July
WSB20
==================================================================== June 30, 2010
9:50 p.m. EST
Of the 510 stocks that made the cut for July, these 20 companies scored the highest, with credit services company EZCorp claiming the top spot for the fifth month in a row. Since we recommended them in October and November of 2009, EZPW has gained +35.8% and +43.0%, respectively.
Dropping out of the top 20 this month are DO #21 and SAY #24. Replacing them are AAPL and TKC.
For the month of June, the WSB20 lost -3.2%, compared to the S&P500 -5.4%, the DOW -3.6%, and the NASDAQ losing -6.6%. Our top performer in the index was AZN +11.6%. Bringing up the rear was TRLG -20.1%.
Since its inception*, the WSB20 (dividends reinvested) is up +25.4%, compared to a gain of just +12.1% for the S&P500. Remember, the WSB20 is not a "buy" list. It is simply an index of companies that have exhibited solid fundamentals over intermediate to long-term time frames (1-24 months). We track their performance collectively just to get a feel for how they behave, irrespective of price entry, compared to the broader markets. To view possible values, check out the Bargain Bin.
*WSB20 index created on 06/01/09
In tracking the performance of the WSB20, each stock is initially given an equal weighting and monitored for 3 months. The index is rebalanced on the first day of each subsequent quarter (9/1, 12/1, 3/1, 6/1), with any gain or loss (including dividends) in value redistributed evenly among the current top 20 stocks.

Disclosure: The Bean currently owns shares in the above mentioned stocks: JST, JOSB, SAY, GRMN, BKE, SNDA, EZPW, ESV, CSKI, LHCG, CHL, NE, ATW, DO, TRLG, AZN and BVN.
Please consult a licensed financial advisor before purchasing any stocks mentioned on this website.
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