Wiser Trader Stocks and Options Newsletter
______________________________________________________________________________
Issue No. 120 April 2, 2007 Prescott, Arizona Editor@WiserTrader.com
______________________________________________________________________________
1.0 Trading
The major indices lost an average of 1.0% this week.
|
Index |
Last Week |
This Week |
% Change |
|
DOW |
12481 |
12,354.35 |
-1.01% |
|
NASDAQ |
2448.93 |
2,421.64 |
-1.11% |
|
S&P500 |
1436.11 |
1,420.86 |
-1.06% |
|
Russell 2K |
809.51 |
800.71 |
-1.09% |
|
NYSE |
9338.4 |
9,261.82 |
-0.82% |
|
Average |
|
|
-1.02% |
1.1 Precarious Balance
The S&P 500 in Figure 1A declined 1.1% this week. All major sectors declined, except gold which gained about 1%. The average 10-period Williams-%R for the above five indices closed the week at -37 with a 200-day moving average of -34. The range of Williams-%R values is 24 units. Over the past 10 trading days, the 5-index average was up seven days with a net average gain of 2.5%.
FIGURE 1A
The NASDAQ in Figure 1B declined 1.1% for the week. Emotions, while positive, still remain high with the correlation between stocks and the major averages running twice as high as the preceding six months. Fed comments this week indicated that the concern about inflation has not gone away and that prospects are disappearing for lowering rates any time soon. The February core personal consumption expenditure (PCE) price deflator was a bearish 0.3% which was higher than December and January numbers.
FIGURE 1B
The market appears to be at a precarious balance with significant geopolitics raising oil prices, shrinking earnings and no interest rate relief due to persistent inflation indicators.
__________________________________________________________________________________
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- Stock Screening Services -
Have this list of stocks updated in your inbox daily.
Group 1 Stocks: · Are trending upward · Are at 52 week highs · Have a percent rank relative strength greater than 80% of all other stocks · Are in industries that outperformed 80% of other industries for the past month
Group 2 Stocks: · Are trending downward · Are at 52 week lows · Have a percent rank relative strength less than 20% of all other stocks · Are in industries that underperformed 80% of other industries for the past month
Check Pricing and Other Templates
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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 |
2.0% |
-1.0% |
3.1% |
-1.4% |
1.3% |
|
NASDAQ Composite Index |
2.3% |
-1.1% |
3.2% |
-0.6% |
0.8% |
|
S & P 500 Index |
2.4% |
-1.1% |
3.5% |
-1.1% |
1.1% |
|
NYSE Composite Index |
3.4% |
-0.8% |
4.0% |
-1.2% |
1.5% |
|
Russell 2000 Index |
3.3% |
-1.1% |
3.9% |
-0.8% |
1.2% |
|
HGX, Phil. Housing Index |
-7.7% |
-5.0% |
2.5% |
-3.8% |
-1.5% |
|
IYR, Real Estate |
-0.6% |
-2.1% |
1.9% |
-1.5% |
1.2% |
|
GLD, GOLD |
3.2% |
0.9% |
0.8% |
0.6% |
0.8% |
|
RKH, Banking |
-0.2% |
-2.0% |
3.4% |
-2.1% |
0.5% |
|
IYT, Transportation |
-0.1% |
-3.6% |
4.0% |
-1.2% |
0.9% |
|
SMH, Semiconductors |
-0.8% |
-2.8% |
0.8% |
-1.5% |
2.8% |
|
BBH, Biotechnology |
-0.9% |
-1.1% |
2.1% |
-1.0% |
-0.7% |
|
OIH, Oil Infrastructure |
8.2% |
-0.9% |
6.0% |
-1.0% |
4.0% |
|
XLE, Energy |
7.5% |
0.1% |
6.8% |
-1.8% |
2.4% |
|
XLU, Utilities |
4.3% |
-0.4% |
3.8% |
0.5% |
0.4% |
|
XLB, Materials |
4.4% |
-0.4% |
3.0% |
-0.6% |
2.4% |
|
XLI, Industrial |
2.0% |
-2.2% |
3.1% |
-0.6% |
1.8% |
|
XLK, Technology |
3.0% |
-1.1% |
2.7% |
-0.2% |
1.6% |
|
XLV, Healthcare |
1.2% |
-0.8% |
2.2% |
-1.3% |
1.1% |
|
XLF, Financials |
0.4% |
-1.6% |
3.4% |
-2.4% |
1.0% |
|
XLP, Consumer Staples |
2.9% |
-0.5% |
3.3% |
-1.1% |
1.3% |
|
XLY, Consumer Discretionary |
0.7% |
-1.6% |
3.6% |
-2.5% |
1.3% |
The volatility indexes and put/call ratio are listed in Table 2B.
