Topic Branch Wood Bradley
Underwood
1) Investment Planning
Diversify Options, Risk Versus Age, (how to select the
a) right mix of investments to match your risk level) 4 2
Tax Planning, (taking tax considerations into your
b) investment choices) 3
Tax Forms, (how to fill out IRS forms that affect
c) investors)
d) Type Of Broker That Is Right For You, 3
Retirement Income the 3 Legged Stool, (how to calculate
your retirement needs and how to draw funds to match
e) those needs) 1
f) Dividend Stocks (using yield as a primary investment tool) 2
2) Finding Information
Free Quotes and how to read them (First lesson already
a) planned)
Free Charts and how to read them (Second lesson already
b) planned)
7) Free Screening tools, 7 1 7 1
9) Free portfolio tools, 9 9
8) Free market advice 8 2 8 1
Comparison of online brokers (Etrade/Ameritrade/Scott
6) Trade, etc) 6 6 1
Comparison of full service brokers (Merrill Lynch,
g) Schwab, etc)
Paid services (1 lesson for each service, Investors
10) Business Daily, Value Line, etc) 10 10
Useful Investment websites (1 lesson for each site,
11) SmartMoney, Motley Fool, etc) 11 4 11 1
j) Book Reviews/Recommendations
Add) Printed materials (magazines, WSJ, etc)
Add) News sources and how to react to news
3) Investment Options
Mutual Funds, (an overview of Mutual fund options,
4) terms, and investing concerns) 4 4
Fund Families (1 lesson per family, Fidelity, Vanguard,
b) Putnam, etc) 2
Stocks, (an overview of types, terms, strategies and
5) investing concerns) 5 5 5 2
Bonds, (an overview of bond options, types, terms, and
d) investing concerns) 2
Money Markets/CDs/Tbills (how to sit on cash when the
e) market is too unknown)
Commodities, (an overview of types, terms, and investing
f) concerns)
Options, (an overview of types, terms, strategies, and
g) investing concerns) 6
h) Gold, art, collectables
Real Estate (an overview of options, terms, and investing
i) concerns)
4) Learning to Invest
Trade Techniques (long, short, margin, averaging, day
1) traders, etc) 1 1 3
2) Stop Orders and order info, 2 2
Entry And Exit Techniques (how to maximize buying and
3) selling points) 3 3 3 3
d) Bid/Ask Spread/Slippage, 3
e) Analyzing Returns,
f) Income And Balance Statements,
g) Annual reports
h) Fund Prospectus
i) Option Covered Call Writing, 7
j) Option Spreads/Straddles. 8
Add) Interpreting Research Reports
Add) Trading rules to live by 4
Add) Techniques used by well known investors like
Warren Buffett, Peter Lynch to pick stocks
Add) Technical analysis versus Fundamental analysis
Add) Economic reports and their effects (GDP Growth,
New claims, Reserve rates, CPI, etc)
Add Business cycles and sector analysis
5) Learning to Analyze
a) P/E Ratios, 9 1
b) EPS, 9 1
c) Institutional holdings 9 1
14) Current Ratios. 14 9 14 1
13) Determining Support Or Resistance levels, 13 9 13 1
12) Moving Averages and their uses 12 9 12 1
15) Stochatics and what they tell you 15 9 15 1
16) MFI, money flow index 16 9 16 1
17) RSI, relative strength index 17 9 17 1
j) Bollinger Bands, and how to use them 9 1
18) Volume Analysis, 18 9 18 1
l) Parabolic SAR, 9 1
19) ROI, ROC, ROE 19 9 19 1
12) MACD, 12 9 12 1
o) Oscillators, 9 1
21) Analyst recommendations, 21 9 21 1
Charting Patterns Like Cup And Handle, head and
20) shoulders, etc 20 9 20 1
