Perverse Investment Candidates

"To be included, a company's annual growth rate of sales, cash flow, earnings, dividends and book value must together have averaged 13% or more over the last 10 years and be expected to average at least 13% in the coming 3-5 years." - VALUE LINE INVESTMENT SURVEY

"........... and be rated #5 (lowest) for Timeliness!"

How important is it that we wait until the "Highest Growth Stocks" reach a "Timeliness" of #5? Look at the graphic below. As you can see, all the time CSCO was part of the 1999 and 2000 BUBBLE, it was rated HIGHER than #5. It was ONLY AFTER the stock had lost about 75% of its SHARE Price that Value Line decided that it was "#5, Lowest Timeliness For The Next Twelve Months."

CSCO Before it was added to the PIC list

Now look below at CSCO's history since joining my PIC list. Please note that it's performed adequately in a terrible market and that AIM has done a reasonably good job of maintaining value and limiting risk.

See Cisco's AIM history

UPDATED 11/16/2007
AIM managed PIC results: Profit (Loss) = +56.3%
66% Invested, 34% Cash Reserve
(additional $191,652 available for new positions)

AIM has given Better performance with Less Risk
with active management!

ANNUAL RESULTS
YEAR
AIM/PIC Gain/Loss
% - S&P 500
2001
+14.8%
-9.2%
2002
-15.8%
-23.0%
2003
+40.5%
+26.4%
2004
+8.5%
+8.6%
2005
nil
+3.0%
2006
+9.2%
+13.8%
2007 YTD
+11.8%
+3.3%

(Please see the 2003 Results for each PIC stock)


( These images courtesy of www.riskgrades.com )

Shown below are historical graphs showing price, trade and asset allocations of my Perverse Investment Candidates (PIC List) as managed by AIM and my "Vealie" concept tying it to the Idiot Wave. The stacked bar graphs show the Cash Reserve in RED and the Equity Value in BLUE. Being a stacked graph, each bar represents the total value (cash plus equity) of the investment each week for the extent of the graph's history. On the stacked bar graphs you will see "+" and "-" symbols that designate "Buy" and "Sell" points along the way, respectively. Short vertical lines "l" indicate where I've used a "vealie" to keep AIM's urge to build too much cash under control. All examples use standard SAFE values (10% SAFE for buying and selling) for each Equity. All stocks will show trades based upon weekly updates and minimum order size of 5% of the Portfolio Control value.

Please view these histories as a contrary way to benefit from Value Line's "Highest Growth Stocks" list and educational information as to how AIM has worked with this selection process.

NOTE: These examples will continue to be run by the settings described above. No attempt has been made to "Optimize" the results. No "tweeking" along the way, just "set and forget."
ADCT; ADPT; APCC;AVD; BBDB.TO; CBK;CDN; CCU; CERN (final); CGNX; CHUX; CLE(final); COGN; CSCO(final); CSC; ELN(final); ELX; ERICY(final); FHCC(final); FIC; GPS; HELE; INTC; IVC; KEA; KSS; LEG(final); MCRS(final); MKL(final); MOLXE; MTW; NAUT(final); NBTY; OSI (final); PLAB(final); PPC; RATL(final); ROST; SCH(final); SMTC; SUNW; SWFT; TIF; TLAB(final); TROW(final); VOD; VOL(final); VPI(final); WMS; WTSLA; ZQK(final)

(All graphs and info screens courtesy of Newport Programs AIM software)

ADCT
04/09/2001 Account started with 706 shares at $8.22 and $4196.68 Cash Reserve.
BETA = 1.40
Buy and Hold Profit = -69.9%
04/09/2001 Account started with 706 shares at $8.22 and $4196.68 Cash Reserve.
05/21/2001 Sold 78 shares @ 10.42.
05/28/2001 Bought 39 shares @ 7.95, and Portfolio control changed from 5803 to 5958 .
06/18/2001 Bought 121 shares @ 6.97, and Portfolio control changed from 5958 to 6380 .
06/25/2001 Bought 80 shares @ 6.74, and Portfolio control changed from 6380 to 6650 .
07/09/2001 Bought 92 shares @ 6.35, and Portfolio control changed from 6650 to 6942 .
07/23/2001 Bought 135 shares @ 5.83, and Portfolio control changed from 6942 to 7336 .
07/30/2001 Bought 324 shares @ 4.8, and Portfolio control changed from 7336 to 8114 .
08/06/2001 Bought 59 shares @ 4.89, and Portfolio control changed from 8114 to 8258 .
09/17/2001 Bought 33 shares @ 3.0099, and Portfolio control changed from 8258 to 8308 .
10/18/2002 Bought 2 shares @ 1.11, and Portfolio control changed from 8308 to 8309 .
05/15/05 Changed number of shares owned from 1513 to 216.143
06/20/2006 Added $6554.37 to cash reserve from Surplus Cash.
06/20/2006 Bought 284 shares @ 15.94, and Portfolio control changed from 8309 to 10572 due to the purchase.
07/19/2006 Bought 139 shares @ 14.58, and Portfolio control changed from 10572 to 11585 due to the purchase.

ADPT
12/31/2000 Account started with 595 shares at $10.25 and $3901.25 Cash Reserve.
BETA = 1.40
Buy and Hold Profit = -67.1%
12/31/2000 Account started with 595 shares at $10.25 and $3901.25 Cash Reserve.
01/15/2001 Sold 45 shares @ 12.44.
01/21/01 "VEALIE" changed Portfolio Control from 6099 to 6499
01/22/2001 Sold 29 shares @ 13.94.
01/28/01 "VEALIE" changed Portfolio Control from 6499 to 6809
01/28/01 "VEALIE" changed Portfolio Control from 6809 to 6966
03/12/2001 Bought 103 shares @ 10.31, and Portfolio control changed from 6966 to 7497 .
03/19/2001 Bought 90 shares @ 9.66, and Portfolio control changed from 7497 to 7932 .
03/26/2001 Bought 93 shares @ 9.03, and Portfolio control changed from 7932 to 8352 .
04/02/2001 Bought 95 shares @ 8.5, and Portfolio control changed from 8352 to 8756 .
04/30/2001 Sold 33 shares @ 11.24.
06/18/2001 Bought 56 shares @ 8.65, and Portfolio control changed from 8756 to 8998 .
07/16/2001 Sold 47 shares @ 11.46.
09/17/2001 Bought 67 shares @ 8.71, and Portfolio control changed from 8998 to 9290 .
09/24/2001 Bought 145 shares @ 7.77, and Portfolio control changed from 9290 to 9896 .
10/22/2001 Sold 76 shares @ 10.89.
10/29/2001 Sold 128 shares @ 12.55.
11/05/2001 Sold 86 shares @ 13.85.
11/12/2001 Sold 36 shares @ 14.4.
11/19/2001 Sold 37 shares @ 15.15.
12/10/2001 Sold 49 shares @ 16.27.
01/08/2002 Sold 43 shares @ 17.36.
03/07/2002 Bought 62 shares @ 12.95, and Portfolio control changed from 9853 to 10254 .
03/21/2002 Bought 79 shares @ 12.13, and Portfolio control changed from 10254 to 10733 .
03/25/2002 Bought 53 shares @ 11.84, and Portfolio control changed from 10733 to 11047 .
06/18/2002 Bought 200 shares @ 9.49, and Portfolio control changed from 11047 to 11996 .
07/14/2002 Bought 200 shares @ 7.93, and Portfolio control changed from 11996 to 12789 .
07/23/2002 Bought 54 shares @ 6.92, and Portfolio control changed from 12789 to 12976 .
06/20/2006 Added $4415.92 to cash reserve from Surplus Cash.
06/20/2006 Bought 1011 shares @ 4.35, and Portfolio control changed from 12796 to 15175 due to the purchase.

AVD
01/08/2007 Account started with 297.952 shares @ $16.11 and $5200 Cash Reserve.
BETA = 1.20
Buy and Hold Loss = -8.9%
01/08/2007 Account started with 297.952 shares at $16.11 and $5200 Cash Reserve.
02/26/2007 Sold 16 shares @ 19.03.
03/12/2007 Bought 21 shares @ 14.49, and Portfolio control changed from 4800 to 4952 due to the purchase.
05/21/2007 Bought 24 shares @ 13.86, and Portfolio control changed from 4952 to 5118 due to the purchase.
08/01/2007 Bought 34 shares @ 13.01, and Portfolio control changed from 5118 to 5339 due to the purchase.
09/17/2007 Sold 26 shares @ 17.84.
09/24/2007 Sold 19 shares @ 18.9.

BBDB.TO
03/28/2003 Account started with 2466.667 shares @ $3.00 and $2600 Cash Reserve.
BETA = 1.20
Buy and Hold Profit = +70.3%
03/28/2003 Account started with 2466.667 shares @ $3.00 and $2600 Cash Reserve.
05/21/2003 Sold 361 shares @ 3.98.
06/19/2003 Sold 272 shares @ 4.56.
10/12/03 Successive "VEALIEs" changed Portfolio Control from 8009 to 9746
02/08/2004 Sold 189 Shares @ 6.67.
03/07/2004 Sold 88 Shares @ 7.00.
05/30/2004 Bought 420 Shares @ 4.57 and Portfolio control changed from 9746 to 10706.
07/11/2004 Bought 585 Shares @ 3.88 and Portfolio control changed from 10706 to 11841.
08/08/2004 Bought 494 Shares @ 3.00 and Portfolio Control Changed from 11841 to 12582.
09/01/2004 Bought 330 shares @ 2.88, and Portfolio control changed from 12847 to 13322.
02/01/2007 Sold 194 shares @ 4.55.
02/19/2007 Sold 172 shares @ 4.8.
06/05/2007 Sold 553 shares @ 5.95.
06/11/2007 Sold 213 shares @ 6.4.
07/16/2007 Sold 106 shares @ 6.67.
11/12/2007 Bought 153 shares @ 5.11, and Portfolio control changed from 13322 to 13713 due to the purchase.

BBY
08/13/2007 Account started with 113 shares at $43.47 and $5087.89 Cash Reserve.
BETA = 1.15
Buy and Hold Profit = +4.1%
08/13/2007 Account started with 113 shares at $43.47 and $5087.89 Cash Reserve.

BRY
02/26/2007 Account started with 161.46 shares at $28.49 and $5400 Cash Reserve.
BETA = 1.15
Buy and Hold Profit = +55.9%
02/26/2007 Account started with 161.46 shares at $28.49 and $5400 Cash Reserve.
04/30/2007 Sold 13 shares @ 34.85.
06/03/07 Changed Portfolio Control from 4600 to 4819
06/21/2007 Sold 14 shares @ 40.25.
10/14/07 Changed Portfolio Control from 4819 to 5146; Cash at 51%.
10/14/07 Changed Portfolio Control from 5146 to 5310; Cash at 51%.
10/31/2007 Sold 7 shares @ 46.64.

CAI
02/19/2007 Account started with 104.559 shares at $47.82 and $5000 Cash Reserve.
BETA = 1.15
Buy and Hold Loss = -1.6%
02/19/2007 Account started with 104.559 shares at $47.82 and $5000 Cash Reserve.

CBH
04/09/2007 Account started with 145.45 shares at $33.00 and $5200 Cash Reserve.
BETA = 1.15
Buy and Hold Gain/Loss = +15.9%
04/09/2007 Account started with 145.45 shares at $33.00 and $5200 Cash Reserve.
10/01/2007 Sold 10 shares @ 39.84.

