Ken's Picks | ken.yoonly@google's Portfolio on GuruFocus.com

id	rsymbol	Symbol	Current Price	Change (%)	Open	High	Low	Volume	Date Added	Cost per share	Quantity	Value Weighting	Gain (%)	Fair Value ($)	Company	Exchange	Industry	Market Cap ($M)	Sales ($M)	Book Value	Debt to Equity	Yield	Payout	10-Y Dividend Payout Range	Financial Strength	Profitability	Interest Coverage	52-W Range	1-W Change (%)	4-W Change (%)	52-W Change (%)	YTD Change (%)	Beta	Short Ratio	P/E	P/S	P/B	10-Year P/E Range	10-Year P/S Range	10-Year P/B Range	PEG	1-Year Revenue Growth Rate	5-Year Revenue Growth Rate	10-Year Revenue Growth Rate	1-Year EBITDA Growth Rate	5-Year EBITDA Growth Rate	10-Year EBITDA Growth Rate	NCAV	Median PS Value	Graham Number	Peter Lynch Fair Value	Earnings Yield	Forward Rate of Return	Shiller P/E	EV/EBIT	EV/EBITDA	Predictability Rank	Operating Margin	Net Margin	Cash per Share	ROE	ROA	Altman Z Score	Piotroski F Score	Beneish M Score	EV/Sales
434584	ORCL	ORCL	34.90	-0.13 (-0.37%)	34.81	35.03	34.56	18.3M	11/30/2012	32.18	0	0%	8.45%	Add	Oracle Corporation	NAS(USA)	Software - Infrastructure	161303	37149	9.27	0.31	0.52	0.0836	0.046 0.165	54.2	84.3	17.9	25.53 36.43	3.32	7.82	37.45	4.74	1.1	125	16.21	4.61	3.70	12.47 50	3.17 10	2.95 10	0.9	4.7	16.1	18.4	10.1	17	20	1.03	40.98	9.61	35.75	9.70	21.03	22.6	10.3	8.60	Currently 5/5 Business Predictability Rank: 5-Star Back Testing Results: Average gain of all 5-Star stocks: 12.1% per year. % of Stocks that are in still loss if held for 10yrs: 3%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	36.90	26.9	-0.84	22.8	12.7	4.56	6	-2.88	0.35
434573	RBCAA	RBCAA	23.39	1.06 (4.75%)	22.25	23.42	22.25	99.5K	11/30/2012	20.47	0	0%	14.26%	Add	Republic Bancorp, Inc.	NAS(USA)	Banks - Regional - US	484.6	197.36	25.65	2.16	2.82	0.2759	0.114 0.353	52.7	78.5	10000	19.56 25.29	5.12	7.2	19.53	11.48	1.04	3633	9.78	2.49	0.90	3.53 20.32	1.25 4.73	0.75 2.81	0.3	-32.5	15.7	14.1	-49.3	35.1	16	-4.84	22.58	56.55	59.88	6.80	43.99	7.2	14.7	12.74	Currently 1/5 Business Predictability Rank: 1-Star (On Watch) Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	56.50	36.6	-130	22.2	3.5	0.51	2	0	-3
434569	BK	BK	30.41	-0.03 (-0.10%)	30.40	30.64	30.31	4.5M	11/30/2012	23.94	0	0%	27.03%	Add	Bank of New York Mellon Corp	NYSE(USA)	Asset Management	34622.8	14522	31.35	0.65	1.78	0.3943	0.174 0.78	54.6	66.9	10000	19.3 30.64	5.52	13.23	52.92	19.42	0.89	254	23.04	2.45	1.00	8.16 42.69	1.47 8.99	0.64 7.31	0	2.8	7.2	4.7	7.5	0	0	0.25	47.03	23.53	0	5.80	6.85	22.3	17.2	12.38	Currently 1/5 Business Predictability Rank: 1-Star Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	22.70	16.8	-158.19	6.7	0.7	0.22	3	0	-1.45