r) News And Message Boards 9
O'Conner Honaker Behm Franks Frank Gonzales Bray Crehan Jackson
1 4 3 1 5
1
4 5 4 4 4
7
9
8
1 6
2
9 10
11
2 3 5 2 3
4
10 5
5 1 1 5 1
8 1
2
4 3
3
5 4 1
5 2
3
6
3 2 2 3 2
7 14
13
12
15
6 16
17
18
2 19
12
21
20
3
Ballard Bell Galbraith Fragosso Nguyen Villalobos Smith
4
4 1
2 2
3
1 11
2 4
1 2
1
1
1
3 1 1
1 1
2
2 1 1
2 1 2
7 2
1
5 2
2
5
3 11
3 1
6 1 9 1
3 10 2 1
2 2 1
4 1
1
4
3 1 1
1 3
1 3 1
1 2 4 1
1 1 5 1 1
1 1
1 1
1 6
2 7 1
2 8
3
3
3 1
15 1 1
2 2 2
14 2
8 3
4
13
1 3
12 1 4 1
16 1
17 1
9 1 1
18 1 1
19 1
20 1
10 2
21 3
22
4
11 2
4 1
Average Count 1&2 Count*Ave Weighted Rank
3.00 6 2 102
2.75 4 2 69 171
2.00 4 3 72 174
3.00 1 0 17 119
5.00 3 1 45 147
2.33 3 2 53 155
1.67 3 3 55 157
3.67 6 1 98
1.00 1 1 19 117 1
1.00 1 1 19 117 2
3.50 8 4 132 230 7
5.80 5 2 71 169
4.83 6 3 91 189 9
3.00 8 5 136 234 6
1.75 4 4 73 171
8.00 6 1 72 170
6.50 6 2 81 179
3.50 2 1 33 131
2.00 1 1 18 116
#DIV/0! 0 0
3.33 6 2 100
5.20 5 0 74 174
2.00 3 2 54 154
4.90 10 3 151 251 4
3.60 5 3 82 182
1.67 3 3 55 155
2.50 2 1 35 135
3.50 2 1 33 133
4.00 1 0 16 116
1.67 3 2 55 155
2.43 7 4 123
2.38 8 5 141 264 4
2.00 7 6 126 249 5
2.55 11 4 192 315 3
1.67 3 2 55 178
1.67 3 2 55 178
3.40 5 2 83 206 9
3.40 5 3 83 206 9
4.33 3 1 47 170
5.00 2 0 30 153
5.50 2 0 29 152
2.00 2 1 36 159
5.40 5 2 73 196
#DIV/0! 0 0
#DIV/0! 0 0
#DIV/0! 0 0
#DIV/0! 0 0
2.25 8 6 142
6.50 4 2 54 196
5.25 4 1 59 201
4.67 3 1 46 188
10.29 7 1 68 210 11
7.57 7 2 87 229 8
7.11 9 3 116 258 6
10.29 7 2 68 210
10.25 8 2 78 220 11
9.00 8 3 88 230 11
6.00 5 3 70 212
12.00 7 2 56 198
7.75 4 2 49 191
10.13 8 3 79 221 10
10.00 7 1 70 212 11
10.67 3 1 28 170
12.83 6 1 43 185
11.86 7 2 57 199
4.25 4 1 63 205
192 315
Topic Branch Reck Ballard
Free Quotes and how to read them (First lesson already planned) 1 1 1
Free Charts and how to read them (Second lesson already planned) 1 1 1
Stocks, (an overview of types, terms, strategies and investing concerns) 1 1 1
Entry And Exit Techniques (how to maximize buying and selling points) 1 1 2
Trade Techniques (long, short, margin, averaging, day traders, etc) 2 1 3
Stop Orders and order info, 1 1 3
Comparison of online brokers (Etrade/Ameritrade/Scott Trade, etc) 3 2 1
Moving Averages and their uses 1 1 2
Free Screening tools, 2 1 1
Determining Support Or Resistance levels, 1 1 2
Free market advice 3 3 1
Income And Balance Statements, 3 2 2
Annual reports 3 2 2
Add) Printed materials (magazines, WSJ, etc) 3 3 2
Add) News sources and how to react to news 3 3 3
Add) Interpreting Research Reports 2 3 2
Add) Trading rules to live by 2 3 2
Add) Techniques used by well known investors like Warren Buffett,
Peter Lynch to pick stocks 1 3 1
1) Technical analysis versus Fundamental analysis 1 1 1
Add) Economic reports and their effects (GDP Growth, New claims,
Reserve rates, CPI, etc) 1 3 3
1
2
3
X) Free Quotes and how to read them (First lesson alrea
X) Free Charts and how to read them (Second lesson alr
X) Stocks, (an overview of types, terms, strategies and in
1) to
Entry And Exit Techniques (how 1 maximize buying a
1) 1
Trade Techniques (long, short, margin, averaging, da
1) Stop Orders and order info, 1
3) 3
Comparison of online brokers (Etrade/Ameritrade/Sco
2) Moving Averages and their uses2
2) Free Screening tools, 2
2) 2
Determining Support Or Resistance levels,
