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URL:  http://boards.fool.com/jun-29-picks-30126307.aspx

Subject:  Jun 29 Picks Date:  7/1/2012  9:21 AM
Author:  AllTooFoolish Number:  5926 of 6019

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)

Based on these rules, the top three undervalued stocks are:
HPQ
JPM
CSCO
However, only HPQ would qualify as a TTD pick.

The top three most overvalued stocks are:
BA
VZ
PFE
None of these would qualify as a potential short position.

Market Valuation: 
Downside: -17%
Upside:   +22%


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	 84.96 	90.63	160	-6%	20%	2.5	145	215	111%	FALSE	Caterpillar Inc.
JNJ	25-May-12	 66.63 	55.29	70.19	21%	3%	3.7	80	100	35%	TRUE	Johnson & Johnson
MCD	1-Jun-12	 88.35 	75.30	107	17%	9%	3.2	110	130	36%	FALSE	McDonald's Corp.
CVX	8-Jun-12	 100 	100	143	0%	7%	3.6	130	160	44%	FALSE	Chevron Corp.
XOM	8-Jun-12	 82.11 	69.18	96.24	19%	1%	2.8	110	135	49%	FALSE	Exxon Mobil Corp.
BA	15-Jun-12	 71.96 	28.00	43.44	157%	-15%	2.5	90	125	50%	FALSE	Boeing
TRV	15-Jun-12	 63.35 	48.68	71.62	30%	81%	2.9	80	100	43%	FALSE	Travelers Cos.
T	22-Jun-12	 35.17 	23.88	34.64	47%	9%	5.1	40	50	28%	FALSE	AT&T Inc.
VZ	22-Jun-12	 43.95 	19.06	27.23	131%	14%	4.6	55	70	44%	FALSE	Verizon Communic.
CSCO	22-Jun-12	 17.13 	20.93	34.83	-18%	21%	1.9	30	35	91%	FALSE	Cisco Systems
HD	29-Jun-12	 52.02 	32.34	50.80	61%	12%	2.3	60	70	26%	FALSE	Home Depot
PG	29-Jun-12	 59.83 	49.53	63.69	21%	-3%	3.8	90	110	67%	FALSE	Procter & Gamble
INTC	6-Apr-12	 26.93 	30.14	52.15	-11%	4%	3.1	45	55	87%	FALSE	Intel Corp.
HPQ	6-Apr-12	 20.37 	29.38	50.16	-31%	33%	2.6	55	75	220%	FALSE	Hewlett-Packard