September 2009 (3)	October 2009 (5)	November 2009 (4)	December 2009 (4)
May 2009 (2)	June 2009 (3)	July 2009 (2)	August 2009 (3)
January 2009 (2)	February 2009 (0)	March 2009 (1)	April 2009 (1)

      Applied Signal Technology, Inc.  (NASD: APSG) provides advanced digital signal processing products, systems, and services in support of intelligence, surveillance, and reconnaissance (ISR) for global security. The signals processed are both man-made and naturally occurring. The processing of man-made signals includes communications intelligence (COMINT) and electronic intelligence (ELINT). The processing of natural signatures includes the use of sonar, radar, magnetic, and chemical sensors to detect changes in the environmental phenomenology. The Company develop and manufacture equipment for both the collection and processing of signals.

Sensor signal processing observes changes in physical phenomena that can provide an indication of activities of concern to global security. Examples of these phenomena are detection of chemicals that might be used for explosive devices or the detection of sub-terrain ferrous materials that might indicate an underground facility for weapon manufacturing. The Company's sensor processing equipment provides automatic detection of physical abnormalities in both marine and terrestrial environments. The Company's primary customer is the United States Government. Substantially all of the Company's revenues are from contracts with the United States Government or prime contractors to the United States Government.
       
The stock's price gained 28.0% over the past 3 months (vs. the Industry's 17.9%); 51.5% over the past 6 months (vs. the  Industry's 84.2%); and 68.3% over the past 12 months (vs. the Industry's -61.3%). The Company is classified as a small-cap growth company (with a market cap of $337.81MB) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than average). The Company was founded 1984 and their principal executive offices are located in Sunnyvale, California.. The Company has 672 employees.

Sector: Technology;   Industry: Communication Equipment;    Ticker: APSG;     Exch: NASD;     07/24/09 Closing Price: $25.84

STOCK GRADE (ASG):  51.26  (VERY GOOD)               

BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
EXPANDED BUSINESS DESCRIPTION (Reuters)
STOCK INFO/RESEARCH (MSN)
COMPETITORS (CNN Money)
OWNERSHIP (MSN)
KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
RISK LEVEL: 2 (Average) (MSN)
COMPANY'S WEB SITE

 

Management's Effectiveness (Trailing 12 Mo.)	. . .	Return on Equity:	9.60%
Profitability (Trailing 12 Mo.)	. . .	Profit Margin:	6.14%
Stock's Growth Record (Trailing 12 Mo.)	. . .	Revenue:	9.37%
	. . .	EPS:	0.94%
	. . .	Price:	68.34%
	. . .	Dividend:	NA
PE & EPS (Trailing 12 Mo.)	. . .	Price/Earnings:	27.64
	. . .	Earnings/Share:	0.94
Price / Share (Pick Date, Closing Price)	. . .	Pick Date 07/24/2009:	$25.84
COMMENT: The stock's pick price (of $25.84) is over the 13-day EMA and the 50-day EMA price range; i.e., higher than  the 13-day EMA price (of $25.16) and higher than the  50-day EMA (of $23.76) by 2.68% and 8.82% respectively. This suggests that the pick price is presently NOT timely NOR advantageous buy price for the stock.  (Note: A stock's EMA price changes with time. SEE also: ACE'S report  ACE'S "Timely" & "Untimely" Stocks - How to Use and How They Perform" ).	. . .
Price / Share (13-day EMA)	. . .	07/24/2009:	$25.16
Price / Share (50-day EMA)	. . .	07/24/2009:	$23.76
Price / Share (13-day EMA)	. . .		Current:
Price / Share (50-day EMA)	. . .		Current:
Price / Share (Current)	. . .	Current Price	Quote
Price / Share (Historical)	. . .	Historical Price	Quote

SPECIAL NOTE:

1. Applied Signal looking good despite recession. (BloggingStocks; June 22 2009)
2. The right technology at the right time. (Yahoo Finance; June 3, 2009)
3. Applied Signal reports strong 2Q 2009 operating results. (MSN Money; June 2 2009)

^Top page

         Netflix Inc.  (NASD: NFLX) is the largest online movie rental subscription service in the United States, providing approximately 7.5 million subscribers access to approximately 90,000 DVD titles plus a growing library of more than 6,000 choices that can be watched instantly on their personal computers, or PCs. The Company offer nine subscription plans, starting at $4.99 a month. There are no due dates, no late fees and no shipping fees. Subscribers select titles at The Company's Web site, receive them on DVD by U.S. mail and return them to us at their convenience using our prepaid mailers. After a DVD has been returned, the Company mail the next available DVD in a subscriber’s queue. The Company also offer certain titles through its instant-watching feature.

The Company's subscription service has grown rapidly since inception. This growth has been fueled by the rapid adoption of DVDs as a medium for home entertainment as well as increased awareness of online DVD rentals. The Company also believe that its growth has been driven by a comprehensive selection of titles, consistently high levels of customer satisfaction and effective marketing programs. The Company is organized in a single operating segment. All the Company's revenues are generated in the United States. Substantially all the Company's revenues are derived from monthly subscription fees.
            
The stock's price gained -1.2% over the past 3 months (vs. the Industry's -2.2%); 21.6% over the past 6 months (vs. the  Industry's 34.7%); and 42.3% over the past 12 months (vs. the Industry's 59.6%). The Company is classified as a mid-cap growth company (with a market cap of $2.25B) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than average). The Company was founded 1997 and their principal executive offices are located in Los Gatos, California.. The Company has 1,644 employees.

