September 16th, 2006
The Watch List This Week (September 10-16, 2006)
Our Watch List posted gains of 2.25% this week, topping two of its benchmarks but trailing the other two. The performance quarter-to-date has also been average.
The Watch List was helped by Adobe’s strong earnings report, which was one we got right. We also think DELL has bottomed out.
On the other hand, our high weighting in basic material, energy, and other commodity-related stocks is hurting us now. Luckily we think that may soon end.
