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Stocks 2006 - 9/2/06 Update

STOCK PICKS 2006

Weekly Update - 9/2/2006
Symbol Starting
Value
Current
Value
YTD
Gain/Loss
YTD %
Gain/Loss
versus
S&P 500
ABX* $29.90 $33.43 $3.53 11.81% +9.40%
BDJ* $13.80 $14.70 $0.90 6.52% +3.03%
BHP $33.42 $42.67 $9.25 27.68% +21.94%
BMRN $10.78 $16.52 $5.74 53.25% +47.51%
BUD $42.96 $49.45 $6.49 15.11% +9.37%
CRDN $43.80 $44.39 $0.59 1.35% -4.39%
DIS $23.97 $29.89 $5.92 24.70% +18.96%
DLP* $24.02 $40.64 $16.62 69.19% +65.50%
FCE-A $37.93 $54.01 $16.08 42.39% +36.65%
FDG* $37.25 $30.20 -$7.05 -18.93% -22.51%
GE $35.05 $34.14 -$0.91 -2.60% -8.34%
MCD $33.72 $36.76 $3.04 9.02% +3.28%
NKE $86.79 $81.14 -$5.65 -6.51% -12.25%
NUAN* $9.14 $7.92 -$1.22 -13.35% -15.75%
RGR $7.01 $7.42 $0.41 5.85% +0.11%
TINY $13.90 $11.70 -$2.20 -15.83% -21.57%
VLI $51.76 $51.82 $0.06 0.12% -5.62%
WWY $52.39 $46.71 -$5.68 -10.84% -16.58%
XOM $56.17 $68.10 $11.93 21.24% +15.50%
Overall: $643.76 $701.61 $57.85 8.99% +3.93%

*The marked symbols were not picked before 1-1-06 and are being tracked based on their pick dates.  Pick Dates (ABX 1-13-06; BDJ 1-26-06; DLP 2-2-06; FDG 1-4-06; NUAN 1-13-06). Their comparison to the S&P 500 is also being tracked as of their respective pick dates.



All values have been updated as of Market Close 9-1-06.  My picks have outperformed the S&P 500 index by 3.93%.  That's not to terrible.  I'm looking forward to 2007.  Historically, the market does well in the year before a Presidential election and into/through the cycle.

Of all my picks, the only one I have questions about is TINY.  It's hard to value a venture capitalist firm like this because so much of the result is based on the companies they invest in going public.  The rest of my picks I consider long term. 
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