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Investor Sentiment
Long-Term Market Model – Bearish since December 8th.
Asset Allocation – AAS Model Portfolios are allocated at 50% cash and 50% long.
Top Alpha Generating Securities
Date = Date of AAS “Buy” or “Short/Sell” Recommendation
Brush Engineered Material (BW 3/6/07)
RTI International Metals (RTI 10/11/06)
Precision Castparts Corp. (PCP 9/20/06)
Martin Marietta Materials Inc. (MLM 11/6/06)
U.S. Steel Co. (X 2/28/07)
MEMC Electronic Materials Inc. (WFR 1/8/07)
Cleveland-Cliffs Inc. (CLF 11/17/06)
Chaparral Steel Co. (CHAP 11/1/06)
Universal Corp. (UVV 11/29/06)
Blue Coat Systems Inc. (BCSI 3/1/07)
Beazer Homes USA Inc. (BZH 1/25/07)
Meritage Homes Corp. (MTH 12/18/06)
The Ryland Group, Inc. (RYL 2/20/07)
Fremont General Corp. (FMT 12/29/06)
Advanced Micro Devices Inc. (AMD 9/27/06)
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