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2011 March 25 Update


The selection list was generated before the market opening. The portfolio and capital gains summary are current to the market close.


Selection list

This selection list is for purchases of stocks, not call options. The Yahoo Java screener was used to find stocks with Current Price >= $5 and in the lowest 10% of PEG ratios. Historical price data were downloaded from the MSN database and current trends were calculated with a Qbasic application.

TICKER SYMBOL AND NAME    Trend                         ACTIVITY AND MARKET
-------------------------  ---  --  ---------------------------------------
SPRD  Spreadtrum Comm      304      mobile semiconductor design      global
KRO   Kronos Worldwide     230      titanium dioxide pigments    N Amer/Eur
TRS   TriMas Corp          208      manufacturing conglomerate       global
ALV   Autoliv              191      automotive safety systems        global
CXO   Concho Resources     184      onshore upstream oil/gas            USA
MGA   Magna Intl           182      diverse auto/truck parts     N Amer/Eur
IX    Orix Corp            176      diverse financial services        Japan
OYOG  OYO Geospace         174      seismic data instruments         global
RDY   Dr. Reddy's Labs     173      diverse pharmaceuticals          global
DECK  Deckers Outdoor      172      outdoor/casual footwear             USA
ITMN  InterMune Inc        167      pulmonology/hepatology biotech  USA/Eur
KSU   Kansas City Southern 150      freight railroad                    USA
WNR   Western Refining     148      crude oil refining                  USA
NNI   Nelnet Inc           147      education finance services          USA
EXEL  Exelixis Inc         146      cancer/cardio biotech               USA
PTX   Pernix Therapeutics  142      pediatric pharmaceuticals           USA
LGCY  Legacy Reserves      141      onshore upstream oil/gas            USA
ALLT  Allot Comm           134      internet optimization software   global
BAP   Credicorp Ltd        130      banking/insurance services         Peru
TSU   TIM Participacoes    127      mobile telecom services          Brazil

Portfolio

I sold LZ because it is being acquired. I chose KRO for the periodic purchase, bypassing SPRD because it is more than halfway towards a trend reversal. It is only a coincidence that KRO is in the same industry as LZ.

TICKER SYMBOL AND NAME           QTY        START                END       
------------------------------  ----  -----------------   -----------------
LZ    Lubrizol Corp              200  09/27/10   21,411   03/14/11   26,929

TICKER SYMBOL AND NAME           QTY        START               TODAY      
------------------------------  ----  -----------------   -----------------
AAPL13C345  Apple Inc call         1  01/27/11    6,566   03/25/11    6,950
ALV   Autoliv Inc                300  08/27/10   16,595   03/25/11   21,576
CAT13C105 Caterpillar Inc call     2  02/25/11    2,391   03/25/11    3,830
CHL   China Mobile               700  04/19/05   11,323   03/25/11   31,787
CTSH  Cognizant Technology       350  06/26/09    9,300   02/25/11   28,010
CXO   Concho Resources           300  07/27/10   18,009   03/25/11   31,758
DECK  Deckers Outdoor            300  12/15/10   24,431   03/25/11   24,993
HS    HealthSpring Inc          1000  03/26/10   17,710   03/25/11   36,600
HTGC  Hercules Technology       2000  05/27/10   17,974   03/25/11   22,020
KRO   Kronos Worldwide           300  03/25/11                             
NNI   Nelnet Inc                1000  10/27/10   23,062   03/25/11   21,440
RDWR  Radware Ltd               1000  06/25/10   21,030   03/25/11   35,050

Capital gains

06/25  07/27  08/27  09/27  10/27  11/26  12/15  01/27  02/25   03/25 Prime
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
                                                          301     83  AAPLc
                      2392   2250   1200   1137    702  -1986   -714    ALV
                                                                1438   CATc
 2296     56   1421   -812   -252   -623   -777    126  -1729  -1092    CHL
 1274   1505   2185                                                    CTSH
               1351   1838    760     84   1046   1376   1168   1232   CTSH
               -402   1365   1593   3768    885   1077   6642  -1179    CXO
                                                 -1445   3504  -1497   DECK
-2257                                                                  GLNG
 2275    175   6188                                                    HGRD
 -530     30   3350   5380    660   1080   -210   5070   4900   -780     HS
 1046   1880  -2100    920   1040   -640    100   1440    280     80   HTGC
                                                                        KRO
                             1151  -1146    -40    272     46   5235     LZ
                                    -822    420    230   -620   -830    NNI
        1970   2270   8230   2480  -3590   6370  -1890   1140  -2960   RDWR
                                           1454  -4166                  SLW
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
 -446   5616  14262  19313   9682   -689  10385   2792  13646   -984  Total

06/25  07/27  08/27  09/27  10/27  11/26  12/15  01/27  02/25  03/25  Hedge
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
 -483  -1351    609  -2483  -1104                                       EEM
  868  -1105   1407  -2223  -1114                                       SPY
                        86  -2214                                      TRWp
-1950                                                                   UNG
   -9   -315    579  -1503    311                                       WLP
                             -674                                      XLBp
  223   -248   1605  -1073   -180                                       XLF
       -1710   1350  -2090  -1120                                       XLK
    0    140    360                                                     XLV
                521  -1335   -244                                      XOPp
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
-1351  -4589   5900 -10621  -6339      0      0      0      0      0  Total