CBK
01/02/2001 Account started with 336.265 shares at $19.33 and $3500 Cash Reserve.
BETA = 1.25
Buy and Hold Profit/Loss = -21.5%
02/29/2004 Account started with 336.265 shares at $19.33 and $3500 Cash Reserve.
07/20/2004 Bought 36 shares @ 16.03, and Portfolio control changed from 6500 to 6789 due to the purchase.
08/18/2004 Bought 31 shares @ 15.41, and Portfolio control changed from 6789 to 7028 due to the purchase.
11/11/2004 Sold 20 shares @ 20.5.
09/28/2005 Bought 95 shares @ 13.61, and Portfolio control changed from 7028 to 7674 due to the purchase.
11/02/2005 Bought 86 shares @ 12.53, and Portfolio control changed from 7674 to 8213 due to the purchase.
12/22/2005 Sold 39 shares @ 17.5.
12/27/2005 Sold 24 shares @ 18.3.
01/30/2006 Sold 38 shares @ 19.89.
02/23/2006 Sold 27 shares @ 21.05.
03/21/2006 Sold 41 shares @ 23.36.
03/24/2006 Sold 18 shares @ 24.32.
04/26/2006 Sold 19 shares @ 25.66.
05/08/2006 Sold 26 shares @ 27.71.
06/01/2006 Sold 15 shares @ 28.92.
11/07/2006 Bought 38 shares @ 21.23, and Portfolio control changed from 8213 to 8616 due to the purchase.
12/04/2006 Bought 73 shares @ 18.5798, and Portfolio control changed from 8616 to 9294 due to the purchase.
02/01/2007 Bought 47 shares @ 17.95, and Portfolio control changed from 9294 to 9716 due to the purchase.
03/05/2007 Bought 32 shares @ 17.52, and Portfolio control changed from 9716 to 9996 due to the purchase.
05/14/2007 Bought 47 shares @ 16.53, and Portfolio control changed from 9996 to 10384 due to the purchase.
08/01/2007 Bought 60 shares @ 15.5, and Portfolio control changed from 10384 to 10849 due to the purchase.
08/29/2007 Bought 49 shares @ 14.03, and Portfolio control changed from 10849 to 11193 due to the purchase.

CCU
01/02/2001 Account started with 128 shares at $47.625 and $3904 Cash Reserve.
BETA = 1.50
Buy and Hold Profit/Loss = -25.0%
01/02/2001 Account started with 128 shares at $47.625 and $3904 Cash Reserve.
01/15/2001 Sold 18 shares @ 62.56.
09/10/2001 Bought 18 shares @ 43.86, and Portfolio control changed from 6096 to 6491 .
09/17/2001 Bought 25 shares @ 39.1, and Portfolio control changed from 6491 to 6980 .
09/24/2001 Bought 15 shares @ 38.1, and Portfolio control changed from 6980 to 7266 .
01/04/2002 Sold 10 shares @ 51.38.
03/19/2002 Sold 7 shares @ 53.75.
06/24/2002 Bought 18 shares @ 39.53, and Portfolio control changed from 7266 to 7622 .
07/23/2002 Bought 69 shares @ 29.94, and Portfolio control changed from 7622 to 8655 .
08/01/2002 Bought 31 shares @ 25.2399, and Portfolio control changed from 8655 to 9046 .
11/25/2002 Sold 24 shares @ 41.52.
12/03/2002 Sold 19 shares @ 44.9099.
02/13/2003 Bought 15 shares @ 34.34, and Portfolio control changed from 9046 to 9304 .
09/02/2003 Sold 11 shares @ 45.12.
07/18/2004 Bought 14 shares @ 34.82 and Portfolio control changed from 9304 to 9548 .
09/20/2004 Bought 22 shares @ 32.65, and Portfolio control changed from 9597 to 9956.
10/18/2004 Bought 17 shares @ 30.84, and Portfolio control changed from 9956 to 10218.
06/20/2006 Bought 26 shares @ 30.02, and Portfolio control changed from 10218 to 10608 due to the purchase.
07/24/2006 Bought 24 shares @ 28.89, and Portfolio control changed from 10608 to 10955 due to the purchase.
05/21/2007 Sold 15 shares @ 38.08.

CGNX
12/31/2000 Account started with 319 shares at $19.125 and $3899 Cash Reserve.
BETA = 1.35
Buy and Hold Profit/Loss = +8.9%
12/31/2000 Account started with 319 shares at $19.125 and $3899 Cash Reserve.
01/15/2001 Sold 42 shares @ 24.88.
01/28/01 "VEALIE" changed Portfolio Control from 6101 to 6385 at $26.75
04/15/01 "VEALIE" changed Portfolio Control from 6385 to 6635 at $27.64
04/23/2001 Sold 18 shares @ 28.65.
05/06/01 "VEALIE" changed Portfolio Control from 6635 to 6800 at $29.91
05/21/2001 Sold 24 shares @ 32.45.
09/17/2001 Bought 32 shares @ 23.4, and Portfolio control changed from 6800 to 7174.
09/24/2001 Bought 28 shares @ 22.28, and Portfolio control changed from 7174 to 7486.
10/01/2001 Bought 58 shares @ 19.55, and Portfolio control changed from 7486 to 8053.
10/29/2001 Bought 37 shares @ 18.94, and Portfolio control changed from 8053 to 8403.
12/28/2001 Sold 23 shares @ 25.5798.
01/04/2002 Sold 21 shares @ 27.15.
03/19/2002 Sold 23 shares @ 29.1.
06/18/2002 Bought 45 shares @ 21, and Portfolio control changed from 8403 to 8875.
07/14/2002 Bought 86 shares @ 18.1, and Portfolio control changed from 8875 to 9653.
07/23/2002 Bought 100 shares @ 15.63, and Portfolio control changed from 9653 to 10435.
08/01/2002 Bought 52 shares @ 15.19, and Portfolio control changed from 10435 to 10830.
11/25/2002 Sold 63 shares @ 22.43.
12/16/2002 Bought 23 shares @ 17.2 and Portfolio control changed from 10830 to 11028.
02/18/2003 Sold 30 shares @ 23.
07/14/2003 Sold 47 shares @ 25.3.
07/28/2003 Sold 39 shares @ 27.5.
08/21/2003 Sold 24 shares @ 28.96.
02/22/2004 Sold 20 Shares @ 32.47.
03/07/2004 Sold 24 Shares @ 34.72.
06/20/2004 Sold 15 Shares @ 36.14.
08/08/2004 Bought 32 Shares at 27.10 and Portfolio control changed from 11028 to 11462.
09/27/2004 Bought 48 shares @ 24.96, and Portfolio control changed from 11744 to 12343.
04/15/2005 Bought 54 shares @ 23.31, and Portfolio control changed from 12343 to 12972 due to the purchase.
07/25/2005 Sold 33 shares @ 32.07.
08/02/2005 Sold 20 shares @ 33.49.
04/26/2006 Bought 32 shares @ 25.5, and Portfolio control changed from 12972 to 13380 due to the purchase.
06/07/2006 Bought 27 shares @ 24.8298, and Portfolio control changed from 13380 to 13715 due to the purchase.
07/19/2006 Bought 45 shares @ 23.4, and Portfolio control changed from 13715 to 14241 due to the purchase.
10/27/2006 Bought 40 shares @ 22.5798, and Portfolio control changed from 14241 to 14693 due to the purchase.
03/05/2007 Bought 50 shares @ 21.46, and Portfolio control changed from 14693 to 15229 due to the purchase.
08/10/2007 Bought 46 shares @ 20.38, and Portfolio control changed from 15229 to 15698 due to the purchase.

CHS
09/11/2006 Account Started with 305.263 shares at $19.00 and $4200 Cash Reserve.
BETA = 1.30
Buy and Hold Profit/Loss = -43.9%
09/11/2006 Account Started with 305.263 shares at $19.00 and $4200 Cash Reserve.
10/10/2006 Sold 26 shares @ 23.34.
04/02/2007 Sold 14 shares @ 24.43.
04/19/2007 Sold 26 shares @ 27.21.
08/01/2007 Bought 38 shares @ 19.26, and Portfolio control changed from 5800 to 6166 due to the purchase.
08/29/2007 Bought 60 shares @ 16.89, and Portfolio control changed from 6166 to 6673 due to the purchase.
09/24/2007 Bought 81 shares @ 14.75, and Portfolio control changed from 6673 to 7270 due to the purchase.
10/22/2007 Bought 142 shares @ 12.08, and Portfolio control changed from 7270 to 8128 due to the purchase.

COGN
01/09/2006 Account started with 144.051 shares of COGN at $34.71 and $5000 Cash Reserve.
BETA = 1.20
Buy and Hold Profit/Loss = +52.5%
01/09/2006 Account started with 144.051 shares of COGN at $34.71 and $5000 Cash Reserve.
06/05/2006 Bought 10 shares @ 29.64, and Portfolio control changed from 5000 to 5148 due to the purchase.
06/06/2006 Bought 13 shares @ 28.19, and Portfolio control changed from 5148 to 5331 due to the purchase.
07/19/2006 Bought 26 shares @ 25.4, and Portfolio control changed from 5331 to 5661 due to the purchase.
09/11/2006 Sold 11 shares @ 34.8.
10/02/2006 Sold 9 shares @ 36.5.
11/13/2006 Sold 14 shares @ 40.02.
11/21/2006 Sold 10 shares @ 42.52.
01/15/2007 Sold 9 shares @ 45.11.
10/08/2007 Sold 10 shares @ 48.96.
10/14/07 Changed Portfolio Control from 5661 to 5814
11/12/2007 Sold 7 shares @ 52.92.

CSC
04/08/2001 Account started with 178 shares at $32.55 and $4206.10 Cash Reserve.
BETA = 1.00
Buy and Hold Profit = +63.6%
04/08/2001 Account started with 178 shares at $32.55 and $4206.10 Cash Reserve.
05/21/2001 Sold 21 shares @ 41.73 (28% LIFO gain).
06/03/01 "VEALIE" changed Portfolio Control from 5794 to 5971
11/25/01 "VEALIE" changed Portfolio Control from 5971 to 6344
09/17/2001 Bought 16 shares @ 31.64, and Portfolio control changed from 6344 to 6597 .
11/25/01 "VEALIE" changed Portfolio Control from 6597 to 7000
12/28/2001 Sold 14 shares @ 49.31 (55.8% LIFO gain).
03/10/2002 Sold 10 shares @ 52.71.
05/13/2002 Bought 13 shares @ 39.65, and Portfolio control changed from 7000 to 7258 .
07/23/2002 Bought 26 shares @ 35.63, and Portfolio control changed from 7258 to 7721 .
08/06/2002 Bought 25 shares @ 33.25, and Portfolio control changed from 7721 to 8137 .
10/04/2002 Bought 44 shares @ 29.25, and Portfolio control changed from 8137 to 8781 .
10/07/2002 Bought 65 shares @ 25.28, and Portfolio control changed from 8781 to 9603 .
11/07/2002 Sold 17 shares @ 35.17.
05/27/2003 Sold 22 shares @ 37.99.
06/03/2003 Sold 20 shares @ 40.95.
08/14/2003 Sold 17 shares @ 43.62.
01/25/2004 Sold 15 Shares @ 46.54.
10/04/2004 Sold 14 shares @ 49.19.
11/15/2004 Sold 23 shares @ 55.29.
12/06/2004 Sold 10 shares @ 57.58.
04/15/2005 Bought 14 shares @ 43.96, and Portfolio control changed from 9603 to 9911 due to the purchase.
04/10/2006 Sold 9 shares @ 57.97.
07/09/2007 Sold 9 shares @ 60.85.

