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2014 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

Approximately 250 stocks with price at least $5 and the lowest PEG ratios were generated by the Finviz and Zacks screeners. The Yahoo Java screener was inaccessible. The stocks were then combined into a single list. Price histories, adjusted for splits and dividends, were downloaded from Yahoo:

Stock                          Trend  Hardnose Group             End Market
-----------------------------  -----  --------------------  ---------------
JAZZ  Jazz Pharmaceuticals     309 X  Biotechnology                USA/intl
CSV   Carriage Services        278 X  Personal Services                 USA
CAMP  CalAmp Corp              258 X  Electronic Equipment             intl
PGTI  PGT Inc                  253    Building Materials                USA
YY    YY Inc                   207 X  Information Services            China
TLF   Tandy Leather Factory    205    Apparel                      USA/intl
RAD   Rite Aid Corp            196    Retail, Variety                   USA
MPAA  Motorcar Parts           190    Auto Parts                 USA/Canada
TELNY Telenor ASA              189 X  Utilities, Telecom               intl
CRME  Cardiome Pharma          182    Drugs                     Canada/intl
FOE   Ferro Corp               179    Chemicals                    USA/intl
FUJHY Fuji Heavy Inds          172    Conglomerate                     intl
AWH   Allied World Assurance   172    Insurance                    USA/intl

Portfolio

I sold CHL because it developed a downtrend.

I chose AWH for the monthly purchase. JAZZ, CSV, CAMP, YY, and TELNY were bypassed because they were halfway towards a trend reversal. PGTI and MPAA were bypassed because I already own them. TLF, RAD, CRME, and FOE were bypassed because they are in the same groups and end markets as stocks I already own. FUJHY was bypassed because it is a conglomerate.

Stock      Hardnose Group        Qty        Start               End        
-----   --------------------   -----  -----------------   -----------------
CHL     Utilities, Telecom       350  04/19/05    5,662   03/21/14   14,602

Stock      Hardnose Group        Qty        Start            End of Month  
-----   --------------------   -----  -----------------   -----------------
AWH     Insurance                200  03/27/14   20,356                    
BITA    Information Services     750  07/26/13    9,222   03/31/14   26,880
CAMP    Electronic Equipment    1500  07/27/12   11,171   03/31/14   41,805
CPA     Airlines                 150  08/27/13   19,904   03/31/14   21,778
DXPE    Industrial Equipment     250  09/27/12   11,901   03/31/14   23,732
EADSY   Aerospace & Defense     1000  12/13/13   18,548   03/31/14   17,950
JAZZ    Biotechnology            250  01/27/12   12,005   03/31/14   34,670
MPAA    Auto Parts               700  02/27/14   17,135   03/31/14   18,599
MU      Semiconductors          1000  09/27/13   17,935   03/31/14   23,660
MWE     Oil & Gas                300  12/15/11   16,044   03/31/14   19,596
PGTI    Building Materials      2000  06/27/13   17,304   03/31/14   23,020

Capital gains

 Jun    Jul    Aug    Sep    Oct    Nov    Dec    Jan    Feb    Mar   Stock
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
 2937   6523  -6501   7910   -786   4174 -16015                        AFSI
-2142   6317  -2097   1064   5586    438   2877  -5015  -3607          BBSI
                                                        -3161          BCOR
               2135   3600  12585  10485    690  -1965   7569          BITA
                                                         7013  -3120   BITA
 4290   2250   3120   3660   1121                                      CAMP
                             8865   2130   4545   2265   3840  -6255   CAMP
  -10    402    368    860  -1543    777   -682  -1554   -106  -2040    CHL
                       896   1631    282   1303  -4411    714   1459    CPA
 3765   1255   -565   5495   6465   3040   8610   -893                 DXPE
                                                 -4790   1430  -1708   DXPE
                                                  -868    590   -320  EADSY
-3723                                                                  HIMX
                            -3983                                      IGLD
  380   3414   6066   2140   -615  13090    629                        JAZZ
                                           2410   6275     71  -3316   JAZZ
  610   5965    190   3670  -5055   1615   1670  -6565   -596           LAD
  720  13380   6375  -7035  -3060   -264                               MGAM
                                   -2850                               MGAM
                                                                1464   MPAA
                             -255   3420    650   1290   1150   -530     MU
  303   1008  -1026   1632    615  -1563   -882   1218  -1902    441    MWE
-1560    125                                                            OCN
        3200   1410   2665    230    215   -605  -5655   -547           OCN
        2696    360   -560   1100   -900    240   1120   1820   -160   PGTI
                                           1381  -3143  -2580          SLCA
-2436                                                                  VIPS
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
 3134  46535   9835  25997  22901  34090   6821 -22691  11697 -14085  Total

