IIC's Winners Watchlists

[IIC]

Got a 40% fill on cwh b/o URRE lo 13's

add 12.98 to 13.02

[IIC]

add 12.98 to 13.02

Took my little 3.5% on URRE and of course it takes off

[IIC]

Oil went so high I just had to buy a solar...ESLR and I held it over

[ywamchris]

IIC 100 vs. IBD 100

Is there time for IBD to catch up???

Doug,

Is the IIC top 10 comprised of the 10 stocks from the IIC 100 that have had the biggest increase over the week?...or are they the 10 fundamentally best stocks out of the IIC 100?

[billyjoe]

Doug,
I've been going to foreclosure auctions at the county courthouse mostly out of curiosity for the last few years. Today I noticed a difference in the bidding patterns not seen last year or even a few months ago. The plaintiffs (mostly national banks) will now only make the minimum bid which is 2/3 of the appraised value. If anyone bids first or after them, they do no further bidding. Several of today's properties were foreclosed by Deutsche Bank or Wells Fargo , in fact about 50% of the total number of sales. In the past, their local reps , usually attorneys, would bid up the parcels to ridiculous levels and list them with realtors at inflated prices. Most of these houses are in a city with a declining population currently about 25,000. I can't imagine how many houses throughout the country are being sold at sheriff's sale by these 2 banks alone.

---------------billyjoe

[IIC]

Doug,

Is the IIC top 10 comprised of the 10 stocks from the IIC 100 that have had the biggest increase over the week?...or are they the 10 fundamentally best stocks out of the IIC 100?

Chris...I present my IIC 100 in descending order from #1 to #100 each week...The results are based on the Top 10 (or Top 5 ) that I already presented.

When you see my list, the first stock listed rates #1 based on the criteria I developed in 2004...I don't necessarilly think that the first 5 or 10 are the best stocks (In fact, sometimes I'd like to erase one that appears...but I don't...e.g. FTK appears in this week's top 10...It met the criteria to do so...but I wouldn't even consider it if my list was subjective)...But my mechanical criteria which uses fundies and some technicals puts them in descending order.

Is my criteria the best? Maybe not...But it certainly seems to be better than IBD's.

My suggestion...If you are interested in checking some out but you don't want to spend a lot of time...Look at my new additions and/or look at the ones that appear on both the IIC 100 AND the IBD 100 (Then you have their backward looking view AND my forward looking view).

But as I state on my Stockcharts Page: "The IIC 100 is not a list of recommendations...They simply meet some basic criteria...Notably, fundamental criteria. One of my trading philosophies is to watch the best fundamental stocks for a buy when the technicals are right".

[IIC]

Doug,
I've been going to foreclosure auctions at the county courthouse mostly out of curiosity for the last few years. Today I noticed a difference in the bidding patterns not seen last year or even a few months ago. The plaintiffs (mostly national banks) will now only make the minimum bid which is 2/3 of the appraised value. If anyone bids first or after them, they do no further bidding. Several of today's properties were foreclosed by Deutsche Bank or Wells Fargo , in fact about 50% of the total number of sales. In the past, their local reps , usually attorneys, would bid up the parcels to ridiculous levels and list them with realtors at inflated prices. Most of these houses are in a city with a declining population currently about 25,000. I can't imagine how many houses throughout the country are being sold at sheriff's sale by these 2 banks alone.

---------------billyjoe

Don't know...But I expect Fire Sale prices next year...Vegas sounds good as a retirement place.

[ywamchris]

But as I state on my Stockcharts Page: "The IIC 100 is not a list of recommendations...They simply meet some basic criteria...Notably, fundamental criteria. One of my trading philosophies is to watch the best fundamental stocks for a buy when the technicals are right".

So, IIC top 10 is not a get rich quick list...

My suggestion...If you are interested in checking some out but you don't want to spend a lot of time...Look at my new additions and/or look at the ones that appear on both the IIC 100 AND the IBD 100 (Then you have their backward looking view AND my forward looking view).

I have been doing this a little already, selectively, and have found a few winners like CRNT and CELG. But I am looking into trying something a little more programmatic rather than just randomly picking one of the IIC stocks and researching it.

