Sunday, January 25, 2009

Stocks for the week of Jan 26

Here are the stocks that are passing at least three of my five filters, for the week of Jan 26.

SymbolTop RankedZacks PEG SuppDem VLIBD Stock checkup
AIR 11 1A+
BCR 11 1A+
COCO 11 1A+
MANT 11 1A+
OTEX 11 1A+
PRGO 11 1A
ESRX 11 1A-


The core list remains the same as last week.

Core list (with n of 10 weeks passing):

SymbolPassing weeks Earnings
BCR10 
MANT10 
COCO9 
CAI8Earn 28-Jan
AFAM7 
APOL7Earn 8-Jan
AMED6Earn 17-Feb
AXYS6 
CELG6Earn 29-Jan
VIVO6 

moving down this week
moving up this week
new this week

The Market remains Yellow Light mode according to the 1-2-3 model. This is because the S&P P/E ratio remains below 17.0. The Inflation Model has moved modestly toward deflation, now at at negative one and a half inflation stars ("deflation").

The electrical inspector showed up Wednesday, as the Charlotte Mecklenburg offices keep them out of their trucks on snow days. He poked around the attic, was satisfied with John's implementation of the rules, and gave us a pass for electrical (final). We got our Certificate of Occupancy (CO) within an hour.

I tested the voltage at 5:00 on Sunday and it read 235 V DC. The inverter would not start putting out power on the grid, though, because it needed to detect grid activity. I'll give Duke a call this week and see about getting the second meter put in place.

Have fun trading this week.

Tuesday, January 20, 2009

Stocks for the week of Jan 19

Here are the stocks that are passing at least three of my five filters, for the week of Jan 19.

SymbolTop RankedZacks PEG SuppDem VLIBD Stock checkup
BCR 11 1A+
CAI 11 1A+
MANT 11 1A+
COCO 11 1A+
AIR 11 1A
PRGO 11 1A
CELG 11 1A-


GWR is off the core list.

Core list (with n of 10 weeks passing):

SymbolPassing weeks Earnings
BCR10 
MANT9 
CAI8Earn 28-Jan
COCO8 
AMED7Earn 17-Feb
APOL7Earn 8-Jan
AXYS7 
AFAM7 
CELG7Earn 29-Jan
VIVO6 

moving down this week
moving up this week
new this week

The Market remains Yellow Light mode according to the 1-2-3 model. This is because the S&P P/E ratio has dropped below 17.0, to 15.32. The Inflation Model is close to toward neutral, remaining at negative one inflation star ("deflation").

I am home as I write this on Inaugration Day, because we had an inch of snow and Charlotte largely closes down as a result. My favorite event from the morning was hearing the arrangement of Simple Gifts by John Williams.

John finished the solar panel rewire last night. He called in the inspection for today, but I have seen no sign of the inspector. (The office might be closed for snow, as well.)

Have fun trading this week.

Monday, January 12, 2009

Stocks for the week of Jan 12

Here are the stocks that are passing at least three of my five filters, for the week of Jan 12.

SymbolTop RankedZacks PEG SuppDem VLIBD Stock checkup
AFAM1111 A+
COCO 11 1A+
MANT 11 1A+
VIVO 11 1A
BCR 11 1A
CAI 11 1A


The core list is in the same as last week.

Core list (with n of 10 weeks passing):

SymbolPassing weeks Earnings
AMED8Earn 17-Feb
BCR8 
AXYS7 
APOL7Earn 8-Jan
MANT7 
CELG6Earn 29-Jan
AFAM6 
CAI6Earn 28-Jan
COCO6 
GWR5 
VIVO5 

moving down this week
moving up this week
new this week

The Market has turned to Yellow Light mode according to the 1-2-3 model. This is because the S&P P/E ratio has dropped below 17.0. (I read a good article from http://hussmanfunds.com about the changing duration of stocks and bonds. John Hussman thinks the market has moved from ridiculously overpriced to about right.) The Inflation Model is close to toward neutral, remaining at negative one inflation star ("deflation").

What am I looking at as far as stocks go? I'm not ready to jump in with both feet, and won't become a raging bull until the 1-2-3 model turns back to green. But I am taking a peek at some high-dividend-yielding stocks. There are some mining stocks and some energy stocks that are yielding safely in the double digits. Gold may be at a short-term high, but it seems to be in an uptrend. So that's where I'm doing my research: for stocks with a fat dividend and waiting for gold to put in a bullish divergence.

House work continues. John came by to help get some of the solar panels rewired to pass code. And I climbed up on the roof to change the terminus from PVC pipe to a steel "weatherhead," which is what the electrical inspector asked for.

Have fun trading this week.

Friday, January 9, 2009

Stocks for the week of 5 Jan 09

I hope you had a great Christmas and New Year. I'm back from the holidays and have moved into the new house. Here are the stocks that are passing at least three of my five filters, for the week of Jan 5. There are were no IBD supply/demand this week, because they publish the list on Thursdays, and last Thursday was New Year's. (There were no supply/demand stocks in previous weeks, so this will not have a great impact on the model.)

SymbolTop RankedZacks PEG SuppDem VLIBD Stock checkup
CELG111 1A+
AFAM111  A+
APOL 11 1A+
COCO 11 1A+
MANT 11 1A+
VIVO 11 1A+
BCR 11 1A
CAI 11 1A


There is one new stock on the core list, VIVO. Meridian Bioscience is a life sciences company that makes kits to diagnose diseases.

Core list (with n of 10 weeks passing):

SymbolPassing weeks Earnings
CELG111 1A+
AFAM111  A+
APOL 11 1A+
COCO 11 1A+
MANT 11 1A+
VIVO 11 1A+
BCR 11 1A
CAI 11 1A

moving down this week
moving up this week
new this week

The Market remains in Red Light mode according to the 1-2-3 model. The Inflation Model is tilting back toward neutral, and has moved to a negative one inflation star ("deflation"). It is moved to less-extreme deflation because the Commodity Research Bureau (CRB) index has slowed its descent.

We moved into the new house, thanks to the help of A LOT of kind people in our church. So it was a busman's holiday for me, installing a shower door, setting up beds, hanging artwork, installing a firewall, and learning how to wire up CAT 5. (BTW, use the 568-B scheme; it's much more common.)

Have fun trading this week.