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2013 April Update


The selection lists were generated before the April 26 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         200    Internet Services               China
PHM   PulteGroup Inc           181    Homebuilding                      USA
OCN   Ocwen Financial          159    Banks                        USA/intl
PDFS  PDF Solutions            157    Software                     USA/intl
RYL   Ryland Group             155    Homebuilding                      USA
HIMX  Himax Technologies       146 X  Semiconductors                   intl
WES   Western Gas Partners     145    Oil & Gas                         USA
DXPE  DXP Enterprises          144    Industrial Equipment              USA
DK    Delek US Holdings        141    Oil & Gas                         USA
WGO   Winnebago Ind            130    Recreation                 USA/Canada
CBPO  China Biologic           130    Biotechnology                   China
AVD   American Vanguard        127 X  Agriculture                  USA/intl
LAD   Lithia Motors            126    Autos & Trucks                    USA
AEGR  Aegerion Pharma-         125    Drugs                             USA
WNR   Western Refining         124 X  Oil & Gas                         USA
MTH   Meritage Homes           124    Homebuilding                      USA
MPC   Marathon Petroleum       121    Oil & Gas                         USA
BITA  Bitauto Holdings         118    Information Services            China
CYNO  Cynosure Inc             118    Medical Supplies                 intl

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            End of Month  
--------  --------------------  ----  -----------------   -----------------
AFSI      Insurance             1100  08/26/11   22,593   04/30/13   34,826
BBSI      Business Services      700  11/27/12   22,036   04/30/13   37,058
CAMP      Electronic Equipment  3000  07/27/12   22,342   04/30/13   33,390
CHL       Utilities, Telecom     350  04/19/05    5,662   04/30/13   19,334
CRAY      Computers             1000  01/25/13   18,269   04/30/13   21,160
DXPE      Industrial Equipment   500  09/27/12   23,802   04/30/13   33,440
JAZZ      Biotechnology          500  01/27/12   24,010   04/30/13   29,175
LAD       Autos & Trucks         500  12/14/12   17,246   04/30/13   24,760
MGAM      Entertainment         1500  05/25/12   19,133   04/30/13   36,990
MWE       Oil & Gas              300  12/15/11   16,044   04/30/13   18,960
OCN       Banks                 1000   6/27/12   18,460   04/30/13   36,580
VIPS      Internet Services      700   2/27/13   18,516   04/30/13   21,553

Capital gains

07/27  08/27  09/27  10/26  11/27  12/14  01/25   Feb    Mar    Apr   Prime
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
                                           2267                        AAMC
                             -371  -2249     90                        AAPL
 2185   6940   -175   -634                                            AAPLc
  970  -1280   -754  -1199   3773    462   5544   -121   1540  -3289   AFSI
  471   3156    480   8808  -3219  -2889  -1782                        ASPS
                                    3486   2751   2303   6286    196   BBSI
       -1282   4080   1260    150  -1440    -60   7800     60    480   CAMP
 2660  -2814   1239     84    196    500                                CHL
                                     434  -1182    346   -584    738    CHL
                                                  1081   3860  -2050   CRAY
                       128  -1175    205   5030   3110   6250  -3910   DXPE
 4118   -968     55  -1425  -2940    925  -3373                        IACI
 2015  -1090   5415  -1210  -1410   -460   3180    415  -1135   1220   JAZZ
                                           3584   -280   3190   1020    LAD
 1560   1995   -150    -45  -2265   -285    225   6870   3255   5685   MGAM
              -2013  -4142                                             MLNX
 1407   -342    834    126  -1071   -588   1422   1065   1074    735    MWE
 1390   4900   3010  11040  -4890    590   2830   2090  -1500  -1340    OCN
                                           1527                        RESI
                                                         2743    294   VIPS
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
16776   9215  12021  12791 -13222  -1310  22053  24679  25039   -221  Total

Comprehensive Strategy, call options

Selection list

The Yahoo Java screener was used to find approximately 750 stocks with Last Close >= $5, the lowest PEG ratios, and LEAPs in the most distant complete series. Price histories were downloaded from MSN. Current trends, premium ratios, and merits were calculated:

