4.980% 10 Year Note 4.879% 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 $55.50 Gold for the past 30 days: USD +2.76% CAD +4.30% CHF +5.12% GBP +2.60% EUR +4.44% JPY +5.19% |
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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. The column “Avg. Gain in 2007” includes losses for stocks that have been removed after a decline. The other columns only include stocks that are currently listed.
Table 3A
Stock Filter Summary
|
Filter |
Avg. % Change Since Listed |
Avg. Gain in 2007 |
1 Month |
1 Week Ago |
2 weeks Ago |
3 Weeks Ago |
4 Weeks Ago |
|
Net Insider Buying |
5.1% |
1.7% |
6.8% |
1.3% |
2.5% |
1.7% |
1.1% |
|
Cash Rich Companies |
1.2% |
0.8% |
0.8% |
-1.7% |
-1.7% |
4.2% |
0.1% |
|
Price to Free Cash Flow |
17.4% |
10.0% |
10.0% |
4.1% |
2.9% |
1.9% |
0.9% |
|
Growth Momentum |
13.3% |
0.0% |
2.6% |
2.8% |
-1.8% |
2.6% |
-0.8% |
|
Lynch |
24.2% |
2.6% |
2.0% |
3.1% |
0.8% |
1.6% |
-3.5% |
|
Buffett |
13.3% |
0.2% |
1.8% |
1.2% |
1.7% |
1.5% |
-2.5% |
|
Graham |
22.4% |
-0.9% |
-0.9% |
0.3% |
0.0% |
0.8% |
-1.9% |
|
Templeton |
14.1% |
0.7% |
2.2% |
-1.1% |
0.8% |
3.1% |
-0.5% |
|
Zweig |
15.3% |
2.4% |
3.4% |
0.2% |
0.3% |
3.1% |
-0.2% |
|
Average |
14.0% |
1.9% |
3.2% |
1.1% |
0.6% |
2.3% |
-0.8% |
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) |
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|
Save valuable time. Watchlists configured to your exact needs can be sent to you regularly. Rates are low. |
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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 |
|
ILI |
01/26/07 |
0.0% |
0.0% |
Interleukin Genetics, Inc |
Healthcare Facilities |
0.0% |
-1.0% |
-90 |
-87 |
|
ULBI |
01/19/07 |
-3.3% |
-3.3% |
Ultralife Batteries, Inc. |
Electronic Instruments & Controls |
-3.3% |
-3.0% |
-78 |
-76 |
|
VLNC |
01/05/07 |
10.4% |
10.4% |
Valence Technology, Inc. |
Electronic Instruments & Controls |
-3.9% |
-9.7% |
-68 |
-69 |
|
RGN |
12/29/06 |
11.7% |
11.7% |
RegeneRx Biopharmaceuticals, Inc. |
Biotechnology & Drugs |
-1.3% |
11.7% |
-59 |
-63 |
|
PYX |
10/13/06 |
-0.9% |
-2.6% |
Playtex Products, Inc. |
Personal & Household Products |
-6.5% |
-2.6% |
-74 |
-59 |
|
GETI |
01/19/07 |
-2.6% |
-2.6% |
GenTek Inc. |
Auto & Truck Parts |
-3.7% |
-2.6% |
-33 |
-53 |
|
IOMI |
01/19/07 |
0.2% |
0.2% |
Iomai Corporation |
Biotechnology & Drugs |
-4.3% |
0.2% |
-51 |
-48 |
|
PWEI |
01/19/07 |
0.3% |
0.3% |
PW Eagle, Inc. |
Fabricated Plastic & Rubber |
0.0% |
-4.3% |
-48 |
-48 |
|
GTCB |
01/19/07 |
-1.7% |
-1.7% |
GTC Biotherapeutics, Inc. |
Biotechnology & Drugs |
-1.7% |
-1.7% |
-33 |
-33 |
|
MMLP |
12/29/06 |
3.7% |
3.7% |
Martin Midstream Partners L.P. |
Water Transportation |
-3.1% |
