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.
