9-30-2009 Gamgllc U.S. Consumer Discry from | plundstedt'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
401989	APOL	APOL	21.35	0.28 (1.33%)	21.21	21.53	21.11	4M	09/30/2009	41.47	0	0%	-48.52%	Add	Apollo Group Inc	NAS(USA)	Education & Training Services	2372.65	4008.31	8.25	0.09	0.00	0		80.8	65.3	64.1	15.98 38.34	13.56	22.42	-33.03	2.06	0.37	632	7.48	0.61	2.59	5.38 50	0.48 10	1.81 10	0.86	3.5	16.3	19.8	-19.4	8	14.7	1.27	131.7	19.73	20.15	35.20	24.39	5.9	2.84	2.09	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	15.90	9.9	-3.8	45.5	14.7	6.73	7	-2.7	0.14
401988	YUM	YUM	70.16	0.53 (0.76%)	69.72	70.29	69.23	2.8M	09/30/2009	33.76	0	0%	107.82%	Add	Yum Brands Inc	NYSE(USA)	Restaurants	31322.2	13425	4.77	1.56	1.84	0.4	0.083 0.377	69.2	86	15.4	59.68 74.75	-0.28	5.93	5.04	6.67	0.87	172	22.32	2.45	14.69	6.43 23.93	0.5 2.74	7.99 10	2.36	5.8	6.3	8.7	4.8	9.5	11.2	0.82	44.47	8.34	30.23	6.40	11.84	27	15.69	12.08	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	16.80	11.7	-13.5	74.1	17.7	5.36	4	-2.74	-0.16
401987	ROST	ROST	65.59	0.71 (1.09%)	65.17	65.68	64.90	1.8M	09/30/2009	23.89	0	0%	174.55%	Add	Ross Stores, Inc.	NAS(USA)	Apparel Stores	14274.8	9721.07	7.94	0.1	0.90	0.2	0.076 0.163	80.8	81	184.1	52.01 70.82	-0.39	4.13	9.14	21.58	0.7	88	18.59	1.50	8.26	7.49 26.68	0.42 1.73	2.44 9.39	0.69	16.6	15.1	14.7	23.6	26.9	20.8	2.90	37.55	25.08	88.35	9.20	30.31	29.7	10.83	9.45	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	13.10	8.1	-5.4	44.5	21.4	8.85	7	-2.62	0.05
401986	PCLN	PCLN	813.66	13.58 (1.70%)	805.03	814.58	802.18	784K	09/30/2009	165.82	0	0%	390.69%	Add	Priceline.com, Inc.	NAS(USA)	Leisure	40052.2	5525.72	78.15	0.03	0.00	0		57.7	86	31.4	553.43 814.58	6.3	14.79	26.07	31.15	1.28	498	28.17	7.55	10.41	4.41 50	0.17 10	1.97 10	0.51	20.4	28.9	62.2	27.2	55.1	0	6.50	191.26	196.24	722.85	5.20	56.56	57.83	19.14	18.48	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	34.80	27	50.34	36.4	21.6	11.34	7	-2.43	0.68
401985	ORLY	ORLY	110.95	0.24 (0.22%)	111.00	111.45	110.33	619K	09/30/2009	36.14	0	0%	207%	Add	O'Reilly Automotive Inc	NAS(USA)	Specialty Retail	12230.1	6237.8	18.94	0.28	0.00	0		60	77.7	25.9	75.61 112.17	0.68	12.45	17.63	24.08	0.39	614	22.32	2.12	5.86	10.64 32.14	0.66 2.38	1.23 6.07	0.84	17.8	14	15.9	19	26.4	18.9	11.20	76.45	33.92	124.3	7.50	28.31	35.65	13.38	11.33	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	15.80	9.5	-26	27.8	10.2	3.88	5	-3.1	-0.14
