cowboy dickrdoo

Sector Update

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My Barney Google Sector Trifecta Fund needed to be cleaned up so my sector update came a little early and it's back to being silly.

Barney Google, with the goo-goo-goo-ga-ly eyes. Barney Google bet his horses would win the trifecta prize. When the horses ran that day, Barney's horses ran the other way. Barney Google, with the goo-goo-goo-ga-lay eyes had a wife three times his size. When Barney Google's horses ran the other way, she divorced him. Now Barney Google with the goo-goo-goo-ga-lay eyes lives with his horses

The Sector Contestants are:

Oil & Gas Service (PXJ) "Pipeline": 1.72 PEG
Insurance (PIC) " Accidental Collision ": 1.37 PEG
Financials (PFI) "Bull nuts": 1.21 PEG
Energy (PXI) "Old Jed": 1.19 PEG
Energy Exploration & Production (PXE) "Drillbit": 1.07 PEG
Healthcare Services (PTJ) "Nurse Ratched": 1.03 PEG
Building & Construction (PKB) "Where's Bob": 1.03 PEG
Semiconductors (PSI) "Flying Saucer": 1.03 PEG
Technology (PTF) "Moby Dolby ": 0.97 PEG
Hardware & Consumer Electronics (PHW) "Ear plug": 0.97 PEG
Basic Materials (PYZ) "Silverback": 0.97 PEG
Retail (PMR) "Paris Clinton": 0.96 PEG
Consumer Discretionary (PEZ) "Hand Bag": 0.95 PEG
Industrials (PRN) "Boilermaker": 0.94 PEG
Pharmaceuticals (PJP) "Pill Popper": 0.92 PEG
Healthcare (PTH) "St. Lucrative": 0.91 PEG
Networking (PXQ) "Ready Serve": 0.89 PEG
Software (PSJ) "User Friendly": 0.88 PEG
The market to Beat (Total Market): 0.87 PEG
Leisure & Entertainment (PEJ) "Love Boat": 0.86 PEG
Media (PBS) "Katie's Calf": 0.82 PEG
Telecommunications & Wireless (PTE) "Social Lion": 0.82 PEG
Utilities (PUI) "Three Miler": 0.74 PEG
Biotechnology & Genome (PBE) "Bob New Heart": 0.71 PEG
Banking (PJB) "Overdraft": 0.68 PEG
Consumer Staples (PSL) "Bung Wad": 0.65 PEG
Food & Beverage (PBJ) "Six Pack": 0.59 PEG

I'm going to bet 27% on Pipeline to win. Bet 22% on Accidental Collision to place. Bet 17% apiece on Nurse Ratched, Where's Bob, and Flying Saucer. In other words I think Oil & Gas Services, Insurance, Health Services, Building & Construction and Semiconductors are the best sectors to over weight.

My demographic kid fund also need to be clean up as well so my international demographic recommendations are on their way.

Yours Truly,

Cowboy Dickrdoo