2) Free market advice 2
2) Income And Balance Statements, 2
3) Annual reports 3
3) Printed materials (magazines, WSJ, etc) 3
1) News sources and how to react to news 1
2) Interpreting Research Reports 2
1) Trading rules to live by Lynch to pick stocks 1
1) Techniques used by well known investors like Warren Buffett, Peter Lynch to pick stocks 1
2) Technical analysis versus Fundamental analysis rates, CPI, etc) 2
1) Economic reports and their effects (GDP Growth, New claims, Reserve rates, CPI, etc) 1
Bradley Galbraith Bartley Bray Bell Wood Gahley O'Connor Franks
1 1 1 1 1 1 1 1 1
1 1 1 1 1 1 1 1 1
1 1 1 1 1 1 1 1 1
1 1 2 1 1 1 1 1 1
1 3 2 1 1 2 1 1 1
2 3 2 2 1 3 1 1 2
1 1 2 2 2 2 3 1 1
2 1 1 2 1 3 1 1 2
1 1 1 1 2 1 2 3 2
2 3 1 1 1 1 1 2 1
1 1 1 1 2 1 2 1 1
2 3 1 2 2 3 1 1 2
2 3 1 2 3 3 1 2 2
2 3 3 2 1 3 3 3 2
1 3 3 2 2 3 3 2 2
1 3 3 1 3 2 3 2 2
1 3 3 1 2 1 3 1 1
1 3 3 2 2 1 3 2 1
2 3 3 3 2 3 1 1 1
2 1 3 1 2 3 3 3 1
1
1
1
1
2
2
2
2
2
2
2
2
2
1
2
2
2
Schmuki Adams Davidson Nguyen Gonzales Hays Crehan Smith Nickerson
1 1 1 1 1 1 1 1 1
1 1 1 1 1 1 1 1 1
1 1 1 1 1 1 1 1 1
3 1 1 2 3 1 1 1 1
1 2 1 2 3 1 1 2 2
2 2 1 2 3 2 1 1 3
1 2 2 1 3 2 3 2 3
2 2 1 1 3 2 2 2 1
2 1 1 1 2 2 2 1 1
2 1 1 1 3 2 1 1 1
2 1 2 1 3 1 2 2 2
2 2 1 1 1 2 3 3 2
2 2 1 1 1 2 3 3 2
1 3 2 1 2 3 3 2 3
1 3 2 2 3 3 3 2 3
2 3 2 2 1 3 3 2 3
2 3 1 1 1 3 1 2 3
3 3 1 1 1 3 3 1 3
3 3 3 3 2 3 3 2 3
1 1 1 2 3 3 3 2 3
Fragosso Behm Sheamer Humphey Num1 Num2 Num3 Sum
1 1 1 1 25 0 0 25
1 1 1 1 25 0 0 25
1 1 1 1 25 0 0 25
1 2 1 1 19 4 2 33
1 3 1 1 14 7 4 40
1 2 2 1 10 10 5 45
1 3 2 3 8 10 7 49
2 2 2 2 10 13 2 42
2 3 2 2 12 11 2 40
2 2 1 2 15 8 2 37
2 2 3 2 11 10 4 43
2 1 1 2 8 12 5 47
2 1 1 3 7 11 7 50
2 3 3 3 3 8 14 61
2 1 1 3 4 8 13 59
2 1 2 3 4 11 10 56
1 2 1 3 11 6 8 47
2 1 1 3 11 4 10 49
2 3 2 2 6 7 12 56
2 1 1 3 9 5 11 52
1 WeightedRevesrse 1&2 Rank Rev Rank 1&2 Final Rank
Rank Sum Rank weight
150 75 150
150 75 150
150 75 150
124 67 126 1 1 1 1 1
101 60 105 3 4 3 3 4
85 55 90 7 7 7 7 7
71 51 78 10 10 10 10 8
97 58 99 5 5 5 5 6
103 60 105 3 3 3 3 3
112 63 114 2 2 2 2 2
92 57 96 6 6 6 6 5
79 53 84 8 8 8 8 10
68 50 75 12 11 12 12 12
28 39 42 17 17 17 17 16
35 41 48 16 16 16 16 17
47 44 57 14 14 14 14 15
76 53 84 8 9 8 8 9
68 51 78 10 11 10 10 11
45 44 57 14 15 14 14 14
58 48 69 13 13 13 13 13
1 Stock Basics
2 Mutual Fund Basics
3 Fundamental Analysis
4 Technical Analysis
5 LM 401K Plan
6 Economic Reports
7 Trading Techniques
8 Mutual Fund Rankings
9 Portfolio Management
10 Investment Clubs
11 No meeting
12 11.Reading a mutual fund prospectus (8/10)
13 12. Historical performance of asset classes (8/24)
14 13. Annuities (9/7)
14.Trading rules to live by (9/21)
15. Selecting an Online Broker (9/21)
Teck Cominco Green Mountain Johnson and
Company General Electric Pfizer Ormat Tech Limited Ford Preferred Coffee Johnson Palm Inc
Symbol GE PFE ORA TCK F-PS GMCR JNJ PALM
Geothermal
Product Diverse Health Care Energy Mining Cars Coffee and tea Personal Care Tech
Recommended by George George George George George Pat Pat Pat
S&P 500 Index 869.42 869.42 869.42 869.42 869.42 890.35 890.35 890.35
Change in S&P 2.5% 2.5% 2.5% 2.5% 2.5% 0.1% 0.1% 0.1% $891.35
Price at recommendation $15.66 $17.29 $29.07 $4.31 $8.57 $34.74 $59.05 $5.96
Current Price $12.03 $17.45 $30.39 $4.53 $8.95 $39.80 $55.97 $7.32
