Stocks for July 27

Here are the stocks that are passing at least three of my five filters for the week of Jul 27.

Symbol	Top Ranked	Zacks	PEG	SuppDem	VL	IBD Stock checkup
ARO		1	1	1	1	99
BWLD		1	1		1	99
GMCR	1		1		1	99
HMSY	1	1	1			99
NFLX		1	1		1	98
WMS		1	1		1	98
SYNA	1	1			1	97
IBM		1	1		1	94
RIMM		1	1		1	93
APSG		1	1		1	90

RIMM and WMS are new to the core list. Research in Motion was on the core list more than a year ago, and makes the Blackberry. WMS Industries manufactures video games for casinos.

Core list (with n of 10 weeks passing):

Symbol	Passing weeks	Earnings
ARO	10	Earn 20-Aug
GMCR	10	Earn 29-Jul
HMSY	10	Earn 31-Jul
BWLD	9
DBRN	8
NFLX	8
IBM	7	Earn 15-Oct
APSG	7
TXRH	6	Earn 3-Aug
FUQI	5
RIMM	5	Earn 24-Sep
WMS	5	Earn 3-Aug

	moving down this week
	moving up this week
	new this week

Stocks remain in Yellow Light mode according to the 1-2-3 model, due to the sharp rise in the S&P 500. The Inflation Model remains at to one star ("mild or decreasing inflation").

I bought a used Dell rack server on eBay, which will be commissioned as my TradeStation execution platform. It should come any day now. My Fronius inverter for the solar panels recently stopped working due to a communications error. They have shipped a replacement model and are paying some for the re-installation expenses. The UPS guy is going to have to remember to lift from the legs.

Have fun trading this week.

Stocks for July 20

Here are the stocks that are passing at least three of my five filters for the week of Jul 20.

Symbol	Top Ranked	Zacks	PEG	SuppDem	VL	IBD Stock checkup
ARO		1	1		1	99
GMCR	1		1		1	99
HMSY	1	1	1			99
BWLD		1	1		1	98
APSG		1	1		1	94
DBRN		1	1		1	92

TNDM is off the core list.

Core list (with n of 10 weeks passing):

Symbol	Passing weeks	Earnings
ARO	10	Earn 20-Aug
GMCR	10	Earn 29-Jul
BWLD	9	Earn 27-Jul
HMSY	9	Earn 31-Jul
NFLX	8	Earn 23-Jul
DBRN	8
IBM	7	Earn 15-Oct
TXRH	7	Earn 3-Aug
APSG	6
CMG	5	Earn 22-Jul
FUQI	5

	moving down this week
	moving up this week
	new this week

Stocks have moved back into Yellow Light mode according to the 1-2-3 model. This is because the S&P 500 has risen above its 45-week moving average. Meanwhile, the Inflation Model has dropped to one star ("mild or decreasing inflation").

My long put position is unhappy with the rise in stock prices. That's OK, I bought them with some time to go. I think that if we have a sharp drop, I will be able to sell some further out-of-the-money puts and make some if it back.

Have fun trading this week.

Stocks for July 13

Here are the stocks that are passing at least three of my five filters for the week of Jul 13.

Symbol	Top Ranked	Zacks	PEG	SuppDem	VL	IBD Stock checkup
ARO		1	1		1	99
FUQI	1	1	1			99
GMCR	1		1		1	99
HMSY	1	1	1			99
NFLX		1	1		1	99
SYNA	1	1			1	98
APSG		1	1		1	94
BWLD		1	1		1	92
DBRN		1	1		1	92
RIMM		1	1		1	92
IBM		1	1		1	86

There are two new stocks on the core list, APSG and FUQI. Applied Signal Technology provides intelligence and surveillance, both without and within our borders. It operates in three divisions: Broadband Communication Systems, Intelligence and Electronic Warfare Systems, and Sensor Systems. Fuqi International sells precious metal jewelry in China.

