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URL:  http://boards.fool.com/sep-7-2012-picks-30242714.aspx

Subject:  Sep 7 2012 Picks Date:  9/4/2012  2:46 PM
Author:  AllTooFoolish Number:  5928 of 6021

Based on the latest results as of today’s data release, no companies would qualify as a Long candidate. 
Although several stocks are significantly overvalued according to the BI valuation methods, none would qualify as a short candidate either.

Market Valuation: Data suggests we are at Parity valuation.
Downside -19%
Upside +19%

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	24-Aug-12	 85.33 	81	144	5%	12%	2.5	140	210	107%	FALSE	Caterpillar Inc.
JNJ	24-Aug-12	 67.43 	64	81	6%	3%	3.6	80	100	33%	FALSE	Johnson & Johnson
MCD	31-Aug-12	 89.49 	64	91	41%	7%	3.2	110	130	35%	FALSE	McDonald's Corp.
CVX	7-Sep-12	 112 	87	124	30%	9%	3.2	130	160	30%	FALSE	Chevron Corp.
XOM