The large number of resellers makes it cost efficient for vendors to rely on wholesale distributors to serve their diverse customer base. As a result, vendors frequently rely on wholesale distributors, such as Tech Data, who can leverage purchasing costs across multiple vendors to satisfy a significant portion of the vendors' product procurement, logistics, financing, marketing and technical support needs. Through collaborative supply chain management initiatives and by leveraging the Company's infrastructure and logistics expertise, vendors benefit from a cost-effective alternative to selling directly to resellers. The Company's  ability to provide a “virtual warehouse” of products for resellers means the latter no longer need to hold inventory, which reduces their costs and risks associated with handling products.

The stock's price gained 9.7% over the past 3 months (vs. the Industry's 5.8%); 35.6% over the past 6 months (vs. the  Industry's 20.8 %); and 132.4% over the past 12 months (vs. the Industry's 176.9%). The Company is classified as a mid-cap value company (with a market cap of $1.85B) 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 1974 and its principal executive offices are located Clearwater, Florida. The Company  has 8,000 employees.

Sector: Technology;   Industry:  Computer Hardware;    Ticker: TECD;     Exch: NASD;     01/15/10 Closing Price: $45.30

           Odyssey Healthcare Inc. (NASD: ODSY) is a provider of hospice care in the United States. Hospice services are designed to provide a wide range of care and services to terminally ill patients and their families. The Company assign each of its hospice patients to an interdisciplinary team, which assesses the clinical, psychosocial and spiritual needs of the patient and his or her family, develops a plan of care and delivers, monitors and coordinates that plan of care with the goal of providing appropriate care for the patient and his or her family. This interdisciplinary team approach offers significant benefits to hospice patients, their families and payors, including: the provision of coordinated care and treatment; clear accountability for clinical outcomes and cost of services; and the potential reduction of stress and dysfunction of patients and their families.

Substantially all of The Company's net patient service revenue is attributable to payments received from the Medicare and Medicaid programs. 97.1% and 96.9% of the Company's net patient service revenue for the years ended December 31, 2006 and 2007, respectively, were attributable to Medicare and Medicaid payments. At year-end 2007 the Company's provided care from 72 Medicare-certified hospice programs in 29 states. On March 6, 2008 the Company acquired VistaCare, Inc (“VistaCare”). After the completion of the VistaCare acquisition the Company now serve approximately 12,000 patients and their families each day through approximately 110 Medicare-certified hospice locations in 30 states.

The stock's price gained 24.2% over the past 3 months (vs. the Industry's -14.5%); 40.9% over the past 6 months (vs. the  Industry's 161.5 %); and 71.0% over the past 12 months (vs. the Industry's 364.8%). The Company is classified as a small-cap value company (with a market cap of $509.87M) 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 1995 and its principal executive offices are located Dallas, Texas. The Company  has 6,013 employees.

Sector: Healthcare;   Industry:  Healthcare Facilities;    Ticker: ODSY;     Exch: NASD;     01/22/10 Closing Price: $15.39

     MicroStrategy Inc. (NASD: MSTR) is a worldwide provider of business intelligence software. Business intelligence software offers decision-makers the opportunity to ask and answer questions about data that has been captured but not yet fully exploited. The Company's software platform, MicroStrategy 8, enables users to query and analyze the most detailed, transaction-level databases, turning data into business intelligence and delivering boardroom quality reports and alerts about the users’ business processes. The Company's web-based architecture provides reporting, security, performance and standards that are critical for web deployment. By integrating information from across the enterprise, solutions built on the MicroStrategy platform are designed to give analysts, managers and executives the critical insight they need to make better business and management decisions and to optimize their operations.

MicroStrategy 8 is an integrated, business intelligence platform designed to enable organizations to consolidate business intelligence applications onto a single platform for reporting, analysis and monitoring of real-time business information. The platform provides reliable and maintainable solutions with a low total cost of ownership and can be used in departmental, enterprise or extranet deployments.

