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10/21/02  

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Previous GARP Portfolios

December 22, 2000 New Money GARP Portfolio- Closed 1/26/01 with a gain of 21.1% vs. a gain of 3% for the S&P 500. 

Symbol Company Projected P/E Growth Rate- 5year est. PEG Ratio

Price @ Dec 22

 Sell Stop Target Sale  Price Gain/ (Loss)
CNS Consolidated Stores 9.5x 17.7% .53x 10.125 9.75 12.00 12.00 +18.5%
CGO Atlas Air 11.3x 18.9 .59x 30.34 33.75 38.00 33.81 +11.5%
RMDY Remedy 10.9x 30.1 .38x 17.375 15.875 25.00 24.625 +36.2%
CCRT Compucredit 5.9x 31.1 .19x 18.06 15.875 23.50 23.50 +30.1%
GTW Gateway 9.5x 22.1 .43x 18.12 15.875 23.25 23.25 +28.2%
DRTE Dendrite Int'l 18.6x 27.8 .67x 17.66 15.875 23.50 23.50 +33.1%
TER Teradyne 12.1x 24.2 .50x 36.00 33.75 45.00 39.56 +9.8%
TEX Terex 4.6x 14.1 .33x 15.125 13.75 18.00 17.69 +16.5%
DSPG DSP Group 16.2x 25.0 .65x 21.06 19.375 27.00 27.00 +28.2%
OIL Triton Energy 7.3x 27.8 .26x 26.00 29.375 32.875 29.375 +14.4%
LTBG Lightbridge 13.0x 23.3 .56x 11.00 13.25 16.50 13.25 +20.5%
MLI Mueller Ind 8.2x 15.0 .51x 24.54 25.375 28.25 26.19 +6.7%

December 4, 2000 New Money GARP Portfolio-Portfolio closed on 12/22/00 with a gain of 6.9% vs. a loss of 1.4% for the S&P 500 and 7.14% for the NASD.

Symbol Company Projected P/E Growth Rate- 5year est. PEG Ratio

Price @ Oct 9

 Sell Stop Target Sale  Price Gain/ (Loss)
SPLS  Staples 15x 25.0% .6x 12.31 10.75 15.00 11.00 -10.6%
CDO Comdisco 7.1x 15.4% .45x 12.37 10.625 17.50 10.625 -14.1%
RSYS Radisys 13.7x 26.2% .52x 28.06 24.875 36.50 24.875 -11.4%
TEX Terex 4.1x 13.8% .29x 13.25 10.625 15.25 14.18 +7.0%
KLAC KLA Tencor 10.9x 25% .43x 27.75 25.25 35.75 35.75 +28.9%
PRGN Peregrine 23.6x 45.2% .52x 18.00 14.75 25.00 25.00 +38.9%
RCL Royal Car. 8.5x 18.3% .46x 20.25 25.00 18.50 23.65 +16.7%
THQI THQ Inc 13.5x 21.5% .63x 18.96 16.75 25.43 21.43 +13.0%
EMN Eastman Chemical 9.3% 10.2x .91x 44.37 41.875 50.25 48.18 +8.5%
RMDY Remedy 10.9x 30% .36x 16.812 14.875 22.85 17.25 +2.6%
UB UnionBanCal 6.7x 9.6% .69x 23.00 21.375 27.50 23.56 +2.4%
PVN Providian 6.8x 24.3% .28x 46.00 43.75 52.00 49.43 +7.5%

 

November 1, 2000 New Money GARP Portfolio Closed on December 1, 2000 with a loss of 5.75 % vs. a loss of 8.2% for the SPX and 22.2% for NASD in the same period. 

Symbol Company Projected P/E Growth Rate- 5year est. PEG Ratio

Price @ Oct 9

 Sell Stop Target Sale  Price Gain/ (Loss)
AMD Advanced Micro 7.7x 21% .36x 23.75 21.375 28.00 21.375 -10.0%
ODP Office Depot 9x 15% .6x 8.00 7.25 9.875 7.25 -9.3%
MU Micron 8x 20% .4x 35.50 29.625 48.25 30.94 -12.8%
VSH Vishay 6.8x 15% .45x 29.68 26.875 36.00 26.875 -9.4%
AMAT Applied Materials 14.4x 25% .58x 51.25 47.75 60.00 47.75 -6.8%
ADTN Adtran 17.2x 26% .65x 40.06 36.75 45.00 36.75 -8.1%
RCL Royal 8.5x 18% .47x 21.48 19.75 25.50 20.35 -4.5%
TXT Textron 10x 13% .77x 51.25 48.75 55.50 55.50 +8.2%
UB UnionBancCal 6.2x 10% .62x 21.43 19.75 25.00 23.25 +8.5%
BBY Best Buy 18.9x 23.5% .8x 49.75 46.625 56.50 46.625 -6.3%
EK Eastman Kodak 8.3x 9.5% .87x 45.18 41.75 51.50 41.75 -7.5%
ESIO Electro Sci 8.9x 23% .38x 33.50 29.75 39.50 29.75 -11.1%
                   

 

October 9, 2000 New Money GARP Portfolio- Closed 10/31/2000 with a gain of 1.435% vs a gain of 0.8% for the S&P 500.

