cowboy dickrdoo

Tri-monthly Sector Update 7/18/08

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Just like the Big Audio Dynamite Bottom Line song goes: The horses are on the track. The horses are on the track. The horses are on the track.

My Barney Google Sector Trifecta Fund needed to be cleaned up and it's back to be silly because otherwise investing is so mundane. Please sing a long with me.

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": 13.39 FPE, 18.19 5YREG, 1.36 PEG
Insurance (PIC) " Accidental Collision ": 9.94 FPE, 10.99 5YREG, 1.11 PEG
Semiconductors (PSI) "Flying Saucer": 14.41 FPE, 15.94 5YREG, 1.11 PEG
Healthcare Services (PTJ) "Nurse Ratched": 13.29 FPE, 14.09 5YREG, 1.06 PEG
Building & Construction (PKB) "Where's Bob": 16.26 FPE, 17.00 5YREG, 1.05 PEG
Financials (PFI) "Bull nuts": 11.16 FPE, 11.64 5YREG, 1.04 PEG
Energy Exploration & Production (PXE) "Drill Bit": 12.07 FPE, 12.17 5YREG, 1.01 PEG
Energy (PXI) "Old Jed": 13.24 FPE, 13.27 5YREG, 1.00 PEG
Consumer Discretionary (PEZ) "Hand Jive": 13.42 FPE, 13.36 5YREG, 1.00 PEG
Healthcare (PTH) "St. Lucrative": 15.54 FPE, 14.54 5YREG, 0.94 PEG
Industrials (PRN) "Boilermaker": 16.01 FPE, 14.74 5YREG, 0.92 PEG
Hardware & Consumer Electronics (PHW) "Ear plug": 16.40 FPE, 14.91 5YREG, 0.91 PEG
Basic Materials (PYZ) "Silverback": 12.14 FPE, 10.63 5YREG, 0.88 PEG
Retail (PMR) "Paris Clinton": 15.32 FPE, 13.37 5YREG, 0.87 PEG
Biotechnology & Genome (PBE) "Bob New Heart": 20.17 FPE, 17.64 5YREG, 0.87 PEG
Technology (PTF) "Moby Dolby ": 16.53 FPE, 14.2 5YREG, 0.86 PEG
Pharmaceuticals (PJP) "Pill Popper": 14.65 FPE, 12.59 5YREG, 0.86 PEG
The market to Beat (Total Market): 13.83 FPE, 11.59 5YREG, 0.84 PEG
Networking (PXQ) "Ready Serve": 20.1 FPE, 16.04 5YREG, 0.80 PEG
Leisure & Entertainment (PEJ) "Love Boat": 15.78 FPE, 12.68 5YREG, 0.80 PEG
Telecommunications & Wireless (PTE) "Social Lion": 14.04 FPE, 11.20 5YREG, 0.80 PEG
Software (PSJ) "User Friendly": 18.79 FPE, 14.25 5YREG, 0.76 PEG
Media (PBS) "Katie's Calf": 16.63 FPE, 12.67 5YREG, 0.76 PEG
Consumer Staples (PSL) "Bung Wad":: 15.14 FPE, 10.12 5YREG, 0.67 PEG
Food & Beverage (PBJ) "Six Pack": 17.50 FPE, 10.05 5YREG, 0.57 PEG
Utilities (PUI) "Three Miler": 14.44 FPE, 7.87 5YREG, 0.55 PEG
Banking (PJB) "Overdraft": 15.16 FPE, 7.75 5YREG, 0.51 PEG

I'm going to bet 29% on Pipeline to win. Bet 24% on Accidental Collision and Flying Saucer to place. Bet 23% on Nurse Ratched to show. In other words I think Oil & Gas Services, Insurance, Health Services and Semiconductors are the best sectors to over weight and I'm dead serious! Over close to last 3 years my sector trifecta fund has beaten the SP500 by 14% on an annual basis so I'm start think I'm on to something.

Yours truly,

Cowboy Dickrdoo