1.4% |
-31 |
-30 |
|
HIFN |
01/12/07 |
-0.5% |
-0.5% |
hi/fn, inc. |
Semiconductors |
-4.8% |
-4.8% |
-29 |
-28 |
|
FRN |
12/08/06 |
2.5% |
-0.4% |
Friendly Ice Cream Corporation |
Restaurants |
-2.9% |
10.0% |
-35 |
-27 |
|
THRM |
12/29/06 |
37.2% |
37.2% |
Thermage, Inc. |
Medical Equipment & Supplies |
-3.6% |
37.2% |
-32 |
-23 |
|
MEMY |
01/19/07 |
7.2% |
7.2% |
Memory Pharmaceuticals Corp. |
Biotechnology & Drugs |
0.0% |
7.2% |
-25 |
-20 |
|
AAWW |
12/15/06 |
2.0% |
6.5% |
Atlas Air Worldwide Holdings, Inc. |
Airline |
-0.7% |
-0.4% |
-12 |
-14 |
|
PBY |
10/06/06 |
14.9% |
5.2% |
The Pep Boys - Manny, Moe & Jack |
Retail (Specialty Non-Apparel) |
0.0% |
5.2% |
-15 |
-1 |
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 |
1.2% |
0.8% |
Exar Corporation |
Semiconductors |
-8.2% |
0.8% |
-67 |
-62 |
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 |
|
FIS |
08/18/06 |
14.3% |
4.8% |
Fidelity National Information Services |
Business Services |
-1.3% |
1.0% |
-22 |
-22 |
|
F |
12/29/06 |
12.1% |
12.1% |
FORD MOTOR |
Auto & Truck Manufacturers |
0.0% |
1.4% |
-23 |
-11 |
|
FNLY |
09/08/06 |
25.7% |
13.1% |
Finlay Enterprises, Inc. |
Jewelry & Silverware |
0.0% |
9.8% |
-4 |
0 |
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 |
|
SAP |
01/26/07 |
0.0% |
0.0% |
SAP AG (ADR) |
Software & Programming |
0.0% |
-13.0% |
-96 |
-97 |
|
PBR |
01/05/07 |
2.1% |
2.1% |
Petroleo Brasileiro S.A. (ADR) |
Oil & Gas - Integrated |
-1.5% |
-5.5% |
-54 |
-48 |
|
BTI |
08/12/05 |
48.6% |
5.7% |
British American Tobacco (ADR) |
Tobacco |
-1.8% |
5.7% |
-33 |
-25 |
|
PKX |
08/11/06 |
44.9% |
3.9% |
POSCO (ADR) |
Iron & Steel |
-1.6% |
3.9% |
-19 |
-18 |
|
VIP |
08/18/06 |
75.7% |
7.7% |
Vimpel-Communications (ADR) |
Communications Services |
-2.1% |
7.7% |
-21 |
-17 |
|
VLCCF |
12/22/06 |
7.5% |
4.5% |
Knightsbridge Tankers Limited |
Water Transportation |
-1.5% |
4.5% |
-14 |
-16 |
|
RIO |
12/29/06 |
11.0% |
11.0% |
Companhia Vale do Rio Doce (ADR) |
Metal Mining |
-1.4% |
11.0% |
-16 |
-13 |
|
NAT |
11/17/06 |
4.3% |
1.5% |
Nordic American Tanker Shipping Limited |
Water Transportation |
-0.2% |
1.5% |
-19 |
-9 |
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 |
|
VSEA |
10/27/06 |
14.8% |
-8.1% |
Varian Semiconductor |
Semiconductors |
-11.4% |
1.9% |
-82 |
-73 |
|
MER |
01/12/07 |
-2.6% |
-2.6% |
Merrill Lynch & Co., Inc. |
Investment Services |
-3.1% |
-1.4% |
-35 |
-42 |
|
GS |
08/18/06 |
38.0% |
7.1% |
Goldman Sachs Group, Inc. |
Investment Services |
-3.0% |
1.5% |
-30 |
-28 |
|
CSE |
08/04/06 |
13.6% |
1.4% |
CapitalSource, Inc. |
Misc. Financial Services |
-2.7% |
2.9% |
-22 |
-24 |
|
APH |
10/20/06 |
-1.0% |
7.6% |
Amphenol Corporation |
Electronic Instruments & Controls |
-3.5% |
4.1% |
