Home  choices  barometer  timing  tests  signals  realty  easy  buy  sell  lists

2012 November 27 Update


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


This update should have been on November 20.

Comprehensive Strategy, stocks

Selection list

The Yahoo Java screener was used to find approximately 250 stocks with Last Close >= $5 and the lowest PEG ratios. Price histories were downloaded from MSN and current trends were calculated:

Company                        Trend  Hardnose Group             End Market
-----------------------------  -----  --------------------  ---------------
ASPS  Altisource Portfolio     251 X  Investment                        USA
AAPL  Apple Inc                219 X  Computers                        intl
JAZZ  Jazz Pharmaceuticals     201    Drugs                        USA/intl
OCN   Ocwen Financial          152    Banks                        USA/intl
IACI  IAC Interactive          141 X  Internet Services            USA/intl
BBSI  Barrett Business         139    Business Services                 USA
AOL   AOL Inc                  136 X  Internet Services                intl
CAMP  CalAmp Corp              131    Electronics                       USA
CBST  Cubist Pharmaceutical    125 X  Drugs                             USA
DXPE  DXP Enterprises          105    Industrial Equipment              USA
WIBC  Wilshire Bancorp         101    Banks                             USA
CRAY  Cray Inc                 100    Computers                        intl
CVI   CVR Energy                93    Oil & Gas                         USA
CBB   Cincinnati Bell           92    Telecom Utilities                 USA
WGO   Winnebago Industries      86    Entertainment              USA/Canada
FAF   First American            85    Insurance                    USA/intl
NCT   Newcastle Investment      84    Real Estate                       USA
MPC   Marathon Petroleum        78    Oil & Gas                         USA
CGI   Celadon Group             76    Trucking                        NAmer
GPOR  Gulfport Energy           76    Oil & Gas                         USA

Portfolio

I chose BBSI for the periodic purchase, bypassing ASPS, AAPL, JAZZ, OCN, and IACI because I already own them.

Prime     Hardnose Group         Qty        Start               Today      
--------  --------------------  ----  -----------------   -----------------
AAPL      Computers               30  10/26/12   17,914   11/27/12   17,543
AFSI      Insurance             1100  08/26/11   22,593   11/27/12   30,690
ASPS      Investment             300  02/27/12   19,225   11/27/12   31,404
BBSI      Business Services      700  11/27/12   22,036                    
CAMP      Electronics           3000  07/27/12   22,342   11/27/12   26,550
CHL       Telecom                700  04/19/05   11,323   11/27/12   39,165
DXPE      Industrial Equipment   500  09/27/12   23,802   11/27/12   22,755
IACI      Internet Services      500  09/27/11   20,788   11/27/12   21,650
JAZZ      Drugs                  500  01/27/12   24,010   11/27/12   25,955
MGAM      Entertainment         1500  05/25/12   19,133   11/27/12   21,240
MWE       Oil & Gas              300  12/15/11   16,044   11/27/12   15,252
OCN       Banks                 1000   6/27/12   18,460   11/27/12   33,910

Capital gains

02/27  03/27  04/27  05/25  06/27  07/27  08/27  09/27  10/26  11/27  Prime
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
-----  -----  -----  -----  -----  -----  -----  -----  -----   -371   AAPL
 7605   8185  -1095  -3500    700   2185   6940   -175   -634  -----  AAPLc
 1930   -240    110   1520    260    970  -1280   -754  -1199   3773   AFSI
        -313   -756   -762   4314    471   3156    480   8808  -3219   ASPS
  760   -270  -1500  -3550  -----  -----  -----  -----  -----  -----   BRFS
-----  -----  -----  -----  -----  -----  -1282   4080   1260    150   CAMP
-1740  -3935  -----  -----  -----  -----  -----  -----  -----  -----   CAST
  952   1316    336  -2471   2107   2660  -2814   1239     84    196    CHL
-----  -----  -----  -----  -----  -----  -----  -----    128  -1175   DXPE
                     -3195  -----  -----  -----  -----  -----  -----   GTIV
 1710   2410   -635  -2165    445   4118   -968     55  -1425  -2940   IACI
 1265  -1125   1710  -2930   -695   2015  -1090   5415  -1210  -1410   JAZZ
                             1012   1560   1995   -150    -45  -2265   MGAM
-----  -----  -----  -----  -----  -----  -----  -2013  -4142  -----   MLNX
  795   -621    603  -2475  -1209   1407   -342    834    126  -1071    MWE
                                    1390   4900   3010  11040  -4890    OCN
               -426  -3925  -----  -----  -----  -----  -----  -----    USG
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
13277   5407  -1653 -23453   6934  16776   9215  12021  12791 -13222  Total