ELX
7/11/2004 Account started with 552.147 shares at $11.41 and $3,500.00 Cash Reserve.
BETA = 1.90
Buy and Hold Profit/Loss = +61.9%
7/11/2004 Account started with 552.147 shares at $11.41 and $3,500.00 Cash Reserve.
08/15/2004 Bought 68 Shares @ 9.33 and Portfolio control changed from 3500 to 3817.
09/19/04 "VEALIE" changed Portfolio Control from 6485 to 7051.
12/02/2004 Sold 31 shares @ 14.1.
12/06/2004 Sold 55 shares @ 15.74.
01/03/2005 Sold 35 shares @ 16.84.
06/12/05 "Vealie" changed Portfolio Control from 7051 to 7290
07/11/2005 Sold 25 shares @ 19.91.
08/30/2005 Sold 19 shares @ 20.85.
09/12/2005 Sold 23 shares @ 22.22.
03/27/2006 Bought 23 shares @ 17.0798, and Portfolio control changed from 7290 to 7486 due to the purchase.
06/19/2006 Bought 24 shares @ 16.44, and Portfolio control changed from 7486 to 7683 due to the purchase.
07/19/2006 Bought 61 shares @ 14.88, and Portfolio control changed from 7683 to 8137 due to the purchase.
11/13/2006 Sold 24 shares @ 20.18.
12/04/2006 Sold 24 shares @ 21.29.
06/21/2007 Sold 19 shares @ 22.28.
07/24/2007 Sold 21 shares @ 23.52.

FIC
05/09/2004 Started account with 227.432 shares at $28.58 and $3499.99 Cash Reserve.
BETA = .55
Buy and Hold Profit/Loss = +32.1%
05/09/2004 Started account with 227.432 shares at $28.58 and $3499.99 Cash Reserve.
11/29/2004 Sold 12 shares @ 33.71.
12/20/2004 Sold 16 shares @ 36.55.
08/14/2005 Sold 13 shares @ 38.94.
09/05/2005 Sold 9 shares @ 41.05.
10/05/2005 Sold 14 shares @ 44.68.
11/14/2005 Sold 9 shares @ 47.13.
05/30/2006 Bought 10 shares @ 36.1, and Portfolio control changed from 6500 to 6680 due to the purchase.
07/10/2006 Bought 10 shares @ 35.03, and Portfolio control changed from 6680 to 6855 due to the purchase.
08/28/2006 Bought 12 shares @ 33.58, and Portfolio control changed from 6855 to 7056 due to the purchase.

GPS
10/14/2001 Started account with 496 shares at $14.50 and $2800 Cash Reserve.
BETA = 1.40
Buy and Hold Profit/Loss = +34.6%
10/14/2001 Started account with 496 shares at $14.50 and $2800 Cash Reserve.
02/18/2002 Bought 37 shares @ 12.35, and Portfolio control changed from 7192 to 7420 .
05/13/2002 Sold 24 shares @ 16.29.
07/23/2002 Bought 76 shares @ 11.66, and Portfolio control changed from 7420 to 7863 .
08/06/2002 Bought 62 shares @ 11.14, and Portfolio control changed from 7863 to 8208 .
10/04/2002 Bought 100 shares @ 9.89, and Portfolio control changed from 8208 to 8703 .
10/07/2002 Bought 19 shares @ 9.18, and Portfolio control changed from 8703 to 8790 .
11/22/2002 Sold 81 shares @ 14.45.
11/25/2002 Sold 32 shares @ 15.04.
12/03/2002 Sold 58 shares @ 16.59.
05/08/2003 Sold 39 shares @ 17.7.
06/30/2003 Sold 30 shares @ 18.67.
09/02/2003 Sold 53 shares @ 20.89.
12/21/2003 Sold 38 shares @ 22.67.
05/30/04 "VEALIE" changed Portfolio Control from 8790 to 9095
06/20/04 "VEALIE" changed Portfolio Control from 9095 to 9350
08/30/2005 Bought 26 shares @ 18.88, and Portfolio control changed from 9350 to 9595 due to the purchase.
10/05/2005 Bought 43 shares @ 17.71, and Portfolio control changed from 9595 to 9976 due to the purchase.
11/01/2005 Bought 33 shares @ 17.2399, and Portfolio control changed from 9976 to 10260 due to the purchase.
07/19/2006 Bought 44 shares @ 16.38, and Portfolio control changed from 10260 to 10620 due to the purchase.

HELE
05/22/2005 Started account with 235.344 shares at $23.37 and $4500 Cash Reserve.
BETA = 0.90
Buy and Hold Profit/Loss = -23.1%
05/22/2005 Account started with 235.344 shares at $23.37 and $4500 Cash Reserve.
09/28/2005 Bought 16 shares @ 20.04, and Portfolio control changed from 5500 to 5660 due to the purchase.
10/24/2005 Bought 43 shares @ 17.72, and Portfolio control changed from 5660 to 6041 due to the purchase.
11/23/2005 Bought 23 shares @ 17.4, and Portfolio control changed from 6041 to 6241 due to the purchase.
12/27/2005 Bought 29 shares @ 16.52, and Portfolio control changed from 6241 to 6481 due to the purchase.
10/10/2006 Sold 34 shares @ 23.35.
10/27/2006 Sold 15 shares @ 24.34.
05/14/2007 Sold 15 shares @ 25.68.
06/05/2007 Sold 15 shares @ 27.06.
06/21/2007 Sold 14 shares @ 28.6.
08/10/2007 Bought 30 shares @ 21.02, and Portfolio control changed from 6481 to 6796 due to the purchase.
09/11/2007 Bought 21 shares @ 20.42, and Portfolio control changed from 6796 to 7010 due to the purchase.
10/01/2007 Bought 21 shares @ 19.72, and Portfolio control changed from 7010 to 7217 due to the purchase.
10/31/2007 Bought 44 shares @ 17.98, and Portfolio control changed from 7217 to 7613 due to the purchase.

HIBB
09/03/2007 Started account with 261 shares at $24.94 and $3490.66 Cash Reserve.
BETA = 1.35
Buy and Hold Profit/Loss = -12.8%
09/03/2007 Started account with 261 shares at $24.94 and $3490.66 Cash Reserve.
10/22/2007 Bought 16 shares @ 21.4899, and Portfolio control changed from 6509 to 6681 due to the purchase.

INTC
04/08/2001 Started account with 169 shares at $34.37 and $4190.63 Cash Reserve.
BETA = 1.35
Buy and Hold Profit/Loss = -26.5%
04/08/2001 Started account with 169 shares at $34.37 and $4190.63 Cash Reserve.
04/16/2001 Bought 23 shares @ 27.75, and Portfolio control changed from 5809 to 6128 .
04/23/2001 Bought 15 shares @ 27.06, and Portfolio control changed from 6128 to 6331 .
04/30/2001 Bought 18 shares @ 25.78, and Portfolio control changed from 6331 to 6563 .
05/14/2001 Bought 35 shares @ 23.2, and Portfolio control changed from 6563 to 6969 .
05/21/2001 Sold 10 shares @ 31.16.
09/24/2001 Bought 52 shares @ 21.31, and Portfolio control changed from 6969 to 7523 .
10/01/2001 Bought 44 shares @ 20.01, and Portfolio control changed from 7523 to 7963 .
11/12/2001 Sold 31 shares @ 28.38.
11/19/2001 Sold 27 shares @ 30.99.
12/10/2001 Sold 18 shares @ 32.95.
01/04/2002 Sold 21 shares @ 35.91.
05/09/2002 Bought 25 shares @ 26.66, and Portfolio control changed from 7963 to 8296 .
06/18/2002 Bought 69 shares @ 22.38, and Portfolio control changed from 8296 to 9068 .
07/14/2002 Bought 58 shares @ 17.9899, and Portfolio control changed from 9068 to 9590 .
08/22/2003 Sold 24 shares @ 28.50.
10/07/2003 Sold 19 shares @ 29.95.
10/16/2003 Sold 25 shares @ 32.23.
11/09/2003 Sold 17 shares @ 33.87.
05/02/2004 Bought 25 Shares @ 25.73.
07/18/2004 Bought 61 Shares @ 22.73 and Portfolio control changed to 10605 due to purchase.
08/22/2004 Bought 35 Shares @ 21.62 and Portfolio control changed from 10605 to 11123.
Added $2004.23 to cash reserve from Surplus Cash.
06/20/2006 Bought 108 shares @ 18.6, and Portfolio control changed from 10883 to 11887 due to the purchase.
07/16/2007 Sold 26 shares @ 26.02.
11/05/2007 Sold 23 shares @ 27.18.

IVC
01/03/2005 Account started with 118.893 shares at $46.26 and $4500 Cash Reserve.
BETA = 0.85
Buy and Hold Profit/Loss = -43.6%
01/03/2005 Account started with 118.893 shares at $46.26 and $4500 Cash Reserve.
07/11/2005 Bought 8 shares @ 39.65, and Portfolio control changed from 5500 to 5659 due to the purchase.
10/24/2005 Bought 9 shares @ 38, and Portfolio control changed from 5659 to 5830 due to the purchase.
11/28/2005 Bought 18 shares @ 34.83, and Portfolio control changed from 5830 to 6143 due to the purchase.
12/27/2005 Bought 27 shares @ 31.29, and Portfolio control changed from 6143 to 6565 due to the purchase.
03/07/2006 Bought 12 shares @ 31.16, and Portfolio control changed from 6565 to 6752 due to the purchase.
04/10/2006 Bought 22 shares @ 28.88, and Portfolio control changed from 6752 to 7070 due to the purchase.
06/05/2006 Bought 24 shares @ 27.13, and Portfolio control changed from 7070 to 7396 due to the purchase.
07/05/2006 Bought 28 shares @ 25, and Portfolio control changed from 7396 to 7746 due to the purchase.
01/03/2005 Added $5171.27 to cash reserve.
03/05/2007 Bought 135 shares @ 18.06, and Portfolio control changed from 7746 to 8965 due to the purchase.
04/04/2007 Bought 68 shares @ 17.57, and Portfolio control changed from 8965 to 9562 due to the purchase.
08/20/2007 Sold 23 shares @ 23.94.
09/24/2007 Sold 22 shares @ 25.12.
11/05/2007 Sold 30 shares @ 27.13.

IRF
12/19/2005 Account started with 143.756 shares at $33.39 and $5200 Cash Reserve.
BETA = 1.40
Buy and Hold Profit/Loss = +3.0%
03/03/2006 Sold 9 shares @ 39.86.
04/10/2006 Sold 8 shares @ 42.35.
05/01/2006 Sold 9 shares @ 45.54.
07/24/2006 Bought 15 shares @ 33.28, and Portfolio control changed from 4800 to 5050 due to the purchase.
09/17/2007 Bought 18 shares @ 30.77, and Portfolio control changed from 5050 to 5327 due to the purchase.

JBL
08/28/2006 Account started with 205.607 shares at $26.76 and $4497.96 Cash Reserve.
BETA = 1.40
Buy and Hold Profit/Loss = -28.8%
08/28/2006 Account started with 205.607 shares at $26.76 and $4497.96 Cash Reserve.
03/23/2007 Bought 20 shares @ 22.3298, and Portfolio control changed from 5502 to 5725 due to the purchase.
04/16/2007 Bought 14 shares @ 21.85, and Portfolio control changed from 5725 to 5878 due to the purchase.
06/11/2007 Bought 25 shares @ 20.39, and Portfolio control changed from 5878 to 6133 due to the purchase.
11/12/2007 Bought 31 shares @ 19.04, and Portfolio control changed from 6133 to 6428 due to the purchase.

KSWS
02/26/2007 Account started with 163.12 shares at $28.20 and $5400 Cash Reserve.
BETA = 1.40
Buy and Hold Profit/Loss = -34.4%
02/26/2007 Account started with 163.12 shares at $28.20 and $5400 Cash Reserve.
08/01/2007 Bought 14 shares @ 23.81, and Portfolio control changed from 4600 to 4767 due to the purchase.
09/11/2007 Bought 19 shares @ 22.31, and Portfolio control changed from 4767 to 4979 due to the purchase.
10/22/2007 Bought 14 shares @ 21.68, and Portfolio control changed from 4979 to 5131 due to the purchase.