Core list (with n of 10 weeks passing):

Symbol	Passing weeks	Earnings
ARO	10	Earn 20-Aug
GMCR	10	Earn 29-Jul
BWLD	9	Earn 27-Jul
NFLX	9	Earn 23-Jul
IBM	8	Earn 16-Jul
HMSY	8	Earn 31-Jul
TXRH	7	Earn 3-Aug
DBRN	7
CMG	6	Earn 22-Jul
TNDM	5
APSG	5
FUQI	5

	moving down this week
	moving up this week
	new this week

Stocks remain in Red Light mode according to the 1-2-3 model. This means that it is best to convert any long positions to cash, or even go short. The Inflation Model has bounced back to two-and-a-half stars ("some inflation risk").

Stocks rallied a couple of times, but I am not sure why. I am easing into long put positions, using OEF. (We had a recent discussion on the AAII RTP forum about how the market tends to overpay for market. I am placing my bets to try out this research. I always find that I pay more attention to markets when I have some money riding on it.)

Have fun trading this week.

Stocks for July 6

Here are the stocks that are passing at least three of my five filters for the week of Jul 6.

Symbol	Top Ranked	Zacks	PEG	SuppDem	VL	IBD Stock checkup
ARO		1	1		1	99
FUQI	1	1	1			99
GMCR	1		1		1	99
HMSY	1	1	1			99
BWLD		1	1		1	98
NFLX		1	1		1	97
TXRH		1	1		1	97
BKE	1	1			1	96
APSG		1	1		1	94
RIMM		1	1		1	93
DBRN		1	1		1	90

There are no new stocks or dropped stocks in this week's core list.

Core list (with n of 10 weeks passing):

Symbol	Passing weeks	Earnings
ARO	10	Earn 20-Aug
BWLD	9	Earn 27-Jul
GMCR	9	Earn 29-Jul
NFLX	9
IBM	8	Earn 16-Jul
CMG	7	Earn 22-Jul
HMSY	7	Earn 31-Jul
TXRH	7
TNDM	6
DBRN	6

	moving down this week
	moving up this week
	new this week

Stocks remian in Red Light mode according to the 1-2-3 model. This means that it is best to convert any long positions to cash. It would behoove you learn how to go short. The Inflation Model has worsened to three stars ("inflation danger").

I am surprised that the S&P P/E index from Barrons, which uses the trailing 12 months, would see as much volatility as it is experiencing. It jumped up to 50, while last week it was at 35, and a month ago is was at 15. I am not even sure how an indicator like this one can triple. Any ideas?

Stocks continue to flash warning signals, so please approach any purchases with caution. The local Charlotte AAII will be discussing short sales on Saturday, which might be timely.

Stocks for June 29

Here are the stocks that are passing at least three of my five filters for the week of Jun 29.

Symbol	Top Ranked	Zacks	PEG	SuppDem	VL	IBD Stock checkup
ARO		1	1	1	1	99
FUQI	1	1	1			99
GMCR	1		1		1	99
HMSY	1	1	1			99
NFLX		1	1		1	99
TXRH		1	1		1	98
APSG		1	1		1	97
RIMM		1	1		1	97
BWLD		1	1		1	96
DBRN		1	1		1	91
IBM		1	1		1	88

There is a new stock on the core list: DBRN. Yahoo Finance says that The Dress Barn... operates a chain of women's apparel specialty stores principally under the names Dressbarn, Dressbarn Woman, and Maurice's in the United States.

Core list (with n of 10 weeks passing):

Symbol	Passing weeks	Earnings
ARO	10	Earn 20-Aug
BWLD	8
GMCR	8	Earm 31-Jul
IBM	8	Earn 28-Jul
NFLX	8
TNDM	7	Earn 28-Jul
CMG	7	Earn 16-Jul
HMSY	7	Earn 29-Jul
TXRH	6
DBRN	5

	moving down this week
	moving up this week
	new this week

Stocks remian in Red Light mode according to the 1-2-3 model. This means that it is a bad time to own stocks. The Inflation Model has slipped back to two stars ("some inflation risk"). It has spent the last several weeks bouncing between two and three-and-a-half stars.

I met with some folks from NCSU this week to discuss all things solar. My conclusion would probably be that there is a lot of government stimulation out there (too much?), and a lot of money to be made.

Stocks continue to flash warning signals, so please approach any purchases with caution.