Sector: Services;   Industry: Recreational Services    Ticker: NFLX;     Exch: NASD;     07/31/09 Closing Price: $43.94

STOCK GRADE (ASG):  47.43  (Good)               

BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
EXPANDED BUSINESS DESCRIPTION (Reuters)
STOCK INFO/RESEARCH (MSN)
COMPETITORS (CNN Money)
OWNERSHIP (MSN)
KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
RISK LEVEL: 2 (Average) (MSN)
COMPANY'S WEB SITE

Management's Effectiveness (Trailing 12 Mo.)	. . .	Return on Equity:	27.43%
Profitability (Trailing 12 Mo.)	. . .	Profit Margin:	6.51%
Stock's Growth Record (Trailing 12 Mo.)	. . .	Revenue:	13.22%
	. . .	EPS:	36.68%
	. . .	Price:	42.25%
	. . .	Dividend:	NA
PE & EPS (Trailing 12 Mo.)	. . .	Price/Earnings:	27.58
	. . .	Earnings/Share:	1.61
Price / Share (Pick Date, Closing Price)	. . .	Pick Date 07/31/2009:	$43.94
COMMENT: The stock's pick price (of $43.94) is over the 13-day EMA and the 50-day EMA price range; i.e., higher than  the 13-day EMA price (of $43.19) and higher than the  50-day EMA (of $41.78) by 1.74% and 5.17% respectively. This suggests that the pick price is presently NOT timely NOR advantageous buy price for the stock.  (Note: A stock's EMA price changes with time. SEE also: ACE'S report  ACE'S "Timely" & "Untimely" Stocks - How to Use and How They Perform" ).	. . .
Price / Share (13-day EMA)	. . .	07/31/2009:	$43.19
Price / Share (50-day EMA)	. . .	07/31/2009:	$41.78
Price / Share (13-day EMA)	. . .		Current:
Price / Share (50-day EMA)	. . .		Current:
Price / Share (Current)	. . .	Current Price	Quote
Price / Share (Historical)	. . .	Historical Price	Quote

SPECIAL NOTE:

1. Subscriber growth boosts Netflix' 2Q earnings. (The Wall Steet Journal; July 24, 2009)
2. Netflix 2Q 2009 22% earnings tops Wall Street estimates. (MarketWatch; July 23, 2009)
3. A counter cyclical stock with room to grow. (Business Week; June 19, 2009)

^Top page

     Teva Pharmaceutical Industries, Ltd.  (NASD: TEVA) is a global pharmaceutical company that develops, produces and markets generic drugs covering all major treatment categories. It is a leading generic drug company in the world, as well as in the United States, in terms of total and new prescriptions. The Company also has a pharmaceutical business segment whose principal products are Copaxone ® for multiple sclerosis and Azilect ® for Parkinson’s disease, as well as an expanding proprietary specialty pharmaceutical business, which consists primarily of respiratory products. The Company's active pharmaceutical ingredient (“API”) business sells to third-party manufacturers. Generic pharmaceuticals are the chemical and therapeutic equivalents of brand-name drugs and are typically sold under their chemical names at prices substantially below those of the brand-name pharmaceuticals. Generics are required to meet similar governmental regulations as their brand-name equivalents and must receive regulatory approval prior to their sale in any given country.

The Company's  global operations are conducted in North America, Europe, Latin America, Asia and Israel. The Company has operations in more than 50 countries, as well as 36 pharmaceutical manufacturing sites in 16 countries, 17 generic R&D centers operating mostly within certain manufacturing sites and 18 API manufacturing sites around the world. During 2007, The Company generated approximately 58% of its sales in North America, 25% in Western Europe  and 17% in other regions (primarily Latin America, including Mexico, Israel and Central and Eastern Europe).
            
The stock's price gained 17.1% over the past 3 months (vs. the Industry's 65.7%); 22.8% over the past 6 months (vs. the  Industry's 56.3%); and 10.8% over the past 12 months (vs. the Industry's -9.3%). The Company is classified as a large-cap growth company (with a market cap of $44.91B) that is rated to outperform the market over the next six months with a Risk Level of 1 (Very low). The Company was originally founded 1901 and their principal executive offices are located in Petach Tikva, Israel.. The Company has 38,307 employees.

STOCK GRADE (ASG):  53.55  (VERY GOOD)               

BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
EXPANDED BUSINESS DESCRIPTION (Reuters)
STOCK INFO/RESEARCH (MSN)
COMPETITORS (CNN Money)
OWNERSHIP (MSN)
KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
RISK LEVEL: 1 (Very low) (MSN)
COMPANY'S WEB SITE

        Priceline.com Inc.  (NASD: PCLN) is a leading online travel company that offers its customers a broad range of travel services, including airline tickets, hotel rooms, car rentals, vacation packages, cruises and destination services. In the United States, the Company offer its customers the ability to purchase travel services in a traditional, price-disclosed manner or the opportunity to use the unique Name Your Own Price ® service, which allows its customers to make offers for travel services at discounted prices. Internationally, the Company offer its customers hotel room reservations in over 60 countries and 22 languages.

For the year ended December 31, 2007, the Company had revenues of approximately $1.4 billion comprised of “merchant” revenue, “agency” revenue and “other” revenue. Merchant revenues, which represented the substantial majority of the Company's total revenues in 2007, consisted of (1) transaction revenues representing the selling price of Name Your Own Price ® airline tickets, hotel rooms, rental cars and price-disclosed vacation packages services; (2) transaction revenues representing the amount charged to a customer, less the amount charged by suppliers in connection with the hotel rooms provided through merchant price-disclosed hotel service; (3) customer processing fees charged in connection with the sale of Name Your Own Price ® airline tickets, hotel rooms and rental cars and merchant price-disclosed hotels services; and (4) ancillary fees, including GDS reservation booking fees related to certain of the transactions described above . Agency revenues are generally derived from retail travel related transactions where the Company is not the merchant of record and where the prices of its services are determined by third parties. Other revenues consisted primarily of revenue from advertising on the Company's websites.        
            