MOLX
07/15/2001 Account started with 133 shares at $34.53 and $5407.51 Cash Reserve.
BETA = 1.25
Buy and Hold Profit/Loss = -20.8%
07/15/2001 Account started with 133 shares at $34.53 and $5407.51 Cash Reserve.
10/01/2001 Bought 25 shares @ 26.83, and Portfolio control changed from 4592 to 4927 .
05/24/2002 Sold 13 shares @ 38.03.
07/23/2002 Bought 26 shares @ 26.49, and Portfolio control changed from 4927 to 5271 .
09/16/2002 Bought 13 shares @ 26.2, and Portfolio control changed from 5271 to 5441 .
10/07/2002 Bought 57 shares @ 20.94, and Portfolio control changed from 5441 to 6038 .
11/04/02 "Vealie" changed Portfolio Control from 6038 to 6219
01/27/2003 Bought 23 shares @ 21.5798, and Portfolio control changed from 6219 to 6467 .
03/06/2003 Bought 27 shares @ 20.4, and Portfolio control changed from 6467 to 6742 .
06/03/2003 Sold 13 shares @ 27.1.
06/19/2003 Sold 13 shares @ 28.44.
09/08/2003 Sold 16 shares @ 30.32.
11/09/2003 Sold 16 shares @ 32.37.
12/28/2003 Sold 11 shares @ 33.89.
01/18/2004 Sold 10 Shares @ 35.61.
08/18/2004 Bought 13 shares @ 27.5, and Portfolio control changed from 6742 to 6921.
02/21/2005 Bought 27 shares @25.32, and Portfolio control changed from 6921 to 7263 due to the purchase.
04/15/2005 Bought 21 shares @ 24.47, and Portfolio control changed from 7263 to 7520 due to the purchase.
02/23/2006 Sold 14 shares @ 32.56.
04/10/2006 Sold 16 shares @ 34.74.
04/26/2006 Sold 15 shares @ 37.08.
05/08/2006 Sold 13 shares @ 39.28.
07/24/2006 Bought 15 shares @ 30.05, and Portfolio control changed from 7520 to 7745 due to the purchase.
01/08/2007 Bought 22 shares @ 28.31, and Portfolio control changed from 7745 to 8056 due to the purchase.
08/10/2007 Bought 51 shares @ 24.63, and Portfolio control changed from 8056 to 8684 due to the purchase.

NTAP
08/13/2007 Account started with 190 shares at $24.15 and $5411.50 Cash Reserve.
BETA = 1.00
Buy and Hold Profit/Loss = +11.2%
08/13/2007 Account started with 190 shares at $24.15 and $5411.50 Cash Reserve.
10/14/07 Changed Portfolio Control from 4588 to 4814
10/31/2007 Sold 18 shares @ 31.49.

RES
10/29/2007 Account started with 421 shares at $11.17 and $5297.43 Cash Reserve.
BETA = 1.00
Buy and Hold Profit/Loss = +4.0%

ROST
09/23/2004 - Account started with 299.073 shares at $23.74 and $2900 Cash Reserve.
BETA = 0.90
Buy and Hold Profit/Loss = +6.4%
09/23/2004 - Account started with 299.073 shares of ROST at $23.74 and $2900 Cash Reserve.
11/05/2004 Sold 13 shares @ 27.75.
02/01/2005 Sold 13 shares @ 29.04.
03/07/2005 Sold 13 shares @ 30.47.
09/28/2005 Bought 16 shares @ 23.5, and Portfolio control changed from 7100 to 7288 due to the purchase.
05/01/2006 Sold 12 shares @ 30.8.
08/07/2006 Bought 24 shares @ 23.18, and Portfolio control changed from 7288 to 7566 due to the purchase.
10/27/2006 Sold 13 shares @ 30.78.
01/08/2007 Sold 12 shares @ 32.18.
02/19/2007 Sold 19 shares @ 34.81.
09/11/2007 Bought 19 shares @ 26.3, and Portfolio control changed from 7566 to 7816 due to the purchase.
10/01/2007 Bought 15 shares @ 25.64, and Portfolio control changed from 7816 to 8008 due to the purchase.

SMTC
12/08/2002 Account started with 621.583 shares at $12.08 and $2600 Cash Reserve.
BETA = 1.60
Buy and Hold Profit/Loss = +35.9%
12/08/2002 Account started with 621.583 shares at $12.08 and $2600 Cash Reserve.
03/06/2003 Sold 38 shares @ 14.41.
03/17/2003 Sold 57 shares @ 16.07.
05/11/2003 "Vealie changed Portfolio Control from 7400 to 7839
05/11/2003 "Vealie changed Portfolio Control from 7839 to 8059
08/25/2003 Sold 35 shares @ 18.7.
11/02/2003 Sold 22 shares @ 22.20.
11/23/2003 Sold 29 shares @ 24.38.
01/11/2004 "VEALIE" changed Portfolio Control from 9390 to 9631
01/18/2004 Sold 34 Shares @ 27.14.
07/18/2004 Bought 63 Shares @ 19.24 and Portfolio Control changed from 9631 to 10237 due to purchase.
08/02/2004 Bought 34 shares @ 19.73, and Portfolio control changed from 10533 to 10868 due to the purchase.
09/01/2004 Bought 56 shares @ 18.32, and Portfolio control changed from 10868 to 11381 due to the purchase.
01/24/2005 Bought 45 shares @ 17.68, and Portfolio control changed from 11381 to 11779 due to the purchase.
04/15/2005 Bought 69 shares @ 16.41, and Portfolio control changed from 11779 to 12345 due to the purchase.
09/12/2005 Bought 39 shares @ 16.18, and Portfolio control changed from 12345 to 12661 due to the purchase.
10/17/2005 Bought 80 shares @ 14.94, and Portfolio control changed from 12661 to 13259 due to the purchase.
12/05/2005 Sold 37 shares @ 20.
06/13/2006 Bought 68 shares @ 14.9, and Portfolio control changed from 13259 to 13766 due to the purchase.
10/01/2007 Sold 59 shares @ 20.59.

TTI
11/12/2007 Account started with 327 shares at $15.60 and $4898.80 Cash Reserve.
BETA = 1.65
Buy and Hold Profit/Loss = +0.0%
WFMI
05/14/2007 Account started with 117.048 shares at $39.30 and $5400 Cash Reserve.
BETA = 1.65
Buy and Hold Profit/Loss = +13.9%
05/14/2007 Account started with 117.048 shares at $39.30 and $5400 Cash Reserve.
09/30/07 Changed Portfolio Control from 4600 to 4875
10/08/2007 Sold 13 shares @ 52.94.

ZQK
03/18/2007 Account started with 424 shares at $11.55 and $5102.8 Cash Reserve.
BETA = 1.65
Buy and Hold Profit/Loss = +4.4%
03/18/2007 Account started with 424 shares at $11.55 and $5102.8 Cash Reserve.
06/05/2007 Sold 31 shares @ 13.96.
10/07/07 Changed Portfolio Control from 4897 to 5052

Discontinued PIC List Stocks
(These stocks achieve something better than their 3 to 5 year potential so were discontinued to free cash for new entries and to harvest profits.

APCC
01/21/2001 Account started with 382 shares at $16.75 and $3601.50 Cash Reserve.
BETA = 1.30
Buy and Hold Profit = +79.3%
01/21/2001 Account started with 382 shares at $16.75 and $3601.50 Cash Reserve.
02/05/2001 Bought 72 shares @ 13, and Portfolio control changed from 6398 to 6866 .
02/12/2001 Bought 24 shares @ 13.13, and Portfolio control changed from 6866 to 7024 .
02/19/2001 Bought 39 shares @ 12.44, and Portfolio control changed from 7024 to 7267 .
04/02/2001 Bought 27 shares @ 12.19, and Portfolio control changed from 7267 to 7432 .
05/07/2001 Sold 49 shares @ 16.86.
05/21/2001 Sold 57 shares @ 19.12.
06/18/2001 Bought 61 shares @ 13.7, and Portfolio control changed from 7432 to 7850 .
07/16/2001 Bought 42 shares @ 13.29, and Portfolio control changed from 7850 to 8129 .
07/23/2001 Bought 60 shares @ 12.4, and Portfolio control changed from 8129 to 8501 .
09/24/2001 Bought 54 shares @ 11.88, and Portfolio control changed from 8501 to 8822 .
07/23/2002 Bought 62 shares @ 10.7899, and Portfolio control changed from 8822 to 9156 .
11/22/2002 Sold 43 shares @ 15.2.
11/25/2002 Sold 51 shares @ 16.48.
07/16/2003 Sold 27 shares @ 17.15.
08/21/2003 Sold 32 shares @ 18.14.
11/02/2003 Sold 56 shares @ 20.29.
11/09/2003 Sold 46 shares @ 22.26.
12/21/2003 Sold 33 shares @ 23.90.
01/11/2004 Sold 20 shares @ 25.01.
01/18/2004 Vealie Portfolio control changed from 9156 to 9621.
06/06/2004 Bought 63 Shares @ 17.53 and portfolio control changed from 9621 to 10764 .
07/26/2004 Bought 33 shares @ 17.03, and Portfolio control changed from 10546 to 10827.
10/18/2004 Bought 42 shares @ 16.3, and Portfolio control changed from 10827 to 11169.
12/02/2004 Sold 27 shares @ 21.48.
03/06/2005 Sold 35 shares @ $24.84.
02/06/2005 Sold 42 shares @ $23.24.
04/04/2005 Sold 26 shares @ 26.10.
08/02/2005 Sold 33 shares @ 28.11.
11/01/2005 Bought 33 shares @ 21.37, and Portfolio control changed from 11169 to 11522 due to the purchase.
02/06/2006 Bought 41 shares @ 20.32, and Portfolio control changed from 11522 to 11939 due to the purchase.
05/24/2006 Bought 39 shares @ 19.57, and Portfolio control changed from 11939 to 12321 due to the purchase.
06/26/2006 Bought 38 shares @ 18.89, and Portfolio control changed from 12321 to 12680 due to the purchase.
07/24/2006 Bought 84 shares @ 17.14, and Portfolio control changed from 12680 to 13400 due to the purchase.
08/28/2006 Bought 49 shares @ 16.81, and Portfolio control changed from 13400 to 13812 due to the purchase.
10/16/2006 Sold 55 shares @ 22.97.
10/30/2006 Sold 147 shares @ 30.04.
11/05/2006 Sold remaining shares to close holding at $30.04. Value at end $23,141.12.

CERN
05/11/2003 Account started with 344.587 shares at 21.47 and $2600 Cash Reserve.
BETA = 0.90
Buy and Hold Profit = +105.3%
05/11/2003 Account started with 344.587 shares at 21.47 and $2600 Cash Reserve.
07/28/2003 Sold 70 shares @ 30.8.
08/17/03 "VEALIE" changed Portfolio Control from 7398 to 7629
08/24/03 "VEALIE" changed Portfolio Control from 7629 to 8002
10/27/03 Sold 29 shares @ 39.91.
11/02/03 "VEALIE" changed Portfolio Control from 8695 to 9034
11/09/03 "VEALIE" changed Portfolio Control from 9034 to 9383
11/30/03 "VEALIE" changed Portfolio Control from 9383 to 9628
02/08/2004 Sold 12 Shares @ 46.09.
11/14/04 "VEALIE" changed Portfolio Control from 9382 to 9701
11/14/04 "VEALIE" changed Portfolio Control from 9701 to 10039
11/29/2004 Sold 14 shares @ 52.65.

