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2013 March Update


The selection lists were generated before the March 27 market opening. The portfolios and capital gains summaries are current to the end of the month.


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
-----------------------------  -----  --------------------  ---------------
JAZZ  Jazz Pharmaceuticals     202    Biotechnology                USA/intl
VIPS  Vipshop Holdings         195    Internet Services               China
PHM   PulteGroup Inc           181    Homebuilding                      USA
BBSI  Barrett Business         169    Business Services                 USA
OCN   Ocwen Financial          159    Banks                        USA/intl
RYL   Ryland Group             148    Homebuilding                      USA
WES   Western Gas Partners     144    Oil & Gas                         USA
DXPE  DXP Enterprises          144    Industrial Equipment              USA
WGO   Winnebago Ind            130    Recreation                 USA/Canada
CBPO  China Biologic           130    Biotechnology                   China
AVD   American Vanguard        127 X  Agriculture                  USA/intl
WNR   Western Refining         124    Oil & Gas                         USA
MTH   Meritage Homes           122    Homebuilding                      USA
LAD   Lithia Motors            120    Autos & Trucks                    USA
AEGR  Aegerion Pharma-         119    Drugs                             USA
CYNO  Cynosure Inc             118 X  Medical Supplies                 intl
NLS   Nautilus Inc             116    Recreation                 USA/Canada
DHI   DR Horton                110    Homebuilding                      USA
PBYI  Puma Biotechnology       109    Biotechnology                     USA
HOTT  Hot Topic                109    Apparel                           USA

Portfolio

There was no purchase this month. If there had been sufficient cash I would have chosen PHM, bypassing JAZZ and VIPS because I already own them:

Prime     Hardnose Group         Qty        Start               Today      
--------  --------------------  ----  -----------------   -----------------
AFSI      Insurance             1100  08/26/11   22,593   03/31/13   38,115
BBSI      Business Services      700  11/27/12   22,036   03/31/13   36,862
CAMP      Electronic Equipment  3000  07/27/12   22,342   03/31/13   32,910
CHL       Utilities, Telecom     350  04/19/05    5,662   03/31/13   18,596
CRAY      Computers             1000  01/25/13   18,269   03/31/13   23,210
DXPE      Industrial Equipment   500  09/27/12   23,802   03/31/13   37,350
JAZZ      Biotechnology          500  01/27/12   24,010   03/31/13   27,955
LAD       Autos & Trucks         500  12/14/12   17,246   03/31/13   23,740
MGAM      Entertainment         1500  05/25/12   19,133   03/31/13   31,305
MWE       Oil & Gas              300  12/15/11   16,044   03/31/13   18,225
OCN       Banks                 1000   6/27/12   18,460   03/31/13   37,920
VIPS      Internet Services      700   2/27/13   18,516   03/31/13   21,259

Capital gains

06/27  07/27  08/27  09/27  10/26  11/27  12/14  01/25   Feb    Mar   Prime
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
                                                  2267                 AAMC
                                    -371  -2249     90                 AAPL
  700   2185   6940   -175   -634                                     AAPLc
  260    970  -1280   -754  -1199   3773    462   5544   -121   1540   AFSI
 4314    471   3156    480   8808  -3219  -2889  -1782                 ASPS
                                           3486   2751   2303   6286   BBSI
              -1282   4080   1260    150  -1440    -60   7800     60   CAMP
 2107   2660  -2814   1239     84    196    500                         CHL
                                            434  -1182    346   -584    CHL
                                                         1081   3860   CRAY
                              128  -1175    205   5030   3110   6250   DXPE
  445   4118   -968     55  -1425  -2940    925  -3373                 IACI
 -695   2015  -1090   5415  -1210  -1410   -460   3180    415  -1135   JAZZ
                                                  3584   -280   3190    LAD
 1012   1560   1995   -150    -45  -2265   -285    225   6870   3255   MGAM
                     -2013  -4142                                      MLNX
-1209   1407   -342    834    126  -1071   -588   1422   1065   1074    MWE
        1390   4900   3010  11040  -4890    590   2830   2090  -1500    OCN
                                                  1527                 RESI
                                                                2743   VIPS
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
 6934  16776   9215  12021  12791 -13222  -1310  22053  24679  25039  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, premium ratios, and merits were calculated:

