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2011 July 27 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 the purchase of a stock. The Yahoo Java screener was used to find approximately 250 stocks with Current Price >= $5 and the lowest PEG ratios. Historical price data were downloaded from the MSN database and current trends were calculated:

SYMBOL & NAME               Rp TREND                  ACTIVITY & END MARKET
--------------------------  -- -----  -------------------------------------
KRO   Kronos Worldwide           245  titanium dioxide pigments  N Amer/Eur
TRS   TriMas Corp                224  industrial equipment/parts     global
CXO   Concho Resources           184  onshore upstream oil/gas          USA
IX    Orix Corp                  176  diverse financial services      Japan
SHFL  Shuffle Master             175  gambling industry products     global
OYOG  OYO Geospace               174  seismic data instruments       global
RDY   Dr Reddy's Labs            173  diverse pharmaceuticals         India
WNR   Western Refining           165  crude oil refining/marketing      USA
AAPL  Apple Inc                  164  mobile devices, computers      global
DTG   Dollar Thrifty Auto        154  car rental/leasing         USA/Canada
NNI   Nelnet Inc                 147  education finance services        USA
GLNG  Golar LNG                  143  liquefied natural gas fleet    global
CVI   CVR Energy                 141  crude oil refining/marketing      USA
BRFS  Brasil Foods               134  meat/dairy production/sales    Brazil
LAD   Lithia Motors              132  new/used car/truck sales          USA
LBTYA Liberty Global             125  cable/satellite utility        Europe
NBIX  Neurocrine Bioscience      124  neurological/endocrine drugs      USA
PCCC  PC Connection              123  computer online sales             USA
EC    Ecopetrol SA               122  integrated oil/gas           Colombia
PCS   MetroPCS Comm              122  mobile telecom utility            USA

Portfolio

I chose BRFS for the periodic purchase. I bypassed KRO, TRS, CXO, OYOG, AAPL, and NNI because I already own them; IX and SHFL because most of the gain in the current trend occurred shortly after the 2009 market bottom; RDY because it is more than halfway towards a trend reversal; WNR, GLNG, and CVI because they are too similar to CXO; and DTG because it has flatlined.

TICKER SYMBOL & NAME             QTY        START               TODAY      
------------------------------  ----  -----------------   -----------------
AAPL13C345  Apple Inc call         1  01/27/11    6,566   07/27/11    8,701
ALV   Autoliv Inc                300  08/27/10   16,595   07/27/11   19,893
BRFS  Brasil Foods              1000   7/27/11   19,228                    
CAT13C105  Caterpillar Inc call    2  02/25/11    2,391   07/27/11    2,840
CBS   CBS Corp                   700  05/27/11   19,581   07/27/11   19,656
CHL   China Mobile               700  04/19/05   11,323   07/27/11   34,545
CTSH  Cognizant Technology       350  06/26/09    9,300   07/27/11   24,458
CXO   Concho Resources           300  07/27/10   18,009   07/27/11   28,236
DECK  Deckers Outdoor            300  12/15/10   24,431   07/27/11   27,459
HS    HealthSpring Inc           500  03/26/10    8,855   07/27/11   21,000
HTGC  Hercules Technology       2000  05/27/10   17,974   07/27/11   19,640
KRO   Kronos Worldwide           600  03/25/11   17,612   07/27/11   17,484
NNI   Nelnet Inc                1000  10/27/10   23,062   07/27/11   20,060
OYOG  OYO Geospace               200   6/27/11   19,332   07/27/11   20,346
TRS   TriMas Corp               1000  04/27/11   23,919   07/27/11   23,060

Capital gains


10/27  11/26  12/15  01/27  02/25  03/25  04/27  05/27  06/27  07/27   Bull
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
                              301     83   -640  -1225    -55   3671  AAPLc
 2250   1200   1137    702  -1986   -714   2340  -1419    243  -2847    ALV
                                    1438     30   -600   -510     90   CATc
                                                                       BRFS
                                                         -436    511    CBS
 -252   -623   -777    126  -1729  -1092    560   -728    840   2086    CHL
  760     84   1046   1376   1168   1232    616  -2456  -1012   -700   CTSH
 1593   3768    885   1077   6642  -1179     30  -3249  -2946   2643    CXO
                     -1445   3504  -1497   4023  -1467  -2118   2028   DECK
  660   1080   -210   5070   4900   -780   3640   1899  -----  -----     HS
                                                  1215   1650  -1985     HS
 1040   -640    100   1440    280     80  -1000    380   -420  -1340   HTGC
                                            859  -1233    156     90    KRO
 1151  -1146    -40    272     46   5235  -----  -----  -----  -----     LZ
        -822    420    230   -620   -830   1670  -1810    660  -1900    NNI
                                                                1014   OYOG
 2480  -3590   6370  -1890   1140  -2960   -380    620  -3304  -----   RDWR
               1454  -4166  -----  -----  -----  -----  -----  -----    SLW
                                                 -2809   2290   -340    TRS
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
 9682   -689  10385   2792  13646   -984  11748 -10073  -4962   3021  Total

10/27  11/26  12/15  01/27  02/25  03/25  04/27  05/27  06/27  07/27  Hedge
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
-1104  -----  -----  -----  -----  -----  -----  -----  -----  -----    EEM
-1114  -----  -----  -----  -----  -----  -----  -----  -----  -----    SPY
-2214  -----  -----  -----  -----  -----  -----  -----  -----  -----   TRWp
  311  -----  -----  -----  -----  -----  -----  -----  -----  -----    WLP
 -674  -----  -----  -----  -----  -----  -----  -----  -----  -----   XLBp
 -180  -----  -----  -----  -----  -----  -----  -----  -----  -----    XLF
-1120  -----  -----  -----  -----  -----  -----  -----  -----  -----    XLK
 -244  -----  -----  -----  -----  -----  -----  -----  -----  -----   XOPp
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
-6339    0      0      0      0      0      0      0      0      0    Total