Third Quarter Update Part II

6 Middle-Brow performers of the GREEN portfolio ( up to September 30 )

  • AB        Asset/Money Management (Operating Profit Margin)
  • CHL     Mobile Telecom/China (Debt to Equity Ratio)
  • IM        IT Products and Supply Chain (Price to Sales)
  • HES     Exploration & production of Oil (Profit Margin)
  • RBS     Royal Bank of Scotland (Forward P/E)
  • C          Financial Services or Really BIG Bank (Price to Cash per Share)

The Numbers so far (Percent gain/loss) 1st quarter, 2nd quarter and 3rd quarter

  • AB      19%     5%      2%
  • CHL  -14%     9%     23%
  • IM       23%   -1%   -12%
  • HES   0.5%   20%     -4%
  • RBS     -9%   -9%      6%
  • C        -10%  -1%     10%

6 Not So Great performers of the GREEN portfolio ( up to September 30 )

  • INCY    BioTech (Gross Margin)
  • F          Auto Maker/Auto Loans (RSI)
  • BBL     Mining Industrial Metals and Minerals (Short)
  • CNX    Gas and Coal/USA (EPS/Next YR)
  • BBBY  Retail: Home Products (LT Debt)
  • CRK    Oil & Gas Exploration TX/LA (Price to Free Cash Flow)

The Numbers so far (Percent gain/loss) 1st quarter, 2nd quarter and 3rd quarter

  • INCY     0.5%    24%    -13%
  • F              2%     11%    -17%
  • BBL         2%       6%    -13%
  • CNX        4%      15%     18%
  • BBBY   -14%      18%       9%
  • CRK       22%      27%   – 35%