CDN
08/04/2002 Account started with 668 shares at $11.97 and $2000 Cash Reserve.
BETA = 1.45
Buy and Hold Profit = +52.7%
08/04/2002 Account started with 668 shares at $11.97 and $2000 Cash Reserve.
08/21/2002 Sold 59 shares @ 14.75.
10/04/2002 Bought 128 shares @ 10.02, and Portfolio control changed from 7996 to 8637 .
10/07/2002 Bought 158 shares @ 8.92, and Portfolio control changed from 8637 to 9342 .
11/22/2002 Sold 59 shares @ 12.51.
11/25/2002 Sold 88 shares @ 14.07.
12/03/2002 Sold 55 shares @ 15.1.
12/10/2002 Bought 64 shares @ 11.3, and Portfolio control changed from 9342 to 9704 .
01/06/2003 Bought 155 shares @ 9.82, and Portfolio control changed from 9704 to 10465 .
02/13/2003 Bought 39 shares @ 9.44, and Portfolio control changed from 10465 to 10649 .
04/14/2003 Bought 38 shares @ 9.71, and Portfolio control changed from 10649 to 10833 .
05/27/2003 Sold 111 shares @ 13.9.
10/19/2003 Sold 45 shares @ 14.53.
11/02/2003 Sold 46 shares @ 15.39.
11/09/2003 Sold 58 Shares @ 16.66.
12/07/2003 Sold 37 Shares @ 17.49.
01/11/2004 Sold 46 Shares @ 18.78.
04/18/2004 Bought 60 shares @ 14.08 and Portfolio Control changed from 10833 to 11255.4 .
03/23/2004 Bought 49 shares @ 14.27, and Portfolio control changed from 10833 to 11183 due to the purchase.
05/05/2004 Bought 92 shares @ 13.06, and Portfolio control changed from 11183 to 11784 due to the purchase.
08/10/2004 Bought 76 shares @ 12.52, and Portfolio control changed from 11784 to 12260 due to the purchase.
11/06/2005 Changed symbol from CDN__ to CDNS_
11/21/2005 Sold 56 shares @ 17.
12/13/2005 Sold 50 shares @ 18.12.
05/01/2006 Sold 35 shares @ 18.96.

CHUX
8/31/2003 Account Started with 406.60 shares at $16.97 and $3100 Cash Reserve.
BETA = 0.85
Buy and Hold Profit = +20.8%
8/31/2003 Account Started with 406.60 shares at $16.97 and $3100 Cash Reserve.
02/07/2005 Sold 31 shares @ $20.63.
03/07/2005 Sold 26 shares @ $22.13.
08/30/2005 Bought 38 shares @ 16.3298, and Portfolio control changed from 6900 to 7210 due to the purchase.
10/05/2005 Bought 74 shares @ 14.41, and Portfolio control changed from 7210 to 7743 due to the purchase.
11/01/2005 Bought 63 shares @ 13.56, and Portfolio control changed from 7743 to 8170 due to the purchase.
02/09/2006 Sold 25 shares @ 18.26.
09/11/2006 Sold 27 shares @ 19.34.
10/10/2006 Sold 20 shares @ 20.18.

CLE
12/31/2000 Account started with 351 shares at $17.37 and $3903 Cash Reserve.
BETA = 1.10
Buy and Hold Profit = +185.5%
12/31/2000 Account started with 351 shares at $17.37 and $3903 Cash Reserve.
05/14/2001 Sold 23 shares @ 20.82.
05/21/2001 Sold 24 shares @ 22.45.
07/23/2001 Bought 19 shares @ 17.25, and Portfolio control changed from 6097 to 6261 .
09/10/2001 Bought 52 shares @ 15.37, and Portfolio control changed from 6261 to 6661 .
09/17/2001 Bought 63 shares @ 14, and Portfolio control changed from 6661 to 7102 .
09/24/2001 Bought 82 shares @ 12.6, and Portfolio control changed from 7102 to 7619 .
10/01/2001 Bought 59 shares @ 12.08, and Portfolio control changed from 7619 to 7975 .
01/15/2002 Sold 57 shares @ 17.2.
01/29/2002 Sold 43 shares @ 18.7.
03/07/2002 Sold 23 shares @ 19.55.
04/15/2002 Sold 43 shares @ 21.71.
07/01/2002 Sold 21 shares @ 22.72.
07/23/2002 Bought 39 shares @ 16.95, and Portfolio control changed from 7975 to 8306 .
09/15/02 "Vealie" changed Portfolio Control from 8306 to 8666 at $23.27
10/13/02 "Vealie" changed Portfolio Control from 8666 to 9101 at $24.58
10/27/02 "Vealie" changed Portfolio Control from 9101 to 9380 at $24.90
11/03/02 "Vealie" changed Portfolio Control from 9380 to 9811 at $26.40
12/03/2002 Sold 23 shares @ 26.88.
05/11/03 "Vealie" changed Portfolio Control from 9811 to 10085
05/27/2003 Sold 19 shares @ 28.97.
06/03/2003 Sold 18 shares @ 30.33.
08/24/03 "Vealie" changed Portfolio Control from 10085 to 10736
08/25/2003 Sold 19 shares @ 34.10.
11/09/2003 Sold 34 shares @ 41.63.
11/23/2003 Sold 17 shares @ 43.84.
11/30/03 "Vealie" changed Portfolio Control from 11784 to 12178
12/21/2003 Shares Split 2 for 1 on 12/19/2003 shares go from 301 to 602.
08/22/2004 Sold 45 shares @ 24.50.

CSCO
03/26/2001 Account started with 332 shares of CSCO at $18.69 and $3794.92 Cash Reserve.
BETA = 1.50
Buy and Hold Profit = -3.3%
03/26/2001 Account started with 332 shares of CSCO at $18.69 and $3794.92 Cash Reserve.
SAFE set at 10% for buying and selling, Min. Trade Size set at 5% of Portfolio Control value.
04/02/2001 Bought 47 shares @ 15.06, and Portfolio control changed from 6205 to 6559 .
05/21/2001 Sold 54 shares @ 22.87.
06/18/2001 Bought 40 shares @ 16.5, and Portfolio control changed from 6559 to 6889 .
09/03/2001 Bought 35 shares @ 15.77, and Portfolio control changed from 6889 to 7165 .
09/10/2001 Bought 55 shares @ 14.47, and Portfolio control changed from 7165 to 7563 .
09/17/2001 Bought 40 shares @ 14, and Portfolio control changed from 7563 to 7843 .
09/24/2001 Bought 80 shares @ 12.56, and Portfolio control changed from 7843 to 8345 .
10/01/2001 Bought 62 shares @ 11.9, and Portfolio control changed from 8345 to 8714 .
10/15/2001 Sold 36 shares @ 16.21.
11/05/2001 Sold 54 shares @ 17.9.
11/12/2001 Sold 40 shares @ 19.26.
11/19/2001 Sold 36 shares @ 20.71.
02/25/2002 Bought 54 shares @ 15.24, and Portfolio control changed from 8714 to 9125 .
04/29/2002 Bought 75 shares @ 13.99, and Portfolio control changed from 9125 to 9650 .
05/09/2002 Bought 64 shares @ 13.33, and Portfolio control changed from 9650 to 10077 .
07/23/2002 Bought 27 shares @ 12.98, and Portfolio control changed from 10077 to 10252 .
06/09/2003 Sold 31 shares @ 17.36.
06/19/2003 Sold 47 shares @ 18.74.
09/08/2003 Sold 60 shares @ 20.84.
11/09/2003 Sold 39 Shares @ 22.34.
12/07/2003 Sold 31 Shares @ 23.75.
01/11/2004 Sold 48 Shares @ 26.48.
01/18/2004 Sold 40 Shares @ 29.13.
05/09/2004 Bought 38 shares @ 21.69 and Portfolio Control changed from 10252 to 10664 to to the purchase.
08/22/2004 Bought 71 shares @ 18.88 and portfolio Control Changed from 10664 to 11334.

ERICY
02/18/2001 Account started with 600 shares at $9.00 and $4600 Cash Reserve.
BETA = 1.70
Buy and Hold Profit = -69.8%
02/18/2001 Account started with 600 shares at $9.00 and $4600 Cash Reserve.
03/12/2001 Bought 200 shares @ 6.28, and Portfolio control changed from 5400 to 6028 .
03/19/2001 Bought 120 shares @ 6.03, and Portfolio control changed from 6028 to 6390 .
03/26/2001 Bought 82 shares @ 5.84, and Portfolio control changed from 6390 to 6629 .
04/02/2001 Bought 168 shares @ 5.22, and Portfolio control changed from 6629 to 7067 .
05/21/2001 Sold 92 shares @ 7.35.
06/11/2001 Bought 99 shares @ 5.5, and Portfolio control changed from 7067 to 7339 .
06/18/2001 Bought 170 shares @ 5.01, and Portfolio control changed from 7339 to 7765 .
07/09/2001 Bought 118 shares @ 4.58, and Portfolio control changed from 7765 to 8035 .
10/07/2002 Bought 9 shares @ .42, and Portfolio control changed from 8035 to 8037 .
10/27/02 Changed number of shares owned from 1474 to 147.4 due to 1 for 10 reverse split.

ELN
03/03/2002 Account started with 398 shares at $14.07 and $4400 Cash Reserve.
BETA = 1.20
Buy and Hold Profit = -40.01%
03/03/2002 Account started with 398 shares at $14.07 and $4400 Cash Reserve.
04/15/2002 Bought 70 shares @ 11.02, and Portfolio control changed from 5600 to 5986 .
05/13/2002 Bought 48 shares @ 10.64, and Portfolio control changed from 5986 to 6241 .
05/30/2002 Bought 44 shares @ 10.21, and Portfolio control changed from 6241 to 6466 .
06/24/2002 Bought 321 shares @ 6.9, and Portfolio control changed from 6466 to 7573 .
07/23/2002 Bought 246 shares @ 1.84, and Portfolio control changed from 7573 to 7799 .
01/11/2004 Sell 90 Shares @ 8.44 This is final update for ELN since dropped from Value Line.

FHCC
05/09/2004 Started account with 321.262 shares at $17.12 and $4500 Cash Reserve.
BETA = 0.55
Buy and Hold Profit = -11.0%
05/09/2004 Started account with 321.262 shares at $17.12 and $4500 Cash Reserve.
07/18/2004 Bought 30 Shares @ 14.34 and portfolio control changed from 5500 to 5715 due to purchase.
08/01/2004 Bought 21 Shares @ 14.02 and portfolio control changed from 5715 to 5862 due to purchase.

KEA
08/04/2002 Account started with 1043 shares at $7.67 and $2000 Cash Reserve.
BETA = 1.40
Buy and Hold Profit = +69.8%
08/04/2002 Account started with 1043 shares at $7.67 and $2000 Cash Reserve.
09/10/2002 Sold 46 shares @ 8.96.
10/04/2002 Bought 114 shares @ 6.61, and Portfolio control changed from 8000 to 8377 .
10/07/2002 Bought 174 shares @ 6, and Portfolio control changed from 8377 to 8899 .
10/31/2002 Sold 71 shares @ 8.2.
11/07/2002 Sold 74 shares @ 8.74.
11/25/2002 Sold 72 shares @ 9.33.
02/13/2003 Bought 61 shares @ 7.2, and Portfolio control changed from 8899 to 9119 .
04/28/2003 Sold 56 shares @ 9.5.
05/08/2003 Sold 54 shares @ 10.
05/12/2003 Sold 50 shares @ 10.52.
05/27/2003 Sold 51 shares @ 11.11.
06/09/2003 Sold 138 shares @ 13.25.
06/30/2003 Sold 37 shares @ 13.71.
08/04/2003 Sold 34 shares @ 14.37.
01/04/2004 "VEALIE" changed Portfolio Control from 9119 to 9424
01/11/2004 "VEALIE" changed Portfolio Control from 9424 to 10970
06/21/2004 Bought 50 shares @ 13.25, and Portfolio control changed from 10994 to 11325 due to the purchase.
07/20/2004 Bought 44 shares @ 12.88, and Portfolio control changed from 11325 to 11608 due to the purchase.
04/12/2005 Bought 68 shares @ 12.2, and Portfolio control changed from 11608 to 12023 due to the purchase.

