TrackJGreenblatt (79.87)

August 2011 Selections Active

August 15, 2011 – Comments (0)

August 15, 2011

Every two months we* generate a list of the top 30 stocks that have at least a $100 million market capitalization. We use Joel Greenblatt's MFI site at www.magicformulainvesting.com to generate the list.

Resulting tickers are copied into www.random.org/lists/ to randomly rank the companies from 1-30 and select the first 5 stocks.

If a stock already appears on TrackJGreenblatt CAPS page or is unavailable as a CAPS pick, the next stock on the list will be chosen.

The resulting selection of 5 stocks is entered into Joel Greenblatt's CAPS page.

Stocks will be held for one year then sold.


August 15, 2011 MFI top 30 Over 100mm mkt cap (List already randomized):


There were 30 items in your list. Here they are in random order:

    TER - Purchase #1
    PRX - Purchase #2
    HRB - Purchase #3 (Re-selected for one more year)
    KLAC - Purchase #4
    DEPO - Purchase #5
    VPHM
    CMTL
    AFAM
    MIPS
    APOL
    CPLA
    FRX
    USMO
    SUPG
    TNAV
    MSFT
    KLIC
    PWER
    ESI
    GTAT
    LTXC
    AGX
    NVMI
    MPAA
    TSRA
    EGY
    SNDK
    DELL
    ARO
    CRAY

Timestamp: 2011-08-15 15:48:12 UTC


*Profile is managed by member ZiggyDawg who is using a slightly modified selection criteria of Magic Formula in his IRA. His MFI buys can be seen on his personal CAPS page. ZiggyDawg is not a Fool employee.  [more]