Change -23.2% 0.9% 4.5% 5.1% 4.4% 14.6% -5.2% 22.8%
Relative to S&P 500 -25.7% -1.6% 2.0% 2.6% 1.9% 14.5% -5.3% 22.7%
Entry price $59.05 $6.00
Exit price $69.00
1/9/09: Rival RZ
hit a huge field of
geothermal
energy in the
Utah area. RZ
may not be able
to capitalize on it 12/30/08:
alone, and Suspended
1/13/09: Laying greater dividend for the
off 5-8% of it's development near future,
research should reduce paying off a
scientists to long term costs rather large debt
focus on 5 core in the geothermal from acquiring Trailing stop at 1
Comments/News fields field FDG point
Revenue/Income
Cash Flow (DCF, FCF)
EPS
Fundamentals
P/E, PEG, P/S
Debt
Current Ratios (ROA, ROI)
Book Value
Profit Margin
Sector Ranking
Analyst Opinion
Trendline
Moving Averages (MACD)
Volume Analysis
Technicals
RSI, MFI
Support/Resistance
Bollinger Bands
Charting Pattern
Short Interest/Ratio
Institution holdings
Insider Trades
Annualized
Recent April Div Target Target Percent Percent
Symbol Price Date Price (annual) Price Date Change Change
TMTA 2.08 5/19/2004 3.53 0 5 6/15/2004 140.4%
AUGT 12.62 5/19/2004 17.24 0 28 6/15/2004 121.9%
ESST 11.47 5/19/2004 15.45 0 25 6/15/2004 118.0%
OVTI 20.86 5/19/2004 28.68 0 45 6/15/2004 115.7%
AVGN 4.44 5/19/2004 5.3 0 9 6/15/2004 102.7%
QLGC 26.51 5/19/2004 32.13 0 53 6/15/2004 99.9%
INTC 27.47 5/19/2004 27.37 0.16 50 6/15/2004 82.6%
ARO 24.35 5/19/2004 34 0 51 6/15/2004 109.4%
SIGM 5.36 5/19/2004 7.22 0 11 6/15/2004 105.2%
ISIL 20.33 5/19/2004 23.48 0.12 39 6/15/2004 92.4%
PRX 40.28 5/19/2004 55.25 0 82 6/15/2004 103.6%
ELX 17.43 5/19/2004 20.58 0 33 6/15/2004 89.3%
PDE 15.46 5/19/2004 16.72 0 27.5 6/15/2004 77.9%
NVLS 29.16 5/19/2004 34.37 0 54 6/15/2004 85.2%
CMCSK 27.72 5/19/2004 28.27 0 47 6/15/2004 69.6%
NOK 13.37 5/19/2004 17.1 0.3583 25 6/15/2004 89.7%
CGI 43.92 5/19/2004 90.42 1.28 95 6/15/2004 119.2%
CMCSA 28.541 5/19/2004 29.24 0 47 6/15/2004 64.7%
CEGE 10.14 5/19/2004 12.04 0 18 6/15/2004 77.5%
JWN 38.02 5/19/2004 39.24 0.44 62 6/15/2004 64.2%
WFR 8.51 5/19/2004 9.28 0 14 6/15/2004 64.5%
ARXX 12.74 5/19/2004 15.7 0 22 6/15/2004 72.7%
VSGN 5.55 5/19/2004 6.06 0 9 6/15/2004 62.2%
ADCT 2.26 5/19/2004 2.95 0 4 6/15/2004 77.0%
GNVC 3.04 5/19/2004 3.43 0 5 6/15/2004 64.5%
APTI 10.97 5/19/2004 11.18 0 17 6/15/2004 55.0%
NXTL 23.88 5/19/2004 25.47 0 38 6/15/2004 59.1%
CFC 60.21 5/19/2004 86.58 0.6 110 6/15/2004 83.7%
EMMS 21.72 5/19/2004 23.86 0 35 6/15/2004 61.1%
WEDC 6.41 5/19/2004 8 0 11 6/15/2004 71.6%
CMTL 16.86 5/19/2004 23.19 0 30 6/15/2004 77.9%
GSF 25.55 5/19/2004 27.36 0.2 40 6/15/2004 57.3%
DO 22.56 5/19/2004 23.83 0.25 35 6/15/2004 56.3%
TXN 25.41 5/19/2004 29.18 0.085 41 6/15/2004 61.7%
ENTG 10.82 5/19/2004 13.27 0 18 6/15/2004 66.4%
OIIM 14.44 5/19/2004 18.05 0 24 6/15/2004 66.2%
VIA 38.44 5/19/2004 40.65 0.24 58 6/15/2004 51.5%
GMRK 13.44 5/19/2004 16.51 0 22 6/15/2004 63.7%
PHM 47.85 5/19/2004 50.6 0.2 72 6/15/2004 50.9%
DHI 26.69 5/19/2004 31.92 0.32 43 6/15/2004 62.3%
CCU 40 5/19/2004 42.91 0.4 60 6/15/2004 51.0%
FD 47.15 5/19/2004 52.33 0.5 72 6/15/2004 53.8%
SNWL 7.33 5/19/2004 9.35 0 12 6/15/2004 63.7%
CSCO 21.67 5/19/2004 24.15 0 33 6/15/2004 52.3%
DELL 34.35 5/19/2004 35.63 0 50 6/15/2004 45.6%
KEYW 8.01 5/19/2004 8.7 0 12 6/15/2004 49.8%
ORCL 11.27 5/19/2004 12.38 0 17 6/15/2004 50.8%
