Good Morning
Investor Sentiment
Long-Term Market Model – Bearish since December 8th.
Asset Allocation – AAS Model Portfolios are between 56.25% and 75% long currently.
Beta Exposure and Portable Alpha Generation
Date = Date of AAS “Buy” or “Short/Sell” Recommendation
NBTY, Inc. (NTY 12/5/06)
CarMax Inc. (KMX 7/25/06)
Savient Pharmaceuticals Inc. (SVNT 8/9/06)
Martin Marietta Materials, Inc. (MLM 11/6/06)
The Goodyear Tire & Rubber Co. (GT 8/23/06)
Volt Information Sciences, Inc. (VOL 11/6/06)
Brown Shoe Company Inc. (BWS 9/12/06)
Precision Castparts Corp. (PCP 9/20/06)
Public Storage Inc. (PSA 12/13/06)
The Bear Sterns Co. Inc. (BSC 11/13/06)
CONSOL Energy Inc. (CNX 12/15/06)
Brightpoint Inc. (CELL 9/19/06)
Advanced Micro Devices Inc. (AMD 9/27/06)
Plexus Corp. (PLXS 12/29/07)
Rogers Corp. (ROG 12/6/06)
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