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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 6020

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	7-Sep-12	 87.30 	67	93	31%	7%	2.6	110	135	40%	FALSE	Exxon Mobil Corp.
BA	15-Jun-12	 71.40 	46	71	56%	-9%	2.5	90	125	51%	FALSE	Boeing
TRV	15-Jun-12	 64.74 	45	67	43%	12%	2.9	80	100	39%	FALSE	Travelers Cos.
T	22-Jun-12	 36.64 	26	38	40%	8%	4.9	40	50	22%	FALSE	AT&T Inc.
VZ	22-Jun-12	 42.94 	21	31	101%	13%	4.7	55	70	46%	FALSE	Verizon Communic.
CSCO	22-Jun-12	 19.08 	21	35	-8%	14%	3.0	30	35	71%	FALSE	Cisco Systems
HD	29-Jun-12	 56.75 	33	51	74%	11%	2.1	60	70	14%	FALSE	Home Depot
PG	29-Jun-12	 67.19 	50	64	34%	2%	3.4	90	110	49%	FALSE	Procter & Gamble
INTC	6-Jul-12	 24.83 	30	52	-17%	12%