The stock's price gained 49.3% over the past 3 months (vs. the Industry's 40.0%); 104.7% over the past 6 months (vs. the  Industry's 86.7%); and 46.0% over the past 12 months (vs. the Industry's -11.9%). The Company is classified as a mid-cap growth company (with a market cap of $6.20B) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than average). The Company was originally founded 1998 and their principal executive offices are located in Norwalk, Connecticut (U.S.A.). The Company has 1,780 employees.

   Goodrich Corp.  (NYSE: GR) is a worldwide supplier of components, systems and services to the commercial and general aviation airplane markets. The  Company is also a leading supplier of systems and products to the global defense and space markets. The  Company's business is conducted on a global basis with manufacturing, service and sales undertaken in various locations throughout the world. The Company's products and services are principally sold to customers in North America, Europe and Asia.

The Company provides products and services for the entire life cycle of airplane and defense programs, including a significant amount of aftermarket support for its key products. The key products of the  Company includes: Nacelles — the structure surrounding an aircraft engine; Actuation systems — equipment that utilizes linear, rotary or fly-by-wire actuation to control movement; Landing gear systems for commercial, general aviation and defense aircraft; Aircraft wheels and brakes; Engine control systems; Intelligence surveillance and reconnaissance systems (high performance custom engineered electronics, optics, shortwave infrared cameras and arrays, and electro-optical products and services for sophisticated defense, scientific and commercial applications); Sensor systems; and Power systems. In 2007, 2006 and 2005, direct and indirect sales to the United States (U.S.) government totaled approximately 13%, 16% and 18%, respectively, of consolidated sales. In 2007, 2006 and 2005, direct and indirect sales to Airbus totaled approximately 15%, 18% and 17%, respectively, of consolidated sales. In 2007, 2006 and 2005, direct and indirect sales to Boeing totaled approximately 15%, 14% and 12%, respectively, of consolidated sales.
                    
The stock's price gained 14.9% over the past 3 months (vs. the Industry's 17.7%); 68.4% over the past 6 months (vs. the  Industry's 135.4%); and 7.6% over the past 12 months (vs. the Industry's -108.4%). The Company is classified as a mid-cap value company (with a market cap of $6.92B) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than average). The Company was incorporated 1912  as the successor to a business founded in 1870. The Company's principal executive offices are located in Charlotte, North Carolina.. The Company has 25,000 employees.

Sector: Capital Goods;   Industry: Aerospace & Defense    Ticker: GR;     Exch: NYSE;     08/28/09 Closing Price: $55.79

STOCK GRADE (ASG):  52.02  (VERY GOOD)               

BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
EXPANDED BUSINESS DESCRIPTION (Reuters)
STOCK INFO/RESEARCH (MSN)
COMPETITORS (CNN Money)
OWNERSHIP (MSN)
KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
RISK LEVEL: 2 (Less than average) (MSN)
COMPANY'S WEB SITE

Management's Effectiveness (Trailing 12 Mo.)	. . .	Return on Equity:	23.44%
Profitability (Trailing 12 Mo.)	. . .	Profit Margin:	9.96%
Stock's Growth Record (Trailing 12 Mo.)	. . .	Revenue:	10.47%
	. . .	EPS:	37.20%
	. . .	Price:	7.58%
	. . .	Dividend:	12.12%
PE & EPS (Trailing 12 Mo.)	. . .	Price/Earnings:	10.24
	. . .	Earnings/Share:	5.45
Price / Share (Pick Date, Closing Price)	. . .	Pick Date 08/28/2009:	$55.79
COMMENT: The stock's pick price (of $55.79) is over the 13-day EMA and the 50-day EMA price range; i.e., higher than  the 13-day EMA price (of $55.58) and higher than the  50-day EMA (of $52.84) by 0.37% and 5.59% respectively. This suggests that the pick price is presently NOT timely AND advantageous buy price for the stock.  (Note: A stock's EMA price changes with time. SEE also: ACE'S report  ACE'S "Timely" & "Untimely" Stocks - How to Use and How They Perform" ).	. . .
Price / Share (13-day EMA)	. . .	08/28/2009:	$55.58
Price / Share (50-day EMA)	. . .	08/28/2009:	$52.84
Price / Share (13-day EMA)	. . .		Current:
Price / Share (50-day EMA)	. . .		Current:
Price / Share (Current)	. . .	Current Price	Quote
Price / Share (Historical)	. . .	Historical Price	Quote

SPECIAL NOTE:

1. The outlook for aerospace and defense. (MSN Money; August 18 2009)
2. Goodrich makes footprint in China.  (Charlotte Business Journal; August 12, 2009)

^Top page

       Ebix Inc.  (NASD: EBIX) is an international provider of software and Internet-based solutions for the insurance industry. Historically and during 2006, the Company’s revenue has been derived primarily from professional and support services (94% of revenue in 2006) and from licensing proprietary and third-party software (6% of revenue in 2006). Professional and support services include software development projects, subscription and transaction fees related to services delivered on an Applicaton Service Provider basis, fees for software license maintenance, initial registration, and business process outsourcing ("BPO") revenue. Also included in professional and support services are fees for consulting, implementation, training, and project management provided to theCompany’s customers with installed systems and those in the process of installing systems. International revenue accounted for 36%, 37% and 33% of total revenue in 2006, 2005 and 2004, respectively.

The Company’s product and service strategy focuses on the following four areas: (1) worldwide sale, customization, development, implementation and support of its insurance carrier system products, Infinity Systems and Business Reinsurance and Insurance Company System; (2) worldwide sales and support of broker/agency management systems including EbixASP, eGlobal; and Winbeat; (3) expansion of connectivity between consumers, agents, carriers, and third party providers through its exchange family of products worldwide namely, EbixExchange, WinFlex VitalSuite, AnnuityNet and LifeSpeed; and (4) BPO services, which include call center and back office, either off site or at the Company’s facilities.
                    
