IIC's Winners Watchlists

[IIC]

Analyst Actions

Time Company Ticker Action Source
3:26pm Sybase SY downgraded to Mkt Perform JMP Securities
3:03pm SCANA SCG TP raised to $39 A.G. Edwards & Sons
2:48pm Peabody Energy BTU downgraded to Hold A.G. Edwards & Sons
2:19pm Fluor Corp FLR downgraded to Underperform D.A. Davidson
2:15pm Captiva Software CPTV initiated with Outperform RBC Capital Markets
2:10pm Salesforce.com CRM initiated with Neutral Weight Prudential Financial
2:09pm Pharmaceutical Resources PRX downgraded to Hold A.G. Edwards & Sons
2:08pm Nabors Industries NBI TP reduced to $59 RBC Capital Markets
1:55pm Bausch & Lomb BOL TP raised to $76 First Albany
1:55pm New York Community Bancorp NYB TP reduced to $17 RBC Capital Markets
1:47pm Integrated Silicon Solutions ISSI TP reduced to $18 Deutsche Securities
1:44pm Primus Telecommunications Group PRTL TP reduced to $6 Jefferies & Co
1:42pm New York Community Bancorp NYB TP reduced to $17 Moors & Cabot Inc.
1:41pm Concurrent CCUR TP reduced to $2.7 Roth Capital
1:39pm L&G LGI upgraded to Hold Dryden Financial
1:38pm Ceradyne CRDN TP raised to $46 Roth Capital
1:37pm Rowan Cos RDC TP raised to $29 Jefferies & Co
1:35pm Nabors Industries NBI TP reduced to $59 RBC Capital Markets
1:29pm New York Community Bancorp NYB TP reduced to $17 RBC Capital Markets
1:27pm Guidant GDT TP reduced to $69 Banc of America
1:26pm Maxtor Corp MXO TP reduced to $6 Banc of America
1:25pm Informatica INFA TP reduced to $7.5 First Albany
1:25pm Boston Scientific BSX TP raised to $55 Banc of America
1:22pm Texas Instruments TXN TP reduced to $35 Wedbush Morgan
1:21pm Integrated Silicon Solutions ISSI TP reduced to $23 Schwab Soundview
1:17pm Biomet BMET TP raised to $44 Harris Nesbitt
1:07pm Biomet BMET TP raised to $47 Prudential Financial
1:07pm Silgan Holdings SLGN initiated with Overweight J.P. Morgan Securities
1:06pm Guidant GDT TP reduced to $82 Lazard Freres
1:04pm Sunoco SUN TP raised to $51 Prudential Financial
1:03pm Guidant GDT TP reduced to $54 UBS
1:02pm Wendy's International WEN TP reduced to $42 UBS
1:01pm Sealed Air SEE downgraded to Neutral J.P. Morgan Securities
1:01pm Network Engines NENG TP reduced to $3.5 Think Equity Partners
12:59pm New York Community Bancorp NYB downgraded to Peer Perform Bear Stearns
12:58pm Captiva Software CPTV initiated with Outperform RBC Capital Markets
12:57pm Salesforce.com CRM initiated with Neutral Weight Prudential Financial
12:56pm Silgan Holdings SLGN initiated with Overweight J.P. Morgan Securities
12:56pm NOVA Chemicals NC6 downgraded to Neutral UBS
12:53pm WebMethods WEBM downgraded to Neutral Buckingham Research
12:52pm Fluor Corp FLR downgraded to Underperform D.A. Davidson
12:46pm Urban Outfitters URBN TP raised to $70 Wedbush Morgan
12:35pm Intel INTC downgraded to Hold Deutsche Securities
12:34pm Salix Pharmaceuticals SLXP downgraded to Buy Roth Capital
12:33pm Emulex ELX downgraded to Sell Lazard Freres
12:33pm Watchguard Technologies WGRD upgraded to Buy McAdams Wright Ragen
12:32pm New York Community Bancorp NYB downgraded to Peer Perform Bear Stearns
12:28pm Georgia Gulf GGC downgraded to Reduce UBS
12:27pm Telmex TMX downgraded to In-Line Goldman Sachs
