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Markets Continue Roller Coaster Ride

06/18/2006

Stocks slipped on Monday and Tuesday of this past week due to inflation concerns. Then talk emerged on Wednesday that the market had reached a bottom, and prices zoomed upwards through Thursday. For all the commotion, the market only inched down 0.06% for the week.

Our Top Gainers This Week:

Company & Ticker
Change

Lamson & Sessions Co. (LMS)
+13.38%
AMERCO (UHAL)
+10.87%
MEMC Electronic Materials (WFR)
+10.29%
Wet Seal Inc. (WTSLA)
+7.32%


S&P 500 This Week:
-0.06%
S&P 500 Year-To-Date:
+0.26%

Primary Stock Portfolio Year-To-Date:
+11.13%

***

Our Leading Gainers Since Date of Recommendation:

Company & Ticker
Change*

Altria (MO)
+166.2%
Chaparral Steel Company (CHAP)
+158.5%
Flow International Corp. (FLOW)2
+117.7%
Andersons Inc. (ANDE)2
+106.9%
USG Corp. (USG)1
+106.4%
MoneyGram Int'l (MGI)
+95.8%
Vanguard Energy (VGENX)
+94.7%
Gamestop Corp. (GME)
+94.0%
Vanguard-Global Equity (VHGEX)
+91.7%
Oakmark Global (OAKGX)
+88.2%
InterContinental Hotels Group (IHG)
+87.3%
Genesis Healthcare (GHCI)
+75.4%
LSI Industries (LYTS)
+74.2%
AMERCO (UHAL)1
+72.3%
MEMC Electronic Materials (WFR)
+70.1%
Ruddick (RDK)
+67.8%
RPM International (RPM)
+66.3%
Hospira Inc. (HSP)
+61.0%
Freescale Semiconductor Inc. (FSL)
+60.8%
AEP Industries Inc. (AEPI)3
+54.4%
NewMarket Corp. (NEU)4
+53.5%
Eagle Materials Inc (EXP)
+53.1%

*Including dividends

The list above now includes Cornerstone stocks that appeared in the top 10 positions of screens from the past 12 months.
1Jun 05 Cornerstone screen
2Jul 05 Cornerstone screen
3Nov 06 Cornerstone screen
4Feb 06 Cornerstone screen

***

Cornerstone Stocks in Positions 1-10

The following Cornerstone results are real-time returns (not back-tested returns) and are updated through Friday's market close.

Stocks in the top ten positions of the screen tend to perform better than the other forty stocks. Since the stocks are ranked by relative price strength, the reason for this superior performance is price momentum. Thus far, buying the stocks in the top 10 positions of each month's Cornerstone Growth Stock Screen has resulted in an annualized return of 11.4% vs 5.9% for the S&P 500. This methodology assumes a holding period of one year.

Cornerstone Stocks in Positions 4-10

Stocks in the 1, 2, and 3 positions have often risen so much that they are bound to cool off. Therefore we track a strategy that avoids these three stocks. Buying the stocks in the 4-10 positions and holding for only a month has resulted in an return of 34.6% per year.

Cornerstone Stocks in Positions 4-6

Buying the stocks in the 4, 5, & 6 positions and holding for only a month has resulted in an return of 43.3% per year.

***

Short-Term Portfolio
Inception date: 8/20/2004
Expanded: 9/14/2004


Portfolio Performance
Since Inception on 9/14/2004

Assuming No Reinvestment of Profits:
Overall Return
Annual Return
Double Allocation Stocks*
+101.9%
+48.7%
Complete Portfolio
+63.1%
+31.8%

Assuming Reinvestment of Profits:
Overall Return
Annual Return
Double Allocation Stocks*
+274.1%
+110.5%
Complete Portfolio
+148.9%
+67.3%

S&P 500
+10.9%
+5.9%

Returns for the Short-Term Portfolio and Double Allocation stocks assume profits are not reinvested. If profits were reinvested for these two portfolios, the returns would be higher.

*Double Allocation Stocks are the stocks in our Short-Term Portfolio that receive our highest recommendation. On average, there are 3-4 stocks receiving this status at any given time.

***

Mutual Funds

Our "One-Stop Shopping" fund portfolio is up 90.2% (22.8% per year) since inception in May 2003 versus 10.1% per year for the S&P 500. The Highly-Rated No-Load Fund Portfolio has risen 78.1% (20.3% per year) over the same time frame.

***

Options

Currently there are no recommended options. We are very selective in the options we recommend (due to their high risk) and we will wait for the right opportunity to present itself. Experienced option investors who aren't so patient may want to consider buying options on the Double Allocation stocks of the Short Term Portfolio and/or the Cornerstone stocks.

The average option in our Option Portfolio has risen 51.8% with the average holding period being 7 months. Annualized, that's a return of 103.6% per year.

***

As usual, remember to diversify and invest for the long run. Even the Short-Term Portfolio should be used as part of a long-term strategy in an effort to stay fully invested. Attempting to time the market turns investing into gambling.

-Rex M. Jacobsen
Sr. Editor

 




 

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