another
So, how did our man do? Through mid-March,
the screen's 10 names rose 3.08%, handily
beating the Dow and the S&P, though not the rip-snorting Nasdaq
Composite. Fast-forward another month, however, and these stocks, paced
by National Instruments (up 51.6%), collectively streaked past all of the
market's big measures. Other big winners included Adtran, Chiron and Bemis,
a packaging manufacturer with $2 billion in annual sales, which jumped almost
18%, to around 37.
For the next few months Scott's keeping an eye not just on bank stocks but
on retailers, too, represented in the current list by Michaels Stores, the
nation's largest arts-and-crafts chain. All 11 of the brokerage analysts
following the Irving, Texas-based company have raised their ratings recently,
yet the stock continues to sell at a discount to Michaels' expected growth rate
of 30%. Scott has also been particularly impressed by the accumulation
trends, quantitative scores and relative strength in Alliance Semiconductor and
Natural Microsystems.
-Lauren R. Rublin |