The stock's price gained 54.4% over the past 3 months (vs. the Industry's 50.5%); 112.8% over the past 6 months (vs. the  Industry's 239.1%); and 44.7% over the past 12 months (vs. the Industry's 52.5%). The Company is classified as a small-cap value company (with a market cap of $542.64M) that is rated to outperform the market over the next six months with a Risk Level of 3 (Average). The Company was founded in 1976  as "Delphi Systems, Inc.". The Company's principal executive offices are located in Atlanta, Georgia. The Company has 682 employees.

Sector: Technology;   Industry: Computer Networks;    Ticker: EBIX;     Exch: NASD;     09/11/09 Closing Price: $52.50

STOCK GRADE (ASG):  47.43  (GOOD)               

BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
EXPANDED BUSINESS DESCRIPTION (Reuters)
STOCK INFO/RESEARCH (MSN)
COMPETITORS (CNN Money)
OWNERSHIP (MSN)
KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
RISK LEVEL: 3 (Average) (MSN)
COMPANY'S WEB SITE

Management's Effectiveness (Trailing 12 Mo.)	. . .	Return on Equity:	38.08%
Profitability (Trailing 12 Mo.)	. . .	Profit Margin:	39.09%
Stock's Growth Record (Trailing 12 Mo.)	. . .	Revenue:	74.49%
	. . .	EPS:	89.34%
	. . .	Price:	44.68%
	. . .	Dividend:	NA
PE & EPS (Trailing 12 Mo.)	. . .	Price/Earnings:	15.17
	. . .	Earnings/Share:	2.69
Price / Share (Pick Date, Closing Price)	. . .	Pick Date 09/11/2009:	$52.50
COMMENT: The stock's pick price (of $52.50) is over the 13-day EMA and the 50-day EMA price range; i.e., higher than  the 13-day EMA price (of $49.86) and higher than the  50-day EMA (of $42.88) by5.30% and 22.44% respectively. This suggests that the pick price is presently NOT timely AND advantageous buy price for the stock.  (Note: A stock's EMA price changes with time. SEE also: ACE'S report  ACE'S "Timely" & "Untimely" Stocks - How to Use and How They Perform" ).	. . .
Price / Share (13-day EMA)	. . .	09/11/2009:	$49.86
Price / Share (50-day EMA)	. . .	09/11/2009:	$42.88
Price / Share (13-day EMA)	. . .		Current:
Price / Share (50-day EMA)	. . .		Current:
Price / Share (Current)	. . .	Current Price	Quote
Price / Share (Historical)	. . .	Historical Price	Quote

SPECIAL NOTE:

1. Ebix ranked second best investment in the world. (MSN Money; August 17, 2009)
2. Ebix reports record 2009 2Q financial results. (MSN Money; August 5, 2009)
2. Ebix ranked fastest growing small company in the techology sector.  (Smartbrief; July 7, 2009)

^Top page

     Baidu Inc.  (NASD: BIDU) is a leading Chinese language Internet search provider. The Company's search engine was reported to be the most frequently used search engine in China in 2006; and Baidu.com website was the largest website in China and the seventh largest website globally, as measured by user traffic during the three-month period ended March 31, 2007. The Company offer a Chinese language search platform, as well as Baidu Union, which is a network of third-party websites and software applications.

The Company primarily provide Chinese language Internet search services to enable users to find relevant information online, including web pages, news, images and multimedia files, through links provided on the Company's websites. The Company also design and deliver online marketing services to P4P and tailored solutions customers based on their requirements. The Company's auction-based P4P services enable its customers to bid for priority placement of their links in keyword search results. The Company's online advertising services allow customers to use both query sensitive and non-query sensitive advertising services, including text links, graphical advertisements and other forms of online advertising. In the fourth quarter of 2006, the Company had over 108,000 active online marketing customers.

The stock's price gained 34.4% over the past 3 months (vs. the Industry's 38.1%); 128.3% over the past 6 months (vs. the  Industry's 120.2%); and 31.0% over the past 12 months (vs. the Industry's 31.4%). The Company is classified as a large-cap value company (with a market cap of $13.84B) that is rated to outperform the market over the next six months with a Risk Level of 3 (Average). The Company was founded in 2000. TheCompany's principal executive offices are located in Beijing, China. The Company has 4,614 employees.

Sector: Technology;   Industry: Computer Services;    Ticker: BIDU;     Exch: NASD;     09/18/09 Closing Price: $399.98

STOCK GRADE (ASG):  46.14  (GOOD)               

BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
EXPANDED BUSINESS DESCRIPTION (Reuters)
STOCK INFO/RESEARCH (MSN)
COMPETITORS (CNN Money)
OWNERSHIP (MSN)
KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
RISK LEVEL: 3 (Average) (MSN)
COMPANY'S WEB SITE

Management's Effectiveness (Trailing 12 Mo.)	. . .	Return on Equity:	38.59%
Profitability (Trailing 12 Mo.)	. . .	Profit Margin:	32.20%
Stock's Growth Record (Trailing 12 Mo.)	. . .	Revenue:	83.34%
	. . .	EPS:	66.67%
	. . .	Price:	31.03%
	. . .	Dividend:	NA
PE & EPS (Trailing 12 Mo.)	. . .	Price/Earnings:	79.06
	. . .	Earnings/Share:	1.61
Price / Share (Pick Date, Closing Price)	. . .	Pick Date 09/18/2009:	$399.98
COMMENT: The stock's pick price (of $399.98) is over the 13-day EMA and the 50-day EMA price range; i.e., higher than  the 13-day EMA price (of $375.16) and higher than the  50-day EMA (of $341.87) by 6.62% and 17.00% respectively. This suggests that the pick price is presently NOT timely AND advantageous buy price for the stock.  (Note: A stock's EMA price changes with time. SEE also: ACE'S report  ACE'S "Timely" & "Untimely" Stocks - How to Use and How They Perform" ).	. . .
Price / Share (13-day EMA)	. . .	09/18/2009:	$375.16
Price / Share (50-day EMA)	. . .	09/18/2009:	$341.87
Price / Share (13-day EMA)	. . .		Current:
Price / Share (50-day EMA)	. . .		Current:
Price / Share (Current)	. . .	Current Price	Quote
Price / Share (Historical)	. . .	Historical Price	Quote

