I limited portfolio monitoring to just 13 stocks. Ok. I know. 13. What the hell.
May 16 2007 eps Mar 2008 eps
1. AC 345.00 37.80 6.06
2. BDO 48.00 2.86 0.58
3. BPI 53.00 3.78 0.57
4. EDC 5.50 0.577 0.08
5 GLO 1340.00 100.07
6. JFC 45.00 2.364 0.4698
7. PCOR 5.90 0.68
8. SMC 44.00 2.74
9. TEL 2685.00 188.42 54.71
10. SM 265.00 19.67 6.2
11. SMPH 8.30 0.481 0.128
12. FLI 1.00 0.071
13. MWC 18.00 1.06
I considered momentum in earnings, and technicals. The following are my bets on the above. I did not include the companies that I consider to be a HOLD.
Sell BDO, JFC, PCOR, SMC
Buy EDC, SM and FLI (weak buy)
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