MSCC 11.08 5/19/2004 14.46 0 18 6/15/2004 62.5%
CAMD 13.06 5/19/2004 13.99 0 19 6/15/2004 45.5%
CHIR 42.77 5/19/2004 45.61 0 62 6/15/2004 45.0%
L 10.55 5/19/2004 11.13 0 15 6/15/2004 42.2%
WON 26.9 5/19/2004 32.05 0 41 6/15/2004 52.4%
ESV 25.66 5/19/2004 27.27 0.1 36.5 6/15/2004 42.6%
TGT 43.67 5/19/2004 44.17 0.28 60 6/15/2004 38.0%
GW 3.48 5/19/2004 4.12 0 5.25 6/15/2004 50.9%
HPQ 20.81 5/19/2004 22.87 0.32 30 6/15/2004 45.7%
MYK 14.46 5/19/2004 15.3 0 20 6/15/2004 38.3%
DDR 32.27 5/19/2004 36 1.84 46 6/15/2004 48.2%
TOL 38.12 5/19/2004 42.46 0 54 6/15/2004 41.7%
SNV 24.36 5/19/2004 24.41 0.6932 32 6/15/2004 34.2%
RIG 26.47 5/19/2004 27.85 0 36 6/15/2004 36.0%
XLNX 34.66 5/19/2004 40.1 0.2 50 6/15/2004 44.8%
LEN 43.04 5/19/2004 50.47 0.5 62.5 6/15/2004 46.4%
RDC 21.36 5/19/2004 21.71 0 28 6/15/2004 31.1%
SMTC 22.38 5/19/2004 24.61 0 31 6/15/2004 38.5%
SEIC 28.5 5/19/2004 32.2 0.18 40 6/15/2004 41.0%
COX 30.69 5/19/2004 31.15 0 40 6/15/2004 30.3%
MAY 29.33 5/19/2004 33.16 0.97 41 6/15/2004 43.1%
TWX 16.54 5/19/2004 17.39 0 22 6/15/2004 33.0%
SPF 47.26 5/19/2004 56.52 0.32 68 6/15/2004 44.6%
COST 37 5/19/2004 37.9 0.4 48 6/15/2004 30.8%
ALTR 21.29 5/19/2004 22.27 0 28 6/15/2004 31.5%
ATMI 23.89 5/19/2004 26.95 0 33 6/15/2004 38.1%
SGP 16.2 5/19/2004 16.69 0.22 21 6/15/2004 31.0%
MSFT 25.8 5/19/2004 25.48 0.16 33 6/15/2004 28.5%
CYBX 19.73 5/19/2004 26.76 0 30 6/15/2004 52.1%
HELX 18.52 5/19/2004 24.84 0.16 28 6/15/2004 52.1%
MDU 22.17 5/19/2004 23.37 0.68 29 6/15/2004 33.9%
WB 45.89 5/19/2004 46.27 1.6 58 6/15/2004 29.9%
UTX 81.92 5/19/2004 89.8 1.4 110 6/15/2004 36.0%
SCT 21.4 5/19/2004 23.86 0.2 29 6/15/2004 36.4%
ELY 15.98 5/19/2004 19.67 0.28 23 6/15/2004 45.7%
FITB 52.84 5/19/2004 56.31 1.28 69 6/15/2004 33.0%
CAI 41.2 5/19/2004 45.33 0 55 6/15/2004 33.5%
USB 26.5 5/19/2004 26.62 0.96 33 6/15/2004 28.2%
PTEN 30.64 5/19/2004 35.5 0.16 42 6/15/2004 37.6%
MIK 47 5/19/2004 49.3 0.48 60 6/15/2004 28.7%
WPC 27.28 5/19/2004 27.77 1.744 34 6/15/2004 31.0%
MYL 23.93 5/19/2004 23.33 0.12 30 6/15/2004 25.9%
VRSN 18.07 5/19/2004 17.29 0 23 6/15/2004 27.3%
WDR 21.09 5/19/2004 24.75 0.6 29 6/15/2004 40.4%
WMT 55.49 5/19/2004 56.69 0.52 69 6/15/2004 25.3%
CPWM 32.8 5/19/2004 41.77 0 47 6/15/2004 43.3%
NBR 41.71 5/19/2004 45.2 0 54 6/15/2004 29.5%
CBL 48.74 5/19/2004 55.2 2.9 65 6/15/2004 39.3%
VZ 35.95 5/19/2004 37.31 1.54 45 6/15/2004 29.5%
ADI 47.7 5/19/2004 49.85 0.24 60 6/15/2004 26.3%
ANSI 32.66 5/19/2004 36.47 0 43 6/15/2004 31.7%
PTZ 45.9 5/19/2004 50.74 0.76 60 6/15/2004 32.4%
AD 31.57 5/19/2004 32.48 0.44 39 6/15/2004 24.9%
ARE 51.65 5/19/2004 59.4 2.4 69 6/15/2004 38.2%
FNM 68.07 5/19/2004 73.71 2.08 87 6/15/2004 30.9%
BMC 16.8 5/19/2004 20.18 0 23 6/15/2004 36.9%
WERN 18.31 5/19/2004 19.42 0.14 23 6/15/2004 26.4%
CCL 41.15 5/19/2004 45.53 0.5 53 6/15/2004 30.0%
TDY 17.25 5/19/2004 18.85 0 22 6/15/2004 27.5%
CBH 56.45 5/19/2004 65.52 0.76 75 6/15/2004 34.2%
EV 34.86 5/19/2004 38.82 0.48 45 6/15/2004 30.5%
PIR 18.75 5/19/2004 22.14 0.4 25 6/15/2004 35.5%
MPG 22.5 5/19/2004 24.07 1.6 28 6/15/2004 31.6%
MHR 10.01 5/19/2004 10.21 0 12 6/15/2004 19.9%
ESRX 76.5 5/19/2004 76.49 0 90 6/15/2004 17.6%
GDT 58.58 5/19/2004 66.8 0.4 76 6/15/2004 30.4%
PRU 42.41 5/19/2004 45.89 0.5 53 6/15/2004 26.1%
FDC 42.56 5/19/2004 42.72 0.08 50 6/15/2004 17.7%