12:26pm Sealed Air SEE downgraded to Neutral J.P. Morgan Securities
12:23pm Nortel Networks NNT downgraded to Sector Perform CIBC World Markets
12:22pm Thoratec Labs THOR downgraded to Equal-weight Lehman Brothers
12:21pm Amkor Technology AMKR downgraded to Mkt Perform Piper Jaffray
12:20pm Unibanco UBB downgraded to Sell Smith Barney Citigroup
12:19pm Sybase SY downgraded to Mkt Perform JMP Securities
12:17pm NOVA Chemicals NC6 downgraded to Neutral Weight UBS
12:17pm Pogo Producing PPP downgraded to Neutral Merrill Lynch
12:16pm CUNO Inc CUNO downgraded to Neutral Merrill Lynch
12:15pm Maxtor Corp MXO downgraded to Neutral Robert W. Baird
12:13pm The Walt Disney Company DIS upgraded to Buy Sanders Morris Harris
12:10pm CollaGenex Pharmaceuticals CGPI upgraded to Strong Buy Roth Capital
12:09pm Emmis Communications EMMSP upgraded to Equal-weight Morgan Stanley
12:08pm Seagate Technology STX upgraded to Neutral Banc of America
11:57am Greene King GNK TP raised to 1198p UBS
11:53am Centrica CENA TP raised to 280p UBS
11:47am Superior Energy Services SPN TP raised to $13 Hibernia Southcoast Capital
11:46am Berkeley BKL TP raised to 1496p UBS
11:38am Pogo Producing PPP downgraded to Hold Hibernia Southcoast Capital
11:38am Biomet BMET TP raised to $51 Robert W. Baird
11:27am Robert Mondavi MOND downgraded to Neutral D.A. Davidson
10:16am Meridian Gold MDG TP raised to $17.15 Canaccord Capital
10:07am WellChoice WC initiated with Mkt Perform Wachovia Securities
9:49am Netflix NFLX TP raised to $39 First Albany
9:40am PacifiCare Health Systems PHS initiated with Mkt Perform Wachovia Securities
9:28am Sainsbury J SUY TP reduced to 219p Morgan Stanley
9:23am Cardinal Health CAH downgraded to Mkt Perform Raymond James
9:12am Societe Generale SGE downgraded to Equal-weight Morgan Stanley
9:05am Health Net HNT initiated with Outperform Wachovia Securities
8:55am Den norske Bank NBA upgraded to Overweight Morgan Stanley
8:25am Inveresk Research IRGI downgraded to Neutral Robert W. Baird
8:22am Centrica CENA upgraded to Neutral J.P. Morgan Securities
8:13am Biomet BMET upgraded to Buy First Albany
7:48am Emulex ELX downgraded to Buy Adams Harkness & Hill
7:43am Marvel Technology MRVL initiated with Hold Deutsche Securities
7:41am NetEase.com NTES downgraded to Equal-weight Pac. Growth Equities
7:38am Protein Design Labs PDLI TP reduced to $23 First Albany
7:35am Brocade BRCD downgraded to Buy Adams Harkness & Hill
7:33am Datascope DSCP downgraded to Mkt Perform Morgan Keegan
7:24am McData MCDTA downgraded to Reduce Adams Harkness & Hill
6:53am West Marine WMAR downgraded to Neutral Advest
6:52am Sainsbury J SUY TP reduced to 225p J.P. Morgan Securities
6:51am Nabors Industries NBI downgraded to Neutral Robert W. Baird
6:45am Liberty International LJ2 upgraded to Neutral J.P. Morgan Securities
6:40am eSpeed ESPD downgraded to Neutral Hoefer and Arnett
6:33am Pennon PNN downgraded to Neutral J.P. Morgan Securities
5:47am DRS Technologies DRS TP raised to $40 Advest
4:52am Varian VAR initiated with Buy First Albany
4:05am Best Buy BBY initiated with Hold A.G. Edwards & Sons
3:59am Titan Corp TTN upgraded to Hold A.G. Edwards & Sons
3:52am Emulex ELX downgraded to Hold A.G. Edwards & Sons

