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2012 September 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 FinViz screener was used to find approximately 250 stocks with Current Price >= $5 and the lowest PEG ratios. Price histories were downloaded from MSN and current trends were calculated:

Company                        Trend  Hardnose Group             End Market
-----------------------------  -----  --------------------  ---------------
LKQ   LKQ Corp                 130    Auto Parts                   USA/intl
CRBC  Citizens Republic        117    Banks                             USA
AOL   AOL Inc                  112    Internet Services                intl
DXPE  DXP Enterprises          103    Industrial Equipment              USA
CRAY  Cray Inc                  99    Computers                    USA/intl
VRTX  Vertex Pharmaceuticals    89 X  Drugs                            intl
AWH   Allied World Assurance    89    Insurance                        intl
CTB   Cooper Tire & Rubber      85 X  Synthetics                 NAmer/intl
PIR   Pier 1 Imports            80    Home Furnishings           USA/Canada
EGHT  8x8 Inc                   77    Electronics                       USA
DUSA  DUSA Pharmaceuticals      76    Drugs                      USA/Canada
CGI   Celadon Group             76    Trucking                        NAmer
MDCO  Medicines Co              76    Drugs                            intl
NC    Nacco Industries          74    Industrial Equipment             intl
SUSQ  Susquehanna Bancshares    72    Banks                             USA
QCRH  QCR Holdings              72    Banks                             USA
PAG   Penske Automotive         71    Autos & Trucks                 USA/UK
ACET  Aceto Corp                68    Chemicals                        intl
PCBC  Pacific Capital Bancorp   68    Banks                             USA
TGH   Textainer Group           68 X  Business Services                intl

Portfolio

AFSI split 11:10.

I chose DXPE for the periodic purchase, bypassing LKQ because it is in the same group as AZO, bypassing CRBC because it is in the same group as OCN, and bypassing AOL because it is in the same group as IACI:

Prime     Hardnose Group         Qty        Start               Today      
--------  --------------------  ----  -----------------   -----------------
AAPL13C345  Computers              1  01/27/11    6,566   09/27/12   32,250
AFSI      Insurance             1100  08/26/11   22,593   09/27/12   28,116
ASPS      Investment             300  02/27/12   19,225   09/27/12   25,815
CAMP      Electronics           3000  07/27/12   22,342   09/27/12   25,140
CHL       Telecom                700  04/19/05   11,323   09/27/12   38,885
DXPE      Industrial Equipment   500  09/27/12   23,802                    
IACI      Internet Services      500  09/27/11   20,788   09/27/12   26,015
JAZZ      Drugs                  500  01/27/12   24,010   09/27/12   28,575
MGAM      Entertainment         1500  05/25/12   19,133   09/27/12   23,550
MLNX      Semiconductors         150  08/27/12   17,579   09/27/12   15,566
MWE       Oil & Gas              300  12/15/11   16,044   09/27/12   16,197
OCN       Banks                 1000   6/27/12   18,460   09/27/12   27,760

Capital gains

12/15  01/27  02/27  03/27  04/27  05/25  06/27  07/27  08/27  09/27  Prime
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
   45   3635   7605   8185  -1095  -3500    700   2185   6940   -175  AAPLc
 1190    140   1930   -240    110   1520    260    970  -1280   -754   AFSI
                      -313   -756   -762   4314    471   3156    480   ASPS
  900    400    760   -270  -1500  -3550  -----  -----  -----  -----   BRFS
-----  -----  -----  -----  -----  -----  -----  -----  -1282   4080   CAMP
  809   3000  -1740  -3935  -----  -----  -----  -----  -----  -----   CAST
 -315   2653    952   1316    336  -2471   2107   2660  -2814   1239    CHL
                                   -3195  -----  -----  -----  -----   GTIV
  795    760   1710   2410   -635  -2165    445   4118   -968     55   IACI
               1265  -1125   1710  -2930   -695   2015  -1090   5415   JAZZ
                                           1012   1560   1995   -150   MGAM
-----  -----  -----  -----  -----  -----  -----  -----  -----  -2013   MLNX
        1161    795   -621    603  -2475  -1209   1407   -342    834    MWE
                                                  1390   4900   3010    OCN
                             -426  -3925  -----  -----  -----  -----    USG
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
 3424  11749  13277   5407  -1653 -23453   6934  16776   9215  12021  Total

Comprehensive Strategy, call options

Selection list

The Finviz screener was used to find approximately 750 stocks with Current Price >= $5 and the lowest PEG ratios. Price histories were downloaded from MSN. Current trends, premium ratios, and merits were calculated:

Company                        Merit  Hardnose Group             End Market
-----------------------------  -----  --------------------  ---------------
LINE  Linn Energy              245    Oil & Gas                         USA
AAPL  Apple Inc                146    Computers                        intl
UNP   Union Pacific            121    Railroads                       NAmer
UNH   Unitedhealth Group       111    Healthcare Plans                  USA
TGT   Target Corp              107    Retail & Wholesale                USA
MCK   McKesson Corp            107    Drugs                             USA
CI    Cigna Corp               107    Healthcare Plans             USA/intl
AZO   AutoZone Inc             103    Auto Parts                        USA
NSC   Norfolk Southern          99 X  Railroads                         USA
BBBY  Bed Bath & Beyond         95 X  Home Furnishings                  USA
DFS   Discover Financial        87    Consumer Services                 USA
CBST  Cubist Pharmaceuticals    86    Drugs                             USA
DTV   DIRECTV Inc               85    Telecom Utilities       USA/LatinAmer
AOL   AOL Inc                   85    Internet Services                intl
DG    Dollar General            74    Retail & Wholesale                USA
TSM   Taiwan Semiconductor      72    Semiconductors                   intl
M     Macy's Inc                62    Retail & Wholesale                USA
WYN   Wyndham Worldwide         57    Lodging                      USA/intl
DHI   DR Horton Inc             56    Homebuilding                      USA
VRTX  Vertex Pharmaceuticals    41 X  Drugs                            intl

Portfolio

I chose UNP for the periodic purchase, bypassing LINE because it is in the same group as MWE and bypassing AAPL because I already own it:

Prime       Hardnose Group       Qty        Start               Today      
----------  --------------------  --  -----------------   -----------------
AZO14C380   Auto Parts             1  08/27/12    4,049   09/27/12    3,670
DFS14C40    Consumer Services      5  07/31/12    1,862   09/27/12    1,900
UNP14C140   Railroads              2  09/27/12    2,570                    

Capital gains

12/15  01/27  02/27  03/27  04/27  05/25  06/27  07/27  08/27  09/27  Prime
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
-----  -----  -----  -----  -----  -----  -----  -----  -----   -379   AZOc
-----  -----  -----  -----  -----  -----  -----  -----    558   -520   DFSc
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
    0      0      0      0      0      0      0      0    558   -899  Total