KSS
01/18/2004 Account started with 145.094 shares at $43.42 and $3700.00 Cash Reserve.
BETA = 1.40
Buy and Hold Profit = +30.7%
01/18/2004 Account started with 145.094 shares at $43.42 and $3700.00 Cash Reserve.
02/29/2004 Sold 8 Shares @ 51.46.
03/07/2005 Sold 6 shares @ 53.67.
06/13/2005 Sold 7 shares @ 56.73.
01/23/2006 Bought 9 shares @ 43.1599, and Portfolio control changed from 6300 to 6494 due to the purchase.
05/08/2006 Sold 6 shares @ 57.2.
08/16/2006 Sold 9 shares @ 61.59.
09/11/2006 Sold 9 shares @ 66.9599.
10/16/2006 Sold 6 shares @ 70.48.

LEG
12/31/2000 Account started with 345 shares at $17.68 and $3898 Cash Reserve.
BETA = 1.15
Buy and Hold Profit = +59.3%
12/31/2000 Account started with 345 shares at $17.68 and $3898 Cash Reserve.
02/05/2001 Sold 18 shares @ 20.88.
05/21/2001 Sold 20 shares @ 22.21.
07/30/2001 Sold 19 shares @ 23.69.
09/24/2001 Bought 32 shares @ 17.5, and Portfolio control changed from 6102 to 6382 .
01/29/2002 Sold 26 shares @ 24.28.
03/07/2002 Sold 19 shares @ 26.
05/09/2002 Sold 13 shares @ 27.23.
07/23/2002 Bought 33 shares @ 19.89, and Portfolio control changed from 6382 to 6710 .
10/07/2002 Bought 18 shares @ 19.61, and Portfolio control changed from 6710 to 6886 .
02/13/2003 Bought 18 shares @ 19, and Portfolio control changed from 6886 to 7057 .
03/15/2003 Bought 29 shares @ 17.95, and Portfolio control changed from 7057 to 7317 .
02/01/2004 Sold 27 Shares @ 24.64.
06/20/2004 Sold 27 Shares @ 26.84.

MCRS
12/31/2000 Account started with 339 shares at $18 and $3898 Cash Reserve.
BETA = 1.00
Buy and Hold Profit = +184.1%
12/31/2000 Account started with 339 shares at $18 and $3898 Cash Reserve.
04/30/2001 Sold 20 shares @ 21.42.
05/21/2001 Sold 40 shares @ 24.68.
06/18/2001 Bought 30 shares @ 18.12, and Portfolio control changed from 6102 to 6374 .
06/25/2001 Bought 17 shares @ 17.85, and Portfolio control changed from 6374 to 6526 .
08/14/2001 Sold 23 shares @ 24.13.
08/27/2001 Sold 24 shares @ 26.25.
09/03/2001 Sold 18 shares @ 28.02.
09/24/2001 Bought 75 shares @ 18, and Portfolio control changed from 6526 to 7201 .
10/01/2001 Bought 54 shares @ 17.01, and Portfolio control changed from 7201 to 7660 .
11/11/2001 Changed Portfolio Control from 7660 to 8074
11/19/2001 Sold 32 shares @ 25.3.
01/04/2002 Sold 25 shares @ 27.13.
01/22/2002 Sold 29 shares @ 29.81.
02/25/2002 Bought 35 shares @ 21.84, and Portfolio control changed from 8074 to 8456 .
10/18/2002 Bought 35 shares @ 20.75, and Portfolio control changed from 8456 to 8819 .
05/11/2003 "Vealie" changed Portfolio Control from 8819 to 9122
05/27/2003 Sold 16 shares @ 28.48.
06/01/2003 "VEALIE" changed Portfolio Control from 9122 to 9388
06/09/2003 Sold 39 shares @ 33.15.
06/19/2003 Sold 17 shares @ 34.7.
08/24/2003 "VEALIE" changed Portfolio Control from 9388 to 9834
11/02/2003 "VEALIE" changed Portfolio Control from 9834 to 10715
11/09/2003 "VEALIE" changed Portfolio Control from 10715 to 11293
12/28/2003 Sold 15 shares @ 43.99.
01/11/2004 "VEALIE" changed Portfolio Control from 11293 tp 11742
01/25/2004 Sold 16 Shares @ 48.50.
03/14/04 "VEALIE" changed Portfolio Control from 11738 to 12058
09/12/04 "VEALIE" changed Portfolio Control from 12058 to 12367
10/03/04 "VEALIE" changed Portfolio Control from 12367 to 12718
11/01/2004 Sold 37 shares @ 59.12.
11/07/04 "VEALIE" changed Portfolio Control from 12718 to 13434
11/07/04 "VEALIE" changed Portfolio Control from 13434 to 13792
11/14/04 "VEALIE" changed Portfolio Control from 13792 to 14387

MKL
02/17/2002 Account started with 28.051 shares at $189.44 and $4600 Cash Reserve.
BETA = 0.75
Buy and Hold Profit = +63.8%
02/17/2002 Account started with 28.051 shares at $189.44 and $4600 Cash Reserve.
04/27/2003 "VEALIE" changed Portfolio Control from 5314 to 5519
05/04/2003 "VEALIE" changed Portfolio Control from 5519 to 5705
06/01/2003 "VEALIE" changed Portfolio Control from 5705 to 5928
06/01/2003 "VEALIE" changed Portfolio Control from 5928 to 6377
06/01/2003 "VEALIE" changed Portfolio Control from 6377 to 6776
06/01/2003 "VEALIE" changed Portfolio Control from 6776 to 6975
07/28/2003 Sold 2 shares @ 267.95.
03/07/2004 "VEALIE" changed Portfolio control from 6975 to 7233
04/04/2004 "VEALIE" Changed Portfolio Control from 7233 to 7532

MTW
02/23/2003 Account started with 368.421 shares at $19 and $3000 Cash Reserve.
BETA = 1.20
Buy and Hold Profit = +118.7%
02/23/2003 Account started with 368.421 shares at $19 and $3000 Cash Reserve.
06/19/2003 Sold 27 shares @ 23.
08/25/2003 Sold 21 shares @ 24.44.
11/30/2003 "Vealie" changed Portfolio Control from 7000 to 7392
12/07/2003 Sold 23 Shares @ 27.90.
12/14/2003 Sold 20 Shares @ 29.80.
01/11/2004 "VEALIE" changed Portfolio Control from 7392 to 7680
01/25/2004 Sold 19 Shares @ 33.33.
09/12/04 "VEALIE" changed Portfolio Control from 8039 to 8301
10/03/04 "VEALIE" changed Portfolio Control from 8301 to 8542
11/07/2004 Sold 24 shares @ 38.77.
02/28/2005 Sold 14 shares @ 40.91.
07/10/05 "VEALIE" changed Portfolio Control from 8542 to 8843
07/25/2005 Sold 16 shares @ 45.45.
09/12/2005 Sold 10 shares @ 47.75.
10/05/2005 Sold 12 shares @ 50.69.
10/30/05 "VEALIE" changed Portfolio Control from 8843 to 9084
01/09/2006 Sold 12 shares @ 55.28.
01/16/2006 Sold 14 shares @ 60.
01/22/06 "VEALIE" changed Portfolio Control from 9084 to 9338
01/30/2006 Sold 9 shares @ 65.04.
02/05/06 "VEALIE" changed Portfolio Control from 9338 to 9784
02/23/2006 Sold 13 shares @ 74.34.
03/19/06 "VEALIE" changed Portfolio Control from 9784 to 10065
03/26/06 "VEALIE" changed Portfolio Control from 10065 to 11020
03/26/06 "VEALIE" changed Portfolio Control from 11020 to 11497
04/06/2006 Sold 10 shares @ 93.78.
04/16/06 Changed number of shares owned from 137.421 to 274.842
05/01/2006 Sold 24 shares @ 51.55.
05/08/2006 Sold 13 shares @ 53.96.
06/09/2006 Bought 39 shares @ 38.25, and Portfolio control changed from 11497 to 12243 due to the purchase.
07/19/2006 Bought 22 shares @ 37.45, and Portfolio control changed from 12243 to 12655 due to the purchase.
10/10/2006 Sold 18 shares @ 50.43.
10/30/2006 Sold 20 shares @ 54.42.

NAUT
01/13/2002 Account started with 315.412 shares at $13.95 and $5600 Cash Reserve.
BETA = ??
Buy and Hold Profit = +21.72%
01/13/2002 Account started with 315.412 shares at $13.95 and $5600 Cash Reserve.
07/08/2002 Bought 32 shares @ 11.61, and Portfolio control changed from 4400 to 4586 .
10/04/2002 Bought 84 shares @ 9.84, and Portfolio control changed from 4586 to 4999 .
10/07/2002 Bought 62 shares @ 9.31, and Portfolio control changed from 4999 to 5288 .
04/07/2003 Bought 36 shares @ 9.14, and Portfolio control changed from 5288 to 5453 .
06/30/2003 Sold 63 shares @ 13.2.
07/28/2003 Sold 96 shares @ 16.8298.
Buyout of Company closed this position with a healthy profit and lots of cash.

NYT
12/27/2004 Account started with 241.379 shares at $23.20 and $4400 Cash Reserve.
BETA = 1.00
Buy and Hold Profit = +34.1%
12/27/2004 Account started with 241.379 shares at $23.20 and $4400 Cash Reserve.
02/01/2005 Sold 12 shares @ 27.31.
05/24/2005 Sold 36 shares @ 32.9.

OSI
11/01/2004 Account started with 159.777 shares of OSI at $39.43 and $3700 Cash Reserve.
BETA = 0.90
Buy and Hold Profit = +4.1%
11/01/2004 Account started with 159.777 shares of OSI at $39.43 and $3700 Cash Reserve.
02/01/2005 Sold 9 shares @ 46.59.
10/10/2005 Bought 10 shares @ 35.78, and Portfolio control changed from 6300 to 6479 due to the purchase.
07/05/2006 Bought 14 shares @ 33.96, and Portfolio control changed from 6479 to 6717 due to the purchase.
08/02/2006 Bought 40 shares @ 28.89, and Portfolio control changed from 6717 to 7295 due to the purchase.
08/28/2006 Bought 15 shares @ 29.05, and Portfolio control changed from 7295 to 7513 due to the purchase.
11/07/2006 Sold 19 shares @ 40.1.

