The Growthstock Advantage Investment Newsletter 9/30/08
Web URL http://www.growthstock.com
Email info@growthstock.com
OUCH! Nothing like a good market meltdown to get your attention.
None of my indicators are flashing a market buy right now, but
that could change very rapidly in a market this volatile. Note
that high beta stocks, like the ones featured in this newsletter,
tend to under-perform the market during down trends like the
one we're currently in - the opposite is usually the case during
up trends.
As of the close of the market today, the Rapid Growth System
was down -22% for the month, the Aggressive Growth
System was down about -17% for the month, and the S&P500
was down about -9% for the same period.
The following table
shows where we stand, year to date:
S&P 500 (YTD) |
-21% |
Rapid Growth System (YTD) |
-36% |
Aggressive Growth System (YTD) |
-30% |
We will not know the official results of either portfolio until
after we make our trades on Wednesday 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 10/1/08. This months
stocks, which will be bought, or re-balanced, for the Rapid
Growth System, on Wednesday, October 1, 2008, are:
Ticker Symbol |
Security Name |
CVTX |
CV THERAPEUTICS ORD |
PGI |
PREMIERE GLB SRV ORD |
ODSY |
ODYSSEY HLTHCR ORD |
STMP |
STAMPS COM ORD |
SKIL |
SKILLSOFT DR |
TYL |
TYLER TECHNOL ORD |
TKLC |
TEKELEC ORD |
MCHX |
MARCHEX ORDINARY |
IKN |
IKON OFFICE ORD |
KFY |
KORN FERRY INTL ORD |
This month's Aggressive Growth System stocks which will
be bought, or re-balanced,
on Wednesday, October 1, 2008, are:
Ticker Symbol |
Security Name |
XRM |
XERIUM TECH |
WMG |
WARNER MUSIC GROUP ORD |
IDIX |
IDENIX PHARM ORD |
MED |
MEDIFAST ORD |
OCN |
OCWEN FINANCIAL ORD |
DXCM |
DEXCOM ORD |
LSI |
LSI LOGIC ORD* |
SMSI |
SMITH MICRO SOFTWARE ORD |
CBR |
CIBER ORD |
NPSP |
NPS PHARMACEUT ORD |
Good investing.
Lee
* I have a small position in LSI in my personal account. If this
makes you uneasy, you should substitute PMCS for LSI this month.