Company                        Merit  Hardnose Group             End Market
-----------------------------  -----  --------------------  ---------------
PII   Polaris Ind              239    Recreation                   USA/intl
UNP   Union Pacific            211    Railroads                         USA
ACT   Actavis Inc              199    Drugs                            intl
CMCSA Comcast Corp             196    Utilities, Telecom           USA/intl
AZO   AutoZone Inc             190    Auto Parts                 USA/Mexico
CI    Cigna Corp               177    Healthcare Plans             USA/intl
PHM   PulteGroup Inc           170    Homebuilding                      USA
UNH   UnitedHealth Group       166    Healthcare Plans                  USA
NCT   Newcastle Investment     158    Real Estate                       USA
OCN   Ocwen Financial          157    Banks                        USA/intl
ORLY  O'Reilly Automotive      149    Auto Parts                        USA
RYL   Ryland Group             146    Homebuilding                      USA
MPC   Marathon Petroleum       134    Oil & Gas                         USA
LYB   LyondellBasell Ind       118    Chemicals                        intl
WNR   Western Refining         111 X  Oil & Gas                         USA
TOL   Toll Brothers            109    Home Building                     USA
TSO   Tesoro Corp              101    Oil & Gas                         USA
MDCO  The Medicines Co          96    Drugs                            intl
CAR   Avis Budget Group         87    Rental Services                  intl
GMCR  Green Mountain Coffee     80    Packaged Goods             USA/Canada

Portfolio

I chose PHM for the periodic purchase. I bypassed PII, UNP, ACT, CMCS, AZO, and CI because I already own them:

Prime       Hardnose Group       Qty        Start            End of Month  
----------  --------------------  --  -----------------   -----------------
ACT15C95    Drugs                  2  03/27/13    1,910   04/30/13    1,900
AZO14C380   Auto Parts             1  08/27/12    4,049   04/30/13    4,590
CI15C60     Healthcare Plans       3  01/25/13    2,317   04/30/13    3,705
CMCSK15C37  Utilities, Telecom     5  12/14/12    2,047   04/30/13    2,750
DFS14C40    Credit Services        5  07/31/12    1,862   04/30/13    3,000
DRI14C52.5  Restaurants            3  10/26/12    1,585   04/30/13      780
PETM15C70   Retail, Specialty      3  11/27/12    3,550   04/30/13    1,890
PHM15C22    Homebuilding          10  04/26/13    4,206                    
PII15C87.5  Recreation             2  02/27/13    2,750   04/30/13    2,560
UNP14C140   Railroads              2  09/27/12    2,570   04/30/13    5,570

Capital gains

07/27  08/27  09/27  10/26  11/27  12/14  01/25   Feb    Mar    Apr   Prime
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
                                                                 -10   ACTc
               -379   -470    620  -1500   -320    850    730   1010   AZOc
                                                   -10    573    825    CIc
                                            -12    415    -50    350 CMCSKc
         558   -520    600   -200    250   -760   -175   1840   -455   DFSc
                              -97   -885   -303     45    435      0   DRIc
                                     -10   -750   -720      0   -180  PETMc
                                                          -10   -180   PIIc
                        58    -90    422    816    -78    442   1430   UNPc
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
    0    558   -899    188    233  -1723  -1329    327   3960   2790  Total

Real Estate Fund Strategy

Portfolio

Prime       Description          Qty        Start            End of Month  
----------  --------------------  --  -----------------   -----------------
IYR14C64    US Real Estate ETF     3  10/26/12    1,240   04/30/13    2,550
IYR15C64    US Real Estate ETF     3  11/27/12    1,825   04/30/13    3,015
IYR15C64    US Real Estate ETF     3  12/14/12    1,490   04/30/13    3,015
IYR15C69    US Real Estate ETF     3  01/25/13    1,225   04/30/13    1,800
IYR15C68    US Real Estate ETF     3  02/27/13    1,369   04/30/13    1,878
IYR15C70    US Real Estate ETF     3  03/27/13    1,180   04/30/13    1,845
IYR15C73    US Real Estate ETF     3  04/26/13    1,195                    

Capital gains

07/27  08/27  09/27  10/26  11/27  12/14  01/25   Feb    Mar    Apr   Prime
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
                             -220   -316   1291    170    590   4259   IYRc

Easy Strategy

Portfolio

Prime       Description          Qty        Start            End of Month  
----------  --------------------  --  -----------------   -----------------
SPY15C150   S&P 500 Index ETF      1  01/25/13    1,243   04/30/13    1,635
SPY15C155   S&P 500 Index ETF      1  02/27/13    1,037   04/30/13    1,401
SPY15C160   S&P 500 Index ETF      1  03/27/13    1,020   04/30/13    1,130
SPY15C160   S&P 500 Index ETF      1  04/26/13    1,104                    

Capital gains

07/27  08/27  09/27  10/26  11/27  12/14  01/25   Feb    Mar    Apr   Prime
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
                                                    67    492    307   SPYc