Good Morning
Investor Sentiment
Long-Term Market Model – Bearish since December 8th.
Asset Allocation – AAS Model Portfolios have 75% cash allocations and mixed long – short allocations.
Top Alpha Generating Securities
Date = Date of AAS “Buy” or “Short/Sell” Recommendation
Precision Castparts Corp. (PCP 9/20/06)
RTI International Metals (RTI 10/11/06)
Allegheny Technology Inc. (ATI 10/5/06)
Deckers Outdoor Corp. (DECK 9/7/06)
Blue Coat Systems Inc. (BCSI 3/1/07)
WebEx Communications Inc. (WEBX 2/13/07)
Belden CDT Inc. (BDC 1/19/07)
Brush Engineered Material (BW 3/6/07)
Chemed Corp. (CHE 3/8/07)
Constellation Energy Group Inc. (CEG 11/24/06)
Beazer Homes USA Inc. (BZH 1/25/07)
Meritage Homes Corp. (MTH 12/18/06)
Spectrum Brands Inc. (SPC 2/8/07)
Shuffle Master Inc. (SHFL 12/11/06)
The Ryland Group Inc. (RYL 2/20/07)
0 Comments:
Post a Comment
<< Home