The Growthstock Advantage Investment Newsletter 3/1/09
Web URL http://www.growthstock.com
Email info@growthstock.com
Throughout all of the sell-off's last year, for me it never felt
like capitulation. People were still too optimistic, thought the
market would come back around, etc. February felt like the
start of the capitulation process - Stimulus packages that
don't seem to be working, banks tightening credit, GDP,
unemployment, and other macro economic reports coming
in worse than expected, even the commentary from the
business press seems to be pointing to the conclusion that
the world is ending. We need capitulation for a market
bottom to be put in, and it looks like the process is starting.
For the record, my opinion is that we bottom this Summer.
As of the close of the market Friday, the Rapid Growth System
was down -7% for the month, the Aggressive Growth
System was down about -7% for the month, and the S&P500
was down about -11% for the same period.
The following table
shows where we stand, year to date:
S&P 500 (YTD) |
-19% |
Rapid Growth System (YTD) |
-20% |
Aggressive Growth System (YTD) |
-5% |
We will not know the official results of either portfolio until
after we make our trades on Monday morning. Official
results will be published on the web site.
Just a reminder, the top 30 stocks picked by our computer
program
for both portfolios are listed on the web site, just
click on the above link to view them. This is done for
subscribers who may want to hold stocks from previous
month's newsletters, if they still are ranked in the top 30 by
our computerized screening models. Our model portfolios
do not follow this method, but the top 30 service was
requested by many subscribers, so we're happy to provide it.
And now, here are this month's computer generated stock picks.
Remember that each stock in both model portfolios should
represent ten percent of the value in their respective portfolios
based on the price they are purchased at on 3/2/09. This months
stocks, which will be bought, or re-balanced, for the Rapid
Growth System, on Monday, March 2, 2009, are:
Ticker Symbol |
Security Name |
ODSY |
ODYSSEY HLTHCR ORD |
BECN |
BEACON ROOFING ORD |
FCFS |
FIRST CASH FINL ORD |
CVTX |
CV THERAPEUTICS ORD |
THRX |
THERAVANCE ORD |
HLTH |
EMDEON ORD |
LNCE |
LANCE ORD |
COCO |
CORINTHIAN COLL ORD |
TKLC |
TEKELEC ORD |
SWS |
SWS GROUP ORD |
This month's Aggressive Growth System stocks which will
be bought, or re-balanced,
on Monday, March 2, 2009, are:
Ticker Symbol |
Security Name |
MIG |
MEADOWBROOK INS ORD |
MRCY |
MERCURY COMPUTER ORD |
CY |
CYPRESS SEMI ORD |
TIVO |
TIVO ORD |
MAXY |
MAXYGEN ORD |
DSPG |
DSP GROUP ORD |
IAG |
IAMGOLD ORD |
TLGD |
TOLLGRADE COMM ORD |
MTZ |
MASTEC ORD |
DLM |
DEL MONTE FOODS ORD |
Good investing.