Table 2B
Sentiment
|
Contrarian Indicator |
Current |
Last Week |
2 Weeks Ago |
Complacent |
Cautious |
|
VIX ** |
14.6 |
13.0 |
16.8 |
< 20 |
> 50 |
|
VXN *** |
18.2 |
17.2 |
19.6 |
< 30 |
> 70 |
|
CBOE Total Put/Call Ratio |
1.20 |
0.92 |
1.23 |
< 0.40 |
> 0.75 |
|
CBOE Equity Put/Call Ratio |
0.66 |
0.64 |
0.83 |
< 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 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 -1.0% NASDAQ -1.1% S&P500 Index -1.1% Russell 2000 -1.1% NYSE -0.8% 30 Year Bond 4.848% 10 Year Note 4.648% 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 $65.75 Gold for the past 30 days: USD -1.06% CAD -2.08% CHF -1.22% GBP -1.14% EUR -1.89% JPY -1.55% |
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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 gains and losses for stocks that have been removed from the lists. 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 |
4.7% |
0.4% |
4.5% |
2.0% |
-0.5% |
0.9% |
2.5% |
|
Cash Rich Companies |
-0.1% |
4.9% |
-1.2% |
0.3% |
-0.6% |
0.8% |
-1.5% |
|
Low Price to Free Cash Flow |
-0.2% |
-1.3% |
-4.1% |
-1.8% |
0.2% |
-0.6% |
-2.2% |
|
Growth Momentum Stocks |
11.5% |
-2.4% |
7.0% |
-1.7% |
5.7% |
0.0% |
3.0% |
|
Lynch Stocks |
28.3% |
8.5% |
8.0% |
1.1% |
4.2% |
-0.5% |
3.0% |
|
Buffett Stocks |
18.6% |
3.6% |
7.7% |
0.1% |
5.6% |
-0.3% |
2.1% |
|
Graham Stocks |
24.5% |
1.7% |
4.2% |
-0.3% |
3.3% |
1.3% |
-0.1% |
|
Templeton Stocks |
14.0% |
1.2% |
2.1% |
-1.9% |
4.3% |
-1.5% |
1.3% |
|
Zweig Stocks |
19.2% |
3.5% |
5.6% |
-1.2% |
4.3% |
0.3% |
2.1% |
|
Micro Cap Value Stocks |
2.4% |
2.4% |
-0.3% |
-0.6% |
3.3% |
-4.1% |
1.3% |
|
Average |
13.4% |
2.2% |
3.8% |
-0.4% |
2.9% |
0.0% |
1.1% |
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 |
|
TRXI |
03/16/07 |
-5.8% |
-5.8% |
TRX Inc. |
Computer Services |
-5.8% |
-10.1% |
-95 |
-85 |
|
PCYC |
03/02/07 |
-8.6% |
-8.6% |
Pharmacyclics, Inc. |
Biotechnology & Drugs |
-8.6% |
-8.6% |
-80 |
-83 |
|
MOBE |
03/02/07 |
3.7% |
3.7% |
Mobility Electronics, Inc. |
Computer Peripherals |
-5.8% |
-0.6% |
-80 |
-76 |
|
WSII |
03/16/07 |
-4.3% |
-4.3% |
WASTE SERVICES INC DE |
Waste Management Services |
-4.6% |
0.8% |
-61 |
-61 |
|
TWW |
03/30/07 |
0.0% |
0.0% |
Terremark Worldwide, Inc. |
Communications Services |
0.0% |
3.3% |
-54 |
-50 |
|
RGN |
