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Author: dowbuys Three stars, 500 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 5992  
Subject: Lee Lackey Date: 3/4/2010 10:38 AM
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I am sorry to see Lee stop posting his mid-cap benchmarks. He truly did an amazing job for 8 years here at this site.

While I cannot do what Lee did, I will do my best to post quarterly updates for benchmark stocks from the S&P 100. I personally continue to use benchmark investing and have found it to be very rewarding.

If you are patient and wait for the hugely undervalued companies and conduct your own due diligence, you can be handsomely rewarded. In a post TTD study dating back to the 1950s, we found the optimal strategy was to invest only in those companies trading 20% or more below their downside price target. The second best strategy was: below DPT and above 10% estimated earnings growth.

Below are the 10 names I gave to Jamie Gritton at backtest.org on December 31, 2009:

SENT TO JAMIE GRITTON AT BACKTEST.ORG
Top 10 Undervalued Benchmark Picks Today's 12/31/2009
on 12/31/2009 Company Price Price Change Dividend
CL Colgate $83.95 $82.15 2.19% 2.52%
NYX Euronext $28.03 $25.30 10.79% 4.28%
TWX Time Warner $29.65 $29.14 1.75% 2.87%
MDT Medtronic $45.00 $43.98 2.32% 1.82%
WMT Wal-Mart $53.88 $53.45 0.80% 2.02%
DELL Dell $13.56 $14.36 -5.57% 0.00%
PEP Pepsi $64.37 $60.80 5.87% 2.80%
ABT Abbott Labs $54.06 $53.99 0.13% 3.25%
ALL Allstate $31.91 $30.04 6.23% 2.51%
BAX Baxter Intl. $58.77 $58.68 0.15% 1.97%
Average 2.47% 2.40%
SPX S&P 500 1118.71 1115.10 0.32%

The top 5 free cash flow to capital companies were:

BA
CAT
IBM
JNJ
MSFT

Hope that helps.
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