NYT 46.59 5/19/2004 47.07 0.62 55 6/15/2004 19.4%
CHKP 23.01 5/19/2004 22.93 0 27 6/15/2004 17.3%
CMX 31.85 5/19/2004 33.72 0 39 6/15/2004 22.4%
BK 29.12 5/19/2004 32.42 0.8 37 6/15/2004 29.8%
ABT 40.65 5/19/2004 42.32 1.04 49 6/15/2004 23.1%
HON 33.17 5/19/2004 34.66 0.75 40 6/15/2004 22.9%
USAK 11.61 5/19/2004 10.28 0 15 6/15/2004 29.2%
C 45.2 5/19/2004 51.53 1.6 58 6/15/2004 31.9%
BSX 37.69 5/19/2004 43.89 0 49 6/15/2004 30.0%
ECA 40.68 5/19/2004 43.92 0.4 50 6/15/2004 23.9%
DFG 38.86 5/19/2004 42.27 0.32 48 6/15/2004 24.3%
SYMC 46.99 5/19/2004 47.85 0 55 6/15/2004 17.0%
KRC 31.75 5/19/2004 34.38 1.98 39 6/15/2004 29.1%
HUBb 42.27 5/19/2004 43.63 1.32 50 6/15/2004 21.4%
XEC 27.55 5/19/2004 27.83 0 32 6/15/2004 16.2%
COL 29.75 5/19/2004 32.24 0.36 36.5 6/15/2004 23.9%
WLL 23.35 5/19/2004 24.63 0 28 6/15/2004 19.9%
BC 40.44 5/19/2004 41.12 0.5 47 6/15/2004 17.5%
ADRX 25.82 5/19/2004 28.5 0 32 6/15/2004 23.9%
FDX 70.99 5/19/2004 73.82 0.24 84 6/15/2004 18.7%
GIS 45.79 5/19/2004 46.39 1.1 53 6/15/2004 18.1%
BLC 28.52 5/19/2004 28.93 0.38 33 6/15/2004 17.0%
PNP 43.55 5/19/2004 48.25 2.17 54 6/15/2004 29.0%
REY 28.85 5/19/2004 28.79 0.44 33 6/15/2004 15.9%
HD 34.51 5/19/2004 36.2 0.28 41 6/15/2004 19.6%
RCL 39.2 5/19/2004 45.28 0.52 50 6/15/2004 28.9%
CBE 53.9 5/19/2004 57.69 1.4 65 6/15/2004 23.2%
APA 40.29 5/19/2004 42.54 0.24 48 6/15/2004 19.7%
MCD 25.99 5/19/2004 28.67 0.4 32 6/15/2004 24.7%
AIG 69.61 5/19/2004 76.27 0.26 85 6/15/2004 22.5%
RVT 15.92 5/19/2004 18.18 1.32 20 6/15/2004 33.9%
STR 35.65 5/19/2004 36.34 0.86 41 6/15/2004 17.4%
COGN 32.34 5/19/2004 31.9 0 37 6/15/2004 14.4%
ETP 37.24 5/19/2004 39.27 2.8 44 6/15/2004 25.7%
O 37.57 5/19/2004 40.42 2.415 45 6/15/2004 26.2%
AXP 48.89 5/19/2004 52.14 0.4 58 6/15/2004 19.5%
WAG 34.42 5/19/2004 33.11 0.1725 40 6/15/2004 16.7%
BHI 34.89 5/19/2004 35.83 0.46 40 6/15/2004 16.0%
GE 30.24 5/19/2004 31.41 0.8 35 6/15/2004 18.4%
PFG 34.37 5/19/2004 35.94 0.45 40 6/15/2004 17.7%
VLI 46.15 5/19/2004 53.58 3.2 58 6/15/2004 32.6%
ISCA 44.94 5/19/2004 47.9 0.06 53 6/15/2004 18.1%
COF 66.12 5/19/2004 75.41 0.1067 82 6/15/2004 24.2%
UBSI 29.97 5/19/2004 30.53 1 34 6/15/2004 16.8%
DST 45.27 5/19/2004 46.94 0 52 6/15/2004 14.9%
NSC 23.57 5/19/2004 21.92 0.32 28 6/15/2004 20.2%
EPD 20.46 5/19/2004 22.98 1.49 25 6/15/2004 29.5%
ATG 27.02 5/19/2004 29.12 1.16 32 6/15/2004 22.7%
ASD 107.21 5/19/2004 113.4 0 125 6/15/2004 16.6%
MDT 49.21 5/19/2004 48.9 0.29 55 6/15/2004 12.4%
ACE 40.45 5/19/2004 45 0.76 49 6/15/2004 23.0%
GTM 37.2 5/19/2004 41.33 2.84 45 6/15/2004 28.6%
KRI 75.58 5/19/2004 77.8 1.28 86 6/15/2004 15.5%
EGN 42.67 5/19/2004 42.01 0.74 48 6/15/2004 14.2%
HTV 25.4 5/19/2004 27.4 0.24 30 6/15/2004 19.1%
WEN 36.59 5/19/2004 41.69 0.48 45 6/15/2004 24.3%
KIM 42.25 5/19/2004 45.77 2.28 50 6/15/2004 23.7%
MO 49.73 5/19/2004 55.37 2.72 60 6/15/2004 26.1%
HDI 55.78 5/19/2004 54.3 0.4 63 6/15/2004 13.7%
ACS 48.69 5/19/2004 53.45 0 58 6/15/2004 19.1%
NRGY 23 5/19/2004 23.67 1.62 26 6/15/2004 20.1%
RCRC 26.61 5/19/2004 29.59 0 32 6/15/2004 20.3%
SKE 32.98 5/19/2004 35.9 0 39 6/15/2004 18.3%
WFC 57.69 5/19/2004 56.88 1.8 64 6/15/2004 14.1%
SRE 31.17 5/19/2004 32.11 1 35 6/15/2004 15.5%
D 61.52 5/19/2004 64.37 2.58 70 6/15/2004 18.0%
XEL 15.9 5/19/2004 17.8 0.75 19 6/15/2004 24.2%
POG 26.2 5/19/2004 27.8 0.2 30 6/15/2004 15.3%