PLAB
08/04/2002 Account started with 729 shares at $10.97 and $2000 Cash Reserve.
BETA = 1.55
Buy and Hold Profit = +57.70%
08/04/2002 Account started with 729 shares at $10.97 and $2000 Cash Reserve.
09/16/2002 Sold 40 shares @ 12.97.
10/04/2002 Bought 44 shares @ 9.97, and Portfolio control changed from 7997 to 8216 .
10/07/2002 Bought 172 shares @ 8.4, and Portfolio control changed from 8216 to 8938 .
11/07/2002 Sold 176 shares @ 14.
11/25/2002 Sold 119 shares @ 16.64.
01/22/2003 Bought 72 shares @ 12.03, and Portfolio control changed from 8938 to 9371 .
03/06/2003 Bought 111 shares @ 10.88, and Portfolio control changed from 9371 to 9975 .
05/27/2003 Sold 90 shares @ 16.
06/03/2003 Sold 32 shares @ 16.6.
06/19/2003 Sold 30 shares @ 17.39.
07/28/2003 Sold 49 shares @ 18.88.
08/24/03 "Vealie" changed Portfolio Control from 9975 to 11062
08/25/2003 Sold 48 shares @ 22.8.
11/16/2003 Bought 46 shares @ 19.23, and Portfolio control changed from 12383 to 12825 .
11/23/2003 Bought 48 shares @ 18.40, and Portfolio control changed from 12825 to 13267 .
02/29/2004 Bought 62 Shares @ 17.37, and Portfolio control changed from 13267 to 13805 .

PPC
01/09/2006 Account started with 201.161 shares of PPC at $25.85 and $4800 Cash Reserve.
BETA = 0.65
Buy and Hold Profit = +1.8%
04/06/2006 Bought 19 shares @ 21.64, and Portfolio control changed from 5200 to 5406.

RATL
08/25/2002 Account started with 1100 shares at $7.00 and $2300 Cash Reserve.
BETA = ??
08/25/2002 Account started with 1100 shares at $7.00 and $2300 Cash Reserve.
10/04/2002 Bought 400 shares @ 4.71, and Portfolio control changed from 7700 to 8642 .
10/31/2002 Sold 205 shares @ 7.55.
11/22/2002 Sold 142 shares @ 8.44.
11/25/2002 Sold 126 shares @ 9.48.
12/09/2002 Sold 83 shares @ 10.27.
12/12/2002 All remaining shares sold at $10.27 for "buy-out." Closing profit 49%.

SCH
04/08/2001 Account started with 384 shares at $15.10 and $4201.60 Cash Reserve.
BETA = 1.85
Buy and Hold Profit = -38.9%
04/08/2001 Account started with 384 shares at $15.10 and $4201.60 Cash Reserve.
04/16/2001 Sold 23 shares @ 18.
04/23/2001 Sold 18 shares @ 18.9.
04/29/01 "VEALIE" changed Portfolio Control from 5798 to 5948
05/06/01 "VEALIE" changed Portfolio Control from 5948 to 6098
05/21/2001 Sold 15 shares @ 20.75.
06/18/2001 Bought 40 shares @ 15.22, and Portfolio control changed from 6098 to 6402 .
07/16/2001 Bought 38 shares @ 14.45, and Portfolio control changed from 6402 to 6677 .
08/13/2001 Bought 56 shares @ 13.28, and Portfolio control changed from 6677 to 7049 .
08/20/2001 Bought 54 shares @ 12.5399, and Portfolio control changed from 7049 to 7388 .
09/10/2001 Bought 60 shares @ 11.77, and Portfolio control changed from 7388 to 7741 .
09/17/2001 Bought 135 shares @ 10.07, and Portfolio control changed from 7741 to 8421 .
11/12/2001 Sold 72 shares @ 14.82.
12/10/2001 Sold 34 shares @ 15.56.
01/04/2002 Sold 78 shares @ 18.05.
02/08/2002 Bought 42 shares @ 13.54, and Portfolio control changed from 8421 to 8705 .
04/01/2002 Bought 53 shares @ 12.82, and Portfolio control changed from 8705 to 9045 .
04/29/2002 Bought 129 shares @ 11.1199, and Portfolio control changed from 9045 to 9762 .
05/06/2002 Bought 91 shares @ 10.33, and Portfolio control changed from 9762 to 10232 .

SUNW
03/25/2001 Account started with 403 shares at $15.37 and $3805.89 Cash Reserve.
BETA = 1.50
Buy and Hold Profit = -76.3%
03/25/2001 Account started with 403 shares at $15.37 and $3805.89 Cash Reserve.
05/07/2001 Sold 46 shares @ 19.54.
05/21/2001 Sold 52 shares @ 22.96.
06/04/2001 Bought 50 shares @ 16.0798, and Portfolio control changed from 6194 to 6596 .
06/18/2001 Bought 67 shares @ 14.43, and Portfolio control changed from 6596 to 7079 .
07/23/2001 Bought 27 shares @ 14.42, and Portfolio control changed from 7079 to 7274 .
09/03/2001 Bought 170 shares @ 10.95, and Portfolio control changed from 7274 to 8205 .
09/10/2001 Bought 116 shares @ 10.2899, and Portfolio control changed from 8205 to 8802 .
09/17/2001 Bought 69 shares @ 9.85, and Portfolio control changed from 8802 to 9142 .
11/19/2001 Sold 54 shares @ 13.66.
02/08/2002 Bought 67 shares @ 10.25, and Portfolio control changed from 9142 to 9485 .
02/13/2002 Bought 5 shares @ 9.75, and Portfolio control changed from 9485 to 9509 .
10/07/2002 Bought 2 shares @ 2.55, and Portfolio control changed from 9509 to 9512 .
06/20/2006 Added $6480.75 to cash reserve from Surplus Cash.
06/20/2006 Bought 1321 shares @ 4.2699, and Portfolio control changed from 9512 to 12332 due to the purchase.
07/19/2006 Bought 200 shares @ 3.88, and Portfolio control changed from 12332 to 12720 due to the purchase.

SWFT- Final Report
05/02/2004 Account started with 345 shares at $17.39 and $4000.45 Cash Reserve.
BETA = 1.10
Buy and Hold Profit = +81.3%
05/02/2004 Account started with 345 shares at $17.39 and $4000.45 Cash Reserve.
05/17/2004 Bought 20 shares @ 15, and Portfolio control changed from 6000 to 6150.
07/26/2004 Sold 21 shares @ 20.
12/27/2004 Sold 18 shares @ 21.06.
02/01/2005 Sold 18 shares @ 22.35.
02/14/2005 Sold 15 shares@ 23.49.
03/07/2005 "Vealie" changed portfolio control from 6150 to 6643.
08/22/2005 Bought 18 shares @ 19.5, and Portfolio control changed from 6643 to 6819 due to the purchase.
09/28/2005 Bought 44 shares @ 17.68, and Portfolio control changed from 6819 to 7208 due to the purchase.
10/24/2005 Bought 22 shares @ 17.48, and Portfolio control changed from 7208 to 7400 due to the purchase.
01/30/2006 Sold 21 shares @ 23.25.
02/13/2006 Sold 19 shares @ 24.51.
04/26/2006 Sold 71 shares @ 31.84.
07/02/2006 "Vealie" changed Portfolio Control from 7400 to 7725
08/28/2006 Bought 25 shares @ 24.3, and Portfolio control changed from 7725 to 8029 due to the purchase.
09/25/2006 Bought 32 shares @ 22.8, and Portfolio control changed from 8029 to 8394 due to the purchase.
02/01/2007 Sold 16 shares @ 30.5.

TLAB
07/01/2001 Account started with 279 shares at $19.38 and $4592.97 Cash Reserve.
BETA = 1.55
Buy and Hold Profit = -53.9%
07/01/2001 Account started with 279 shares at $19.38 and $4592.97 Cash Reserve.
07/16/2001 Bought 21 shares @ 16.51, and Portfolio control changed from 5407 to 5580 .
08/20/2001 Bought 72 shares @ 13.87, and Portfolio control changed from 5580 to 6079 .
09/03/2001 Bought 67 shares @ 12.77, and Portfolio control changed from 6079 to 6507 .
09/10/2001 Bought 112 shares @ 10.93, and Portfolio control changed from 6507 to 7119 .
09/17/2001 Bought 93 shares @ 10.18, and Portfolio control changed from 7119 to 7592 .
10/01/2001 Bought 22 shares @ 9.77, and Portfolio control changed from 7592 to 7699 .
10/29/2001 Sold 76 shares @ 14.7.
11/19/2001 Sold 102 shares @ 17.95.
02/18/2002 Bought 100 shares @ 12.03, and Portfolio control changed from 7699 to 8300 .
02/25/2002 Bought 100 shares @ 10.8699, and Portfolio control changed from 8300 to 8843 .
03/19/2002 Bought 62 shares @ 10.63, and Portfolio control changed from 8843 to 9173 .
09/30/2002 Bought 1 shares @ 4.51, and Portfolio control changed from 9173 to 9175 .

TROW
04/15/2001 Account started with 176 shares at $36.35 and $3602.40 Cash Reserve.
BETA = 1.50
Buy and Hold Profit = +35.0%
04/15/2001 Account started with 176 shares at $36.35 and $3602.40 Cash Reserve.
09/24/2001 Bought 38 shares @ 27.65, and Portfolio control changed from 6398 to 6923 .
02/13/2002 Sold 13 shares @ 38.61.
03/07/2002 Sold 12 shares @ 41.06.
07/14/2002 Bought 26 shares @ 29.59, and Portfolio control changed from 6923 to 7308 .
07/23/2002 Bought 60 shares @ 24.63, and Portfolio control changed from 7308 to 8047 .
08/06/2002 Bought 28 shares @ 24.37, and Portfolio control changed from 8047 to 8388 .
10/07/2002 Bought 27 shares @ 22.3, and Portfolio control changed from 8388 to 8689 .
12/03/2002 Sold 19 shares @ 31.27.
05/27/2003 Sold 15 shares @ 32.8.
06/03/2003 Sold 26 shares @ 36.13.
06/09/2003 Sold 16 shares @ 38.2299.
07/28/2003 Sold 12 shares @ 40.09.
08/14/2003 Sold 11 shares @ 41.96.
11/09/2003 Sold 11 shares @ 44.10.
01/18/2004 Sold 13 Shares @ 51.43.
03/07/2004 Sold 14 Shares @ 55.78.

TIF
08/22/2004 Account started with 233.74 shares at $29.52 and $3100.00 Cash Reserve.
BETA = 1.65
Buy and Hold Profit = +12.0%
08/22/2004 Account started with 233.74 shares at $29.52 and $3100.00 Cash Reserve.

URBN
06/11/2006 Account started with 305.556 shares at $18.00 and $4500 Cash Reserve.
BETA = 1.35
Buy and Hold Profit = +12.0%
06/11/2006 Account started with 305.556 shares at $18.00 and $4500 Cash Reserve.
07/19/2006 Bought 23 shares @ 15.31, and Portfolio control changed from 5500 to 5676 due to the purchase.
11/13/2006 Sold 37 shares @ 21.9.
12/04/2006 Sold 14 shares @ 22.85.

VOD
02/18/2001 Account started with 189 shares at $25.59 and $4596.50 Cash Reserve.
BETA = 1.05
Buy and Hold Profit = -5.0%
02/18/2001 Account started with 189 shares at $25.59 and $4596.50 Cash Reserve.
06/04/2001 Bought 14 shares @ 24.35, and Portfolio control changed from 5404 to 5574 .
06/18/2001 Bought 28 shares @ 22.15, and Portfolio control changed from 5574 to 5884 .
06/25/2001 Bought 22 shares @ 21.3298, and Portfolio control changed from 5884 to 6119 .
07/23/2001 Bought 16 shares @ 20.81, and Portfolio control changed from 6119 to 6285 .
08/13/2001 Bought 31 shares @ 19.21, and Portfolio control changed from 6285 to 6583 .
11/19/2001 Sold 23 shares @ 26.7.
02/18/2002 Bought 43 shares @ 18.92, and Portfolio control changed from 6583 to 6990 .
04/01/2002 Bought 29 shares @ 18.36, and Portfolio control changed from 6990 to 7256 .
04/29/2002 Bought 70 shares @ 15.98, and Portfolio control changed from 7256 to 7815 .
05/13/2002 Bought 26 shares @ 14.88, and Portfolio control changed from 7815 to 8008 .
06/03/2003 Sold 32 shares @ 21.75.
11/23/2003 Sold 20 shares @ 22.75.
12/14/2003 Sold 18 Shares @ 23.88.
01/11/2004 Sold 28 Shares @ 27.52.
07/26/2004 Bought 22 shares @ 20.93, and Portfolio control changed from 8008 to 8238.
12/02/2004 Sold 24 shares @ 28.34.
11/23/2005 Bought 22 shares @ 21.65, and Portfolio control changed from 8238 to 8476 due to the purchase.
02/06/2006 Bought 35 shares @ 20.31, and Portfolio control changed from 8476 to 8831 due to the purchase.

