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Investor Sentiment
Long-Term Market Model – Bullish since April 27, 2007
Asset Allocation Recommendation – AAS Model Portfolios are allocated at 75% cash and 25% long.
Top Alpha Generating Securities
Date = Date of AAS “Buy” or “Short/Sell” Recommendation
Varian Semiconductor (VSEA 3/27/07)
Amazon.com, Inc. (AMZN 3/21/07)
Chaparral Steel Co. (CHAP 11/1/06)
Chemed Corp. (CHE 3/8/07)
Reliance Steel & Aluminum (RS 1/23/07)
Entergy Corp. (ETR 11/2/06)
Pre-Paid Legal Services, Inc. (PPD 3/7/07)
National-Oilwell Varco Inc. (NOV 3/7/07)
Cleveland-Cliffs Inc. (CLF 11/17/06)
Manitowoc Company Inc. (MTW 3/16/07)
The Corporate Executive Board Co. (EXBD 12/1/06)
Google Inc. (GOOG 12/18/06)
USNA Health Sciences Inc. (USNA 3/15/07)
Shuffle Master Inc. (SHFL 12/11/06)
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