The stock's price gained 30.0% over the past 3 months (vs. the Industry's 17.9%); 62.9% over the past 6 months (vs. the  Industry's 84.0 %); and 138.8% over the past 12 months (vs. the Industry's 273.1%). The Company is classified as a small-cap growth company (with a market cap of $1.14B) 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 1989 and its principal executive offices are located McLean, Virginia. The Company  has 1,915 employees.

Sector: Technology;   Industry:  Software & Programming;    Ticker: MSTR;     Exch: NASD;     01/29/10 Closing Price: $93.72

      Comp. de Bebidas Das Americas (AMBEV) (NASD: ABV) produce, distribute and sell beer, carbonated soft drinks and other non-alcoholic and non-carbonated products in 14 countries across the Americas. The Company  is PepsiCo’s largest bottler outside the United States and is the largest brewer in Latin America in terms of sales volume. The Company conduct its operations through the following three business units: Brazil, Hispanic Latin America (“HILA”), and North America. The Brazil Unit includes three divisions: (i) beer sales (“Beer Brazil”); (ii) carbonated soft drinks and non-alcoholic non-carbonated sales (“CSD & NANC”); and (iii) sales of malt and by-products to third parties (“Other Products”). The HILA Unit includes: (i) Quinsa’s operations (Argentina, Bolivia, Paraguay, Uruguay and Chile); and (ii) the operations in the Dominican Republic, Ecuador, Guatemala (which also serves Nicaragua and El Salvador), Peru and Venezuela. The North America Unit includes domestic sales in Canada and beer exports to the United States.

In 2007, Brazil was the world’s fourth largest beer market in terms of volume, reaching 104.38 million hectoliters. As of March 2008, according to Nielsen, the Company had a 67.0% market share in terms of beer sales volumes, mainly through its three major brands, Skol , Brahma and Antarctica . The CSD & NANC markets in Brazil are comprised of many different segments, including CSD, bottled water, isotonics and iced teas. The CSD segment represents more than 90% of the profits of the Company's CSD & NANC business unit.

The stock's price gained -6.1% over the past 3 months (vs. the Industry's -22.1%); 22.7% over the past 6 months (vs. the  Industry's 61.7 %); and 109.9% over the past 12 months (vs. the Industry's 344.9%). The Company is classified as a large-cap growth company (with a market cap of $55.79B) that is rated to outperform the market over the next six months with a Risk Level of 1 (Very Low). The Company is the successor company to two of the oldest brewers in Brazil, the oldest brewer of the two being founded in 1885. The Company's principal executive offices are located Sao Paulo Brazel. The Company  has 39,301 employees.

Sector: Consumer/Non-Cyclical;   Industry:  Beverages-Alcoholic;    Ticker: ABV;     Exch: NASD;     02/05/10 Closing Price: $90.50

STOCK GRADE (ASG):  51.10  (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 (BigCharts)
RISK LEVEL: 1 (Very Low) (MSN)
COMPANY'S WEB SITE

 

Management's Effectiveness (Trailing 12 Mo.)	. . .	Return on Equity:	20.54%
Profitability (Trailing 12 Mo.)	. . .	Profit Margin:	16.70%
Stock's Growth Record (Trailing 12 Mo.)	. . .	Revenue:	5.79%
	. . .	EPS:	3.99%
	. . .	Price:	109.88%
	. . .	Dividend:	69.16%
PE & EPS (Trailing 12 Mo.)	. . .	Price/Earnings:	27.36
	. . .	Earnings/Share:	3.31
Price / Share (Pick Date, Closing Price)	. . .	Pick Date 02/05/2010:	$90.50
COMMENT: The stock's pick price (of $90.50) is under the 13-day EMA and the 50-day EMA price range; i.e., lower than  the 13-day EMA price (of $96.15) and the  50-day EMA (of $97.69) by -5.88% and -7.36% 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)	. . .	02/05/2010:	$96.15
Price / Share (50-day EMA)	. . .	02/05/2010:	$97.69
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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Sector: Healthcare;   Industry:  Biotechnology & Drugs;    Ticker: WPI;     Exch: NYSE;     02/12/10 Closing Price: $38.08

