Dollar Wise Decisions

Tuesday, October 24, 2006

Tue 10/23/06 Updates w/ Up & Downgrades

Ford Motor (F) took a jump in price of over 5% when upgraded by Goldman Sachs from Sell to Neutral.

Knight Transportation (KNX) was downgraded by Wachovia from Outperform to Market Perform. KNX is the 'K' in AEFKY and, if I'm not mistaken, it was also the company that just posted records revenues and income ...go figure.

Anheuser-Busch (BUD) was downgraged by UBS from Neutral to Reduce.

Pfizer (PFE) was downgraded by UBS from Buy to Neutral. PFE isn't part of any DWD index but is one of my personal holdings.

Kimberly-Clark (KMB) was downgraded by Citigroup from Hold to Sell. KMB has a very nice DRIP with no fees, a reasonable monthly deposit min. of only $25, has been paying dividends since 1935 and has been increasing dividends for the past 31 years. KMB has a 3 star rating from Morningstar, which means it's trading around it's estimated Fair Value. KMB hit a 52 week high on 10/20 but dropped 2.77% today, the stock pays a 2.94% dividend yield, has a P/E ratio of 22.45, below average risk and a stewardship grade of B. It is considered a Large Value stock of Slow Growth in the Consumer Goods sector.

Worthington Industries (WOR) took a nice jump today of 3.95% after being beaten down a bit in the past few weeks. WOR is a High Yield (3.86%), Small Value stock origianlly brought to my attention by Lisa (curator of The LISA Portfolio). There are only 8 companies which fit the criteria of Small Value and High Yield with a 4+ star rating from Morningstar and WOR is one of them. Others I may have mentioned are Tuesday Morning (TUES) and W.P. Stewart Company (WPL), Weswood One (WON) is another of the eight. I keep an eye on WOR because it would fill several current needs as indicated by the Morningstar portfolio analyzer which includes a need for a High Yield stock and something in the Industrial Materials sector.

Major Markets; DWDI, LISA, SPDRs & Diamonds
Day Ending Scores
Market

% Change

Value

Dow

+0.09%

12,127.64

S&P 500

+0.03%

1,377.38

NASDAQ

-0.46%

2,344.84

...
DWD Indexes..
DWDI

0.00

1,068.87

LISA

+0.06

1,053.04

Warm & Fuzzy

+0.12

1,085.75

Ambitious

-1.73

1,001.85

AEFKY

+0.64

1,031.14

.. .
Benchmark Indicies..
Diamonds DIA

+0.28%

1,035.98

Spiders SPY

+0.30%

1,048.76


Personal Portfolio-0.28
Skip's List-0.13


Daily recap for the 10 Stocks that make up the Dollar Wise Decisions Index (DWDI)
Stock

% Change

Value
Anheuser-Busch

-1.47

99.45
Biomet

-0.20

110.77
Fastenal

1.06

110.03
Home Depot

0.72

101.50
Johnson&Johnson

-0.51

107.49
Medtronic

1.03

105.19
Microsoft

-0.60

106.08
Wal-Mart

0.04

106.23
Washington Post

0.00

103.63
Wrigley

-0.17

118.51


Daily recap for the 10 Stocks that make up The LISA Portfolio
Stock

% Change

Value
3M

-0.25

109.34
Coca-Cola

-0.53

106.91
Daimler-Chrysler AG

-0.08

104.56
Home Depot

0.72

101.50
Humana

-0.60

100.41
Johnson & Johnson

-0.51

107.49
Lowe's Companies

-1.42

107.48
Target

-1.05

107.77
Toyota Motor ADR

0.70

110.50
Worthington Industries

3.95

97.08

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