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CONCLUSION
The most obvious conclusion from the above statistics
is that generally stocks have been up this year, as evidenced by the S&P’s
12% increase since year-end. I can also say that the stocks on the Blue
List, chosen according to my GARP criteria, are up on average twice as much
as the Index. Even stocks rejected because they didn’t meet GARP criteria*
are up more than the Index.
* Comcast was removed for of lack of available data,
because of their purchase of AT&T cable.
| Ex-Blue List Stock | Price
7/16/03 |
Price
When Removed |
%
Inc/Dec |
| Technology | |||
| Cisco. | 18.231 |
13.20 |
38.11% |
| Comcast | 30.441
|
23.57 |
29.15% |
| Tech Services | |||
| Health Care | |||
| Biogen | 41.383 |
45.99 |
-10.02% |
| Financials | |||
| Citigroup | 45.521 |
31.42 |
44.88% |
| Eaton Vance | 34.573 |
31.13 |
11.05% |
| Marsh & Mclennan | 52.382 |
44.33 |
18.16% |
| Industrials | |||
| Consumer/Retail | |||
| WalMart | 56.651 |
47.85 |
18.39% |
| Energy | |||
| Global Santa Fe | 23.003 |
24.88 |
-7.56%
|
| Average Change | 17.77% |
||
| 1 Removed 2/12/03 | |||
| 2 Removed 4/11/03 | |||
| 3 Removed 6/4/03 |
| Blue List Stock | Price
12/31 or When Added |
Price
7/16/03 |
%
Increase/ |
| Technology | |||
| Flextronics | 8.19 |
11.83 |
44.44% |
| L-3 Communic. | 40.611 |
44.43 |
9.41% |
| Western Digital | 8.902
|
12.44 |
39.78% |
| Tech Services | |||
| ADP | 39.25 |
36.72 |
-6.45% |
| First Data | 35.41 |
42.75 |
20.73% |
| Health Care | |||
| Cardinal Health | 59.19 |
64.78 |
9.44% |
| Idec Pharmaceut. | 30.271 |
36.35 |
20.09% |
| Pfizer | 30.57 |
33.35 |
9.09% |
| Teva Pharma. | 38.61 |
57.59 |
49.16% |
| WellPoint | 64.501 |
79.67 |
23.52% |
| Financials | |||
| AIG | 46.501 |
59.80 |
28.60% |
| Capital One | 29.72 |
55.32 |
86.14% |
| Fannie Mae | 64.33 |
69.00 |
7.26% |
| Industrials | |||
| General Dynamics | 79.37 |
77.49 |
-2.37% |
| Lennar | 52.551 |
71.79 |
36.61% |
| United Technologies | 61.94 |
72.19 |
16.55% |
| Consumer/Retail | |||
| Autozone | 70.65 |
78.37 |
10.93% |
| Costco | 28.06 |
36.88 |
31.43% |
| Home Depot | 24.02 |
33.50 |
39.47% |
| Sharper Image | 20.112 |
27.05 |
34.51% |
| Energy | |||
| Kinder Morgan | 53.633 |
53.80 |
.32%
|
| Average Change | 24.22% |
||
| S&P 500 Index | 879.82 |
986.24 |
12.10% |
| 1 Added 2/12/03 | |||
| 2 Added 4/11/03 | |||
| 3 Added 6/4/03 |
HOW HAS THE BLUE LIST DONE THIS YEAR?
Since year-end, or since being added to the list if added
this year, stocks on the Blue List have an average increase of 24.22% as
of 16 July 2003, while the S&P Index is up 12.10% since year-end. Below
is a table showing the individual performances. Stocks added in 2003 indicate
price on date added (as noted by superscripts), and their gain is calculated
from that date.