       Bruker Corp. (NASD: BRKR) design, manufacture, service and market analytical and life science systems and associated products to address the needs of companies in life science research, pharmaceutical, biotechnology and molecular diagnostics research, as well as in materials and chemical analysis in various industries and government applications. The Company currently has three operating segments: Bruker AXS, Bruker Daltonics and Bruker Optics. Bruker AXS' systems are advanced instruments that use extremely short wavelengths of energy to determine the characteristics of matter and the three-dimensional structure of molecules. The Company's products provide its customers with the ability to determine the three-dimensional structure of specific molecules, such as proteins, and to characterize and determine the composition of materials down to the dimensions used in nanotechnology. The Company's customers include biotechnology and pharmaceutical companies, nanotechnology companies, semiconductor companies, raw material manufacturers, chemical companies, academic institutions and other businesses involved in materials analysis.

Bruker Daltonics' mass spectrometers are sophisticated devices that measure the mass or weight of a molecule and can provide accurate information on the identity, quantity and primary structure of molecules. The Company's customers include pharmaceutical companies, biotechnology companies, proteomics companies, molecular diagnostics companies, academic institutions and government agencies. Bruker Optics manufactures and distributes research, analytical and process analysis instruments based on infrared (IR), near-infrared (NIR), FT-Raman, Dispersive Raman and time-domain magnetic resonance (TD-NMR) spectroscopy. These products are utilized in industry, government and academia for a wide range of applications and solutions for life science, pharmaceutical analysis, food and agricultural analysis in research and development, quality control and process analysis applications.

The stock's price gained 9.4% over the past 3 months (vs. the Industry's 16.0%); 26.4% over the past 6 months (vs. the  Industry's 37.4 %); and 201.9% over the past 12 months (vs. the Industry's 233.1%). The Company is classified as a mid-cap growth company (with a market cap of $2.05B) that is rated to outperform the market over the next six months with a Risk Level of 3 (Average). The  Company was founded in 1991. The  Company's principal executive offices are located Billerica, California. The Company  has 3,8 50 employees.

Sector: Technology;   Industry: Scientific & Technical Instruments;    Ticker: BRKR;     Exch: NASD;     02/26/10 Closing Price: $12.50

STOCK GRADE (ASG):  44.37  (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 (BigCharts)
RISK LEVEL: 3 (Average) (MSN)
COMPANY'S WEB SITE

Management's Effectiveness (Trailing 12 Mo.)	. . .	Return on Equity:	19.16%
Profitability (Trailing 12 Mo.)	. . .	Profit Margin:	6.01%
Stock's Growth Record (Trailing 12 Mo.)	. . .	Revenue:	0.67%
	. . .	EPS:	25.65%
	. . .	Price:	201.93%
	. . .	Dividend:	NA
PE & EPS (Trailing 12 Mo.)	. . .	Price/Earnings:	32.30
	. . .	Earnings/Share:	0.39
Price / Share (Pick Date, Closing Price)	. . .	Pick Date 02/26/2010:	$12.50
COMMENT: The stock's pick price (of $12.50) is under the 13-day EMA and the 50-day EMA price range; i.e., lower than  the 13-day EMA price (of $13.04) and the  50-day EMA (of $12.65) by -4.11% and -1.22% 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)	. . .	02/26/2010:	$13.04
Price / Share (50-day EMA)	. . .	02/26/2010:	$12.65
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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February 2010 Stock Picks
Stock Name	SYM	Exch.	Sector	Industry	Date Picked	Pick Price (per share)	ASG
The J.M. Smucker Co.	SJM	NYSE	Consumer/Non-Cyclical	Food Procesing	03/05/10	$59.66	55.08 (VERY GOOD)

      The J.M. Smucker Co. (NYSE: SJM)  manufactures and markets branded food products on a worldwide basis. Majority of the Company’s sales are in the United States. The Company’s operations outside the United States are principally in Canada although products are exported to other countries as well. Sales outside the United States represent approximately 15 percent of total consolidated Company sales for fiscal 2007. The principal products of the Company are peanut butter, shortening and oils, flour and baking ingredients, fruit spreads, baking mixes and ready-to-spread frostings, fruit and vegetable juices, beverages, dessert toppings, syrups, frozen sandwiches, pickles and condiments, potato side dishes and canned milk.