VOL
12/31/2000 Account started with 296 shares at $20.625 and $3895 Cash Reserve.
BETA = 1.05
Buy and Hold Profit = +29.7%
12/31/2000 Account started with 296 shares at $20.625 and $3895 Cash Reserve.
01/22/2001 Sold 21 shares @ 24.88.
03/26/2001 Bought 23 shares @ 18.7399, and Portfolio control changed from 6105 to 6321 .
04/02/2001 Bought 28 shares @ 17.75, and Portfolio control changed from 6321 to 6569 .
04/23/2001 Bought 29 shares @ 16.93, and Portfolio control changed from 6569 to 6814 .
06/18/2001 Bought 24 shares @ 16.44, and Portfolio control changed from 6814 to 7011 .
09/10/2001 Bought 78 shares @ 14.18, and Portfolio control changed from 7011 to 7564 .
09/17/2001 Bought 77 shares @ 13.05, and Portfolio control changed from 7564 to 8066 .
09/24/2001 Bought 45 shares @ 10.82, and Portfolio control changed from 8066 to 8309 .
12/28/2001 Sold 30 shares @ 16.93.
03/07/2002 Sold 32 shares @ 18.
03/10/2002 Sold 44 shares @ 19.71.
04/15/2002 Sold 38 shares @ 21.43.
05/09/2002 Sold 22 shares @ 22.5.
07/01/2002 Sold 25 shares @ 24.
08/13/2002 Bought 25 shares @ 18.4, and Portfolio control changed from 8309 to 8539 .
08/21/2002 Bought 67 shares @ 16.39, and Portfolio control changed from 8539 to 9088 .
10/04/2002 Bought 64 shares @ 15.35, and Portfolio control changed from 9088 to 9579 .
10/07/2002 Bought 82 shares @ 14.07, and Portfolio control changed from 9579 to 10156 .
10/18/2002 Bought 13 shares @ 13.21, and Portfolio control changed from 10156 to 10242 .
08/04/2003 Sold 24 shares @ 18.5798.
11/09/2003 Sold 64 shares @ 20.92.
12/28/2003 Sold 41 shares @ 22.53.
03/07/2004 Sold 40 Shares @ 24.46.
04/04/2004 Sold 23 Shares @ 25.60.
04/25/2004 Sold 32 Shares @ 27.67.
06/27/2004 Sold 51 Shares @ 28.52.

VPI
02/24/2002 Account started with 451.61 shares at $10.85 and $5100 Cash Reserve.
BETA = 1.10
Buy and Hold Profit = +49.8%
02/24/2002 Account started with 451.61 shares at $10.85 and $5100 Cash Reserve.
03/19/2002 Sold 63 shares @ 14.25.
07/08/2002 Bought 44 shares @ 10.39, and Portfolio control changed from 4900 to 5129 .
07/23/2002 Bought 79 shares @ 9.25, and Portfolio control changed from 5129 to 5494 .
08/01/2002 Bought 72 shares @ 8.66, and Portfolio control changed from 5494 to 5806 .
06/01/03 "Vealie" changed Portfolio Control from 5806 to 6081
12/21/2003 Sold 48 shares @ 12.73.
01/25/2004 "VEALIE" changed Portfolio Control from 6081 to 6349
02/29/2004 "VEALIE" changed Portfolio Control from 6349 to 6676
03/07/2004 "VEALIE" changed Portfolio Control from 6676 to 7020
04/18/2004 Sold 32 Shares @ 15.60.
06/20/2004 Sold 33 Shares @ 16.70.

WMS
03/17/2002 Account started with 238.342 shares at $19.30 and $5400 Cash Reserve.
BETA = 1.20
Buy and Hold Profit = +73.1%
03/17/2002 Account started with 238.342 shares at $19.30 and $5400 Cash Reserve.
05/09/2002 Bought 47 shares @ 14.9, and Portfolio control changed from 4600 to 4950 .
06/18/2002 Bought 48 shares @ 13.69, and Portfolio control changed from 4950 to 5279 .
07/14/2002 Bought 80 shares @ 11.81, and Portfolio control changed from 5279 to 5751 .
07/23/2002 Bought 132 shares @ 9.81, and Portfolio control changed from 5751 to 6398 .
08/06/2002 Bought 37 shares @ 10.0399, and Portfolio control changed from 6398 to 6584 .
08/13/2002 Sold 55 shares @ 14.03.
08/18/02 "Vealie" changed Portfolio Control from 6584 to 6918. Price/share at $15.30.
08/28/2002 Sold 33 shares @ 15.66.
11/25/2002 Sold 30 shares @ 16.67.
12/01/02 "Vealie" changed Portfolio Control from 6918 to 7185
01/27/2003 Bought 42 shares @ 13, and Portfolio control changed from 7185 to 7458 .
02/24/2003 Bought 62 shares @ 12.05, and Portfolio control changed from 7458 to 7832 .
06/19/2003 Sold 50 shares @ 16.96.
08/04/2003 Sold 85 shares @ 20.54.
08/21/2003 Sold 47 shares @ 22.85.
11/30/2003 "Vealie" changed Portfolio Control From 8569 to 8930
01/11/2004 "VEALIE" changed Portfolio Control from 8930 to 9217
01/18/2004 Sold 18 Shares @ 27.97.
04/04/2004 Sold 47 Shares @ 32.38.
08/08/2004 Bought 32 Shares @ 23.91 and Portfolio Control changed from 9217 to 9600.
09/07/2004 Bought 66 shares @ 21.34, and Portfolio control changed from 10125 to 10829.
11/01/2004 Sold 23 shares @ 29.25.
12/06/2004 Sold 19 shares @ 30.61.
12/27/2004 Sold 30 shares @ 33.22.
10/17/2005 Bought 24 shares @ 25.45, and Portfolio control changed from 10829 to 11134 due to the purchase.
11/23/2005 Bought 48 shares @ 23.36, and Portfolio control changed from 11134 to 11695 due to the purchase.
04/26/2006 Sold 35 shares @ 32.64.
06/26/2006 Bought 24 shares @ 25.0798, and Portfolio control changed from 11695 to 11996 due to the purchase.
11/07/2006 Sold 38 shares @ 34.72.

WTSLA
10/15/2002 Account started with 797.98 shares at $9.90 and $2100 Cash Reserve.
BETA = 1.20
Buy and Hold Profit = -44.3%
10/15/2002 Account started with 797.98 shares at $9.90 and $2100 Cash Reserve.
11/25/2002 Sold 38 shares @ 11.61.
01/22/2003 Bought 74 shares @ 8.68, and Portfolio control changed from 7900 to 8221 .
02/24/2003 Bought 140 shares @ 6.77, and Portfolio control changed from 8221 to 8695 .
06/03/2003 Sold 77 shares @ 10.88.
07/28/2003 Sold 112 shares @ 12.5.
01/11/2004 Bought 258 shares @ 7.75 and Portfolio Control changed from 8695 to 9695 dur to the purchase.
04/15/2004 Bought 170 shares @ 6.96, and Portfolio control changed from 9695 to 10287 due to the purchase.

ZQK
12/09/2001 Account started with 856 shares at $7.355 (Split Adjusted, See Below) and $3704.12 Cash Reserve.
BETA = 1.00
Buy and Hold Profit = +195.3%
12/09/2001 Account started with 856 shares at $7.355 (Split Adjusted, See Below) and $3704.12 Cash Reserve.
01/04/2002 Sold 45 shares @ 18.52.
03/07/2002 Sold 29 shares @ 19.96.
03/19/2002 Sold 55 shares @ 23.9.
04/15/2002 Sold 17 shares @ 25.02.
06/18/2002 Sold 15 shares @ 26.41.
07/23/2002 Bought 19 shares @ 20.15, and Portfolio control changed from 6296 to 6487 .
08/01/2002 Bought 41 shares @ 18.22, and Portfolio control changed from 6487 to 6861 .
10/27/2002 "VEALIE" changed Portfolio Control from 6861 to 7052
11/24/2002 "VEALIE" changed Portfolio Control from 7052 to 7602
11/24/2002 "VEALIE" changed Portfolio Control from 7602 to 7879
03/16/2003 "VEALIE" changed Portfolio Control from 7879 to 8284
03/23/2003 "VEALIE" changed Portfolio Control from 8284 to 8751
03/23/2003 "VEALIE" changed Portfolio Control from 8751 to 8984
04/06/2003 "VEALIE" changed Portfolio Control from 8984 to 9379
05/04/2003 "VEALIE" changed Portfolio Control from 9379 to 9658
05/11/2003 Changed number of shares owned from 327 to 654; 2:1 Split.
05/11/2003 "VEALIE" changed Portfolio Control from 9658 to 9985
06/01/2003 "VEALIE" changed Portfolio Control from 9985 to 10246
08/31/2003 "VEALIE" changed Portfolio Control from 10246 to 10559
04/04/2004 "VEALIE" changed Portfolio Control From 10559 to 10898
04/25/2004 Sold 29 Shares @ 23.24.
06/20/2004 Sold 29 Shares @ 24.60.

I started the Perverse Investment Candidates (PIC) list at the beginning of 2001. It's derived from Value Line's "Highest Growth Stocks" (HGS) list (page 39 of the Index and Summary section). Value Line has a "Timeliness" rating that runs from #1 - Highest to #5 - Lowest for rating stocks for their relative price performance for the following 12 months. It's my feeling that these stocks could make great possibilities for investing using simple timing strategy of buying when they're Timeliness #5 and selling when they get to Timeliness #1. However, many of these stocks have exhibited other traits that would make them good AIM Management candidates.

I'm taking an entirely contrary view of VL's Timeliness ratings for the PIC list. Instead of their usual B.S. about only considering Timeliness #1 stocks, I'm choosing only #5's for the PIC list. So, each stock shown has at some time since January 1st, 2001 been listed simultaneously as one of VL's 100 Highest Growth Stocks and lowest Timeliness rating of #5. It's my opinion from casual observation that most of the time VL's rating method shows up a little late to the party and therefore can be used as a great contrary indicator.

As more stocks from the VL Highest Growth Stocks list fall to Timeliness #5 they'll be added to this list. Should stocks get bumped off the Highest Growth Stocks list, they'll remain on the PIC list just to keep continuity and to give AIM a chance to manage the holding. These are candidates for study as possible investments. (Disclaimer - Some of the stocks shown are owned by me in my personal account.) They are usually very far out of favor when they are listed and well off their previous 52 week highs. As may be the case, they might just fall further before gaining back any of their previous glory. The worst case is that they'd be "delisted" by failing to show reasonable 3-5 year growth potential. If the 3-5 year potential is 15 to 60%, we'll add the two values and divide by two to come up with 37.5. If the average gain expected is 44%, then this stock would be eliminated. Even so, these companies could well be managed with profitable results. Here's what Value Line does to compile their list of 100 growth stocks:

"To be included, a company's annual growth rate of sales, cash flow, earnings, dividends and book value must together have averaged 13% or more over the last 10 years and be expected to average at least 13% in the coming 3-5 years."

Always study any company carefully before actually investing.

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