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2006 In Review:
Nine Consecutive Years of Beating the Market

01/01/2007

For the ninth year in a row, our Primary Stock Portfolio beat the S&P 500. The portfolio also produced a gain in all nine years.

Below is a list of the 2006 performance of our recommended portfolios and our top gainers for the year.

Our Top Gainers In 2006:

Company, Ticker & Portfolio Link
Change

Chaparral Steel Company (CHAP)
Adjusted for stock split on 9/5/06
+192.7%

NewMarket (NEU)
Bought on 2/3/06 for Cornerstone
+107.9%

AEP Industries Inc. (AEPI)
Bought on 1/6/06 for Cornerstone
+101.8%

US LEC Corp. (CLEC)
Bought on 8/4/06 for Cornerstone
+98.1%

Fairfax Financial Holdings (FFH)
+83.8%

DirecTV Group Inc. (DTV)
+76.6%

MEMC Electronic Materials (WFR)
+76.6%

GameStop Corp. (GME)
+73.2%

Treehouse Foods Inc. (THS)
+66.7%

Broadwing Corporation (BWNG)
Bought on 2/3/06 for Cornerstone
+65.5%

Knology, Inc. (KNOL)
Bought on 4/7/06 for Cornerstone

+58.8%

Freescale Semiconductor Inc. (FSL)
Sold in Dec. for 128.4% gain overall
+58.8%

CSK Auto Corp. (CAO)
+50.7%

International Game Technology (IGT)
+50.1%

Trustreet Properties, Inc. (TSY)
+46.8%

WP Stewart & Co. Ltd. (WPL)
+46.4%

China Wireless Comm. (CNTF)
+46.1%

Vivo Participacoes S.A. (VIV)
+42.4%

CPI Corp. (CPY)
Bought on 8/4/06 for Cornerstone
+42.4%

Celanese Corp. (CE)
+42.3%

Dobson Communications (DCEL)
+41.9%

Midwest Air Group Inc. (MEH)
Bought on 11/3/06 for Cornerstone
+41.1%

Lear Corp. (LEA)
+40.6%

WR Grace & Co. (GRA)
Bought on 4/7/06 for Cornerstone
+40.0%

Diageo plc (DEO)
+36.0%

Spectrum Brands, Inc. (SPC)
+35.2%

PriceSmart Inc. (PSMT)
Bought on 6/2/06 for Cornerstone
+35.2%

Ternium S.A. (TX)
Bought for Int'l, & Value Portfolios
+33.8%

US Airways Group, Inc. (LCC)
Bought on 4/7/06 for Cornerstone
+33.6%

SUPERVALU Inc. (SVU)
+33.1%

Ameriprise Financial Inc. (AMP)
+32.9%

Mittal Steel Company NV (MT)
Bought for Int'l, & Value Portfolios
+31.4%

Telecom Corp. of New Zealand (NZT)
Bought for Hi-Yld, Int'l, & Value
+30.7%

Ruddick Corp. (RDK)
+30.4%


S&P 500
13.6%

***

Our Portfolios in 2006:

Portfolio
Change

Industry/Sector Spotlight
+40.9%

Primary Stock Portfolio
+34.9%

Short-Term Stock Portfolio
+31.7%

Bear Market Portfolio
+30.5%

International Portfolio
(return since inception on 8/28/06)
+26.6%

One-Stop Shopping Fund Portfolio
+23.9%

Value Stock Portfolio
(return since inception on 8/18/06)
+23.6%

Cornerstone Growth Stock Screen*
+22.4%

Index Funds & ETFs
+20.0%

Cornerstone Growth Stock Screen**
+18.6%

High-Yield Value Stock Portfolio (return since inception on 8/18/06)
+18.1%

Highly-Rated No-Load Fund Portfolio
+17.4%

High-Dividend Blue Chip Portfolio
+17.1%


S&P 500
13.6%

*Purchasing stocks in the 4-10 positions each month and holding for one month

** Purchasing stocks in the 1-10 positions each month and holding for 1 year

***

-Rex M. Jacobsen
Sr. Editor

 




 

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