[IIC]

Economic Data and other events
scheduled for July 5 - 9

MONDAY
Independence Day Holiday - All Markets Closed

TUESDAY
ISM Services Index<10 am ET)

Challenger Layoffs Report (10 am ET)

Treasury auctions 3&6-month bills

WEDNESDAY
Weekly Chain Store Sales (9 am ET)

Treasury auctions 5-year notes

THURSDAY
Weekly Initial Jobless Claims (8:30 am ET)

Chain Stores Sales for June (11 am ET)

Treasury auctions 10-year notes

Consumer Credit for May (3 pm ET)

Weekly Money Supply (4:30 pm ET)

FRIDAY
Wholesale Trade for May (10 am ET)

[IIC]

IIC 100


1) Naz only any priceThis is the one I use...posted earlier)

TZOO TASR RIMM NAVR CNTY TACT SNHY SWIR SMTS HUBG URBN ISSC ALDN CPRT PMTI ERES LCUT LSCP VTIV PETD POSS WSBK RELV LIFC RHAT SIMG PRFT DXYN YHOO PNFP FLIR FARO ELAB PTRY SHFL ASKJ UNFI RUSHB EAGL HLEX BEIQ GEHL AMMD DRAX SCST NARA SNIC LAYN NIKU EBAY ANDW HOLX AAPL CATT EZPW JOYG BELFB PETM CLDN EPIC ARTC VNBC SGMS GVHR NDSN PXLW CSGP FCFS DTAS CELG ADEX DRIV SUMX CDIS VCLK ULBI ECHO USPI FILE XICO MSCC RSAS ATYT ARXX VRNT CERN OPEN RVSN CGNX GTIV SBSE SBNY BSET UOPX PDCO CTSH INFY IAAI FAST VMSI

2) All Exchanges any price:

AIT ALDN AMMD ANDW ARO ARTC ASE ASKJ BCO BEIQ BELFB BEV BRY BXG CATT CLB CLDN CMN CNH CNTY COH CPRT CRS CSGP DRAX DTAS DXYN EAGL EBAY ELAB EPIC ERES EZPW FARO FLIR GDP GEF GEHL GGC GRP GVHR HAR HLEX HMX HOLX HUBG HWK ISSC JOYG LAYN LB LCUT LIFC LSCP MSM NARA NAVR NCI NDSN NIKU OCN PETD PETM PLT PMTI PNFP POSS PRFT PTRY PXG RELV RHAT RIMM RNT RRC RUSHB SCST SGMS SHFL SIMG SMTS SNHY SNIC SUMX SWIR SYK TACT TASR TNB TYC TZOO UNFI UPL URBN VNBC VTIV WSBK YHOO ZMH ZNT

3) All Exchanges $15+

AAPL AIT ALDN AMMD ANDW ARO ARTC ASE ASKJ AXE BCO BEIQ BELFB BRY CATT CDIS CELG CHS CLB CLDN CMN CNF CNH COH CPRT CRS CSGP DJO DRIV EAGL EBAY ELAB ERES FARO FCFS FILE FLIR FMC GBX GEF GEHL GGC GRP GVHR GYI HAR HLEX HOLX HUBG INFY ISSC JOYG LAYN LCUT LSCP MBT MSM NARA NCI NDSN PDCO PETD PETM PLT PMTI PNFP POSS PTRY RHAT RIMM RNT RRC RST SBSE SCST SGMS SHFL SMTS SNHY SNIC SWIR SYK TACT TASR TKR TNB TYC TZOO ULBI UNFI UPL URBN USPI VNBC VTIV WMO WSBK YHOO ZMH ZNT

Note: In list #3 there are 26 that also appear in the IBD 100. I use my own proprietary formula however... It is based on my own RS...which does not match IBD exactly, but it is pretty close, and current/projected eps along with a couple of other variables...They are not recommendations...simply stocks that match my selected criteria...IIC

[IIC]

I thought this chart was pretty interesting:

[IIC]

Naz % Gainers-Friday

Symbol Name Last Trade Change Volume
HOOK REDHOOK ALE BREWERY 07/02 3.6490 +0.71 +24.12% 495,002
DFIB CARDIAC SCIENCE INC 07/02 3.0500 +0.59 +23.98% 12,852,870
LUCY LUCILLE FARMS INC 07/02 2.7400 +0.49 +21.78% 490,211
WSTF WESTAFF INC 07/02 3.3700 +0.59 +21.22% 113,831
TELOZ TEL OFFSHORE TR UNIT BEN 07/02 5.0100 +0.86 +20.72% 73,742
SSLI SOUTHERN SEC LIFE INS INC 07/02 3.6500 +0.55 +17.70% 3,502
FCCG FOG CUTTER CAP GROUP INC 07/02 4.2920 +0.61 +16.63% 33,854
PFCO PAULA FINL DEL 07/02 3.5600 +0.49 +15.96% 148,163
AMOT ALLIED MOTION TECHNOLOGIES I 07/02 5.4400 +0.67 +14.05% 45,144
AIRT AIR T INC 07/02 12.7700 +1.40 +12.31% 794,750