VVC 23.04 5/19/2004 25.18 1.14 27 6/15/2004 22.1%
PPX 24.98 5/19/2004 28.25 1.95 30 6/15/2004 27.9%
BTU 47.53 5/19/2004 48 0.5 52 6/15/2004 10.5%
HIG 64.56 5/19/2004 66.7 1.12 72 6/15/2004 13.3%
SAFC 42.51 5/19/2004 44.76 0.74 48 6/15/2004 14.7%
FPL 61.18 5/19/2004 65.68 2.48 70 6/15/2004 18.5%
KPP 43.45 5/19/2004 52.25 3.36 54 6/15/2004 32.0%
OXY 45.96 5/19/2004 46.65 1.1 50 6/15/2004 11.2%
ZION 59.53 5/19/2004 57.31 1.28 66 6/15/2004 13.0%
RGA 37.67 5/19/2004 41.77 0.24 44 6/15/2004 17.4%
NET 16.62 5/19/2004 19.24 0 20 6/15/2004 20.3%
LNC 44.96 5/19/2004 49.39 1.4 52 6/15/2004 18.8%
SM 32.77 5/19/2004 33.95 0.1 36 6/15/2004 10.2%
MWE 36.46 5/19/2004 40 2.76 42 6/15/2004 22.8%
PAA 31.29 5/19/2004 35.55 2.25 37 6/15/2004 25.4%
ALL 43.36 5/19/2004 47.85 1.12 50 6/15/2004 17.9%
XTEX 25.46 5/19/2004 28.9 1.6 30 6/15/2004 24.1%
TPP 35.41 5/19/2004 40.58 2.65 42 6/15/2004 26.1%
SJI 40.39 5/19/2004 41.98 1.62 44 6/15/2004 12.9%
SCG 33.64 5/19/2004 35.4 1.46 37 6/15/2004 14.3%
AFL 40.3 5/19/2004 42.07 0.38 44 6/15/2004 10.1%
DNR 17.89 5/19/2004 17.66 0 19 6/15/2004 6.2%
HHS 23.14 5/19/2004 23.44 0.16 24.5 6/15/2004 6.6%
SWN 25.61 5/19/2004 24.43 0 28 6/15/2004 9.3%
BR 66.52 5/19/2004 65 0.6 71 6/15/2004 7.6%
WGR 53.38 5/19/2004 52.04 0.2 57 6/15/2004 7.2%
SYY 38.2 5/19/2004 37.94 0.52 40 6/15/2004 6.1%
TRB 47.07 5/19/2004 51.51 0.48 53 6/15/2004 13.6%
COP 71.68 5/19/2004 71.12 1.72 75 6/15/2004 7.0%
CVX 90.49 5/19/2004 89.94 2.92 94 6/15/2004 7.1%
NJR 37.13 5/19/2004 37.92 1.3 39 6/15/2004 8.5%
BP 52.12 5/19/2004 53.51 1.62 55 6/15/2004 8.6%
ORLY 42.58 5/19/2004 40.44 0 46 6/15/2004 8.0%
XTO 25.61 5/19/2004 25.92 0.04 26.5 6/15/2004 3.6%
MLAN 26.26 5/19/2004 26 0.205 27 6/15/2004 3.6%
MHS 35 5/19/2004 34.28 0 36 6/15/2004 2.9%
CIN 35.75 5/19/2004 40.24 1.88 40 6/15/2004 17.1%
PII 42.9 5/19/2004 46.25 0.92 46 6/15/2004 9.4%
APC 54.43 5/19/2004 52.78 0.56 56 6/15/2004 3.9%
BIIB 59.93 5/19/2004 55.03 0 65 6/15/2004 8.5%
LLY 72.27 5/19/2004 68.88 1.42 75 6/15/2004 5.7%
MANT 25.25 5/19/2004 21.4 0 29 6/15/2004 14.9%
MVK 21.46 5/19/2004 25.24 0 24 6/15/2004 11.8%
ELN 22.08 5/19/2004 19.7 0 24 6/15/2004 8.7%
TRK 33.9 5/19/2004 31.5 0.305 35 6/15/2004 4.1%
KWK 47.52 5/19/2004 40.42 0 42 6/15/2004 -11.6%
CF 43.96 5/19/2004 36.03 1.16 40 6/15/2004 -6.4%
DWSN 14.3 5/19/2004 14.36 0 9.5 6/15/2004 -33.6%
TBI 48.01 5/19/2004 39 0 42 6/15/2004 -12.5%
Percent W/O Percent Expected
Div from April Rise Notes
140.4% -41.1% 99.3%
121.9% -26.8% 95.1%
118.0% -25.8% 92.2%
115.7% -27.3% 88.5%
102.7% -16.2% 86.5%
99.9% -17.5% 82.4%
82.0% 0.4% 81.7%
109.4% -28.4% 81.1%
105.2% -25.8% 79.5%
91.8% -13.4% 78.4%
103.6% -27.1% 76.5%
89.3% -15.3% 74.0%
77.9% -7.5% 70.3%
85.2% -15.2% 70.0%
69.6% -1.9% 67.6%
87.0% -21.8% 65.2%
116.3% -51.4% 64.9%
64.7% -2.4% 62.3%
77.5% -15.8% 61.7%
63.1% -3.1% 60.0%
64.5% -8.3% 56.2%
72.7% -18.9% 53.8%
62.2% -8.4% 53.7%
77.0% -23.4% 53.6%
64.5% -11.4% 53.1%
55.0% -1.9% 53.1%
59.1% -6.2% 52.9%
82.7% -30.5% 52.2%
61.1% -9.0% 52.2%
71.6% -19.9% 51.7%
77.9% -27.3% 50.6%
56.6% -6.6% 49.9%
55.1% -5.3% 49.8%
61.4% -12.9% 48.4%
66.4% -18.5% 47.9%
66.2% -20.0% 46.2%
50.9% -5.4% 45.4%
63.7% -18.6% 45.1%
50.5% -5.4% 45.0%
61.1% -16.4% 44.7%
50.0% -6.8% 43.2%
52.7% -9.9% 42.8%
63.7% -21.6% 42.1%
52.3% -10.3% 42.0%
45.6% -3.6% 42.0%
49.8% -7.9% 41.9%