12/29/06 |
11.7% |
11.7% |
RegeneRx Biopharmaceuticals, Inc. |
Biotechnology & Drugs |
-5.0% |
10.1% |
-74 |
-45 |
|
HIFN |
01/12/07 |
5.7% |
5.7% |
hi/fn, inc. |
Semiconductors |
-10.1% |
-9.8% |
-40 |
-43 |
|
MMLP |
12/29/06 |
17.4% |
17.4% |
Martin Midstream Partners L.P. |
Water Transportation |
-0.3% |
3.6% |
-34 |
-34 |
|
PWEI |
01/19/07 |
0.3% |
0.3% |
PW Eagle, Inc. |
Fabricated Plastic & Rubber |
-1.3% |
-0.9% |
-35 |
-32 |
|
BCSI |
03/16/07 |
0.1% |
0.1% |
Blue Coat Systems, Inc. |
Computer Networks |
-5.0% |
-3.9% |
-18 |
-32 |
|
NTEC |
03/23/07 |
31.8% |
31.8% |
Neose Technologies, Inc. |
Biotechnology & Drugs |
0.0% |
31.8% |
-14 |
-9 |
Companies with net cash positions that comprise at least 30% of their share price are listed in Table 3C. Previously, the screen looked for companies having cash positions comprising 40% of their share price but this produced very few candidates. 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 |
|
ANIK |
03/23/07 |
-2.6% |
-2.6% |
Anika Therapeutics, Inc. |
Biotechnology & Drugs |
-2.6% |
-2.3% |
-89 |
-92 |
|
WSC |
02/09/07 |
-5.7% |
-5.7% |
Wesco Financial Corporation |
Conglomerates |
-8.0% |
-2.7% |
-71 |
-60 |
|
CLCT |
02/09/07 |
7.9% |
7.9% |
Collectors Universe, Inc. |
Business Services |
-1.4% |
1.5% |
-36 |
-35 |
Table 3D was added to contain companies having a low price to free cash flow (P-FCF) less than 6 (prior to 2/23/07 this number was 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 |
|
JRC |
03/23/07 |
-6.3% |
-6.3% |
Journal Register Company |
Printing & Publishing |
-6.3% |
-6.3% |
-96 |
-97 |
|
ALK |
03/02/07 |
-3.4% |
-3.4% |
Alaska Air Group, Inc. |
Airline |
-4.9% |
-2.7% |
-82 |
-81 |
|
HTRN |
03/30/07 |
0.0% |
0.0% |
HealthTronics Inc. |
Medical Equipment & Supplies |
0.0% |
-2.0% |
-69 |
-77 |
|
Y |
03/16/07 |
-4.0% |
-4.0% |
Alleghany Corporation |
Conglomerates |
-5.2% |
-4.2% |
-74 |
-71 |
|
CRC |
02/23/07 |
12.5% |
12.5% |
Chromcraft Revington, Inc. |
Furniture & Fixtures |
0.0% |
6.4% |
-5 |
-18 |
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 |
|
AZN |
03/02/07 |
-0.4% |
-0.4% |
AstraZeneca plc (ADR) |
Major Drugs |
-5.4% |
-0.4% |
-89 |
-91 |
|
SAP |
01/26/07 |
-3.4% |
-3.4% |
SAP AG (ADR) |
Software & Programming |
-6.3% |
-3.4% |
-90 |
-90 |
|
RIO |
12/29/06 |
24.4% |
24.4% |
