Friday, November 30, 2007

11/30/07

Economics

protectionism (Free trade is a major positive for world and US economic growth.).

http://www.clubforgrowth.org/2007/11/1028_economists_and_105_ceos.php

Politics

Domestic

International War Against Radical Islam

The Market

Technical

Fundamental

Subscriber Alert

The stock prices of UnitedHealth Group (UNH-$55), American Vanguard (AVD-$17) and Forward Air Corp (FWRD-$33) have risen above the upper boundary of their respective Buy Value Ranges. Accordingly, these stocks are being Removed from the Aggressive Growth Buy List. The Aggressive Growth Portfolio will continue to Hold UNH and AVD. The Aggressive Growth Portfolio doesn’t Hold Forward Air, so no further action is required.

The stock price of Walgreen (WAG-$37) moved below the lower boundary of its Buy Value Range. Therefore, WAG is being Removed from the Aggressive Growth Buy List. The Aggressive Growth Portfolio doesn’t own WAG, so no further action is required.

The stock price of Donaldson Co (DCI-$44) has risen into its Sell Half Value Range. Accordingly, the Aggressive Growth Portfolio is selling a portion of its holding. Because the Value Range for DCI is somewhat narrow, only 15% (versus a normal 50%) of this position will be Sold on the Market open this morning.

Aggressive Growth Buy List

Company Close 11/29 Buy Value Range

UnitedHealth Gp $53.02 $47-54

Brinker 23.06 23-26

Expeditors Int’l 44.62 42-47

Abercrombie & Fitch 79.98 71-80

American Eagle OF 21.88 21-24

Landstar 38.29 38-42

Nordstrom 33.72 32-36

Reliance Steel 50.12 49-55

Fastenal 39.82 38-42

Harley Davidson 47.01 44-49

Rockwell Collins 73.68 65-75

Raven Ind 34.09 31-35

News on Stocks in Our Portfolios

More Cash in Investors’ Hands

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