Company                        Merit  Hardnose Group             End Market
-----------------------------  -----  --------------------  ---------------
PII   Polaris Ind              275    Recreation                   USA/intl
UNP   Union Pacific            220    Railroads                         USA
PETM  PetSmart Inc             200    Retail, Specialty          USA/Canada
CMCSA Comcast Corp             200    Utilities, Telecom           USA/intl
AZO   AutoZone Inc             191    Auto Parts                 USA/Mexico
CI    Cigna Corp               186    Healthcare Plans             USA/intl
UNH   UnitedHealth Group       183    Healthcare Plans                  USA
ACT   Actavis Inc              180    Drugs                            intl
PHM   Pulte Homes              167    Homebuilding                      USA
FDO   Family Dollar            157 X  Retail, Variety                   USA
NCT   Newcastle Investment     151    Real Estate                       USA
ORLY  O'Reilly Automotive      148    Auto Parts                        USA
RYL   Ryland Group             142    Homebuilding                      USA
MPC   Marathon Petroleum       138    Oil & Gas                         USA
GILD  Gilead Sciences          126    Biotechnology                    intl
DHI   DR Horton                113    Homebuilding                      USA
OCN   Ocwen Financial          112    Banks                        USA/intl
WNR   Western Refining         107    Oil & Gas                         USA
TSO   Tesoro Corp              100    Oil & Gas                         USA
SPWR  SunPower Corp             72 X  Semiconductors                   intl

Portfolio

I chose ACT for the periodic purchase bypassing PII, UNP, PETM, CMCS, AZO, and CI because I already own them:

Prime       Hardnose Group       Qty        Start               Today      
----------  --------------------  --  -----------------   -----------------
ACT15C95    Drugs                  2  03/27/13    1,910                    
AZO14C380   Auto Parts             1  08/27/12    4,049   03/31/13    3,580
CI15C60     Healthcare Plans       3  01/25/13    2,317   03/31/13    2,880
CMCSK15C37  Utilities, Telecom     5  12/14/12    2,047   03/31/13    2,400
DFS14C40    Credit Services        5  07/31/12    1,862   03/31/13    3,455
DRI14C52.5  Restaurants            3  10/26/12    1,585   03/31/13      780
PETM15C70   Retail, Specialty      3  11/27/12    3,550   03/31/13    2,070
PII15C87.5  Recreation             2  02/27/13    2,750   03/31/13    2,740
UNP14C140   Railroads              2  09/27/12    2,570   03/31/13    4,140

Capital gains

06/27  07/27  08/27  09/27  10/26  11/27  12/14  01/25   Feb    Mar   Prime
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
                                                                       ACTc
                      -379   -470    620  -1500   -320    850    730   AZOc
                                                          -10    573    CIc
                                                   -12    415    -50 CMCSKc
                558   -520    600   -200    250   -760   -175   1840   DFSc
                                     -97   -885   -303     45    435   DRIc
                                            -10   -750   -720      0  PETMc
                                                                 -10   PIIc
                               58    -90    422    816    -78    442   UNPc
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
    0      0    558   -899    188    233  -1723  -1329    327   3960  Total

Real Estate Fund Strategy

Portfolio

Prime       Description          Qty        Start               Today      
----------  --------------------  --  -----------------   -----------------
IYR14C64    US Real Estate ETF     3  10/26/12    1,240   03/31/13    1,785
IYR15C64    US Real Estate ETF     3  11/27/12    1,825   03/31/13    2,115
IYR15C64    US Real Estate ETF     3  12/14/12    1,490   03/31/13    2,115
IYR15C69    US Real Estate ETF     3  01/25/13    1,225   03/31/13    1,215
IYR15C68    US Real Estate ETF     3  02/27/13    1,369   03/31/13    1,434
IYR15C70    US Real Estate ETF     3  03/27/13    1,180                    

Capital gains

06/27  07/27  08/27  09/27  10/26  11/27  12/14  01/25   Feb    Mar   Prime
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
                                    -220   -316   1291    170    590   IYRc

Easy Strategy

Portfolio

Prime       Description          Qty        Start               Today      
----------  --------------------  --  -----------------   -----------------
SPY15C150   S&P 500 Index ETF      1  01/25/13    1,243   03/31/13    1,572
SPY15C155   S&P 500 Index ETF      1  02/27/13    1,037   03/31/13    1,267
SPY15C160   S&P 500 Index ETF      1  03/27/13    1,020                    

Capital gains

06/27  07/27  08/27  09/27  10/26  11/27  12/14  01/25   Feb    Mar   Prime
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
                                                           67    492   SPYc