434468	AAP	AAP	86.52	0.36 (0.42%)	85.79	86.98	85.37	630K	11/30/2012	73.43	0	0%	17.83%	Add	Advance Auto Parts Inc	NYSE(USA)	Specialty Retail	6318	6205	16.44	0.49	0.28	0.046	0.046 0.111	69.6	81	19.4	60.87 86.98	1.79	8.24	30.11	19.67	0.55	167	16.58	1.03	5.20	9.97 50	0.43 1.28	2.35 7.48	0.8	4.6	13	12.1	4.9	20.5	14	17.50	68.69	41.93	103.36	10.40	24.41	22.8	9.6	7.44	Currently 5/5 Business Predictability Rank: 5-Star Back Testing Results: Average gain of all 5-Star stocks: 12.1% per year. % of Stocks that are in still loss if held for 10yrs: 3%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	10.60	6.2	-38.08	32	8.4	3.26	6	-1.67	0
434467	HUM	HUM	79.62	-0.83 (-1.03%)	80.34	80.34	79.46	867K	11/30/2012	65.33	0	0%	21.87%	Add	Humana	NYSE(USA)	Health Care Plans	12368.8	39126	55.86	0.21	1.31	0.1165	0.089 0.138	66.9	67.8	18.2	59.92 82.47	-0.19	8.99	8.22	16.39	1.11	122	8.91	0.33	1.40	4.26 35.42	0.08 0.65	0.63 3.87	0.5	7.2	8.8	14.8	9.7	17.5	21.2	3.10	68.09	73.2	130.04	14.70	23.98	11.3	6.8	5.89	Currently 3.5/5 Business Predictability Rank: 3.5-Star Back Testing Results: Average gain of all 3.5-Star stocks: 9.3% per year. % of Stocks that are in still loss if held for 10yrs: 9%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	4.90	3.1	-62.05	13.8	6.1	3.4	2	0	-0.08
434306	WDC	WDC	59.45	-1.01 (-1.67%)	60.18	60.59	59.33	2.2M	11/29/2012	33.49	0	0%	77.52%	Add	Western Digital Corporation	NAS(USA)	Data Storage	13725.3	16377	0	0.25	1.26	0.0946		68.8	80.2	69.1	28.31 60.59	2.66	19.07	73.69	40.5	1.44	234	7.50	0.91	0.00	2.33 24.14	0.18 1.34	0 10	0.3	53.9	15.7	17.4	75	28.8	27	0.00	49.54	0	134.52	19.40	24.03	12.5	5.2	3.66	Currently 4/5 Business Predictability Rank: 4-Star Back Testing Results: Average gain of all 4-Star stocks: 9.8% per year. % of Stocks that are in still loss if held for 10yrs: 8%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	15.50	13.3	0	0	0	4.29	7	-3.82	0.11
434018	UFS	UFS	71.71	-0.94 (-1.29%)	72.39	73.22	71.40	353K	11/29/2012	80.38	0	0%	-10.79%	Add	Domtar Corp	NYSE(USA)	Paper & Paper Products	2330.1	5429	84.49	0.28	2.42	0.3261	0.046 2.747	65	71.9	2.8	66.94 87.08	-3.02	-2.37	-4.07	-13.6	2.63	318	13.50	0.47	0.90	4.24 50	0.05 0.95	0.16 1.92	0.1	5.7	1.4	-5.5	-13.8	103	4.3	21.24	89.93	82.73	0	10.40	15.37	18.1	9.6	4.31	Currently 1/5 Business Predictability Rank: 1-Star (On Watch) Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	6.70	3.1	-75.92	6	2.8	1.88	5	-2.81	-0.12
434017	CEC	CEC	39.50	0.38 (0.97%)	38.92	39.61	38.92	85.6K	11/29/2012	30.98	0	0%	27.5%	Add	CEC Entertainment, Inc.	NYSE(USA)	Restaurants	694.8	812.03	8	3.22	2.33	0.3619	0.285 0.364	58.5	76.9	8.4	28.23 39.61	3.95	24.96	14.18	19.73	1.04	1785	15.53	0.85	4.90	6.06 25	0.41 2.93	1.65 7.59	3.4	5.8	7.9	12.8	-3.8	4.5	10.1	-0.39	67.22	21.28	13.21	7.80	11.48	14.5	12.8	6.45	Currently 5/5 Business Predictability Rank: 5-Star (On Watch) Back Testing Results: Average gain of all 5-Star stocks: 12.1% per year. % of Stocks that are in still loss if held for 10yrs: 3%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	9.80	5.4	-35.69	30.4	5.4	3.43	6	-2.76	-0.42