Comprehensive Strategy, call options

Selection list

Approximately 750 stocks with price at least $5 and the lowest PEG ratios were generated by the Finviz and Zacks screeners. The Yahoo Java screener was inaccessible. The stocks were then combined into a single list. Price histories, adjusted for splits and dividends, were downloaded from Yahoo:

Stock                          Merit  Hardnose Group             End Market
-----------------------------  -----  --------------------  ---------------
PII   Polaris Inds             379    Recreation                   USA/intl
UNP   Union Pacific            363    Railroads                         USA
HD    Home Depot               334    Home Furnishings                NAmer
CMCSA Comcast Corp             302    Utilities, Telecom               intl
CMCSK Comcast Corp             298    Utilities, Telecom               intl
AZO   AutoZone Inc             287    Auto Parts                 USA/Mexico
PRGO  Perrigo Co               284    Drugs                        USA/intl
LYB   LyondellBasell Ind       279    Chemicals                        intl
JAZZ  Jazz Pharmaceuticals     262 X  Biotechnology                USA/intl
CI    Cigna Corp               250    Healthcare Plans             USA/intl
ACT   Actavis plc              246    Drugs                 USA/Canada/intl
DFS   Discover Financial       214    Financial Services                USA

Portfolio

I chose DFS for the monthly purchase. PII, UNP, HD, CMCS, LYB, JAZZ, CI, and ACT were bypassed because I already own them. AZO was bypassed because it exceeds the price limit. PRGO was bypassed because it is in the same group and end market as ACT.

Option      Hardnose Group       Qty        Start            End of Month  
----------  --------------------  --  -----------------   -----------------
ACT15C95    Drugs                  2  03/27/13    1,910   03/31/14   13,552
CAR15C35    Rental Services        7  05/24/13    3,793   03/31/14   10,430
CI15C60     Healthcare Plans       3  01/25/13    2,317   03/31/14    6,780
CMCSK15C37  Utilities, Telecom     5  12/14/12    2,047   03/31/14    2,900
DFS16C60    Financial Services     3  03/27/14    1,918                    
FDO16C65    Retail, Variety        3  12/13/13    2,269   03/31/14    2,259
GNRC16C50   Machinery              5  11/20/13    5,107   03/31/14    8,300
HD15C77.5   Home Furnishings       3  09/27/13    2,089   03/31/14    1,695
LYB15C70    Chemicals              3  07/26/13    2,200   03/31/14    6,300
PETM15C70   Retail, Specialty      3  11/27/12    3,550   03/31/14    1,431
PII15C87.5  Recreation             2  02/27/13    2,750   03/31/14    3,580
PKG16C72.5  Packaging              3  02/27/14    2,452   03/31/14    2,820
ROST15C65   Apparel                3  06/27/13    2,488   03/31/14    3,384
STZ15C65    Beverages, Alcoholic   3  10/25/13    2,284   03/31/14    5,700
UNP16C175   Railroads              1  01/27/14    1,639   03/31/14    2,639

Capital gains

 Jun    Jul    Aug    Sep    Oct    Nov    Dec    Jan    Feb    Mar  Option
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
 5320      0      0      0   2960      0   3372      0      0      0   ACTc
  516   1340  -2314    168    872   2384   1500    -89                 AZOc
  -13    -70  -1610   -420    840   2100      0   1400   1589   2821   CARc
   60   2067     60    504      0   -207      0   1725  -2712    888    CIc
 -830     90    250      0      0      0      0      0      0      0 CMCSKc
 -285    885  -1075   2525   -255    610     45    608                 DFSc
 -510   -201   -225    -48    474     60    -45   -340                 DRIc
                                                   -10      0      0   FDOc
                      -482   1200  -1615    -50  -2302                 GMEc
                                           1493  -1435      0   3135  GNRCc
                              101    399    171  -1155    630   -540    HDc
                320    180    570   -270    534      0   1623   1143   LYBc
 -120     30   -210    810   -360    -57   -291  -1482     36    435  PETMc
-1620  -1566                                                           PHMc
    0   1020      0      0      0      0      0      0      0      0   PIIc
                                                                 368   PKGc
         215    201    537      0   1131  -1188      0      0      0  ROSTc
                                     806     90   1278    942    300   STZc
  -40    264  -1302      0      0   1928     50    620                 UNPc
                                                          311    689   UNPc
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
 2478   4074  -5905   3774   6402   7269   5681  -1182   2419   9239  Total