To be clear in regards to your IIC top 10 results for 11-02-07, the +78% is the combined result of stocks# 1-10 of the IIC 100 of that week as published 10-29, OR is it the combined result of the 10 stocks that performed the highest out of all the IIC 100?

BTW thanks for all of your posts. It's great to be on the learning curve here with people like you.

Cheers

Chris

[IIC]

So, IIC top 10 is not a get rich quick list...




I have been doing this a little already, selectively, and have found a few winners like CRNT and CELG. But I am looking into trying something a little more programmatic rather than just randomly picking one of the IIC stocks and researching it.

To be clear in regards to your IIC top 10 results for 11-02-07, the +78% is the combined result of stocks# 1-10 of the IIC 100 of that week as published 10-29, OR is it the combined result of the 10 stocks that performed the highest out of all the IIC 100?

BTW thanks for all of your posts. It's great to be on the learning curve here with people like you.

Cheers

Chris

The calcs are not done by me...but I understand that you would have taken an equal dollar amount on the first trading day of the year and bot each stock in the top 5 or top 10 as listed in descending order...You would hold each stock until it dropped off the list of TOP 5 or 10...However, you would not know until after the market closed on Friday which one(s) you should have sold...You take that and buy the new ones that appear at the open on Monday....The %'s are YTD

However, doing that is really just for comparison against IBD...It is not a realistic way to trade and in fact it is not possible.

The IIC 100 is simply a list of stocks that I think have a fundamentally good chance of increasing in price.

I suggest you copy the whole list and scan it thru your own criteria and see which ones pop up for further DD.

I'm not going to tell you my exact criteria but basically these are stocks that have excellent recent eps increases and very good eps projections going out 1 to 2 years. I also use some technical criteria.

[IIC]

Also...lets say you are looking for favorable technicals...I post the whole list at Public Stockcharts...I show a number of technical indicators...they may not be the indicators you use but it only takes about 5 mins to run thru each week's chart list...jot down which charts/techs look interesting to you...and then you can check those further...If you are more interested in fundamentals then yes...it would take you quite a bit longer to check 'em out although if you have a fundamental scanner you could simply run the whole list thru it...Best, Doug

[IIC]

Trim ESLR +.90.......

[billyjoe]

Also...lets say you are looking for favorable technicals...I post the whole list at Public Stockcharts...I show a number of technical indicators...they may not be the indicators you use but it only takes about 5 mins to run thru each week's chart list...jot down which charts/techs look interesting to you...and then you can check those further...If you are more interested in fundamentals then yes...it would take you quite a bit longer to check 'em out although if you have a fundamental scanner you could simply run the whole list thru it...Best, Doug

I agree, if you run the IIC 100 through fundamental scans you'll get a nice selection and if you're more fundamentally than technically inclined the resulting list will be the best of both. It might be interesting to match a list of 10 IIC technical picks vs. top 10 IIC list fundy champs. I'd volunteer a fundy list if anyone would do a 10 IIC techny list. Only using IIC stocks, of course.

---------------billyjoe

[IIC]

Out the rest of ESLR avg +.74

[IIC]

LDK made +.77...crazy...Done for the day

[billyjoe]

Also...lets say you are looking for favorable technicals...I post the whole list at Public Stockcharts...I show a number of technical indicators...they may not be the indicators you use but it only takes about 5 mins to run thru each week's chart list...jot down which charts/techs look interesting to you...and then you can check those further...If you are more interested in fundamentals then yes...it would take you quite a bit longer to check 'em out although if you have a fundamental scanner you could simply run the whole list thru it...Best, Doug

Ok, Doug, I think I get it now. Your list is based on fundamental criteria and a bit of technical analysis thrown in. Since everybody sets different values of importance on various fundamental indicators, 100 people could rate your list fundamentally and all come up with different rankings . I might throw out a stock with ROE below 20% while you may reject one with a drop in projected earnings for 2nd quarter '08. For a while I thought you were basically technical then it seemed you were 100% fundamental but you're a combination . Well, I'll rate your list the way I see it and hope for the best. Thanks for the continuous stream of ideas.

--------------billyjoe