-30 |
-23 |
|
IO |
10/06/06 |
32.7% |
0.3% |
Input/Output, Inc. |
Scientific & Technical Instruments |
-0.7% |
5.3% |
-41 |
-20 |
|
PD |
12/08/06 |
0.5% |
3.8% |
Phelps Dodge Corporation |
Metal Mining |
0.0% |
3.6% |
-5 |
-5 |
|
ADS |
10/20/06 |
10.7% |
7.2% |
Alliance Data Systems |
Computer Services |
0.0% |
4.5% |
-6 |
-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 Date |
% Chg |
Gain in 2007 |
Company |
Industry |
% from Max |
Monthly % Gain |
%R1 |
%R2 |
|
MTH |
08/04/06 |
3.5% |
-10.0% |
Meritage Homes Corporation |
Construction Services |
-14.9% |
-10.0% |
-73 |
-91 |
|
CRDN |
08/11/06 |
19.4% |
-7.0% |
Ceradyne, Inc. |
Aerospace and Defense |
-14.9% |
-7.0% |
-89 |
-89 |
|
TBL |
07/07/06 |
11.9% |
-7.9% |
The Timberland Company |
Footwear |
-12.9% |
-7.9% |
-94 |
-83 |
|
NE |
01/26/07 |
0.0% |
0.0% |
Noble Corporation |
Oil Well Services & Equipment |
0.0% |
-6.0% |
-73 |
-75 |
|
STR |
05/26/06 |
11.5% |
-3.8% |
Questar Corporation |
Oil & Gas Operations |
-11.3% |
-3.8% |
-72 |
-71 |
|
UNT |
11/17/06 |
-4.1% |
-3.3% |
Unit Corporation |
Oil & Gas Operations |
-11.0% |
-3.3% |
-72 |
-70 |
|
JOSB |
09/22/06 |
1.2% |
2.7% |
Jos. A. Bank Clothiers, Inc. |
Retail (Apparel) |
-8.0% |
2.7% |
-61 |
-66 |
|
OXY |
11/24/06 |
-4.8% |
-6.5% |
Occidental Petroleum Corporation |
Oil & Gas Operations |
-12.1% |
-6.5% |
-68 |
-65 |
|
XOM |
08/04/06 |
7.2% |
-3.9% |
Exxon Mobil Corporation |
Oil & Gas - Integrated |
-6.5% |
-3.9% |
-66 |
-64 |
|
PHM |
01/12/07 |
1.5% |
1.5% |
Pulte Homes, Inc. |
Construction Services |
-4.9% |
-1.8% |
-47 |
-61 |
|
AEOS |
03/10/06 |
62.8% |
2.3% |
American Eagle Outfitters |
Retail (Apparel) |
-7.0% |
2.3% |
-51 |
-60 |
|
PSUN |
10/13/06 |
15.9% |
3.5% |
Pacific Sunwear of California, Inc. |
Retail (Apparel) |
-5.4% |
3.5% |
-61 |
-57 |
|
MDC |
09/22/06 |
24.9% |
-0.7% |
M.D.C. Holdings, Inc. |
Construction Services |
-5.3% |
-0.7% |
-28 |
-53 |
|
TOL |
09/22/06 |
16.6% |
0.6% |
Toll Brothers, Inc. |
Construction Services |
-5.1% |
0.6% |
-41 |
-48 |
|
PBR |
12/29/06 |
-5.5% |
-5.5% |
Petroleo Brasileiro S.A. (ADR) |
Oil & Gas - Integrated |
-5.5% |
-5.5% |
-54 |
-48 |
|
SPF |
07/14/06 |
15.4% |
-3.1% |
Standard Pacific Corp. |
Construction Services |
-7.8% |
-3.1% |
-40 |
-43 |
|
THO |
07/21/06 |
7.3% |
3.9% |
Thor Industries, Inc. |
Mobile Homes & RVs |
-3.8% |
3.9% |
-43 |
-43 |
|
EOG |
11/10/06 |
-2.8% |
5.0% |
EOG Resources, Inc. |
Oil & Gas Operations |
-9.0% |
5.0% |
-48 |
-42 |
|
JBHT |
09/22/06 |
19.1% |
12.4% |
J.B. Hunt Transport Services, Inc. |
Trucking |
-4.1% |
12.4% |
-34 |
-39 |
|
MBT |
12/29/06 |
6.7% |
6.7% |
Mobile TeleSystems OJSC (ADR) |
Communications Services |
-3.4% |
6.7% |
-40 |
-39 |
|
DHI |
09/15/06 |
14.3% |
5.0% |
D.R. Horton, Inc. |