Companhia Vale do Rio Doce (ADR) |
Metal Mining |
-1.6% |
13.1% |
-54 |
-54 |
|
ERF |
03/30/07 |
0.0% |
0.0% |
ENERPLUS RESOURCES FUND SR G TR UNITS |
Oil & Gas Operations |
0.0% |
-0.9% |
-41 |
-50 |
|
VIP |
08/18/06 |
96.0% |
20.1% |
Vimpel-Communications (ADR) |
Communications Services |
-2.8% |
16.5% |
-12 |
-18 |
|
PKX |
08/11/06 |
75.3% |
25.7% |
POSCO (ADR) |
Iron & Steel |
-2.7% |
11.0% |
-2 |
-17 |
|
NAT |
11/17/06 |
9.1% |
6.1% |
Nordic American Tanker Shipping Limited |
Water Transportation |
-3.4% |
8.8% |
0 |
-15 |
|
PBR |
01/05/07 |
4.3% |
4.3% |
Petroleo Brasileiro S.A. (ADR) |
Oil & Gas - Integrated |
-1.8% |
15.1% |
-3 |
-13 |
|
BTI |
08/12/05 |
56.4% |
11.3% |
British American Tobacco (ADR) |
Tobacco |
-0.6% |
3.7% |
-18 |
-12 |
|
VLCCF |
12/22/06 |
21.4% |
18.0% |
Knightsbridge Tankers Limited |
Water Transportation |
0.0% |
16.6% |
-7 |
-1 |
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 |
|
SKX |
02/23/07 |
-9.4% |
-9.4% |
Skechers U.S.A., Inc. |
Footwear |
-9.4% |
-5.5% |
-69 |
-73 |
|
APH |
10/20/06 |
-4.3% |
4.0% |
Amphenol Corporation |
Electronic Instruments & Controls |
-6.7% |
-2.5% |
-59 |
-60 |
|
GS |
08/18/06 |
33.6% |
3.7% |
Goldman Sachs Group, Inc. |
Investment Services |
-6.5% |
-2.5% |
-47 |
-49 |
|
HC |
03/02/07 |
4.7% |
4.7% |
Hanover Compressor Company |
Rental & Leasing |
-1.6% |
-0.4% |
-27 |
-39 |
|
PCU |
03/30/07 |
0.0% |
0.0% |
Southern Copper Corporation |
Metal Mining |
0.0% |
1.3% |
-34 |
-33 |
|
VIP |
02/16/07 |
9.9% |
9.9% |
Vimpel-Communications (ADR) |
Communications Services |
-2.8% |
-1.9% |
-12 |
-18 |
|
VSEA |
10/27/06 |
46.4% |
17.3% |
Varian Semiconductor |
Semiconductors |
-1.0% |
-0.3% |
-23 |
-14 |
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 |
|
EWBC |
01/26/07 |
-3.0% |
-3.0% |
East West Bancorp, Inc. |
Regional Banks |
-5.6% |
-0.7% |
-59 |
-64 |
|
COG |
02/16/07 |
0.2% |
0.2% |
Cabot Oil & Gas Corporation |
Oil & Gas Operations |
-4.6% |
1.6% |
-47 |
-63 |
|
AEO |
03/10/06 |
52.9% |
-3.9% |
American Eagle Outfitters |
Retail (Apparel) |
-12.7% |
0.6% |
-63 |
-62 |
|
WIRE |
02/09/07 |
7.6% |
7.6% |
Encore Wire Corporation |
Misc. Fabricated Products |
-7.8% |
2.6% |
-58 |
-62 |
|
GTRC |
10/06/06 |
6.2% |
-0.7% |
Guitar Center, Inc. |
Retail (Specialty Non-Apparel) |
-7.1% |
2.8% |
-60 |
-57 |
|
JBHT |
09/22/06 |
