Dollar Wise Decisions

Thursday, November 09, 2006

Thur 11/09/06 Updates & LISA Analysis

The LISA Portfolio
This is actually one of the best portfolios being tracked. Keep in mind, the Dollar Wise Decisions Index was created using various stock screens & analysts reports while the LISA Portfolio (LP)was a selection of stocks of the top of her (Lisa's) head. Also, the original LP included the Canadian Oil Sands Trust (COS.UN) also traded on the pink sheets under COSWF.

On May 5, 2006 Humana (HUM) closed at $41.80 and ran all the way up to $67.52 on Sept 21, 2006 - that's a gain of 61.53% in less than 4 months! That's an annualized return over 185% but, as fate would have it, the LP cost basis was taken the very day after it's peak, on Sept 22, 2006. So, even though HUM is down about 20% since index inception, it's still 40% above where it was this past May - the stock is a mover!

If HUM is removed from the LP we would have a value today of $1,060.91, a gain of about 6.1% which exceeds the DWDI by about 8+%. HUM has a 10 year average return over 12%

DiamlerChrysler & Toyota are up the most; 17.88% and 14.4% respectively.

The only other stock below it's inital $100 cost basis is Worthington Industries (WOR) which sort of had a similar stock chart as HUM in that WOR was at a low of 16.36 in June then ran up to 21.74 in July, a gain of 33% in under a month (close to 400% annualized)
WOR is back down around it's yearly low and over the last 3 years spent much of it's time in the $18.50 - $21 range.

WOR was rated by Fortune magazine as one of the 100 Best companies to work for in 2006 and ranked #1 in it's industry as most admired company. The stock pays about a 4% dividend and can be accumulated via a DRIP where all purchases are free to the shareholder - overall a pretty nice deal and ...the only stock in the LP which actually went up today. Nice Diversification!

UPGRADES
Urban Outfitters (URBN) Hold to Buy
Cisco Systems (CSCO) Neutral to Buy
Sonic Solutions (SNIC) Neutral to Overweight
NetBank (NTBK) Underperform to Mkt Perform

Downgrades
Allegheny Energy (AYE) Buy to Hold
New York Times (NYT) Equal-Weight to Underweight
Harley-Davidson (HOG) Buy to Hold - 2x
Lowe's (LOW) Buy to Hold
Sirius Satellite (SIRI) Outperform to Mkt Perform

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

Market

% Change

Value

Dow

-0.60%

12,103.30

S&P 500

-0.53%

1,378.33

NASDAQ

-0.37%

2,376.01

...
DWD Indexes..
DWDI

-0.92

1,052.49

LISA

-1.30

1,035.44

Warm & Fuzzy

-0.50

1,090.46

Ambitious

-0.91

1,019.32

AEFKY

-1.12

1,004.88

.. .
Benchmark Indicies..
Diamonds DIA

-0.55%

1,035.55

Spiders SPY

-0.53%

1,051.04




Personal Portfolio - Taxable-0.96
Personal Portfolio - Retirement-0.43
Skip's List-0.88


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

Stock

% Change

Value
Anheuser-Busch

0.00

100.17
Biomet

-1.35

117.60
Fastenal

-2.61

97.19
Home Depot

-1.07

102.48
Johnson&Johnson

-2.71

103.43
Medtronic

-0.87

105.19
Microsoft

0.97

109.75
Wal-Mart

-1.36

96.06
Washington Post

-0.23

103.28
Wrigley

-0.21

117.35


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

Stock

% Change

Value
3M

-0.65

107.98
Coca-Cola

-0.49

106.04
Daimler-Chrysler AG

-0.56

117.88
Home Depot

-1.07

102.48
Humana

-4.40

80.61
Johnson & Johnson

-2.71

103.43
Lowe's Companies

-1.42

102.72
Target

-1.86

103.17
Toyota Motor ADR

-0.87

114.37
Worthington Industries

0.29

96.75

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