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2011 August 26 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                  TREND                  ACTIVITY & END MARKET
-----------------------------  -----  -------------------------------------
TSU   Tele Celular              145   mobile telecom utility         Brazil
SHG   Shinhan Financial         135   diverse financial services      Korea
AFSI  AmTrust Financial         125   property/casualty insurance       USA
EC    Ecopetrol SA              122   integrated oil/gas             S Amer
HFC   HollyFrontier Corp        116   oil refining                      USA
IACI  IAC/InterActiveCorp       115   Internet sites/services           USA
WYNN  Wynn Resorts              112   casino resorts              USA/China
hrBN  Harbin Electric           103   electric motors                 China
DTV   DIRECTV                   103   digital TV utility                USA
ABG   Asbury Automotive          79   auto dealer chain                 USA
BBSI  Barrett Business           75   personnel services                USA
KYO   Kyocera Corp               71   ceramics for electronics       global
FELE  Franklin Electric          70   water/fuel pumping systems     global
AEA   Advance America            66   payday loan services              USA
NQ    NetQin Mobile              66   mobile Internet security        China
NSIT  Insight Enterprises        63   infotech products/services     N Amer
IAG   IAMGOLD Corp               56   mineral mining                 global
PAET  PAETEC Holding             55   broadband telecom utility         USA
DLA   Delta Apparel              48   activewear and headwear           USA
BLX   Banco Latinoamerica        45   trade financing            Latin Amer

The screener results (exactly 250 stocks) suggested that this market is extremely weak. Only 36 stocks were in uptrends, while 210 were in downtrends. Only TSU, AFSI, HFC, IACI, and hrBN had strong uptrends (more then 69) and were not more than halfway towards a trend reversal.

Portfolio

Most of my stocks developed downtrends, and one of my option holdings developed a downtrend in the underlying stock. Consequently, they were sold:

TICKER SYMBOL & NAME             QTY        START                END       
------------------------------  ----  -----------------   -----------------
ALV   Autoliv Inc                300  08/27/10   16,595   08/03/11   18,136
CAT13C105  Caterpillar Inc call    2  02/25/11    2,391   08/09/11    1,788
CBS   CBS Corp                   700  05/27/11   19,581   08/09/11   16,063
CTSH  Cognizant Technology       350  06/26/09    9,300   08/11/11   21,677
CXO   Concho Resources           300  07/27/10   18,009   08/09/11   22,989
DECK  Deckers Outdoor            300  12/15/10   24,431   08/19/11   23,892
HS    HealthSpring Inc           500  03/26/10    8,855   08/05/11   17,470
HTGC  Hercules Technology       2000  05/27/10   17,974   08/09/11   17,154
KRO   Kronos Worldwide           600  03/25/11   17,612   08/05/11   13,750
NNI   Nelnet Inc                1000  10/27/10   23,062   08/09/11   18,688
OYOG  OYO Geospace               200  06/27/11   19,332   08/08/11   14,549
TRS   TriMas Corp               1000  04/27/11   23,919   08/09/11   19,628

I chose AFSI for the periodic purchase, bypassing TSU because it is too similar to CHL and bypassing SHG because it is more than halfway towards a trend reversal.

TICKER SYMBOL & NAME             QTY        START               TODAY      
------------------------------  ----  -----------------   -----------------
AAPL13C345  Apple Inc call         1  01/27/11    6,566   08/26/11    8,149
AFSI  AmTrust Financial         1000  08/26/11   22,593                    
BRFS  Brasil Foods              1000  07/27/11   19,228   08/26/11   18,980
CHL   China Mobile               700  04/19/05   11,323   08/26/11   35,245

Capital gains


11/26  12/15  01/27  02/25  03/25  04/27  05/27  06/27  07/27  08/26   Bull
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
                       301     83   -640  -1225    -55   3671   -552  AAPLc
 1200   1137    702  -1986   -714   2340  -1419    243  -2847  -1757    ALV
                                                                -248   BRFS
                             1438     30   -600   -510     90  -1052   CATc
                                                  -436    511  -3593    CBS
 -623   -777    126  -1729  -1092    560   -728    840   2086    700    CHL
   84   1046   1376   1168   1232    616  -2456  -1012   -700  -2781   CTSH
 3768    885   1077   6642  -1179     30  -3249  -2946   2643  -5247    CXO
              -1445   3504  -1497   4023  -1467  -2118   2028  -3567   DECK
 1080   -210   5070   4900   -780   3640   1899  -----  -----  -----     HS
                                           1215   1650  -1985  -3530     HS
 -640    100   1440    280     80  -1000    380   -420  -1340  -2486   HTGC
                                     859  -1233    156     90  -3734    KRO
-1146    -40    272     46   5235  -----  -----  -----  -----  -----     LZ
 -822    420    230   -620   -830   1670  -1810    660  -1900  -1372    NNI
                                                         1014  -5797   OYOG
-3590   6370  -1890   1140  -2960   -380    620  -3304  -----  -----   RDWR
        1454  -4166  -----  -----  -----  -----  -----  -----  -----    SLW
                                          -2809   2290   -340  -3432    TRS
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
 -689  10385   2792  13646   -984  11748 -10073  -4962   3021 -38448  Total


11/26  12/15  01/27  02/25  03/25  04/27  05/27  06/27  07/27  08/26  Hedge
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
    0      0      0      0      0      0      0      0      0      0  Total