SPECIAL NOTE:

1. Baidu's strategies for growth during the financial crisis. (ChinaView; September 16, 2009)
2. Baidu expected to dominate China's online search market. (Answers.com; September 11, 2009)
2. Baidu reports strong 2009 2Q operating results.  (SmartBrief; July 23, 2009)

^Top page

     Walgreen Co.  (NYSE: WAG),  based on sales, is the largest drugstore chain in the U.S.  The Company's total number of store locations at August 31, 2007 was 5,997 located in 48 states and Puerto Rico. Prescription sales comprise the larger portion of the Company's  business (accounting for about 65.0% of sales). Third party sales, where reimbursement is received from managed care organizations, government and private insurance, were about 94.8% of prescription sales. Overall, the Company filled approximately 583 million prescriptions in 2007, an increase of 10% from the previous year.

The Company's  pharmacy sales are expected to continue to grow due, in part, to the aging population, the introduction of lower priced generics and the continued development of innovative drugs that improve quality of life and control healthcare costs. Also, the increase in generic introductions continues to boost the number of prescriptions filled. Although generics reduce sales dollars, they save both patients and payors money and generally offer higher gross profit than brand name drugs. 

The stock's price gained 13.0% over the past 3 months (vs. the Industry's 50.1%); 27.6% over the past 6 months (vs. the  Industry's 114.6%); and 4.8% over the past 12 months (vs. the Industry's 28.3%). The Company is classified as a large-cap value company (with a market cap of $33.97B) that is rated to outperform the market over the next six months with a Risk Level of 1 (Very Low). The Company was incorporated in 1909 as a successor to a business founded in 1901.  The Company's   principal executive offices are located in Deerfield, Illinois. The Company has 163,000 employees.

Sector: Services;   Industry: Retail - Drugs;    Ticker: WAG;     Exch: NYSE;     09/25/09 Closing Price: $33.68

STOCK GRADE (ASG):  53.55  (VERY GOOD)               

BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
EXPANDED BUSINESS DESCRIPTION (Reuters)
STOCK INFO/RESEARCH (MSN)
COMPETITORS (CNN Money)
OWNERSHIP (MSN)
KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
RISK LEVEL: 1 (Very Low) (MSN)
COMPANY'S WEB SITE

 

Management's Effectiveness (Trailing 12 Mo.)	. . .	Return on Equity:	15.07%
Profitability (Trailing 12 Mo.)	. . .	Profit Margin:	3.24%
Stock's Growth Record (Trailing 12 Mo.)	. . .	Revenue:	9.81%
	. . .	EPS:	6.81%
	. . .	Price:	4.82%
	. . .	Dividend:	21.37%
PE & EPS (Trailing 12 Mo.)	. . .	Price/Earnings:	16.86
	. . .	Earnings/Share:	2.03
Price / Share (Pick Date, Closing Price)	. . .	Pick Date 09/25/2009:	$33.68
COMMENT: The stock's pick price (of $33.68) is under the 13-day EMA and the 50-day EMA price range; i.e., lower than  the 13-day EMA price (of $34.02) and higher than the  50-day EMA (of $32.60) by -1.00% and 3.31% respectively. This suggests that the pick price IS presently timely AND advantageous buy price for the stock.  (Note: A stock's EMA price changes with time. SEE also: ACE'S report  ACE'S "Timely" & "Untimely" Stocks - How to Use and How They Perform" ).	. . .
Price / Share (13-day EMA)	. . .	09/25/2009:	$34.02
Price / Share (50-day EMA)	. . .	09/25/2009:	$32.60
Price / Share (13-day EMA)	. . .		Current:
Price / Share (50-day EMA)	. . .		Current:
Price / Share (Current)	. . .	Current Price	Quote
Price / Share (Historical)	. . .	Historical Price	Quote

SPECIAL NOTE:

1. Walgreen's is the hottest drugstore stock. (TheStreet.com; September 29, 2009)
2. Walgreen gets a 4-star ranking. (Fool.com; March 6, 2009)

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     Medifast Inc.  (AMEX: MED)  offers a variety of weight and disease management products under the Medifast® brand and for select private label customers. The Company's operations are primarily conducted through five of its wholly owned subsidiaries, Jason Pharmaceuticals, Inc. ("Jason"), Take Shape for Life, Inc. (“TSFL”), Jason Enterprises, Inc., Jason Properties, LLC and Seven Crondall, LLC.

The Company's primary distribution channel is the direct-to-consumer business. In that channel, the customers have access to support from qualified nutritional practitioners and customer care representatives via telephone, e-mail and online chats. Take Shape for Life™ is a physician-led network of independent health coaches who are trained to provide coaching and support to client on Medifast programs. Medifast Physicians have implemented the Medifast program within their practice. These physicians carry an inventory of Medifast products and resell them to patients. The Medifast Weight Control Center is the brick and mortar clinic channel of Medifast located in Texas and Florida. The centers offer a supervised model and a nationally advertised brand which encourages walk-ins and referrals from other Medifast business channels.

The stock's price gained 56.9% over the past 3 months (vs. the Industry's 55.3%); 326.8% over the past 6 months (vs. the  Industry's 151.5 %); and 203.4% over the past 12 months (vs. the Industry's 59.0%). The Company is classified as a small-cap value company (with a market cap of $307.33) that is rated to outperform the market over the next six months with a Risk Level of 3 (Average). The Company was incorporated in 1980.  The Company's   principal executive offices are located in Owings Mills Maryland. The Company has 290 employees.

