at a big discount to their earnings prospects and ready to rally.
| 02-Jan |
30-Apr |
| 6.74 |
12.55 |
| Buy |
+86.2% |
| 16-Jan |
30-Apr |
| 9.20 |
15.14 |
| Buy |
+64.6% |
| 27-Feb |
30-Apr |
| 5.00 |
6.80 |
| Buy |
+36.0% |
STOCK
PICKS
STOCK
PICKS
compared to losses of -23% for Russell 2000 and -28% for NASDAQ.
| 2008 Top Stock |
Cheap Growth |
| IXYS |
+59.1% (60 days) |
| 2008 Top Stock |
Bargain Bin |
| USMO |
+66.8% (119 days) |
1. MOH 03/20/09 19.38 Medicare managed care
4Q revenue up +20%; proposed health reform should help
0.8 PEG, 0.9x cash, low 0.2x sales, 18% short
2. SYX 03/20/09 12.05 computer distribution
TigerDirect online retail division ranked top availability
16% ROE, low 0.2x sales, good cashflow, no debt
3. MTX 03/27/09 32.05 specialty minerals
record earnings in 2008 despite flat sales and weak 4Q
0.9x book, 0.6x sales, strong cashflow, low debt
4. ZOLL 03/27/09 14.77 resuscitation devices
Northland Securities started coverage with Outperform
18% EG, low 0.8x sales, strong cashflow, no debt
No Buy signals in March
Picks of 2006
Ten Picks
| INVESTMENT RETURNS |
YTD 09 |
2008 |
2007 |
2006 |
2005 |
| S&P 500 |
-3.4% |
-38.5% |
+3.5% |
+13.6% |
+3.0% |
| NASDAQ |
+8.9% |
-40.5% |
+9.8% |
+9.5% |
+1.4% |
| Russell 2000 |
-2.4% |
-34.8% |
-2.7% |
+17.0% |
+3.3% |
| Parabolic Stock Picker |
-2.8% |
-22.3% |
-4.2% |
+49.3% |
+26.5% |
(1991 – 2007)
Apr 30, 2009
1. MOH 19.38 (03/20) 19.09 (03/27) -1.5%
health stocks waiting for government plans
1. CHIC 6.71 (03/20) 7.95 (03/27) +18.5%
company urged no vote on dissident Board slate
2. OVTI 6.51 (03/20) 7.58 (03/27) +16.4%
recovered from last week’s broker downgrade
3. GCOM 4.94 (03/20) 5.64 (03/27) +14.2%
awarded multiple government agency contracts
| 2007 Top Stock |
Bargain Bin |
| OVTI |
+91.4% (189 days) |
| 2007 Top Stock |
Cheap Growth |
| AATI |
+59.9% (154 days) |
