Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years  
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Week's Recap: W.R. Grace, Level 3, & Freescale Jump 20%+

09/15/2006

Our Top Gainers This Week:

Company, Ticker & Portfolio Link
Change

Level 3 Communications (LVLT) Apr
+22.60%
WR Grace & Co. (GRA) Apr
+22.08%
Freescale Semiconductor Inc. (FSL)
+20.85%
US Airways (LCC) multi-screens
+12.32%
Tweeter Home Ent. (TWTR) May
+9.10%
Home Depot Inc. (HD)
+8.58%
AMERCO (UHAL) Jan & Jul
+7.87%
Ryerson Inc. (RYI) Jun & Jul
+7.78%
O Assignment (ASGN) multi-screens
+7.62%
Dollar Thrifty Automotive (DTG)
+7.24%
AngioDynamics Inc. (ANGO)
+6.81%
SCPIE Holdings (SKP) multi-screens
+6.74%
Hudson Highland (HHGP) Dec
+6.63%
GameStop Corp. (GME)
+6.48%
MoneyGram International Inc. (MGI)
+6.35%
Saia, Inc. (SAIA) Aug & Sep
+6.17%
USA Truck Inc. (USAK) Dec & Jan
+6.00%
Sysco Corp. (SYY)
+5.86%
Jack Henry & Associates (JKHY)
+5.72%
Waste Ind. (WWIN) Aug & Sep
+5.67%
Eaton Vance Corp. (EV)
+5.65%
Ameriprise Financial Inc. (AMP)
+5.22%
Genuine Parts Co. (GPC)
+5.11%
P.A.M. Trans. (PTSI) Jul & Aug
+5.08%


S&P 500 This Week:
1.6%

***

Our Leading Gainers Since Date of Recommendation:

Company & Ticker
Change*

Chaparral Steel Company (CHAP)
+229.4%
Altria (MO) (Hi-Div & Bear)
+215.8%
Gamestop Corp. (GME)
+134.4%
LSI Industries (LYTS)
+119.5%
Freescale Semiconductor Inc. (FSL)
+112.2%
Vanguard-Global Equity (VHGEX)
+104.9%
AEP Industries Inc. (AEPI)
+102.3%
Oakmark Global (OAKGX)
+100.0%
NewMarket Corp. (NEU)
+96.3%
MoneyGram Int'l (MGI)
+96.1%
Ruddick (RDK)
+90.0%
Vanguard Energy (VGENX)
+88.8%
MEMC Electronic Materials Inc. (WFR)
+85.3%
Andersons Inc. (ANDE)
+79.3%
RPM International (RPM)
+71.4%
Genesis Healthcare (GHCI)
+69.0%
Eaton Vance Corp. (EV)
+68.6%
SCPIE Holdings Inc. (SKP)
+63.1%
Flow International Corp. (FLOW)
+62.7%
Jack Henry & Associates Inc. (JKHY)
+57.4%
Knology, Inc. (KNOL)
+50.4%
Kaydon Corp. (KDN)
+49.5%

*Including dividends

The list above now includes Cornerstone stocks that appeared in the top 10 positions of screens from the past 12 months.

***

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 a return of 10.9% per year vs 9.1% 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 have a tendency 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 a return of 31.5% 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 a return of 38.1% per year.

***

Mutual Funds

Our "One-Stop Shopping" fund portfolio is up 102.6% (23.3% per year) since inception in May 2003 versus 10.8% per year for the S&P 500. The Highly-Rated No-Load Fund Portfolio has risen 86.4% (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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