50.8% -9.0% 41.9%
62.5% -23.4% 39.1%
45.5% -6.6% 38.8%
45.0% -6.2% 38.7%
42.2% -5.2% 37.0%
52.4% -16.1% 36.3%
42.2% -5.9% 36.3%
37.4% -1.1% 36.3%
50.9% -15.5% 35.3%
44.2% -9.0% 35.2%
38.3% -5.5% 32.8%
42.5% -10.4% 32.2%
41.7% -10.2% 31.4%
31.4% -0.2% 31.2%
36.0% -5.0% 31.0%
44.3% -13.6% 30.7%
45.2% -14.7% 30.5%
31.1% -1.6% 29.5%
38.5% -9.1% 29.5%
40.4% -11.5% 28.9%
30.3% -1.5% 28.9%
39.8% -11.6% 28.2%
33.0% -4.9% 28.1%
43.9% -16.4% 27.5%
29.7% -2.4% 27.4%
31.5% -4.4% 27.1%
38.1% -11.4% 26.8%
29.6% -2.9% 26.7%
27.9% 1.3% 26.7%
52.1% -26.3% 25.8%
51.2% -25.4% 25.7%
30.8% -5.1% 25.7%
26.4% -0.8% 25.6%
34.3% -8.8% 25.5%
35.5% -10.3% 25.2%
43.9% -18.8% 25.2%
30.6% -6.2% 24.4%
33.5% -9.1% 24.4%
24.5% -0.5% 24.1%
37.1% -13.7% 23.4%
27.7% -4.7% 23.0%
24.6% -1.8% 22.9%
25.4% 2.6% 22.8%
27.3% 4.5% 22.8%
37.5% -14.8% 22.7%
24.3% -2.1% 22.2%
43.3% -21.5% 21.8%
29.5% -7.7% 21.7%
33.4% -11.7% 21.7%
25.2% -3.6% 21.5%
25.8% -4.3% 21.5%
31.7% -10.4% 21.2%
30.7% -9.5% 21.2%
23.5% -2.8% 20.7%
33.6% -13.0% 20.5%
27.8% -7.7% 20.2%
36.9% -16.7% 20.2%
25.6% -5.7% 19.9%
28.8% -9.6% 19.2%
27.5% -8.5% 19.0%
32.9% -13.8% 19.0%
29.1% -10.2% 18.9%
33.3% -15.3% 18.0%
24.4% -6.5% 17.9%
19.9% -2.0% 17.9%
17.6% 0.0% 17.6%
29.7% -12.3% 17.4%
25.0% -7.6% 17.4%
17.5% -0.4% 17.1%
18.1% -1.0% 17.0%
17.3% 0.3% 17.0%
22.4% -5.5% 16.9%
27.1% -10.2% 16.9%
20.5% -3.9% 16.6%
20.6% -4.3% 16.3%
29.2% 12.9% 16.3%
28.3% -12.3% 16.0%
30.0% -14.1% 15.9%
22.9% -7.4% 15.5%
23.5% -8.1% 15.5%
17.0% -1.8% 15.2%
22.8% -7.6% 15.2%
18.3% -3.1% 15.2%
16.2% -1.0% 15.1%
22.7% -7.7% 15.0%
19.9% -5.2% 14.7%
16.2% -1.7% 14.6%
23.9% -9.4% 14.5%
18.3% -3.8% 14.5%
15.7% -1.3% 14.5%
15.7% -1.4% 14.3%
24.0% -9.7% 14.3%
14.4% 0.2% 14.2%
18.8% -4.7% 14.1%
27.6% -13.4% 14.1%
20.6% -6.6% 14.0%
19.1% -5.3% 13.8%
23.1% -9.3% 13.8%
22.1% -8.7% 13.4%
25.6% -12.4% 13.2%
15.0% -1.9% 13.1%
14.4% 1.4% 13.0%
18.2% -5.2% 13.0%
19.8% -7.1% 12.7%
18.6% -6.2% 12.4%
16.2% 4.0% 12.3%
14.6% -2.6% 12.0%
15.7% -3.7% 12.0%
16.4% -4.4% 12.0%
25.7% -13.9% 11.8%
17.9% -6.2% 11.8%
24.0% -12.3% 11.7%
13.4% -1.8% 11.6%
14.9% -3.6% 11.3%
18.8% 7.5% 11.3%
22.2% -11.0% 11.2%
18.4% -7.2% 11.2%
16.6% -5.5% 11.1%
11.8% 0.6% 11.1%
21.1% -10.1% 11.0%
21.0% -10.0% 11.0%
13.8% -2.9% 10.9%
12.5% 1.6% 10.9%
18.1% -7.3% 10.8%
23.0% -12.2% 10.8%
18.3% -7.7% 10.7%
20.7% -10.2% 10.5%
12.9% 2.7% 10.2%
19.1% -8.9% 10.2%
13.0% -2.8% 10.2%
20.3% -10.1% 10.2%
18.3% -8.1% 10.1%
10.9% 1.4% 9.5%
12.3% -2.9% 9.4%
13.8% -4.4% 9.4%
19.5% -10.7% 8.8%
14.5% -5.8% 8.7%
17.2% -8.5% 8.7%
20.1% -11.6% 8.5%
9.4% -1.0% 8.4%
11.5% -3.2% 8.3%
12.9% -5.0% 7.9%
14.4% -6.9% 7.6%
24.3% -16.8% 7.4%
8.8% -1.5% 7.3%
10.9% 3.9% 7.0%
16.8% -9.8% 7.0%
20.3% -13.6% 6.7%
15.7% -9.0% 6.7%
9.9% -3.5% 6.4%
15.2% -8.9% 6.3%
18.2% -12.0% 6.3%
15.3% -9.4% 5.9%
17.8% -11.9% 5.9%
18.6% -12.7% 5.9%
8.9% -3.8% 5.2%
10.0% -5.0% 5.0%
9.2% -4.2% 5.0%
6.2% 1.3% 4.9%
5.9% -1.3% 4.6%
9.3% 4.8% 4.5%
6.7% 2.3% 4.4%
6.8% 2.6% 4.2%
4.7% 0.7% 4.0%
12.6% -8.6% 4.0%
4.6% 0.8% 3.8%
3.9% 0.6% 3.3%
5.0% -2.1% 3.0%
5.5% -2.6% 2.9%
8.0% 5.3% 2.7%
3.5% -1.2% 2.3%
2.8% 1.0% 1.8%
2.9% 2.1% 0.8%
11.9% -11.2% 0.7%
7.2% -7.2% 0.0%
2.9% 3.1% -0.2%
8.5% 8.9% -0.4%
3.8% 4.9% -1.1%
14.9% 18.0% -3.1%
11.8% -15.0% -3.1%
8.7% 12.1% -3.4%
3.2% 7.6% -4.4%
-11.6% 17.6% -29.2%
-9.0% 22.0% -31.0%
-33.6% -0.4% -34.0%
-12.5% 23.1% -35.6%