No. of Recommendations: 12
This week was trading week for the PEG4 Quarterly for Port-2. This meant it was time to say goodbye to this ports big winner IRF and the rest of the PEG4 screen and time to buy a complete new batch of PEG4 stocks.

Here are yesterdays PEG 4 trades:

Sold
141 IRF @ 61 11/16
129 OCA @ 29 5/8
55 VSH @ 38 7/16
86 KEM @ 31 1/8

Buy
230 LMS @ 18 5/8
460 CMX @ 9 3/8
55 IDTI @ 78
70 APC @ 61 13/16

Here are the current holding of Port 2:

.
KEYEPS Shares
QCOM 32
ORCL 54
TXN 38
YHOO 18
AMAT 18
.
SPARK Shares
CSCO 21
INTC 25
WMT 34
AOL 25
HD 36
.
PEG4Q Shares
LMS 230
CMX 460
IDTI 55
APC 70
.
Plow 3 Shares
CMGI 36
VRTS 54
ORCL 94
.
RS26Q Shares
NEWP 32
RMBS 33
AMD 44
SFA 45
TECH 25
.

A full report of Port 1 and Port 2 for the month and 3rd quarter will be coming out shortly after August 31st.

Moe
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