[IIC]

Naz Chart:

[IIC]

Naz Composite Short Interest...gotta stop sometime:


[code:1:cd8c325e91]
Settlement Date Total Short Interest Number of Securities
June 13, 2003 4,604,557,148 3,569
July 15, 2003 4,683,497,070 3,504
August 15, 2003 4,404,472,224 3,472
September 15, 2003 4,521,740,414 3,497
October 15, 2003 4,584,107,664 3,474
November 14, 2003 4,563,123,033 3,456
December 15, 2003 4,713,016,555 3,440
January 15, 2003 4,687,305,136 3,454
February 13, 2004 4,593,580,829 3,463
March 15, 2004 4,855,579,913 3,443
April 15, 2004 4,993,345,137 3,443
May 14, 2004 4,958,452,082 3,416
June 15, 2004 5,170,987,973 3,430
[/code:1:cd8c325e91]

[billyjoe]

IIC, How long has the IIC 100 been in existance and how well has it been performing? Do you ever tweak the formula or is it set? Thanks,
billyjoe
p.s. if I ever come out with a list it would be something like the "billyjoe 10" since 100 is too many for my diminished brain power

[IIC]

The IIC 100 has been around since April 3rd of this year...I never calculated the running increase/decrease...I just scan the charts to see if I like any of them.

Actually I run a lot of scans...this one is not my favorite.

Here is the original one based on the close on 4/2/04...feel free to check it out and let us know how it did...looks like some were good at a quick glance.

TASR SWIR ITIG EVCI ALDN CKSW PMTI LSCP HUBG ULBI NOBL DRAX AMXC ABAX RHAT ASKJ TRCI MTLM MRBA GVHR DPTR CWTR CCBI CAMP URBN SSNC PXLW PTIX MSON ABTL SIMG SGMS OMCL EZPW CPTV SINT CACH VOXX QLTI LEXR JNPR FLBK VNBC SCUR RSYS OTEX FFIV ENMC ELAB SINA RECN ARXX VCLK SNIC POSS JOYG ISSC ADSK RVSN SHFL UNFI PNFP MSCC ERES CECO ARMHY SCST JOSB GALN SBSE RSAS NTES HOLX CLDN ADRX UOPX PLCM FILE CELL CDIC AUTN SYNA OVTI KYPH SANM FLEX BSET ZIGO MTRX AMMD STRA SCSS NICE MRVL HLEX APOL VECO PETM YHOO XPRSA

The formula remains the same...Naz, High RS, Current and Projected EPS of at least_____ and some other variables

[IIC]

I like the charts on UPL and EPEX...watch for moves on vol.

[IIC]

FWIW...Fortune mid year Top 40:

http://trimurl.com/BJ

[IIC]

Today's MoMo:

AIRT KMRT IDSA SUMX LWAY DWSN VLCCF CALM TRGL SMRT BBSI VIDE CLDA SMXC BOOT CACS LUCY FTHR COHT AMOT NOOF WSTF ACTG

[IIC]

Advance/Decline Charts

[IIC]

Naz, New high, closed up on at least 2x ADV...

AIRT SUMX DWSN TRGL ARTL SMRT STLD VIDE DCBK LUCY CALC FTHR COHT MPAC BOCH

[IIC]

[code:1:2aa132da4f]Late-Trading Activity (4:00 P.M. - 6:30 P.M. Eastern Time)

. TUESDAY FRIDAY THURSDAY WEDNESDAY TUESDAY
Issues Traded 2,938 2,720 3,072 3,399 3,452
Advances 1359 522 701 444 540
Declines 448 647 441 464 513
Unchanged 1,131 1,551 1,930 2,491 2,399
Advancing Volume 32,549,337 9,276,742 14,656,329 22,338,660 25,368,823
Declining Volume 14,832,820 7,477,032 17,179,816 45,608,831 17,720,916
Total Volume 87,533,728 27,478,470 64,678,275 133,943,884 80,383,881