Real Estate Fund Strategy

Portfolio

Option          Description      Qty        Start            End of Month  
----------  --------------------  --  -----------------   -----------------
IYR15C64    US Real Estate ETF     3  11/27/12    1,825   03/31/14    1,533
IYR15C64    US Real Estate ETF     3  12/14/12    1,490   03/31/14    1,533
IYR15C69    US Real Estate ETF     3  01/25/13    1,225   03/31/14      603
IYR15C68    US Real Estate ETF     3  02/27/13    1,369   03/31/14      678
IYR15C70    US Real Estate ETF     3  03/27/13    1,180   03/31/14      519
IYR15C73    US Real Estate ETF     3  04/26/13    1,195   03/31/14      252
IYR15C73    US Real Estate ETF     3  05/24/13    1,264   03/31/14      252
IYR15C67    US Real Estate ETF     3  06/27/13    1,465   03/31/14      885
IYR15C68    US Real Estate ETF     3  07/26/13    1,450   03/31/14      678
IYR15C63    US Real Estate ETF     3  08/27/13    1,462   03/31/14    1,755
IYR15C65    US Real Estate ETF     3  09/27/13    1,336   03/31/14    1,335
IYR15C68    US Real Estate ETF     3  10/25/13    1,330   03/31/14      678
IYR16C65    US Real Estate ETF     3  11/20/13    1,495   03/31/14    1,650
IYR16C63    US Real Estate ETF     3  12/13/13    1,450   03/31/14    2,070
IYR16C65    US Real Estate ETF     3  01/27/14    1,294   03/31/14    1,650
IYR16C69    US Real Estate ETF     3  02/27/14    1,270   03/31/14      990
IYR16C67    US Real Estate ETF     3  03/27/14    1,288                    

Capital gains

 Jun    Jul    Aug    Sep    Oct    Nov    Dec    Jan    Feb    Mar  Option
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
-7927   2519  -6484   1316   3029  -7771  -1900    780   4487   -778   IYRc

Easy Strategy

Portfolio

Option          Description      Qty        Start            End of Month  
----------  --------------------  --  -----------------   -----------------
SPY15C150   S&P 500 Index ETF      1  01/25/13    1,243   03/31/14    3,816
SPY15C155   S&P 500 Index ETF      1  02/27/13    1,037   03/31/14    3,314
SPY15C160   S&P 500 Index ETF      1  03/27/13    1,020   03/31/14    2,839
SPY15C160   S&P 500 Index ETF      1  04/26/13    1,104   03/31/14    2,839
SPY15C165   S&P 500 Index ETF      1  05/24/13    1,282   03/31/14    2,481
SPY15C165   S&P 500 Index ETF      1  06/27/13    1,097   03/31/14    2,481
SPY15C170   S&P 500 Index ETF      1  07/26/13    1,079   03/31/14    2,071
SPY15C165   S&P 500 Index ETF      1  08/27/13    1,122   03/31/14    2,481
SPY15C170   S&P 500 Index ETF      1  09/27/13    1,059   03/31/14    2,071
SPY15C180   S&P 500 Index ETF      1  10/25/13      838   03/31/14    1,300
SPY16C180   S&P 500 Index ETF      1  11/20/13    1,577   03/31/14    1,790
SPY16C179   S&P 500 Index ETF      1  12/13/13    1,520   03/31/14    1,711
SPY16C179   S&P 500 Index ETF      1  01/27/14    1,569   03/31/14    1,711
SPY16C185   S&P 500 Index ETF      1  02/27/14    1,785   03/31/14    1,872
SPY16C185   S&P 500 Index ETF      1  03/27/14    1,433                    

Capital gains

 Jun    Jul    Aug    Sep    Oct    Nov    Dec    Jan    Feb    Mar  Option
-----  -----  -----  -----  -----  -----  -----  -----  -----  -----  -----
-1052   2282  -2069   1677   4336   3446   2944  -5285   5971    674   SPYc