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.

Symbol	Top Ranked	Zacks	PEG	SuppDem	VL	IBD Stock checkup
AIR		1	1		1	A+
BCR		1	1		1	A+
COCO		1	1		1	A+
MANT		1	1		1	A+
OTEX		1	1		1	A+
PRGO		1	1		1	A
ESRX		1	1		1	A-

The core list remains the same as last week.

Core list (with n of 10 weeks passing):

Symbol	Passing weeks	Earnings
BCR	10
MANT	10
COCO	9
CAI	8	Earn 28-Jan
AFAM	7
APOL	7	Earn 8-Jan
AMED	6	Earn 17-Feb
AXYS	6
CELG	6	Earn 29-Jan
VIVO	6

	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.

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.

Symbol	Top Ranked	Zacks	PEG	SuppDem	VL	IBD Stock checkup
BCR		1	1		1	A+
CAI		1	1		1	A+
MANT		1	1		1	A+
COCO		1	1		1	A+
AIR		1	1		1	A
PRGO		1	1		1	A
CELG		1	1		1	A-

GWR is off the core list.

Core list (with n of 10 weeks passing):

Symbol	Passing weeks	Earnings
BCR	10
MANT	9
CAI	8	Earn 28-Jan
COCO	8
AMED	7	Earn 17-Feb
APOL	7	Earn 8-Jan
AXYS	7
AFAM	7
CELG	7	Earn 29-Jan
VIVO	6

	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.

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.

Symbol	Top Ranked	Zacks	PEG	SuppDem	VL	IBD Stock checkup
AFAM	1	1	1	1		A+
COCO		1	1		1	A+
MANT		1	1		1	A+
VIVO		1	1		1	A
BCR		1	1		1	A
CAI		1	1		1	A

The core list is in the same as last week.

Core list (with n of 10 weeks passing):

Symbol	Passing weeks	Earnings
AMED	8	Earn 17-Feb
BCR	8
AXYS	7
APOL	7	Earn 8-Jan
MANT	7
CELG	6	Earn 29-Jan
AFAM	6
CAI	6	Earn 28-Jan
COCO	6
GWR	5
VIVO	5

	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.

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.)

Symbol	Top Ranked	Zacks	PEG	SuppDem	VL	IBD Stock checkup
CELG	1	1	1		1	A+
AFAM	1	1	1			A+
APOL		1	1		1	A+
COCO		1	1		1	A+
MANT		1	1		1	A+
VIVO		1	1		1	A+
BCR		1	1		1	A
CAI		1	1		1	A

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):

Symbol	Passing weeks	Earnings
CELG	1	1	1		1	A+
AFAM	1	1	1			A+
APOL		1	1		1	A+
COCO		1	1		1	A+
MANT		1	1		1	A+
VIVO		1	1		1	A+
BCR		1	1		1	A
CAI		1	1		1	A

	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.

Stocks for the week of 15 Dec

These are the stocks that are passing at least three of my five filters, for the week of December 15. There are no IBD Top-ranked stocks this week, and only one IBD Supply/Demand stock (AMED).

Symbol	Top Ranked	Zacks	PEG	SuppDem	VL	IBD Stock checkup
AFAM		1	1	1		A+
AMED		1	1		1	A+
APOL		1	1		1	A+
COCO		1	1		1	A+
VIVO		1	1		1	A+
AXYS		1	1		1	A
BCR		1	1		1	A
MANT		1	1		1	A

There is one new stock on the core list, COCO. Corinthian Colleges offers Associate's, Bachelor's, and Master's degrees in trades (like HVAC and plumbing), computers, and medicine.

ARO, EZPW, and PRGO are off the list.

Core list (with n of 10 weeks passing):

Symbol	Passing weeks	Earnings
AMED	10	Earn 17-Feb
BCR	7
AXYS	7
CELG	6	Earn 29-Jan
MANT	6
APOL	6	Earn 8-Jan
AFAM	5
GWR	5
CAI	5
COCO	5

	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 has remains at a negative two inflation stars ("deflation").

A good performer for me has been shorting the discretionary retail sector, by buying puts. Consumers are putting themselves on a strict diet, so they're shopping less often at Target and more often at Wal Mart. (And buying fewer CDs and the same amount of frozen pizzas.)

Have fun trading this week. We passed final building inspection (3 of 4), so we have electrical still to go. The inspector wants to ask some questions about the photovoltaic system.

Stocks for the week of Dec 8

These are the stocks that are passing at least three of my five filters, for the week of December 8. What's unusal about this week is that we have neither IBD Top-ranked stocks nor IBD Supply/Demand stocks.

Symbol	Top Ranked	Zacks	PEG	SuppDem	VL	IBD Stock checkup
APOL		1	1		1	A+
AXYS		1	1		1	A+
BCR		1	1		1	A+
COCO		1	1		1	A+
MANT		1	1		1	A+
AMED		1	1		1	A
CAI		1	1		1	A
GWR		1	1		1	A
VIVO		1	1		1	A

Here are the new stocks on the core list:

• GWR: Genesee & Wyoming, operates short line and regional freight railroads in the United States, Australia, and Canada.
• CAI: CACI International is a Geek Squad for the United States government.
• APOL: Think The University of Phoenix.

FLIR is off the list.

Core list (with n of 10 weeks passing):

Symbol	Passing weeks	Earnings
AMED	10
CELG	7	Earn 29-Jan
MANT	6
AXYS	6
BCR	6
ARO	5
EZPW	5
PRGO	5
AFAM	5
GWR	5
CAI	5
APOL	5

	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 has remains at a negative two inflation stars ("deflation"). (When the S&P 500 Price/Earnings ratio dropped below 17 last week, I should have marked it as a yellow light. But now that it has risen above it, it is back to a red light.) I think this is because different companies on the S&P have lowered their earnings forecasts.

Have fun trading this week. We passed plumbing and mechanical inspections, so we have building and electrical to still go. I will be working on the deck railings this weekend.

Stocks for the week of 1 Dec

These are the stocks that are passing at least three of my five filters, for the week of December 1. This will be another short blog entry because there's a lot going on in the household now (we're trying to get a new house prepared so we can move in).

Symbol	Top Ranked	Zacks	PEG	SuppDem	VL	IBD Stock checkup
AFAM	1	1	1			A+
MANT		1	1		1	A+
APOL		1	1		1	A+
AXYS		1	1		1	A+
CELG	1		1		1	A
AMED		1	1		1	A
RMD		1	1		1	A
CAI		1	1		1	A
COCO		1	1		1	A
BCR		1	1		1	A
VIVO		1	1		1	A
GWR		1	1		1	A-

BCR is new on the core list. C. R. Bard designs, manufactures, packages, and sells medical, surgical, diagnostic, and patient care devices worldwide. Its specialties are vascular, urology, and oncology.

Core list (with n of 10 weeks passing):

Symbol	Passing weeks	Earnings
AMED	10
CELG	8	Earn 29-Jan
ARO	6	Earn 3-Dec
EZPW	6
PRGO	6
MANT	6
AFAM	6
FLIR	5
AXYS	5
BCR	5

	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 has remains at a negative two inflation stars ("deflation"). The S&P 500 Price/Earnings ratio briefly dropped below 17, but has since risen above it. I think this is because different companies on the S&P are dropping in their earnings forecast.

Have fun trading this week. I'm spending nights and weekends at the new house... so many things to do.