33.9% |
26.3% |
J.B. Hunt Transport Services, Inc. |
Trucking |
-6.5% |
1.7% |
-53 |
-54 |
|
OSK |
11/03/06 |
19.6% |
9.5% |
Oshkosh Truck Corporation |
Auto & Truck Manufacturers |
-6.5% |
2.8% |
-56 |
-54 |
|
PCU |
07/21/06 |
67.6% |
33.0% |
Southern Copper Corporation |
Metal Mining |
-4.5% |
6.0% |
-34 |
-33 |
|
BHI |
02/16/07 |
1.7% |
1.7% |
Baker Hughes Incorporated |
Oil Well Services & Equipment |
-1.5% |
2.1% |
-15 |
-33 |
|
UNT |
11/17/06 |
3.5% |
4.4% |
Unit Corporation |
Oil & Gas Operations |
-3.9% |
6.3% |
-11 |
-28 |
|
BJS |
03/16/07 |
3.4% |
3.4% |
BJ Services Company |
Oil Well Services & Equipment |
-1.8% |
5.4% |
-16 |
-25 |
|
PETD |
07/07/06 |
47.3% |
24.4% |
Petroleum Development Corporation |
Oil & Gas - Integrated |
-2.1% |
7.4% |
-20 |
-23 |
|
NE |
01/26/07 |
9.9% |
9.9% |
Noble Corporation |
Oil Well Services & Equipment |
-3.0% |
13.0% |
-15 |
-21 |
|
OXY |
11/24/06 |
2.9% |
1.0% |
Occidental Petroleum Corporation |
Oil & Gas Operations |
-5.0% |
7.4% |
-3 |
-20 |
|
NUE |
02/23/07 |
1.1% |
1.1% |
Nucor Corporation |
Iron & Steel |
-1.5% |
10.9% |
-9 |
-19 |
|
EOG |
11/10/06 |
5.8% |
14.2% |
EOG Resources, Inc. |
Oil & Gas Operations |
-1.6% |
8.2% |
-13 |
-19 |
|
MBT |
12/29/06 |
11.5% |
11.5% |
Mobile TeleSystems OJSC (ADR) |
Communications Services |
-2.8% |
12.4% |
-5 |
-18 |
|
APA |
11/24/06 |
8.5% |
6.3% |
Apache Corporation |
Oil & Gas Operations |
-3.1% |
5.2% |
-2 |
-17 |
|
STR |
05/26/06 |
24.5% |
7.4% |
Questar Corporation |
Oil & Gas Operations |
-1.8% |
8.2% |
-8 |
-17 |
|
NAT |
11/10/06 |
6.2% |
6.1% |
Nordic American Tanker Shipping Limited |
Water Transportation |
-3.4% |
8.8% |
0 |
-15 |
|
BTI |
12/30/05 |
40.0% |
11.3% |
British American Tobacco (ADR) |
Tobacco |
-0.6% |
3.7% |
-18 |
-12 |
|
XOM |
08/04/06 |
9.8% |
-1.5% |
Exxon Mobil Corporation |
Oil & Gas - Integrated |
-4.2% |
7.8% |
-1 |
-12 |
|
EGN |
09/15/06 |
27.0% |
8.4% |
Energen Corporation |
Natural Gas Utilities |
-0.6% |
7.0% |
-6 |
-10 |
|
STLD |
10/27/06 |
41.2% |
33.1% |
Steel Dynamics, Inc. |
Iron & Steel |
0.0% |
19.0% |
-1 |
-10 |
|
WHQ |
02/02/07 |
5.6% |
5.6% |
W-H Energy Services, Inc. |
Oil Well Services & Equipment |
-0.7% |
15.3% |
-4 |
-9 |
|
RS |
08/11/06 |
48.6% |
22.9% |
Reliance Steel & Aluminum |
Misc. Fabricated Products |
0.0% |
10.8% |
-3 |
-9 |
|