434016	GD	GD	78.60	0.31 (0.40%)	78.15	78.67	77.89	2.3M	11/29/2012	65.71	0	0%	19.62%	Add	General Dynamics	NYSE(USA)	Aerospace & Defense	26998	31338	32.23	0.3	2.66	0	0.195 0.266	67.3	35.5	5.3	61.09 78.67	4.52	17.31	27.39	14.28	1.24	186	10.80	0.88	2.40	0 23.23	0.47 1.71	1.37 4.52	1.3	-0.9	4.7	9.3	-66.9	-16	5.7	12.69	96.61	0	0	3.00	0.14	14.3	33.3	18.95	Currently 1/5 Business Predictability Rank: 1-Star (On Watch) Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	2.60	-1.1	-55.52	-2.9	-1	2.54	2	-3	-0
434015	NOV	NOV	70.17	1.64 (2.39%)	68.59	70.24	68.39	5.9M	11/29/2012	70.17	0	0%	0%	Add	National Oilwell Varco, Inc.	NYSE(USA)	Oil & Gas Equipment & Services	29181.6	21045	47.44	0.01	0.71	0.0895	0.028 0.103	63.1	69.4	91.2	59.07 89.95	3.74	9.11	11.43	2.85	1.71	154	12.56	1.43	1.40	4.27 50	0.62 3.15	0.69 4.42	2.3	32.2	8.2	15.6	7.5	5.4	28.4	16.60	78.18	50.5	29.2	11.10	9.38	14.6	9	7.44	Currently 2.5/5 Business Predictability Rank: 2.5-Star Back Testing Results: Average gain of all 2.5-Star stocks: 7.3% per year. % of Stocks that are in still loss if held for 10yrs: 18%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	17.70	12.4	-18.58	12.3	7.9	3.1	5	-1.75	-0.06
434014	DVA	DVA	127.07	-1.07 (-0.84%)	128.15	128.35	127.00	383K	11/29/2012	108.45	0	0%	17.17%	Add	DaVita HealthCare Partners Inc	NYSE(USA)	Medical Care	13435.6	9166.33	35.67	1.95	0.00	0		56.2	78.5	4.5	77.81 131.33	-2.21	3.63	57.25	14.96	0.47	477	31.06	1.40	3.60	9.32 50	0.15 2.14	0.62 10	2.1	19.4	11.7	17.6	-2.3	14.2	16.5	11.63	105.64	0	55.59	5.40	16.1	28.5	18.5	13.89	Currently 3.5/5 Business Predictability Rank: 3.5-Star (On Watch) Back Testing Results: Average gain of all 3.5-Star stocks: 9.3% per year. % of Stocks that are in still loss if held for 10yrs: 9%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	15.80	6.5	-111.04	14.2	3.3	1.68	5	-2.65	-0.86
434013	WFC	WFC	40.20	0.32 (0.80%)	39.90	40.29	39.85	18.9M	11/29/2012	32.81	0	0%	22.52%	Add	Wells Fargo & Co	NYSE(USA)	Banks - Regional - US	209605	85709	29.89	0.96	2.46	0.2577	0.085 1.661	63.8	86	10000	29.8 40.29	5.24	10.38	33.13	19.22	1.32	167	11.39	2.51	1.30	8.7 43.48	0.61 4.87	0.36 4.09	0.3	3.6	2.9	9	18.1	33	1.6	4.35	51.84	41.27	80.48	7.20	30.4	17	13.9	12.61	Currently 1/5 Business Predictability Rank: 1-Star Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	33.10	22	-235.92	12	1.3	0.4	5	0	-2.33
		Summary		(0.37%)									20.25%																						14.74	1.61	2.23	14.74	1.61	2.23

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