Construction Services |
-3.2% |
5.0% |
-26 |
-36 |
|
EWBC |
01/26/07 |
0.0% |
0.0% |
East West Bancorp, Inc. |
Regional Banks |
0.0% |
7.0% |
-17 |
-25 |
|
BTI |
12/30/05 |
33.0% |
5.7% |
British American Tobacco (ADR) |
Tobacco |
-1.8% |
5.7% |
-33 |
-25 |
|
GTRC |
10/06/06 |
7.6% |
0.6% |
Guitar Center, Inc. |
Retail (Specialty Non-Apparel) |
-3.4% |
0.6% |
-22 |
-24 |
|
STLD |
10/27/06 |
21.2% |
14.3% |
Steel Dynamics, Inc. |
Iron & Steel |
-1.2% |
14.3% |
-6 |
-15 |
|
RS |
08/11/06 |
27.4% |
5.3% |
Reliance Steel & Aluminum |
Misc. Fabricated Products |
0.0% |
5.3% |
-14 |
-13 |
|
APA |
11/24/06 |
7.1% |
5.0% |
Apache Corporation |
Oil & Gas Operations |
-0.9% |
5.0% |
-16 |
-12 |
|
NAT |
11/10/06 |
1.5% |
1.5% |
Nordic American Tanker Shipping Limited |
Water Transportation |
-0.2% |
1.5% |
-19 |
-9 |
|
PCU |
07/21/06 |
40.1% |
11.2% |
Southern Copper Corporation |
Metal Mining |
0.0% |
11.2% |
-10 |
-4 |
|
OSK |
11/03/06 |
15.7% |
5.8% |
Oshkosh Truck Corporation |
Auto & Truck Manufacturers |
0.0% |
5.8% |
-2 |
-2 |
|
PETD |
07/07/06 |
37.0% |
15.8% |
Petroleum Development Corporation |
Oil & Gas - Integrated |
0.0% |
15.8% |
-6 |
-1 |
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 |
|
PGN |
01/10/05 |
7.3% |
-3.7% |
Progress Energy, Inc. |
Electric Utilities |
-4.6% |
-3.7% |
-96 |
-92 |
|
WPS |
05/26/06 |
8.5% |
-1.8% |
WPS Resources Corporation |
Electric Utilities |
-3.5% |
-1.8% |
-87 |
-87 |
|
WGL |
12/23/05 |
3.1% |
-3.6% |
WGL Holdings, Inc. |
Natural Gas Utilities |
-6.2% |
-3.6% |
-87 |
-82 |
|
VVC |
03/03/06 |
7.0% |
-1.7% |
Vectren Corporation |
Natural Gas Utilities |
-5.0% |
-1.7% |
-85 |
-76 |
|
EON |
03/10/06 |
16.5% |
-5.5% |
E.ON AG (ADR) |
Electric Utilities |
-5.9% |
-5.5% |
-78 |
-75 |
|
ATG |
10/21/05 |
17.2% |
-0.3% |
AGL Resources Inc. |
Natural Gas Utilities |
-2.3% |
-0.3% |
-85 |
-71 |
|
ATO |
04/01/05 |
16.0% |
-2.1% |
Atmos Energy Corporation |
Natural Gas Utilities |
-5.4% |
-2.1% |
-67 |
-58 |
|
UU |
06/10/05 |
23.3% |
-2.8% |
United Utilities PLC (ADR) |
Electric Utilities |
-4.7% |
-2.8% |
-53 |
-57 |
|
OKE |
11/11/05 |
59.5% |
-0.5% |
ONEOK, Inc. |
Natural Gas Utilities |
-3.1% |
-0.5% |
-37 |
-35 |
|
UGI |
12/30/05 |
34.0% |
1.2% |
UGI Corporation |
Natural Gas Utilities |
-2.2% |
1.2% |
-26 |
-23 |
|
SRE |
01/10/05 |
58.5% |
2.2% |
Sempra Energy |
Natural Gas Utilities |
-1.2% |
2.2% |
-20 |
-22 |
|
KEP |
10/20/06 |
19.7% |
3.3% |
Korea Electric Power Corporation (ADR) |
Electric Utilities |
-0.7% |
3.3% |
-23 |
-13 |
|
OTTR |
06/09/06 |
20.5% |
3.4% |
Otter Tail Corporation |
Electric Utilities |
0.0% |
3.4% |
-15 |
-1 |
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 |
|
SPLS |
05/26/06 |
7.1% |
-3.9% |
Staples, Inc. |
Retail (Specialty Non-Apparel) |