Comprehensive Strategy, call options

Selection list

The final tranche of 2015 LEAP options was introduced this month. This selection list is for 2015 options, not 2014 options.

The Yahoo Java screener was used to find approximately 750 stocks with Last Close >= $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
-----------------------------  -----  --------------------  ---------------
AAPL  Apple Inc                114 X  Computers                        intl
PETM  PetSmart Inc             104    Retail & Wholesale         USA/Canada
AZO   AutoZone Inc             101    Auto Parts                        USA
UNP   Union Pacific            100    Railroads                       NAmer
UNH   Unitedhealth Group        90    Healthcare Plans                  USA
CI    Cigna Corp                87    Healthcare Plans             USA/intl
AOL   AOL Inc                   80 X  Internet Services                intl
BBBY  Bed Bath & Beyond         78 X  Home Furnishings                  USA
DFS   Discover Financial        77    Consumer Services                 USA
DTV   DIRECTV Inc               72    Telecom Utilities       USA/LatinAmer
OCN   Ocwen Financial           63    Banks                        USA/intl
DG    Dollar General            58    Retail & Wholesale                USA
V     Visa Inc                  56    Business Services                intl
GILD  Gilead Sciences           54    Drugs                             USA
M     Macy's Inc                53    Retail & Wholesale                USA
QCOM  QUALCOMM Inc              49    Electronics                      intl
MPC   Marathon Petroleum        45    Oil & Gas                         USA
NWSA  News Corp                 42    Entertainment                    intl
AEO   American Eagle Outfit-    42 X  Personal Products          USA/Canada
EDU   New Oriental Education    22    Business Services               China

Portfolio

I chose PETM for the periodic purchase, bypassing AAPL because I already own it.

Prime       Hardnose Group       Qty        Start               Today      
----------  --------------------  --  -----------------   -----------------
AZO14C380   Auto Parts             1  08/27/12    4,049   11/27/12    3,820
DFS14C40    Consumer Services      5  07/31/12    1,862   11/27/12    2,300
DRI14C52.5  Restaurants            3  10/26/12    1,585   11/27/12    1,488
PETM15C70   Retail & Wholesale     3  11/27/12    3,550                    
UNP14C140   Railroads              2  09/27/12    2,570   11/27/12    2,538

Capital gains

02/27  03/27  04/27  05/25  06/27  07/27  08/27  09/27  10/26  11/27  Prime
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
-----  -----  -----  -----  -----  -----  -----   -379   -470    620   AZOc
-----  -----  -----  -----  -----  -----    558   -520    600   -200   DFSc
-----  -----  -----  -----  -----  -----  -----  -----  -----    -97   DRIc
-----  -----  -----  -----  -----  -----  -----  -----     58    -90   UNPc
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
    0      0      0      0      0      0    558   -899    188    233  Total

Real Estate Fund Strategy

Portfolio

Prime       Description          Qty        Start               Today      
----------  --------------------  --  -----------------   -----------------
IYR14C64    USA Real Estate Fund   3  10/26/12    1,240   11/27/12    1,020
IYR15C64    USA Real Estate Fund   3  11/27/12    1,825                    

Capital gains

02/27  03/27  04/27  05/25  06/27  07/27  08/27  09/27  10/26  11/27  Prime
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
-----  -----  -----  -----  -----  -----  -----  -----  -----   -220   IYRc