Symbol Company Projected P/E Growth Rate- 5year est. PEG Ratio

Price @ Oct 9

 Sell Stop Target Sale  Price Gain/ (Loss)
TER Teradyne 7.9x 25.4% .3x 33.18 28.50 49.50 31.25 -5.6%
KLAC KLA Tencor 13.7x 25.1% .54x 35.31 29.75 49.50 33.75 -4.4%
AMAT Applied Materials 15.7x 25.3% .6x 54.18 49.75 66.25 53.08 -2.0%
RMDY REmedy 9.7x 30% .32x 16.37 14.50 23.50 17.25 +5.7%
TXT Textron 8.7x 13.4% .65x 47.00 43.75 53.50 51.00 +8.5%
WCOM Worldcom 11.6x 27.9% .42x 25.18 22.75 32.00 22.75 -9.6%
MU Micron 8.4x 20.9% .40x 40.81 35.75 48.00 35.75 -12.2%
TXN Texas Instr 27.7x 27.7% 1x 46.875 39.75 58.50 49.25 +5.0%
MOT Motorola 19.1x 23.2% .82x 27.75 23.75 32.75 23.75 -14.4%
RCL Royal Car 10.2x 17.8% .57x 26.37 23.75 33.50 23.75 -9.9%
CA Computer Associates 8.5x 16.5% .51x 27.00 24.50 34.75 32.00 +14.8%
LOW Lowe's  15.4x 21.8% .70x 40.81 37.50 46.00 46.00 +12.7%
AT AllTel 17.3x 14.5% 1.1x 53.68 49.625 60.00 60.00 +11.9%
BMCS BMC Software 9.4x 21.5% .44x 16.93 14.75 21.00 20.25 +19.6%

 

8/14/00 The July GARP was closed 8/14 with a gain of 2.8% vs a gain of 1% for the SPX and loss of 4% on the NASD. 

 August 14 GARP Portfolio( with Sept 5, 2000 additions) Closed 9/30/00 with a loss of 0.5% vs a loss of 3.2% for the SPX and a loss of 4.6% for the NASD in the same period. 

Symbol Company Projected P/E Growth Rate- 5year est. PEG Ratio Price @ Aug 14 Sell Stop Target Gain/ (Loss)
AVNT Avant 7x 30% .23x 15.06 13.43 18.25 +20.3%
GRB Gerber Scientific 7.5x 18% .41x 10.12 9.125 12.00 -10%
UDS Ultramar D/Shamrock 6.8x 13.3% .51x 24.46  21.875 28.00 +14.4%
CNF CNF Trans 7.2x 13% .55x 26.25 24.375 32.00 -7.1%
PII Polaris Ind 8.3x 15% .55x 31.625 29.375 35.50 +10.7%
CBE Cooper Industries 8.4x 10.8% .81x 35.75 32.875 35.25 -1.3%
TWR Tower Automotive 4.7x 14.5% .32x 13.125 11.75 16.00 -10.4%
CENT Cent Garden/Pet  6.4x 14.3% .45x 8.25 7.375 9.75 -10.6%
FD Federated Depart. 6.4x 13.6% .47x 27.00 26.125 33.00 -3.2%
BWA Borg Warner Auto 5.9x 12.7% .48x 36.75 34.875 43.50 -5.0%
ARG Airgas 8.4x 13% .64x 5.875 5.25 6.81 +15.9%
TNB Thomas/Betts 6.0x 12.2% .49x 20.00 18.375 26.50 -8.1%
AM American Greetings 7.3x 10.3% .70x 19.75 17.875 23.00 -9.4%
SKS Saks  5.8x 16.9% .34x 9.625 8.625 9.875 +2.5%
PHSY Pacificare Healthcare 6.6x 12.8% .51x 56.50 52.875 66.00 -6.4%

July GARP Portfolio- Closed 8/14/00 with gain of 2.5% vs 1.4% for the S&P 500

Symbol Company Projected P/E Growth Rate- 5year est. PEG Ratio Price @ July 1 Sell Stop Target Gain/ (Loss)
CHTT Chattem Inc 5.1x 14% .36x 13.67 11.875 13.00 -4.9%
SPGLA Spiegel Inc 6.5x 21% .31x 8.50 7.625 10.00 -10.3%
CNC Conseco 4.8x 14% .34x 9.75 8.75 11.875 +21.8%
TWMC Trans World Entmt 6.0x 18.8% .32x 12.10 10.75 14.00 -11.1%
ARG Airgas 8.4x