-6.8% |
-3.9% |
-84 |
-94 |
|
BZH |
11/24/06 |
-1.3% |
-8.3% |
Beazer Homes USA, Inc. |
Construction Services |
-10.5% |
-8.3% |
-92 |
-89 |
|
PNR |
07/28/06 |
5.1% |
-4.7% |
Pentair, Inc. |
Conglomerates |
-10.1% |
-4.7% |
-92 |
-88 |
|
GBCI |
05/05/06 |
12.5% |
-5.3% |
Glacier Bancorp, Inc. |
Regional Banks |
-6.8% |
-5.3% |
-91 |
-85 |
|
HAR |
08/18/06 |
11.7% |
-4.0% |
Harman International Industries Inc./DE/ |
Audio & Video Equipment |
-11.3% |
-4.0% |
-36 |
-81 |
|
JNJ |
02/17/06 |
11.9% |
0.1% |
Johnson & Johnson |
Major Drugs |
-4.4% |
-2.5% |
-56 |
-78 |
|
LRW |
10/27/06 |
6.3% |
0.9% |
Labor Ready, Inc. |
Business Services |
-6.6% |
-4.2% |
-52 |
-68 |
|
UNH |
08/25/06 |
1.3% |
-4.1% |
UnitedHealth Group Inc. |
Insurance (Accident & Health) |
-7.6% |
-4.1% |
-59 |
-66 |
|
COH |
07/28/06 |
55.8% |
2.0% |
Coach, Inc. |
Apparel/Accessories |
-5.4% |
2.0% |
-62 |
-62 |
|
RYL |
08/11/06 |
33.5% |
-2.3% |
The Ryland Group, Inc. |
Construction Services |
-5.5% |
-2.3% |
-58 |
-62 |
|
HIBB |
07/21/06 |
56.3% |
2.0% |
Hibbett Sporting Goods, Inc. |
Retail (Specialty Non-Apparel) |
-7.3% |
-2.9% |
-66 |
-58 |
|
TOL |
12/01/06 |
0.8% |
0.6% |
Toll Brothers, Inc. |
Construction Services |
-5.1% |
0.6% |
-41 |
-48 |
|
SPF |
09/15/06 |
7.2% |
-3.1% |
Standard Pacific Corp. |
Construction Services |
-7.8% |
-3.1% |
-40 |
-43 |
|
THO |
08/25/06 |
15.4% |
3.9% |
Thor Industries, Inc. |
Mobile Homes & RVs |
-3.8% |
3.9% |
-43 |
-43 |
|
MMM |
11/10/06 |
-0.6% |
1.0% |
3M Company |
Conglomerates |
-3.6% |
-0.7% |
-30 |
-41 |
|
CHRW |
11/03/06 |
4.2% |
5.0% |
C.H. Robinson Worldwide, Inc. |
Misc. Transportation |
-3.7% |
5.0% |
-41 |
-40 |
|
JBHT |
09/22/06 |
19.1% |
12.4% |
J.B. Hunt Transport Services, Inc. |
Trucking |
-4.1% |
-2.7% |
-34 |
-39 |
|
BBBY |
07/21/06 |
24.8% |
6.8% |
Bed Bath & Beyond Inc. |
Retail (Specialty Non-Apparel) |
-3.5% |
6.8% |
-34 |
-37 |
|
LOW |
09/08/06 |
19.6% |
4.6% |
Lowe's Companies, Inc. |
Retail (Home Improvement) |
-3.4% |
-3.4% |
-23 |
-36 |
|
DHI |
07/14/06 |
31.2% |
5.0% |
D.R. Horton, Inc. |
Construction Services |
-3.2% |
5.0% |
-26 |
-36 |
|
TSCO |
12/29/06 |
8.2% |
8.2% |
Tractor Supply Company |
Retail (Home Improvement) |
-3.7% |
8.2% |
-35 |
-35 |
|
GGG |
12/29/06 |
3.2% |
3.2% |
Graco Inc. |
Misc. Capital Goods |
-1.5% |
3.2% |
-27 |
-32 |
|
ORLY |
09/01/06 |
10.3% |
3.9% |
O'Reilly Automotive, Inc. |
Retail (Specialty Non-Apparel) |
-4.4% |
3.9% |
-35 |
-31 |
|
IEX |
08/11/06 |
14.4% |
1.3% |
IDEX Corporation |
Misc. Capital Goods |
-1.7% |
-0.5% |
-17 |
-27 |
|
WSM |
09/01/06 |
15.7% |
8.9% |
Williams-Sonoma, Inc. |
Retail (Specialty Non-Apparel) |
-2.7% |
8.9% |
-25 |
-27 |
|
EWBC |
12/30/05 |
3.9% |
7.0% |
East West Bancorp, Inc. |
Regional Banks |