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URL:  http://boards.fool.com/bi-dow-30-jun-8-2012-picks-30079418.aspx

Subject:  BI Dow 30 - Jun 8 2012 Picks Date:  6/4/2012  7:56 PM
Author:  AllTooFoolish Number:  5925 of 6020

Long Candidates:
CSCO
HPQ
JPM

Short Candidates:
BA

Market Valuation: 
Downside: -14%
Upside:   +28%

I am using the following TTD rules for Long position considerations:
1. Year-over-Year EPS growth must > 10%, which is the next 4Q / current quarter + previous 3 quarters earnings results
2. VL 3-5 Year price appreciation > average price appreciation of the market
3. When calculating ROE and BV figures, ignore years when are negative, but must have at least 7+ years of data to be 
   included in final consideration
4. Avoid erratic ROE ratios, that is where they are > 2std deviations = Curr ROE > (10 Year Avg + 2 * Std Dev)



Summary of Results												
											
	VL	        Current	Down	Up	%<10Y	EPS	Div    3-5Y L 3-5Y H VL 3-5Y   ROE	
Ticker	Date	        Price	Price	Price	Down	Delta   Yield   VL $	VL $	% Chg	<2STD	Name
CAT	25-May-12	 83.30 	90.63	160	-8%	20%	2.1	145	215	105%	FALSE	Caterpillar Inc.
JNJ	25-May-12	 62.20 	55.29	70.19	12%	3%	3.9	80	100	44%	TRUE	Johnson & Johnson
MCD	1-Jun-12	 86.18 	75.30	107	14%	9%	3.1	110	130	34%	TRUE	McDonald's Corp.
CVX	8-Jun-12	 96.58 	100	143	-4%	7%	3.7	130	160	47%	FALSE	Chevron Corp.
XOM	8-Jun-12	 77.54 	69.18	96.24	12%	1%	2.9	110	135	55%	FALSE	Exxon Mobil Corp.
BA	16-Mar-12	 67.37 	26.76	41.52	152%	-12%	2.5	90	125	54%	FALSE	Boeing
TRV	16-Mar-12	 60.40 	43.55	64.08	39%	73%	2.9	80	100	44%	FALSE	Travelers Cos.
T	23-Mar-12	 34.09 	23.88	34.64	43%	7%	5.2	40	50	31%	FALSE	AT&T Inc.
VZ	23-Mar-12	 41.26 	19.06	27.23	117%	14%	4.8	55	70	50%	FALSE	Verizon Communic.
CSCO	23-Mar-12	 16.03 	20.93	34.83	-23%	24%	2.0	30	35	99%	FALSE	Cisco Systems
HD	30-Mar-12	 48.49 	29.84	46.88	62%	11%	2.4	60	70	31%	FALSE	Home Depot
PG	30-Mar-12	 61.38 	52.62	67.67	17%	8%	3.6	90	110	60%	FALSE	Procter & Gamble
INTC	6-Apr-12	 24.93 	30.14	52.15	-17%	4%	3.3	45	55	93%	FALSE	Intel Corp.
HPQ	6-Apr-12	 20.99 	29.38	50.16	-29%	33%	2.3	55	75	186%	FALSE