Sector: Healthcare;   Industry: Medical Equipment & Supplies;    Ticker: MED;     Exch: AMEX;     10/0209 Closing Price: $19.42

STOCK GRADE (ASG):  42.84  (GOOD)               

BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
EXPANDED BUSINESS DESCRIPTION (Reuters)
STOCK INFO/RESEARCH (MSN)
COMPETITORS (CNN Money)
OWNERSHIP (MSN)
KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
RISK LEVEL: 3 (Average) (MSN)
COMPANY'S WEB SITE

       Cerner Corp.  (NASD: CERN)  is a supplier of healthcare information technology (HIT) solutions, healthcare devices and related services to organizations ranging from single-doctor practices, to hospitals, to corporations, to local, regional and national government agencies. The Company’s software solutions combines clinical, financial and management information systems. It provides secure access to an individual’s electronic medical record at the point of care and organizes and proactively delivers information to meet the specific needs of the physician, nurse, laboratory technician, pharmacist or other care provider, front- and back-office professionals and even consumers.

At December 29, 2007, the  Company had a contract backlog of approximately $2,712,195,000 as compared to approximately $2,194,460,000 at December 30, 2006. Such backlog represents system sales and services from signed contracts that have not yet been recognized as revenue. At December 29, 2007, the Company had approximately $129,604,000 of contracts receivable compared to $132,748,000 at the end of 2006, which represents revenues recognized but not yet billable under the terms of the contract.

The stock's price gained 46.5% over the past 3 months (vs. the Industry's 68.9%); 85.0% over the past 6 months (vs. the  Industry's 145.3 %); and 150.1% over the past 12 months (vs. the Industry's 219.0%). The Company is classified as a mid-cap growth company (with a market cap of $6.84B) that is rated to outperform the market over the next six months with a Risk Level of 1 (Very Low). The Company was founded in 1980.  TheCompany's  principal executive offices are located in Kansas City, Missouri. The Company has 7,500 employees.

Sector: Technology;   Industry: Computer Services;    Ticker: CERN;     Exch: NASD;     10/09/09 Closing Price: $84.41

     Red Hat Inc.  (NYSE: RHT)  provides open source "enterprise technologies" software solutions to organizations. The Company employ an open source software development and licensing model that uses the collaborative input of an international community of contributors to develop and enhance software. The Company leverage this community of developers and users, whose collective resources and knowledge supplement the Company's own developers. In addition, under the open source licensing model, the collectively developed software is distributed under licenses. These licenses also provide broader rights for the licensee to use, modify and distribute open source software than is typical in the proprietary software model. This affords broad latitude for the customers to inspect, suggest changes, customize or enhance the software if they so choose.

The Company offer a choice of operating system platforms for servers, work stations and desktops that support multiple application areas, including the data center, edge-of-the-network applications, information technology infrastructure, corporate desktop and technical/developer workstation. The Company provide its enterprise technologies under annual or multi-year subscriptions. The technologies are sold through both direct and indirect channels of distribution. In addition, leading global server and workstation hardware vendors support and pre-load Red Hat enterprise technologies on various servers and workstations and also sell their hardware together with Red Hat Enterprise Linux as part of pre-configured solutions.

The stock's price gained 39.0% over the past 3 months (vs. the Industry's 32.6%); 56.3% over the past 6 months (vs. the  Industry's 80.9 %); and 128.3% over the past 12 months (vs. the Industry's 71.3%). The Company is classified as a mid-cap growth company (with a market cap of $5.38B) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than  average). The Company was incorporated in 1993 as ACC Corp.  The Company's  principal executive offices are located in Raleigh, North Carolina. The Company has 2,800 employees.

Sector: Technology;   Industry: Software Programming;    Ticker: RHT;     Exch: NYSE;     10/16/09 Closing Price: $28.63

     Atwood Oceanics Inc.  (NYSE: ATW)  is engaged in international offshore drilling and completion of exploratory and developmental oil and gas wells; and related support, management and consulting services. The Company's current worldwide operations include eight offshore mobile drilling units located in six regions of the world offshore Southeast Asia, offshore Africa, offshore India, offshore Australia, the Black Sea and the U.S. Gulf of Mexico. Approximately 93%, 93%, and 93% of the Company's contract revenues were derived from foreign operations in fiscal years 2007, 2006 and 2005, respectively.

Currently, the Company have approximately 87% and 33% of its available rig days contracted for fiscal years 2008 and 2009, respectively. The Company had a 100% equipment utilization rate in each of fiscal years 2007 and 2006 and have averaged over 90% utilization over the last ten years. Despite the increase in operating costs for fiscal year 2007, the Company's operating results significantly increased for fiscal year 2007 compared to fiscal year 2006. With its backlog of contracted days, the Company anticipate that revenues, operating cash flows and earnings for fiscal year 2008 will significantly improve over fiscal year 2007 operating results

The stock's price gained 34.1% over the past 3 months (vs. the Industry's 53.1%); 70.1% over the past 6 months (vs. the  Industry's 147.4 %); and 64.7% over the past 12 months (vs. the Industry's 241.1%). The Company is classified as a mid-cap growth company (with a market cap of $2.49B) that is rated to outperform the market over the next six months with a Risk Level of 3 (Average). The Company was founded in 1968.  The Company's  principal executive offices are located in Houston, Texas. The Company has 1,200 employees.

Sector: Energy;   Industry: Oil Well Servics & Euipment;    Ticker: ATW;     Exch: NYSE;     10/23/09 Closing Price: $38.81

     Infosys Technologies Ads  (NYSE: INFY) define, design and deliver IT-enabled business solutions that leverage technology for their clients. The Company's suite of business solutions, include technical consulting, design, development, product engineering, maintenance, systems integration, consulting and implementation and infrastructure management services. The Company provide business process management services such as offsite customer relationship management, finance and accounting, and administration and sales order processing.

