Here's the list for the week of June 30. It will be a shortened trading week because of Independence Day. Please remember that the following list is fast-moving, and that I normally trade stocks on the core list (see below).
| Symbol | Top Ranked | Zacks | PEG | SuppDem | VL | IBD Stock checkup |
| ACI | 1 | 1 | 1 | 1 | A+ | |
| BUCY | 1 | 1 | 1 | 1 | A+ | |
| MOS | 1 | 1 | 1 | 1 | A+ | |
| POT | 1 | 1 | 1 | 1 | A+ | |
| RIMM | 1 | 1 | 1 | 1 | A+ | |
| AGU | 1 | 1 | 1 | A+ | ||
| CF | 1 | 1 | 1 | A+ | ||
| ESV | 1 | 1 | 1 | A+ | ||
| FLR | 1 | 2 | 1 | A+ | ||
| FTI | 1 | 1 | 1 | A+ | ||
| GDI | 1 | 1 | 1 | A+ | ||
| HAL | 1 | 1 | 1 | A+ | ||
| JOYG | 1 | 1 | 1 | A+ | ||
| KWK | 1 | 1 | 1 | A+ | ||
| MA | 1 | 1 | 2 | A+ | ||
| MON | 1 | 1 | 1 | A+ | ||
| NBL | 1 | 1 | 1 | A+ | ||
| NOV | 1 | 1 | 1 | A+ | ||
| RIG | 1 | 1 | 1 | A+ | ||
| SWN | 1 | 2 | 1 | A+ | ||
| AMED | 1 | 2 | 1 | A | ||
| AXYS | 1 | 1 | 1 | A | ||
| CSX | 1 | 1 | 1 | A | ||
| JEC | 1 | 1 | 1 | A | ||
| NETL | 1 | 2 | 1 | A | ||
| VMI | 1 | 1 | 1 | A | ||
| XLNX | 1 | 1 | 1 | A | ||
| WDC | 1 | 1 | 1 | A- |
DE and WMP are off the core list. VMI is back on the list, having been dropped off the list in February. This week, I this stock to the core list:
- NETL
Core list (with n of 10 weeks passing):
| Symbol | Passing weeks | Earnings |
| AXYS | 10 | |
| JOYG | 10 | |
| MOS | 10 | Earn 29-Jul |
| POT | 10 | Earn 24-Jul |
| RIG | 10 | Earn 6-Aug |
| RIMM | 10 | Earn 25-Sep |
| ACI |  10 | |
| MANT |  9 | |
| BUCY | 9 | Earn 24-Jul |
| CSX | 9 | Earn 15-Jul |
| MON | 9 | |
| MA | 9 | Earn 31-Jul |
| GLW | 8 | |
| KEX | 8 | Earn 23-Jul |
| FTI | 8 | Earn 5-Aug |
| SWN | 8 | Earn 30-Jul |
| BIDU | 7 | |
| BRY | 7 | |
| NOV | 7 | Earn 29-Jul |
| PCLN | 7 | |
| NBL | 7 | Earn 30-Jul |
| XLNX | 7 | Earn 16-Jul |
| DVN | 6 | Earn 6-Aug |
| GFA | 6 | Earn 5-Aug |
| LNN | 6 | |
| FLR | 6 | Split 17-Jul |
| HAL | 6 | Earn 22-Jul |
| KWK | 5 | Earn 6-Aug |
| NETL |  5 | |
| VMI | 5 | Earn 17-Jul |
| | moving down this week |
| | moving up this week |
| | new this week |
I am reading Safe Strategies for Financial Freedom by Van Tharp, D.R. Barton, and Steve Sjuggerud. I own an earlier edition of the book, but got the latest edition from the library. Two of the models that the authors use are 1-2-3 model and the Four-Star Inflation-Deflation Tracker. (The latter was updated on his website to make it less subject to government manipulation; you can read about it at http://www.iitm.com/123-model-update.htm.)
The 1-2-3 model uses three criteria: the P/E of the market (I use the S&P 500), whether the Fed rasied rates in the past 6 months, and whether the market (again, I use the S&P) is above or below its 45 week average). Based on these three, they will flash a Red Light (Sell), Yellow Light (Buy and Hold), and Green Light (Strong Buy). We are currently in Red Light mode.
The Four-Star model uses Four criteria: The CRB index, the Basic Materials Sector (XLB), the London Gold fix, and the Financial Sector (XLF). It compares the 2-month and 6-month differences from today, and scores from -1 (deflationary) to plus 4 (increasing inflation). We are currently at plus 3.5 (inflation danger).
I'll publish these each week, but it's time to be looking for the exits.
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