Watch List

Important Note: This Watch List should not be construed as a recommendation to buy any or all of these securities. This is simply a list we will track and write about. You should never buy a stock without first consulting a registered investment advisor to determine its appropriateness for your portfolio and your circumstances.

Name

Industry

Shares

Basic Materials

SSL

Sasol Limited (ADR)

Chemical Manufacturing

28

SLGN

Silgan Holdings Inc.

Containers & Packaging

27

GG

Goldcorp Inc. (USA)

Gold & Silver

36

GLG

Glamis Gold Ltd. (USA)

Gold & Silver

29

GGB

Gerdau S.A. (ADR)

Iron & Steel

75

FCX

Freeport-McMoRan Copper & Gold

Metal Mining

20

Capital Goods

CRDN

Ceradyne, Inc.

Aerospace & Defense

21

ERJ

Embraer- (ADR)

Aerospace & Defense

29

GFF

Griffon Corporation

Constr. – Supplies & Fixtures

39

NVR

NVR, Inc.

Construction Services

2

OHB

Orleans Homebuilders

Construction Services

63

TOL

Toll Brothers, Inc.

Construction Services

37

MIDD

The Middleby Corporation

Misc. Capital Goods

12

Conglomerates

FO

Fortune Brands, Inc.

Conglomerates

14

MMM

3M Company

Conglomerates

12

NHY

Norsk Hydro ASA (ADR)

Conglomerates

40

Consumer Cyclical

TPX

Tempur-Pedic International Inc.

Furniture & Fixtures

71

CTTAY

Continental AG (ADR)

Tires

10

BUD

Anheuser-Busch Companies, Inc.

Beverages (Alcoholic)

22

HINKY

Heineken N.V. (ADR)

Beverages (Alcoholic)

51

HANS

Hansen Natural Corp.

Beverages (Nonalcoholic)

6

CPB

Campbell Soup Company

Food Processing

28

PLB

American Italian Pasta Company

Food Processing

122

CL

Colgate-Palmolive Company

Personal & Household Prods.

17

LBY

Libbey Inc.

Personal & Household Prods.

144

PYX

Playtex Products, Inc.

Personal & Household Prods.

95

USNA

USANA Health Sciences, Inc.

Personal & Household Prods.

26

YCC

The Yankee Candle Company, Inc.

Personal & Household Prods.

39

UST

UST Inc.

Tobacco

23

VGR

Vector Group Ltd.

Tobacco

61

Energy

HW

Headwaters Incorporated

Coal

39

COP

ConocoPhillips

Oil & Gas – Integrated

17

STO

Statoil ASA (ADR)

Oil & Gas – Integrated

39

KCS

KCS Energy, Inc.

Oil & Gas Operations

38

HELX

Helix Energy Solutions Group Inc.

Oil Well Services & Equipment

32

Financial

CLAY

Clayton Holdings, Inc.

Consumer Financial Services

81

LEND

Accredited Home Lenders Holding Co.

Consumer Financial Services

22

NICK

Nicholas Financial Inc.

Consumer Financial Services

74

SIE

Sierra Health Services, Inc.

Insurance (Accident & Health)

23

GBL

Gamco Investor Inc.

Investment Services

29

SEIC

SEI Investments Company

Investment Services

23

FII

Federated Investors, Inc.

Misc. Financial Services

32

CIB

Bancolombia S.A. (ADR)

Regional Banks

43

FBP

First BanCorp.

Regional Banks

108

FRGB

First Regional Bancorp

Regional Banks

12

RGF

R&G Financial Corporation

Regional Banks

124

Healthcare

BSTE

Biosite Incorporated

Biotechnology & Drugs

23

PRX

Par Pharmaceutical Companies, Inc

Biotechnology & Drugs

51

TARO

Taro Pharmaceutical Industries Ltd.

Biotechnology & Drugs

99

AHG

Apria Healthcare Group Inc.

Healthcare Facilities

56

LAKE

Lakeland Industries, Inc.

Medical Equipment & Supplies

69

Services

AD

ADVO, Inc.

Advertising

42

VCI

Valassis Communications, Inc.

Advertising

37

SGA

Saga Communications, Inc.

Broadcasting & Cable TV

105

ACN

Accenture Ltd

Business Services

37

CSGS

CSG Systems International, Inc.

Business Services

41

DNB

The Dun & Bradstreet Corporation

Business Services

15

EFX

Equifax Inc.

Business Services

28

FIS

Fidelity National Information Services

Business Services

28

IBM

International Business Machines Corp.

Business Services

13

MCRI

Monarch Casino & Resort, Inc.

Casinos & Gaming

38

MGAM

Multimedia Games, Inc.

Casinos & Gaming

104

SHFL

Shuffle Master, Inc.

Casinos & Gaming

32

DCM

NTT DoCoMo, Inc. (ADR)

Communications Services

68

UTSI

UTStarcom, Inc.

Communications Services

157

HRB

H&R Block, Inc.

Personal Services

42

JRC

Journal Register Company

Printing & Publishing

109

IMH

IMPAC Mortgage Holdings, Inc

Real Estate Operations

94

NEW

New Century Financial (REIT)

Real Estate Operations

22

ISCA

International Speedway Corporation

Recreational Activities

22

RCII

Rent-A-Center, Inc

Rental & Leasing

40

SBUX

Starbucks Corporation

Restaurants

27

YUM

Yum! Brands, Inc.

Restaurants

19

JOSB

Jos. A. Bank Clothiers, Inc.

Retail (Apparel)

41

TJX

The TJX Companies, Inc.

Retail (Apparel)

44

PETS

PetMed Express, Inc.

Retail (Drugs)

82

NAFC

Nash-Finch Company

Retail (Grocery)

49

ABG

Asbury Automotive Group, Inc.

Retail (Specialty)

48

AZO

AutoZone, Inc.

Retail (Specialty)

11

BGP

Borders Group, Inc.

Retail (Specialty)

52

BJ

BJ’s Wholesale Club, Inc.

Retail (Specialty)

36

GTRC

Guitar Center, Inc.

Retail (Specialty)

20

HZO

MarineMax, Inc.

Retail (Specialty)

37

MCM

Controladora Comercial Mexicana SA (ADR)

Retail (Specialty)

33

ZLC

Zale Corporation

Retail (Specialty)

41

ESI

ITT Educational Services

Schools

16

MTLM

Metal Management, Inc.

Waste Management Services

34

Technology

PLT

Plantronics, Inc.

Communications Equipment

46

DELL

Dell Inc.

Computer Hardware

42

TZOO

Travelzoo Inc.

Computer Services

34

DADE

Dade Behring Holdings, Inc.

Scientific & Technical Instr.

26

ADBE

Adobe Systems Incorporated

Software & Programming

33

CTSH

Cognizant Technology Solutions Corp.

Software & Programming

15

ORCL

Oracle Corporation

Software & Programming

69

Transportation

PNCL

Pinnacle Airlines Corp.

Airline

151

AMIE

Ambassadors International, Inc.

Misc. Transportation

42

ABFS

Arkansas Best Corporation

Trucking

23

LSTR

Landstar System, Inc.

Trucking

22

Utilities

PCG

PG&E Corporation

Electric Utilities

26

SJI

South Jersey Industries

Natural Gas Utilities

38

The Watch List names were chosen according to a combination of quantitative screens and our own familiarity with the stocks listed.

Disclosure: Author is long Starbucks (SBUX) at time of publication.