Peter | peterwschlamp@google's Portfolio on GuruFocus.com

id	rsymbol	Symbol	Current Price	Change (%)	Open	High	Low	Volume	Date Added	Cost per share	Quantity	Value	Value Weighting	Gain (%)	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
437127	FLIR	FLIR	24.15	-0.09 (-0.37%)	24.07	24.17	23.93	1.6M	12/06/2012	19.86	1	24.15	1.85%	21.6%	4.29	Add	FLIR Systems, Inc.	NAS(USA)	Aerospace & Defense	3439.3	1405.49	11.04	0.16	1.30	0.1984	0.174 0.193	76.9	60.3	30.1	17.99 27.16	-2.78	0.29	14.77	9.03	0.78	237	16.00	2.60	2.20	12.84 42.75	0.26 7.52	1.56 10	4.5	-2	10	18.2	1.7	3.6	18.8	3.04	33.7	14.34	0	8.80	8.85	16.7	11.4	9.57	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	21.60	15.8	-1.77	13.9	10.2	6.37	4	-2.32	-0
437126	RBCAA	RBCAA	23.58	0.16 (0.68%)	23.31	23.58	23.30	50.1K	12/06/2012	19.98	1	23.58	1.81%	18.02%	3.60	Add	Republic Bancorp, Inc.	NAS(USA)	Banks - Regional - US	486.8	197.36	25.65	2.16	2.80	0.2759	0.114 0.353	52.7	78.5	10000	19.56 25.29	5.6	10.65	15.13	12.38	1.04	3633	9.80	2.50	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	7.00	43.37	7.1	14.3	13.01	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	-3.11
437125	UNH	UNH	62.06	-0.30 (-0.48%)	62.02	62.52	61.49	4.7M	12/06/2012	53.84	1	62.06	4.76%	15.27%	8.22	Add	UnitedHealth Group Inc	NYSE(USA)	Health Care Plans	63444	113676	30.42	0.38	1.40	0.1656	0.005 0.151	68.5	76	14.6	50.32 63.95	-1.24	5.56	11.9	14.81	0.94	322	12.00	0.60	2.00	6.31 29.56	0.26 1.87	1.01 7.59	0.6	13.7	12.7	18.3	11.3	19	14.2	4.06	100.73	0	86.03	12.70	22.95	15.1	7.9	6.86	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	8.40	5	-37.34	17.7	6.8	2.36	5	-3.13	-0.07
437123	CVS	CVS	59.20	0.87 (1.49%)	58.29	59.35	57.96	4.2M	12/06/2012	46.18	1	59.20	4.54%	28.19%	13.02	Add	CVS Caremark Corp	NYSE(USA)	Pharmaceutical Retailers	71418.8	123098	30.63	0.24	1.30	0.2215	0.097 0.227	73.5	66.1	13	43.3 60.66	-0.4	2.81	32.78	23.37	0.75	167	18.30	0.60	1.90	10.58 40.34	0.38 1.25	0.85 5.87	2.3	15.5	11.8	11.8	22.5	8	19.9	8.30	55.58	9.11	26.35	9.20	11.09	22	10.9	8.65	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	5.90	3.1	-21.79	10.3	5.9	4.4	7	-2.58	-0.07
437124	WLP	WLP	76.98	-1.00 (-1.28%)	77.34	77.52	76.18	1.5M	12/06/2012	56.22	1	76.98	5.91%	36.93%	20.76	Add	WellPoint Inc	NYSE(USA)	Health Care Plans	23295.2	63983.7	78.28	0.36	1.60	0.1459	0.138 0.141	61.2	70.2	7.6	52.52 79.58	-1.07	4.98	15.33	26.98	0.96	319	9.10	0.40	1.00	4.33 36.99	0.26 1.33	0.71 4.21	0.6	17.4	12.5	14.1	14.7	15.6	11.4	11.62	115.5	0	132.98	10.30	21.4	9.8	9.7	8.28	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	6.30	4.3	-107.45	11.2	4.5	1.97	4	0	-0.23
437121	IBM	IBM	205.72	-0.44 (-0.21%)	204.69	206.43	204.42	3.3M	12/06/2012	188.65	1	205.72	15.79%	9.05%	17.07	Add	International Business Machines Corp	NYSE(USA)	Computer Systems	228556	103242	16.92	1.13	1.70	0.2345	0.114 0.285	58.5	81	58.4	181.85 215.9	-1.3	7.8	6.7	8.34	0.66	470	14.20	2.30	12.10	8.87 42.56	0.99 2.81	3.42 10	1.5	1.1	6	6.7	3.6	9.5	12.2	21.53	158.1	0	134.73	8.00	14.02	17.4	12.5	10.13	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	19.60	15.9	-80.06	88	13.9	4.39	6	-2.41	-0.21
437122	NOV	NOV	69.98	1.08 (1.57%)	68.43	70.02	68.24	4.3M	12/06/2012	68.61	1	69.98	5.37%	2%	1.37	Add	National Oilwell Varco, Inc.	NYSE(USA)	Oil & Gas Equipment & Services	29439.7	21045	47.44	0.01	0.70	0.0895	0.028 0.103	63.1	69.4	91.2	59.07 89.95	2.12	4.18	3.88	2.57	1.71	154	12.50	1.40	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	10.70	9.34	14.6	9.3	7.83	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	3.17	5	-1.75	-0.09
437120	DE	DE	86.29	-0.89 (-1.02%)	86.78	86.78	85.82	2.9M	12/06/2012	84.24	1	86.29	6.62%	2.43%	2.05	Add	Deere & Co	NYSE(USA)	Farm & Construction Equipment	33961.5	36812	17.56	3.27	2.20	0.23	0.191 0.863	62.7	73.6	10000	69.51 95.6	-0.78	1.37	16.53	0.44	1.57	375	10.80	0.90	4.80	5.86 49.61	0.39 1.74	1.65 6.2	0.8	16.6	10.3	10.3	15.3	13.3	9.2	66.86	85.03	49.93	95.75	8.30	12.26	15.4	12	10.12	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	13.10	8.5	-111.16	44.8	5.4	1.91	5	-2.26	-0.75
