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2013 January 25 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 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
-----------------------------  -----  --------------------  ---------------
ELLI  Ellie Mae                203 X  Software                          USA
JAZZ  Jazz Pharmaceuticals     201    Drugs                        USA/intl
BBSI  Barrett Business         165    Business Services                 USA
OCN   Ocwen Financial          152    Banks                        USA/intl
CAMP  CalAmp Corp              131    Electronics                       USA
CRAY  Cray Inc                 131    Computers                    USA/intl
CBST  Cubist Pharmaceuticals   125    Drugs                             USA
WGO   Winnebago Ind            119    Entertainment              USA/Canada
CVI   CVR Energy               116    Oil & Gas                         USA
DXPE  DXP Enterprises          112    Industrial Equipment              USA
CYNO  Cynosure                 111    Healthcare Equipment             intl
MYE   Myers Ind                104 X  Synthetics                   Americas
SEH   Spartech Corp            103    Synthetics                 NAmer/intl
WIBC  Wilshire Bancorp         101    Banks                             USA
NCT   Newcastle Investment     101    Real Estate                       USA
GPOR  Gulfport Energy           98    Oil & Gas                         USA
TSL   Trina Solar               98    Semiconductors                   intl
CGI   Celadon Group             93    Trucking                        NAmer
MPC   Marathon Petroleum        93    Oil & Gas                         USA
HAFC  Hanmi Financial           93    Banks                             USA

Portfolio

I sold AAPL, ASPS, and IACI because they developed downtrends. I also sold AAMC and RESI, which were spun off from ASPS:

Prime     Hardnose Group         Qty        Start                End       
--------  --------------------  ----  -----------------   -----------------
AAPL      Computers               30  10/26/12   17,914   12/17/12   15,384
ASPS      Investment             300  02/27/12   19,225   12/20/12   26,733
AAMC      Investment              30  02/27/12        0   01/03/13    2,267
RESI      Investment             100  02/27/12        0   01/03/13    1,527
IACI      Internet Services      500  09/27/11   20,788   01/24/13   19,202

I chose CRAY for the periodic purchase, bypassing ELLI because it is more than halfway towards a trend reversal and bypassing JAZZ, BBSI, OCN, and CAMP because I already own them:

Prime     Hardnose Group         Qty        Start               Today      
--------  --------------------  ----  -----------------   -----------------
AFSI      Insurance             1100  08/26/11   22,593   01/25/13   36,696
BBSI      Business Services      700  11/27/12   22,036   01/25/13   28,273
CAMP      Electronics           3000  07/27/12   22,342   01/25/13   25,050
CHL       Telecom Utilities      350  04/19/05    5,662   01/25/13   18,834
CRAY      Computers             1000  01/25/13   18,269                    
DXPE      Industrial Equipment   500  09/27/12   23,802   01/25/13   27,990
JAZZ      Drugs                  500  01/27/12   24,010   01/25/13   28,675
LAD       Autos & Trucks         500  12/14/12   17,246   01/25/13   20,830
MGAM      Entertainment         1500  05/25/12   19,133   01/25/13   21,180
MWE       Oil & Gas              300  12/15/11   16,044   01/25/13   16,086
OCN       Banks                 1000   6/27/12   18,460   01/25/13   37,330

Capital gains

04/27  05/25  06/27  07/27  08/27  09/27  10/26  11/27  12/14  01/25  Prime
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
                                                                2267   AAMC
                                                  -371  -2249     90   AAPL
-1095  -3500    700   2185   6940   -175   -634                       AAPLc
  110   1520    260    970  -1280   -754  -1199   3773    462   5544   AFSI
 -756   -762   4314    471   3156    480   8808  -3219  -2889  -1782   ASPS
                                                         3486   2751   BBSI
-1500  -3550                                                           BRFS
                            -1282   4080   1260    150  -1440    -60   CAMP
  336  -2471   2107   2660  -2814   1239     84    196    500           CHL
                                                          434  -1182    CHL
                                            128  -1175    205   5030   DXPE
       -3195                                                           GTIV
 -635  -2165    445   4118   -968     55  -1425  -2940    925  -3373   IACI
 1710  -2930   -695   2015  -1090   5415  -1210  -1410   -460   3180   JAZZ
                                                                3584    LAD
               1012   1560   1995   -150    -45  -2265   -285    225   MGAM
                                   -2013  -4142                        MLNX
  603  -2475  -1209   1407   -342    834    126  -1071   -588   1422    MWE
                      1390   4900   3010  11040  -4890    590   2830    OCN
                                                                1527   RESI
 -426  -3925                                                            USG
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
-1653 -23453   6934  16776   9215  12021  12791 -13222  -1310  22053  Total

