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2012 August 27 Update


The selection lists were generated before the market opening. The portfolios and capital gains summaries are current to the market close.


Comprehensive Strategy, stocks

Selection list

The Yahoo Java screener was used to find approximately 250 stocks with Current Price >= $5 and the lowest PEG ratios. Price histories, adjusted for splits but not dividends, were downloaded from MSN and current trends were calculated:

Company                        Trend  Hardnose Group             End Market
-----------------------------  -----  --------------------  ---------------
ASPS  Altisource Portfolio     220    Investment                        USA
MLNX  Mellanox Technology      204    Semiconductors                   intl
JAZZ  Jazz Pharmaceuticals     189    Drugs                            intl
CAMP  CalAmp Corp              117 X  Electronics                       USA
AOL   AOL Inc                  111    Internet Services                intl
OCN   Ocwen Financial          109    Banks                             USA
ASGN  On Assignment            104 X  Business Services            USA/intl
DXPE  DXP Enterprises          103    Industrial Equipment              USA
OMN   ONMOVA Solutions          94    Chemicals                        intl
CRAY  Cray Inc                  93    Computers                    USA/intl
WNR   Western Refining          90    Oil & Gas                         USA
SAVE  Spirit Airlines           84 X  Airlines                USA/LatinAmer
KONG  KongZhong Corp            83    Software                        China
TREX  Trex Co                   79    Homebuilding                      USA
FSLR  First Solar               74    Semiconductors               USA/intl
VAC   Marriot Vacations         73    Entertainment                     USA
IGTE  iGATE Corp                71 X  Business Services                intl
CGI   Celadon Group             71    Trucking                        NAmer
PRFT  Perficient Inc            70 X  Software                          USA
ACET  Aceto Corp                68    Chemicals                        intl

Portfolio

I chose MLNX for the periodic purchase, bypassing ASPS because I already own it:

Prime                            Qty        Start               Today      
-----------------------------  -----  -----------------   -----------------
AAPL13C345  Apple Inc call         1  01/27/11    6,566   08/27/12   32,425
AFSI  AmTrust Financial         1000  08/26/11   22,593   08/27/12   28,870
ASPS  Altisource Portfolio       300  02/27/12   19,225   08/27/12   25,335
CAMP  CalAmp Corp               3000  07/27/12   22,342   08/27/12   21,060
CHL   China Mobile               700  04/19/05   11,323   08/27/12   37,646
IACI  IAC/InterActiveCorp        500  09/27/11   20,788   08/27/12   25,960
JAZZ  Jazz Pharmaceuticals       500  01/27/12   24,010   08/27/12   23,160
MGAM  Multimedia Games          1500  05/25/12   19,133   08/27/12   23,700
MLNX  Mellanox Technology        150  08/27/12   17,579                    
MWE   MarkWest Energy            300  12/15/11   16,044   08/27/12   15,363
OCN   Ocwen Financial           1000   6/27/12   18,460   08/27/12   24,750

Capital gains

11/25  12/15  01/27  02/27  03/27  04/27  05/25  06/27  07/27  08/27  Prime
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
-2017     45   3635   7605   8185  -1095  -3500    700   2185   6940  AAPLc
-1510   1190    140   1930   -240    110   1520    260    970  -1280   AFSI
                             -313   -756   -762   4314    471   3156   ASPS
-1990    900    400    760   -270  -1500  -3550  -----  -----  -----   BRFS
-----  -----  -----  -----  -----  -----  -----  -----  -----  -1282   CAMP
         809   3000  -1740  -3935  -----  -----  -----  -----  -----   CAST
-1428   -315   2653    952   1316    336  -2471   2107   2660  -2814    CHL
-5268  -----  -----  -----  -----  -----  -----  -----  -----  -----   DLLR
                                          -3195  -----  -----  -----   GTIV
 -920    795    760   1710   2410   -635  -2165    445   4118   -968   IACI
                      1265  -1125   1710  -2930   -695   2015  -1090   JAZZ
                                                  1012   1560   1995   MGAM
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----   MLNX
               1161    795   -621    603  -2475  -1209   1407   -342    MWE
                                                         1390   4900    OCN
                                    -426  -3925  -----  -----  -----    USG
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
-13133  3424  11749  13277   5407  -1653 -23453   6934  16776   9215  Total

Comprehensive Strategy, call options

Selection list

The Yahoo Java screener was used to find approximately 750 stocks with Current Price >= $5 and the lowest PEG ratios. Price histories, adjusted for splits but not dividends, were downloaded from MSN. Current trends, premium ratios, and merits were calculated:

Company                        Merit  Hardnose Group             End Market
-----------------------------  -----  --------------------  ---------------
AAPL  Apple Inc                162    Computers                        intl
MCK   McKesson Corp            100    Drugs                             USA
AZO   AutoZone Inc              93    Auto Parts                        USA
NSC   Norfolk Southern          93    Railroads                         USA
CI    Cigna Corp                91    Healthcare Plans             USA/intl
CBST  Cubist Pharmaceuticals    91    Drugs                             USA
HSH   Hillshire Brands          90    Packaged Goods                   intl
DFS   Discover Financial        82    Consumer Services                 USA
DTV   DirecTV                   80    Utilities, Telecom      USA/LatinAmer
AOL   AOL Inc                   74    Internet Services                intl
SHAW  Shaw Group                74    Heavy Construction               intl
TSM   Taiwan Semiconductor      66    Semiconductors                   intl
MSI   Motorola Solutions        62    Electronics                      intl
MA    Mastercard Inc            59    Business Services            USA/intl
M     Macy's Inc                57    Retail & Wholesale                USA
NWSA  News Corp                 53    Entertainment                    intl
CRUS  Cirrus Logic              53    Semiconductors                   intl
WYN   Wyndham Worldwide         51    Lodging                      USA/intl
WNR   Western Refining          41    Oil & Gas                         USA
FSLR  First Solar               38    Semiconductors                   intl

Portfolio

DFS had been purchased for the previous period. The purchase was a little late because I had to wait for approval from my broker.

I chose AZO for the periodic purchase, bypassing AAPL because I already own it and bypassing MCK because it is in the same group as JAZZ. Note that I inadvertently exceeded the price limit for the underlying stock:

Prime                            Qty        Start               Today      
-----------------------------  -----  -----------------   -----------------
AZO14C380  AutoZone Inc            1  08/27/12    4,049   08/27/12         
DFS14C40   Discover Financial      5  07/31/12    1,862   08/27/12    2,420

Capital gains

11/25  12/15  01/27  02/27  03/27  04/27  05/25  06/27  07/27  08/27  Prime
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----   AZOc
-----  -----  -----  -----  -----  -----  -----  -----  -----    558   DFSc
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
    0      0      0      0      0      0      0      0      0    558  Total