437119	GD	GD	77.34	0.40 (0.52%)	76.65	77.70	76.37	1.3M	12/06/2012	66.88	2	154.68	11.87%	15.64%	20.92	Add	General Dynamics	NYSE(USA)	Aerospace & Defense	27174.2	31338	32.23	0.3	2.70	0	0.195 0.266	67.3	35.5	5.3	61.09 78.69	-1.21	7.82	25.4	12.46	1.24	186	10.80	0.90	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	0.25	14.3	33.3	19.40	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	2.56	2	-3	-0.01
437066	MSFT	MSFT	34.27	0.12 (0.35%)	33.92	34.28	33.90	33.2M	12/05/2012	26.69	1	34.27	2.63%	28.4%	7.58	Add	Microsoft Corporation	NAS(USA)	Software - Infrastructure	285190	76012	7.92	0.16	2.60	0.4447	0.087 0.381	79.2	71.1	10000	26.26 35.27	-1.72	8.62	20.95	30.02	0.97	232	17.70	3.80	4.30	8.59 50	2.27 10	3.07 10	3.1	4.3	8.8	13.3	-19.2	5.6	13.9	1.48	55.88	16.21	0	9.00	10.46	15.6	11.1	9.44	Currently 4.5/5 Business Predictability Rank: 4.5-Star (On Watch) Back Testing Results: Average gain of all 4.5-Star stocks: 10.6% per year. % of Stocks that are in still loss if held for 10yrs: 10%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	29.50	23	0.97	25.6	14	4.77	5	-2.93	0.79
437065	INTC	INTC	23.92	-0.13 (-0.53%)	23.92	24.04	23.58	30.9M	12/05/2012	19.86	2	47.84	3.67%	20.44%	8.12	Add	Intel Corp	NAS(USA)	Semiconductors	119753	53015	10.35	0.15	3.80	0.4404	0.046 0.724	80.4	78.5	10000	19.23 27.75	-0.49	2.06	-3.22	18.2	1.07	593	11.80	2.30	2.30	8.51 50	1.89 10	1.79 10	0.5	1.2	14.9	8.2	-7.4	22.4	8.5	1.06	37.08	18.11	43.19	11.20	26.78	14.2	8.9	5.83	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	27.40	20.6	-3.03	21.5	13	4.21	5	-3.22	-0.06
437063	AAPL	AAPL	445.15	3.01 (0.68%)	440.85	445.66	440.36	9.8M	12/05/2012	545.39	1	445.15	34.16%	-18.38%	-100.24	Add	Apple Inc	NAS(USA)	Computer Systems	415014	169104	125.88	0	2.50	0.1898		92.3	89.3	10000	385.1 705.07	2.74	10.54	-19.31	-15.28	1.21	142	10.60	2.50	3.50	8.5 50	0.76 6.96	1.15 10	0.2	18.1	48.4	38.1	7	68.9	82.7	15.32	553.51	344.34	1047.33	13.80	74.32	20.2	7.2	6.51	Currently 4.5/5 Business Predictability Rank: 4.5-Star Back Testing Results: Average gain of all 4.5-Star stocks: 10.6% per year. % of Stocks that are in still loss if held for 10yrs: 10%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	35.30	26.7	-30.59	35.3	23.7	6.97	5	-3.08	0.23
437064	DELL	DELL	13.34	-0.01 (-0.07%)	13.37	13.40	13.33	16.1M	12/05/2012	10.49	1	13.34	1.02%	27.17%	2.85	Add	Dell Inc	NAS(USA)	Computer Systems	23325.4	56940	6.12	0.72	1.80	0.1185		56.9	62	17.6	8.69 14.64	-0.45	0.3	9.08	32.35	1.36	118	9.90	0.40	2.20	5.81 50	0.27 6.09	1.52 10	1.7	-3.8	3.3	7.7	-34.1	10.3	5.4	4.61	25.58	0	5.72	8.70	17.89	9.9	11.5	8.60	Currently 3/5 Business Predictability Rank: 3-Star (On Watch) Back Testing Results: Average gain of all 3-Star stocks: 8.2% per year. % of Stocks that are in still loss if held for 10yrs: 11%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	5.30	4.2	-13.78	22.2	5	1.94	4	-2.15	0.06
		Summary		0.21 (0.10%)								1,303.24		0.74%	9.61																						12.58	1.63	3.15	12.58	1.63	3.15

Add this list into my watchlist/portfolio:

Home About Jobs Advertise Site Map Term of Use Privacy Policy RSS Email Alerts Affiliate Program FAQ Contact Us
Disclaimers: GuruFocus.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, investment advice or recommendations. The gurus may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes provided by InterActive Data. Fundamental company data provided by Morningstar, updated daily.

FocusBar

Home

Premium Membership

Value Screens

Model Portfolios

Guru Stocks

Market Valuation

By Country

Articles

Submit Articles

peterwschlamp Portfolios

Peter Open to everyone

Add this list into my watchlist/portfolio:

Portfolio's Discussions: