Behan's
Value Stock
Analysis Newsletter
Value
Stocks
Who defines what criteria is used in determining what would
equate to Value Stocks? If the stock market would react rationally (or even close),
there could be some pretty set guidelines using the standard ratios and averages that
would label stocks as either undervalued stocks or overvalued stocks. While following the
markets very closely, we choose our picks using a common sense approach, finding those
stocks that have deflated pricing not reflecting the sound, perhaps actual,
valuations for those companies.
From our standpoint, Behan's Value Stocks Pick's strength lies
in an ability to identify trends not quantified by standard analysis . We do not
sell stocks, provide financing to companies or have our employees working on a commission
basis. Our inter-office memos contain the same information, the same stock ratings
you'll receive.
Please bear in mind that our performance figures do not include
any dividends or distributions. Also consider that many of our subscribers have stated
that the anti-value picks have proven to be a very useful tool for their investment
strategies. |
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About Us |
Current
Value Stock Picks |
Privacy Policy |
The end of a strange year. We chose very few
stocks, being especially wary of a terrorist attack that might
create a buying opportunity and diminish the value of our picks.
Thankfully we were wrong. Here's to a more stable 2005.
Investors Beware.
We still feel the market in general, is volatile at this time. Add the instability in the Middle East,
the high oil prices, the possibility of a terrorist
attack and we are promoting very few stocks at this time.
|
Hall of Fame
Picks |
Hall of Shame
Picks
All 2004 Picks
All 2003 Picks |
Closing
Prices and Value Stock Picks performance % updated at closing each Friday |
All 2002
Picks |
| Company
(Symbol) |
Determination
Date |
Pick
Date Price* |
Closing
Price 12/31/2004 |
Current
Value Stock Pick % Performance** |
| Sirius Satellite (SIRI) |
01/01/2004 |
3.16 |
7.62 |
141.14 |
| Qualcomm (QCOM) |
01/02/2004 |
26.81 |
42.40 |
58.15 |
| Cisco Systems (CSCO) |
01/02/2004 |
24.25 |
19.32 |
-20.33 |
| Adecco S.A. ADS (ADO) |
01/13/2004 |
10.10 |
12.65 |
25.25 |
| Matrixx Initiatives (MTXX) |
02/06/2004 |
9.63 |
11.56 |
20.04 |
| Clinical Data (CLDA) |
02/18/2004 |
10.90 |
13.24 |
21.47 |
| Veritas Software (VRTS) |
07/06/2004 |
17.00 |
28.55 |
67.94 |
| Suntron Corp. (SUNN) |
07/26/2004 |
4.04 |
3.14 |
-22.28 |
| TRM Corp. (TRMM) |
09/20/2004 |
13.68 |
23.73 |
73.46 |
| Mikron Infrared (MIKR) |
12/20/2004 |
7.00 |
13.02 |
86.00 |
| ** Calculated
from closing price and pick date price (not weighted performance) |
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Year End All
2004 Picks Performance** |
+45.08% |
| Performance figures do NOT include dividends or distributions |
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Year End 2004
S&P |
+ 08.99% |
| All Picks Performance Since Inception (October 2,
2001) excluding dividends, not annualized S & P 500 performance
since inception (10/2/01), not annualized |
+139.55%
+15.27% |
|
Year End 2003
Picks Performance** Year End 2003 S&P |
+42.74%
+26.40 % |
Stocks will remain a
current value stock as long as we perceive the upside to be greater than the downside
risk. Obviously the advantages of the best performing picks have diminished if they
have had a run up after our pick date. Current Anti-Value, Year-to-Date and new Value
Stocks Picks from the day of the pick are available to subscribers only. We utilize
only Value or Anti-Value ratings.
Currently, our Anti -Value Stocks list
remains larger than our Value Stocks Pick list.
The Behan Value Stocks
Alert is sent via e-mail to all subscribers immediately upon any changes in our Value Pick
or Anti-Value ratings. Depending on market conditions, subscribers may receive
3-12 e-mails per month.
E-Mail Us
Behan's Value Stock Picks
27519 County H
Webster WI 54893
*Determination price is the share price of a stock
at the time it becomes a "Behan's Value Pick". This price may be higher or lower
than the closing price for the date it was chosen. It is the quote closest to the time
that the "Value Stocks Alert" is sent to subscribers.
Please note that Behan's Value Stock Picks are not intended to and do not
recommend any specific investment or group of investments. Investors are advised that this
analysis is issued solely for informational purposes and is not to be construed as an
offer to sell or the solicitation of an offer to buy. This report does not have regard to
the specific investment objectives, financial situation and the particular needs of any
specific person who may receive this information. The information contained herein is
based on sources that we believe to be reliable but is not guaranteed by us as being
accurate and does not purport to be a complete statement or summary of the available data.
Past performance is no guarantee of future results. Any opinions expressed herein are
statements of our judgment as of the date of publication and are subject to change without
notice. Reproduction without written permission is prohibited.
Please also be assured that the likelihood that any of the Behan Value
Pick stocks would be owned personally or contained in portfolios being managed by Bob
Behan would be excellent.
Behan's Value Stocks Picks is owned and operated by The Outpost
Mall, LLC |