LATE MOST ACTIVE ISSUES
ISSUE EXCH VOL(000s) LAST NET CHG % CHG
Nasdaq 100 (A) 3,194.8 36.02 -0.01 unch
Microsoft (Nq) 1,921.9 28.02 unch unch
SunMicrsys (Nq) 1,858.4 3.91 +0.03 +0.8
Intel (Nq) 1,654.3 26.14 +0.03 +0.1
PepsiCo (N) 1,577.4 53.50 unch unch
CiscoSys (Nq) 1,355.2 22.39 +0.02 +0.1
Level3Comm (Nq) 1,352.7 3.12 +0.02 +0.6
OracleCp (Nq) 1,300.5 11.22 +0.02 +0.2
VeritasSftwr (Nq) 1,092.7 16.97 -0.03 -0.2
OcciPete (N) 981.5 48.86 unch unch
Micromuse (Nq) 819.2 5.30 +0.13 +2.5
AutDataProc (N) 817.0 40.77 unch unch
AscentialSftwr (Nq) 781.4 11.30 -2.72 -19.4
ApldMatl (Nq) 759.9 17.93 -0.08 -0.4
Dell (Nq) 704.0 35.07 +0.14 +0.4
Alltel (N) 687.7 49.65 unch unch
Elan ADS (N) 660.0 25.25 unch unch
SPDR (A) 656.0 111.89 unch unch
RobHalfIntl (N) 640.0 28.79 unch unch
HewlettPk (N) 625.9 20.00 -0.04 -0.2
GenElec (N) 619.6 31.83 unch unch
Tellabs (Nq) 572.6 8.11 -0.03 -0.4
NSTAR (N) 569.4 47.68 unch unch
SemiConHldrs (A) 471.1 34.62 +0.04 +0.1
Yahoo (Nq) 457.8 33.38 +0.16 +0.5
Pfizer (N) 447.9 33.87 unch unch
Wachovia (N) 428.9 44.11 unch unch
JohnsCtrl (N) 425.5 51.52 unch unch
TibcoSftwr (Nq) 425.5 7.34 unch
SecureCmptg (Nq) 424.1 6.70 -3.23 -32.5

LATE PRICE PERCENTAGE GAINERS
ISSUE EXCH VOL(000s) LAST NET CHG % CHG
Camtek (Nq) 11.5 6.15 +0.95 +18.3
QuestSftwr (Nq) 35.6 12.34 +1.23 +11.1
Knghtsbrdg (Nq) 11.1 34.00 +3.04 +9.8
CardiacSci (Nq) 14.9 3.10 +0.17 +5.8
Aeropostale (N) 16.9 27.91 +1.27 +4.8
AirT (SC) 71.7 19.70 +0.80 +4.2
CarrierAcc (Nq) 20.6 14.95 +0.57 +4.0
WrldAirwy (SC) 84.4 4.70 +0.17 +3.8
eSpeed A (Nq) 6.2 11.77 +0.38 +3.3
VicuronPharm (Nq) 11.7 12.15 +0.37 +3.1
Applebee (Nq) 36.1 23.45 +0.66 +2.9
CinnBell (N) 45.4 4.27 +0.12 +2.9
II-VI (Nq) 14.4 29.20 +0.82 +2.9
Micromuse (Nq) 819.2 5.30 +0.13 +2.5
Dynegy A (N) 20.1 4.37 +0.10 +2.3

LATE PRICE PERCENTAGE LOSERS
ISSUE EXCH VOL(000s) LAST NET CHG % CHG
SecureCmptg (Nq) 424.1 6.70 -3.23 -32.5
Netopia (Nq) 20.8 4.59 -1.24 -21.3
AscentialSftwr (Nq) 781.4 11.30 -2.72 -19.4
JDA SftwrGp (Nq) 53.1 10.00 -1.85 -15.6
AproprosTch (Nq) 27.9 3.15 -0.15 -4.5
Corinthian (Nq) 91.7 22.63 -1.06 -4.5
MeadeInstr (Nq) 20.0 3.05 -0.11 -3.5
IndSvcsAm (SC) 12.7 13.71 -0.42 -3.0
Coeur dAMn (N) 25.7 4.04 -0.12 -2.9
WestellTch (Nq) 22.8 4.29 -0.12 -2.7
NMS Comm (Nq) 61.5 6.70 -0.18 -2.6
ChrtSemi ADS (Nq) 130.0 7.63 -0.20 -2.5
IntgtAlmSvc (Nq) 145.1 4.94 -0.11 -2.2
Lionbridge (Nq) 60.3 7.50 -0.16 -2.1
Hydrogenics (Nq) 9.3 4.41 -0.09 -2.0[/code:1:2aa132da4f]