OMM |
02/23/07 |
19.2% |
19.2% |
OMI Corporation |
Water Transportation |
-0.5% |
21.3% |
-2 |
-7 |
|
JOSB |
09/22/06 |
18.7% |
20.4% |
Jos. A. Bank Clothiers, Inc. |
Retail (Apparel) |
-0.6% |
17.1% |
-7 |
-6 |
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 |
|
ATO |
04/01/05 |
16.2% |
-2.0% |
Atmos Energy Corporation |
Natural Gas Utilities |
-5.2% |
0.0% |
-63 |
-68 |
|
TEG |
03/02/07 |
1.5% |
1.5% |
Integrys Energy Group, Inc. |
Electric Utilities |
-0.6% |
1.5% |
-43 |
-50 |
|
LG |
03/02/07 |
1.9% |
1.9% |
The Laclede Group, Inc. |
Natural Gas Utilities |
-1.1% |
1.9% |
-35 |
-41 |
|
EON |
03/10/06 |
23.2% |
-0.1% |
E.ON AG (ADR) |
Electric Utilities |
-6.9% |
7.4% |
-42 |
-40 |
|
SRE |
01/10/05 |
68.8% |
8.9% |
Sempra Energy |
Natural Gas Utilities |
-2.0% |
2.8% |
-31 |
-39 |
|
WGL |
12/23/05 |
5.0% |
-1.8% |
WGL Holdings, Inc. |
Natural Gas Utilities |
-4.5% |
2.8% |
-35 |
-39 |
|
PGN |
01/10/05 |
14.5% |
2.8% |
Progress Energy, Inc. |
Electric Utilities |
-1.2% |
4.1% |
-21 |
-31 |
|
OTTR |
06/09/06 |
28.0% |
9.9% |
Otter Tail Corporation |
Electric Utilities |
-2.1% |
7.0% |
-18 |
-19 |
|
OKE |
11/11/05 |
67.3% |
4.4% |
ONEOK, Inc. |
Natural Gas Utilities |
-2.4% |
7.8% |
-11 |
-19 |
|
UGI |
12/30/05 |
29.7% |
-2.1% |
UGI Corporation |
Natural Gas Utilities |
-5.4% |
4.1% |
-9 |
-18 |
|
VVC |
03/03/06 |
10.1% |
1.1% |
Vectren Corporation |
Natural Gas Utilities |
-2.2% |
2.8% |
-23 |
-12 |
|
ATG |
10/21/05 |
29.1% |
9.8% |
AGL Resources Inc. |
Natural Gas Utilities |
-0.2% |
5.2% |
-5 |
-8 |
|
UU |
06/10/05 |
22.7% |
-3.3% |
United Utilities PLC (ADR) |
Electric Utilities |
-5.1% |
7.1% |
-11 |
-2 |
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 |
|
HAR |
08/18/06 |
11.9% |
-3.8% |
Harman International Industries Inc./DE/ |
Audio & Video Equipment |
-11.2% |
-1.4% |
-94 |
-97 |
|
JNJ |
02/17/06 |
2.0% |
-8.7% |
Johnson & Johnson |
Major Drugs |
-12.8% |
-0.4% |
-92 |
-93 |
|
FDX |
03/16/07 |
-3.3% |
-3.3% |
FedEx Corporation |
Air Courier |
-4.7% |
-4.5% |
-93 |
-92 |
|
GGG |
12/29/06 |
-1.2% |
-1.2% |
Graco Inc. |
Misc. Capital Goods |
-7.4% |
-1.1% |
-89 |
-82 |
|
CHRW |
11/03/06 |
16.6% |
17.5% |
C.H. Robinson Worldwide, Inc. |
Misc. Transportation |
-11.6% |
-3.8% |
-83 |
-78 |
|
LOW |
09/08/06 |
15.6% |
1.1% |
Lowe's Companies, Inc. |
Retail (Home Improvement) |
