November 2006

Portfolio holdings and performance details

Monthly Return
+0.07%
Portfolio Value
$1,474,276.16M
Portfolio Holdings
Stock positions for November 2006
CompanyTickerStart PriceEnd PriceDividendsGain
Verisign Inc
VRSN$20.68$26.09-+0.26%
Patterson-Uti
PTEN$23.20$27.70-+0.19%
Arvinmeritor
ARM$15.02$17.31$0.1000+0.16%
D R Horton Inc
DHI$23.43$26.64-+0.14%
Western Digital
WDC$18.28$20.52-+0.12%
Pac Sunwear Cal
PSUN$17.62$19.68-+0.12%
Dollar General
DG$14.03$15.54-+0.11%
Louisiana Pac
LPX$19.78$21.10$0.1500+0.07%
Worthington Ind
WOR$17.28$18.50-+0.07%
Centerpoint Egy
CNP$15.48$16.35$0.1500+0.07%
Teradyne Inc
TER$14.02$14.90-+0.06%
Utd Dominion Rt
UDR$32.37$33.58-+0.04%
Avis Budget Grp
CAR$19.79$20.46-+0.03%
Valassis Comms
VCI$15.01$15.46-+0.03%
Fidelity Nat Ti
FNT$22.01$22.64-+0.03%
Perkinelmer Inc
PKI$21.36$21.67-+0.01%
New Plan Excel
NXL$28.80$28.49--0.01%
Olin Corp
OLN$17.30$16.73$0.2000-0.02%
Fidelity Natl
FNF$22.30$21.44--0.04%
Palm Inc
PALM$15.35$14.03--0.09%