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No. of Recommendations: 4
At the end of Dec 2012 no individual companies in the Dow met all the criteria in order to be selected as a BI Long
pick for 2013. As a result the criteria was loosened a bit to include candidates that have at least positive earnings
growth, but still met all other criteria. These stocks will be held for all of 2013 and their performance tracked.
Based on these slightly relaxed BI criteria, the three most undervalued companies were selected.

Although the BI Portfolio has a nice topline increase in value of 7.5%, it continues to underperform the overall
market. The modest hit Cisco took this week took a toll on overall performance.

Benchmark Portfolio
12/26/12 CSCO bought 167 shares @$19.92
12/26/12 DD bought 74 shares @45.04
12/26/12 MSFT bought 124 shares @26.86
2/12/13 DD dividend @0.42/shr
2/19/13 MSFT dividend @0.23/shr
Total return year to date = +7.5%
Difference vs. SPY = -3.6 pct pts

S&P500
S&P500 ETF benchmark (SPY ETF) bought 70 shares on 12/26/12 @141.75
3/15/13 SPY dividend @0.781/shr
SPY Total return year to date +11.1%
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