Comprehensive Strategy, call options

Selection list

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 and merits were calculated. (A new formula for merit that ignores bid prices and doubles the numbers was used):

Company                        Merit  Hardnose Group             End Market
-----------------------------  -----  --------------------  ---------------
UNP   Union Pacific            308    Railroads                         USA
MCK   McKesson Corp            211    Drugs                             USA
PETM  PetSmart Inc             209    Retail & Wholesale         USA/Canada
UNH   UnitedHealth Group       206    Healthcare Plans                  USA
CI    Cigna Corp               199    Healthcare Plans             USA/intl
AZO   AutoZone Inc             181    Auto Parts                        USA
ORLY  O'Reilly Automotive      177 X  Auto Parts                        USA
DFS   Discover Financial       153    Consumer Services                 USA
DTV   DIRECTV Inc              147    Telecom Utilities       USA/LatinAmer
NCT   Newcastle Investment     143    Real Estate                       USA
OCN   Ocwen Financial          134    Banks                        USA/intl
M     Macy's Inc               121    Retail & Wholesale                USA
DG    Dollar General           119 X  Retail & Wholesale                USA
NWSA  News Corp                118    Entertainment                    intl
GILD  Gilead Sciences          115    Drugs                             USA
MPC   Marathon Petroleum       110    Oil & Gas                         USA
REGN  Regeneron Pharma_        102    Drugs                             USA
AEO   American Eagle Outfit_    90    Personal Products            USA/intl
QIHU  Qihoo 360 Technology      49    Internet Services               China
TSL   Trina Solar               49    Semiconductors                   intl

Portfolio

I chose CI for the periodic purchase. I bypassed UNP and PETM because I already own them, MCK because it is in the same group as JAZZ, and UNH because it has not extended its uptrend in six months:

Prime       Hardnose Group       Qty        Start               Today      
----------  --------------------  --  -----------------   -----------------
AZO14C380   Auto Parts             1  08/27/12    4,049   01/25/13    2,000
CI15C60     Healthcare Plans       3  01/25/13    2,317                    
CMCSK15C37  Telecom Utilities      5  12/14/12    2,047   01/25/13    2,035
DFS14C40    Consumer Services      5  07/31/12    1,862   01/25/13    1,790
DRI14C52.5  Restaurants            3  10/26/12    1,585   01/25/13      300
PETM15C70   Retail & Wholesale     3  11/27/12    3,550   01/25/13    2,790
UNP14C140   Railroads              2  09/27/12    2,570   01/25/13    3,776

Capital gains

04/27  05/25  06/27  07/27  08/27  09/27  10/26  11/27  12/14  01/25  Prime
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
                                    -379   -470    620  -1500   -320   AZOc
                                                                 -12 CMCSKc
                              558   -520    600   -200    250   -760   DFSc
                                                   -97   -885   -303   DRIc
                                                          -10   -750  PETMc
                                             58    -90    422    816   UNPc
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
    0      0      0      0    558   -899    188    233  -1723  -1329  Total

Real Estate Fund Strategy

Portfolio

Prime       Description          Qty        Start               Today      
----------  --------------------  --  -----------------   -----------------
IYR14C64    USA Real Estate ETF    3  10/26/12    1,240   01/25/13    1,500
IYR15C64    USA Real Estate ETF    3  11/27/12    1,825   01/25/13    1,905
IYR15C64    USA Real Estate ETF    3  12/14/12    1,490   01/25/13    1,905
IYR15C69    USA Real Estate ETF    3  01/25/13    1,225                    

Capital gains

04/27  05/25  06/27  07/27  08/27  09/27  10/26  11/27  12/14  01/25  Prime
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
                                                  -220   -316   1291   IYRc

Easy Strategy

Portfolio

Prime       Description          Qty        Start               Today      
----------  --------------------  --  -----------------   -----------------
SPY15C150   S&P 500 Index ETF      1  01/25/13    1,243                    

Capital gains

04/27  05/25  06/27  07/27  08/27  09/27  10/26  11/27  12/14  01/25  Prime
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
                                                                      Total