-9.8% |
-2.7% |
-78 |
-72 |
|
HHS |
08/18/06 |
5.6% |
-0.4% |
Harte-Hanks, Inc. |
Printing & Publishing |
-3.7% |
-0.4% |
-58 |
-67 |
|
UNH |
08/25/06 |
4.1% |
-1.4% |
UnitedHealth Group Inc. |
Insurance (Accident & Health) |
-6.9% |
-2.2% |
-69 |
-67 |
|
EWBC |
12/30/05 |
0.8% |
3.8% |
East West Bancorp, Inc. |
Regional Banks |
-10.1% |
-0.7% |
-59 |
-64 |
|
SPLS |
05/26/06 |
7.9% |
-3.2% |
Staples, Inc. |
Retail (Specialty Non-Apparel) |
-6.2% |
1.5% |
-57 |
-62 |
|
ORLY |
09/01/06 |
9.7% |
3.2% |
O'Reilly Automotive, Inc. |
Retail (Specialty Non-Apparel) |
-5.2% |
-0.7% |
-64 |
-62 |
|
FAST |
02/09/07 |
-3.7% |
-3.7% |
Fastenal Company |
Misc. Fabricated Products |
-7.0% |
0.9% |
-65 |
-58 |
|
BBBY |
07/21/06 |
23.1% |
5.4% |
Bed Bath & Beyond Inc. |
Retail (Specialty Non-Apparel) |
-6.6% |
1.6% |
-67 |
-58 |
|
JBHT |
09/22/06 |
33.9% |
26.3% |
J.B. Hunt Transport Services, Inc. |
Trucking |
-6.5% |
-4.6% |
-53 |
-54 |
|
GBCI |
05/05/06 |
16.9% |
-1.6% |
Glacier Bancorp, Inc. |
Regional Banks |
-4.9% |
0.0% |
-55 |
-54 |
|
OSK |
12/29/06 |
9.5% |
9.5% |
Oshkosh Truck Corporation |
Auto & Truck Manufacturers |
-6.5% |
2.8% |
-56 |
-54 |
|
TSCO |
12/29/06 |
15.2% |
15.2% |
Tractor Supply Company |
Retail (Home Improvement) |
-4.2% |
1.0% |
-62 |
-53 |
|
PNR |
07/28/06 |
9.4% |
-0.8% |
Pentair, Inc. |
Conglomerates |
-6.4% |
0.5% |
-61 |
-52 |
|
IEX |
08/11/06 |
21.2% |
7.3% |
IDEX Corporation |
Misc. Capital Goods |
-3.3% |
-0.4% |
-52 |
-44 |
|
WSO |
07/28/06 |
14.0% |
8.3% |
Watsco, Incorporated |
Misc. Capital Goods |
-5.7% |
3.9% |
-36 |
-37 |
|
DIS |
02/09/07 |
0.2% |
0.2% |
The Walt Disney Company |
Broadcasting & Cable TV |
-2.5% |
1.4% |
-37 |
-36 |
|
MMM |
11/10/06 |
-3.5% |
-1.9% |
3M Company |
Conglomerates |
-6.4% |
-2.0% |
-39 |
-33 |
|
LRW |
10/27/06 |
9.1% |
3.6% |
Labor Ready, Inc. |
Business Services |
-4.1% |
-2.2% |
-31 |
-28 |
|
UNT |
02/23/07 |
2.0% |
2.0% |
Unit Corporation |
Oil & Gas Operations |
-2.3% |
6.3% |
-11 |
-28 |
|
BJS |
03/16/07 |
3.4% |
3.4% |
BJ Services Company |
Oil Well Services & Equipment |
-1.8% |
5.4% |
-16 |
-25 |
|
WSM |
09/01/06 |
19.8% |
12.8% |
Williams-Sonoma, Inc. |
Retail (Specialty Non-Apparel) |
-2.0% |
6.0% |
-45 |
-23 |
|
COH |
07/28/06 |
77.9% |
16.5% |
Coach, Inc. |
Apparel/Accessories |
-1.8% |
5.0% |
-22 |
|