401984	MCD	MCD	101.54	0.42 (0.42%)	101.10	101.90	100.80	4M	09/30/2009	57.07	0	0%	77.92%	Add	McDonald's Corporation	NYSE(USA)	Restaurants	101378	27567	15.25	0.84	2.90	0.6	0.138 0.759	65.4	85.1	17.6	83.31 103.7	1.34	-0.98	16.58	15.98	0.39	244	18.87	3.73	6.66	13.4 32.92	1.06 3.93	1.51 7.4	1.69	3	8.1	7.8	-1.5	11.1	14.4	1.07	74.8	38.41	61.13	7.70	14.31	22.44	13.07	11.56	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	31.20	19.8	-16.1	35.7	15.4	5.75	0	0	-0.41
401983	GPS	GPS	40.96	0.37 (0.91%)	40.47	40.97	40.24	4.2M	09/30/2009	21.40	0	0%	91.4%	Add	Gap, Inc.	NYSE(USA)	Apparel Stores	18886.8	15651	6.22	0.58	1.28	0.3	0.071 0.344	76.9	73.6	24	25.02 41.49	-0.07	10.4	58.15	32.44	1.3	213	17.57	1.28	6.59	7.3 50	0.49 3.96	1.59 10	1.4	16.3	13	7.1	33.9	12.6	8	2.41	32.12	16.63	29.85	10.40	16.6	23.7	9.59	7.45	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	12.40	7.3	-6.59	39.2	15.2	8.13	7	0	0.02
401980	BIG	BIG	37.34	0.03 (0.08%)	37.42	37.49	37.03	413K	09/30/2009	25.02	0	0%	49.24%	Add	Big Lots, Inc.	NYSE(USA)	Discount Stores	2161.85	5400.12	13.1	0.08	0.00	0		73.1	62.8	71.2	26.69 42.26	-0.93	3.38	6.87	31.2	0.89	1402	12.74	0.41	2.85	7.27 50	0.22 0.79	0.92 4.32	0.95	19.1	12.6	10.4	5.9	13.1	20.5	7.66	37.79	28.49	39.41	13.10	19.96	14.43	7.62	5.77	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	5.50	3.3	-15.5	23.4	10.1	6.76	6	-4.6	-0.02
401981	CMCSA	CMCSA	42.64	-0.23 (-0.54%)	43.17	43.19	42.17	14.7M	09/30/2009	16.88	0	0%	152.61%	Add	Comcast Corp	NAS(USA)	Pay TV	112894	63002	18.7	0.8	1.60	0.3	0.009 0.301	46.9	83.5	4.8	28.09 43.74	-1.02	4.99	52.81	14.65	1.09	246	17.95	1.83	2.28	11.66 50	0.98 6.36	0.82 5.09	1.25	10	20.4	23.6	30.2	14.3	22.4	1.55	70.98	0	41.3	8.00	21.68	29.24	12.45	6.42	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	19.50	9.9	-36	12.6	3.8	1.33	6	-2.82	-0.45
401982	DV	DV	31.11	0.58 (1.90%)	30.56	32.09	30.54	485K	09/30/2009	55.32	0	0%	-43.76%	Add	DeVry, Inc.	NYSE(USA)	Education & Training Services	1919.94	2002.62	0	0	1.03	0.2	0.051 0.143	80.8	64.5	83.6	18.15 34.51	8.4	-2.87	8.19	31.1	0.53	1088	13.74	1.01	0.00	7.37 50	0.59 5.42	0.89 10	0.7	-0.3	10.5	15.4	-19.6	-0.2	18	0.00	71.14	0	37.51	13.60	23	10.86	7.37	5.19	Currently 4/5 Business Predictability Rank: 4-Star (On Watch) 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	10.90	7.7	0	0	0	4.87	5	-2.2	0
		Summary		1.65 (0.79%)									115.9%																						17.98	2.25	6.02	17.98	2.25	6.02

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plundstedt Portfolios

9-30-2009 Gamgllc U.S. Consumer Discry from Open to everyone

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