The Company's primary geographic markets are North America, Europe, and the Asia-Pacific region. The Company serve clients in banking and capital markets; communications, media and entertainment; energy, utilities and services; insurance, healthcare and life sciences; manufacturing; retail, consumer product goods and logistics; and other industries. The Company's revenues grew from $1,063 million in fiscal 2004 to $4,176 million in fiscal 2008, representing a compound annual growth rate of 40.8%. Its net income grew from $270 million to $1,155 million during the same period, representing a compound annual growth rate of 43.8%.
    
The stock's price gained 6.9% over the past 3 months (vs. the Industry's 33.1%); 49.8% over the past 6 months (vs. the  Industry's 104.3 %); and 56.9% over the past 12 months (vs. the Industry's 89.2%). The Company is classified as a large-cap growth company (with a market cap of $26.24B) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than Average). The Company was founded in 1961.  The Company's  principal executive offices are located in Bangalore India. The Company has 105,453 employees.

Sector: Technology;   Industry:   Software & Programming;    Ticker: INFY;     Exch: NASD;     10/30/09 Closing Price: $46.00

      ARM Holdings PLC  (NASD: ARM) designs microprocessors, physical IP and related technology and software, and sells development tools to enhance the performance, cost-effectiveness and power-efficiency of high-volume embedded applications. The Company licenses and sells its technology and products to leading international electronics companies, which in turn manufacture, market and sell microprocessors ("RISC"), application-specific integrated circuits (“ASICs”) and application-specific standard processors (“ASSPs”) based on The Company's technology to systems companies for incorporation into a wide variety of end products.  The Company's RISC processor and physical IP are used in many high-volume embedded microprocessor applications, including digital cellular phones, modems and automotive functions and for potential use in many growing markets, including smart cards and digital video. The Company also licenses and sells development tools direct to systems companies and provides consulting and support services to its licensees, systems companies and other systems designers. The Company's principal geographic markets are Europe, the US and Asia Pacific.

The stock's price gained 19.0% over the past 3 months (vs. the Industry's -4.9%); 51.9% over the past 6 months (vs. the  Industry's 39.0 %); and 65.3% over the past 12 months (vs. the Industry's 78.3%). The Company is classified as a mid-cap growth company (with a market cap of $3.20B) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than Average). The Company was founded in 1990  The Company's  principal executive offices are located in Cambrudge UK. The Company has 1,735 employees.

Sector: Technology;   Industry:  Seminconductors;    Ticker: ARMH;     Exch: NASD;     11/06/09 Closing Price: $7.52

     Occidental Petroleum Corp.'s  (NYSE: OXY) principal businesses consist of two segments. The oil and gas segment explore for, develop, produce and market crude oil, natural gas liquids (NGL) and natural gas. The chemical segment manufacture and market basic chemicals, vinyls and performance chemicals. The Company's domestic oil and gas operations are located at the Permian Basin in west Texas and New Mexico, Elk Hills and other locations in California, the Hugoton field in Kansas and Oklahoma, Utah and western Colorado. International operations are located in Argentina, Bolivia, Colombia, Libya, Oman, Qatar, the United Arab Emirates (UAE) and Yemen. The chemical segment owns and operates chemical manufacturing plants at 23 domestic sites in Alabama, Georgia, Illinois, Kansas, Kentucky, Louisiana, New Jersey, New York, Ohio, Pennsylvania and Texas and at 3 international sites in Brazil, Canada and Chile.      

The stock's price gained 17.2% over the past 3 months (vs. the Industry's 51.2%); 37.4% over the past 6 months (vs. the  Industry's 110.8 %); and 64.5% over the past 12 months (vs. the Industry's 181.1%). The Company is classified as a large-cap growth company (with a market cap of $66.92B) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than Average). The Company was founded in 1920  The Company's  principal executive offices are located in Los Angeles, California. The Company has 10,400 employees.

Sector: Energy;   Industry:  Oil & Gas Operations;    Ticker: OXY;     Exch: NYSE;     11/13/09 Closing Price: $82.45

     Express Scripts Inc.  (NASD: ESRX) is one of the largest Pharmacy Benefit Management ("PBM") company in North America that provides a full range of services to its clients, which include HMOs, health insurers, third-party administrators, employers, union-sponsored benefit plans, workers’ compensation plans and government health programs. The Company's PBM services include: retail network pharmacy management, retail drug card programs, home delivery pharmacy services, benefit design consultation, drug utilization review, specialty services, drug formulary management programs, compliance and therapy management programs for its clients.

The Company's revenues are generated primarily from the delivery of prescription drugs through its contracted network of retail pharmacies, home delivery pharmacy services and SAAS services. Revenues from the delivery of prescription drugs to its members represented 98.4% of revenues in 2007, 98.3% in 2006, and 98.2% of revenues in 2005. Revenues from services, such as the administrative fees associated with the administration of retail pharmacy networks contracted by certain clients, market research programs, medication counseling services, certain specialty distribution services, and sample fulfillment and sample accountability services, comprised the remainder of the Company's revenues.

The stock's price gained 20.1% over the past 3 months (vs. the Industry's 30.5%); 42.9% over the past 6 months (vs. the  Industry's 80.7 %); and 71.6% over the past 12 months (vs. the Industry's 150.7%). The Company is classified as a large-cap value company (with a market cap of $23.38B) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than Average). The Company was founded in 1986  The Company's  principal executive offices are located in St. Louis, Missouri. The Company has 10,820 employees.

Sector: Services;   Industry:  Retial-Drugs;    Ticker: ESRX;     Exch: NASD;     11/20/09 Closing Price: $85.09

     Invacare Corp. (NYSE: IVC) is a leading manufacturer and distributor in the $8.0 billion worldwide market for medical equipment used in the home. The company designs, manufactures and distributes an extensive line of health care products for the non-acute care environment, including the home health care, retail and extended care markets. The Company  sells its products principally to over 25,000 home health care and medical equipment providers, distributors and government locations in the United States, Australia, Canada, Europe, New Zealand and Asia. The Company's products are sold through its worldwide distribution network by its sales force, telesales associates and various organizations of independent manufacturers’ representatives and distributors.

The home medical equipment market includes home health care products, physical rehabilitation products and other non-disposable products used for the recovery and long-term care of patients. The Company  believes that demand for domestic home medical equipment products will continue to grow during the next decade and beyond as a result of several factors, including: growth in population over age 65, treatment trends, technological trends, health care cost containment trends, society’s mainstreaming of people with disabilities and distribution channel expansion.

The stock's price gained 13.7% over the past 3 months (vs. the Industry's 39.5%); 44.4% over the past 6 months (vs. the  Industry's 95.4 %); and 67.1% over the past 12 months (vs. the Industry's 163.8%). The Company is classified as a small-cap value company (with a market cap of $791.8M) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than Average). The Company was founded in 1885  The Company's  principal executive offices are located in Elyria, Ohio. The Company has 6,100 employees.

Sector: Healthcare;   Industry:  Medical Equipment & Supplies;    Ticker: IVC;     Exch: NYSE;     11/27/09 Closing Price: $24.51

STOCK GRADE (ASG):  47.43  (GOOD)               

BUSINESS & FINANCIAL SUMMARY; KEY STATS (Yahoo)
EXPANDED BUSINESS DESCRIPTION (Reuters)
STOCK INFO/RESEARCH (MSN)
COMPETITORS (CNN Money)
OWNERSHIP (MSN)
KEY DEVELOPMENTS (MSN), RECENT NEWS (MSN) & HEADLINES  (Yahoo)
HISTORICAL PRICES (Yahoo) & PRICE CHART (IQChart)
RISK LEVEL: 2 (Less than Average) (MSN)
COMPANY'S WEB SITE

Management's Effectiveness (Trailing 12 Mo.)	. . .	Return on Equity:	7.20%
Profitability (Trailing 12 Mo.)	. . .	Profit Margin:	2.62%
Stock's Growth Record (Trailing 12 Mo.)	. . .	Revenue:	9.58%
	. . .	EPS:	3,137.16%
	. . .	Price:	67.08%
	. . .	Dividend:	NA
PE & EPS (Trailing 12 Mo.)	. . .	Price/Earnings:	17.86
	. . .	Earnings/Share:	0.23
Price / Share (Pick Date, Closing Price)	. . .	Pick Date 11/27/2009:	$24.51
COMMENT: The stock's pick price (of $24.51) is under the 13-day EMA and over the 50-day EMA price range; i.e., lower than  the 13-day EMA price (of $24.52) and higher than the  50-day EMA (of $23.17) by -0.03% and 5.77% respectively. This suggests that the pick price IS presently timely AND advantageous buy price for the stock.  (Note: A stock's EMA price changes with time. SEE also: ACE'S report  ACE'S "Timely" & "Untimely" Stocks - How to Use and How They Perform" ).	. . .
Price / Share (13-day EMA)	. . .	11/27/2009:	$24.52
Price / Share (50-day EMA)	. . .	11/27/2009:	$23.17
Price / Share (13-day EMA)	. . .		Current:
Price / Share (50-day EMA)	. . .		Current:
Price / Share (Current)	. . .	Current Price	Quote
Price / Share (Historical)	. . .	Historical Price	Quote

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December 2009 Stock Picks
Stock Name	SYM	Exch.	Sector	Industry	Date Picked	Pick Price (per share)	ASG
MasterCard Inc.	MA	NYSE	Financial	Consumer Financial Services	12/04/09	$241.33	52.79 (VERY GOOD)
Cognizant Technology Solutions Corp.	CTSH	NASD	Technology	Software and Programming	12/11/09	$43.64	51.26 (VERY GOOD)
F5 Networks, Inc.	FFIV	NASD	Technology	Computer Networks	12/18/09	$49.95	49.73 (GOOD)
Ctrip.com International Ltd.	CTRP	NASD	Services	Personal Services	12/25/09	$73.18	48.20 (GOOD)

        MasterCard Inc. (NYSE: MA) is a global payment solutions company that provides a variety of services in support of the credit, debit and related payment programs of over its 25,000 customer financial institutions. The Company generate revenues from the fees that are charged its customers for providing transaction processing and other payment-related services (operations fees) and by assessing their customers based primarily on the dollar volume of activity on the Company's card brands. Using the Company's transaction processing services, issuers (the cardholder’s bank) and acquirers (the merchant’s bank) facilitate payment transactions between cardholders and merchants throughout the world, providing merchants with an efficient and secure means of receiving payment, and consumers and businesses with a convenient, quick and secure payment method that is accepted worldwide.

The Company does not issue cards, extend credit to cardholders, determine the interest rates (if applicable) or other fees charged to cardholders by issuers, or establish the merchant discount charged by acquirers in connection with the acceptance of cards that carry the Company's brands. The Company's business has a global reach and has experienced significant growth. Gross dollar volume (“GDV”) on cards carrying the MasterCard brand was approximately $2.3 trillion in 2007, an 18.4% increase in U.S. dollar terms and a 14.4% increase in local currency terms over the GDV reported in 2006. In 2007, the Company processed 18.7 billion transactions, a 16.2% increase over the number of transactions processed in 2006.   

The stock's price gained 16.8% over the past 3 months (vs. the Industry's 3.8%); 46.0% over the past 6 months (vs. the  Industry's 95.6 %); and 76.3% over the past 12 months (vs. the Industry's 200.9%). The Company is classified as a large-cap growth company (with a market cap of $31.31B) that is rated to outperform the market over the next six months with a Risk Level of 2 (Less than Average). The Company  was founded in 1966 and its principal executive offices are located in Purchase New York. The Company  has 5,500  employees.

Sector:Financial;   Industry:  Consumer Financial Services    Ticker: MA;     Exch: NYSE;     12/04/09 Closing Price: $241.33