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Standpoint Research Performance
 
Standpoint Research Performance
 
Performance
 
Click here for 6-year track record document and trade log

The link above is to our track record document covering all recommendations made from July 2003 through October 2008.

The table below shows our track record (trailing three years) through September 15, 2011.

Standpoint Research is currently ranked risk-adjusted at # 7 versus 190 funds and research firms according to Motley Fool, Briefing.com & Yahoo! Finance through September 15, 2011. They have a formula in place that factors in performance (two-thirds weight) and accuracy (one-third weight), where accuracy is defined as the percentage of recommendations beating the S&P-500 by at least 500 basis points. They have been tracking us since October 2008 and have the 192 recommendations on file time-stamped that we made since then ... 73 are open, and 119 were closed. We are in the 91st percentile on performance (defined as the average gain per recommendation versus the S&P-500), and 97th percentile on accuracy. Trailing three years, our (192) recommendations on average beat the S&P-500 by 541 basis points (each) and the average holding period per recommendation was just under seven months, so the annualized gain per recommendation versus the S&P has been more than nine percentage points (900 bps).

With regards to our performance from 2003-2007, see picture in the middle of our ‘Home’ page from 2008. That award was for our four-year track record through December 31, 2007. See research firm and fund manager rankings table on our ‘Home’ page (left side). What you see below is an excerpt from the attached and more detailed 14-column wider table that also shows ticker symbol, sector and other data.

In the table below tracking our most recent (200) recommendations, 131 (65.5%) are ahead of the S&P-500. The average gain per position was ~ 14.2%. The average gain per position versus the S&P-500 was 655 bps and the average holding period was just under seven months. 84 names beat the S&P-500 by > 1000 bps while 41 under-performed by > 1000 bps. These figures include 29 names beat the S&P-500 by > 3000 bps while 16 (8%) under-performed by > 3000 bps. Every one of these recommendations were time-stamped as they hit the newswires (and every recommendation we make goes to the newswires). The 655 bps figure is overstated by ~ 100 bps because we did not adjust the S&P for dividends (as the auditing firms have) but we did adjust the ‘purchase’ prices on some of the high-paying dividend names in the table below. This overstatement amounts to ~ half of the annualized dividend yield on the S&P as the average holding period per name was less than seven months. The auditing firm figure of 541 bps listed above is more accurate. Our turnover is a function of market volatility and that is why the average holding period for 2008-2011 was significantly less than what it was for us for the 2003-2007 time period.

Updated 9/15/2011

 

Versus S&P

close

N

company

date

% chg

in bps

date

1

FIRST SOLAR

13-Sep-11

2.79%

-127

open

2

SIEMENS GERMANY

12-Sep-11

11.87%

602

open

3

VOLTERRA

09-Sep-11

8.86%

483

open

4

ENERGIZER HOLDINGS

06-Sep-11

1.56%

-442

open

5

ENE MINAS GER BRAZIL

06-Sep-11

-4.73%

-1071

open

6

TEMPUR-PEDIC INT'L

25-Aug-11

19.35%

1579

15-Sep-11

7

MANTECH

22-Aug-11

-0.68%

-654

open

8

ZIMMER HOLDINGS

19-Aug-11

11.13%

438

open

9

SYMANTEC

18-Aug-11

9.67%

410

open

10

H&R BLOCK

18-Aug-11

6.61%

104

open

11

ILLINOIS TOOL WORKS

15-Aug-11

-0.35%

-151

open

12

BLACKROCK

15-Aug-11

-1.18%

-234

open

13

MEDTRONIC

15-Aug-11

8.62%

747

open

14

CHEVRON

15-Aug-11

2.16%

101

open

15

QUEST DIAGNOSTICS

11-Aug-11

2.19%

-40

open

16

OSHKOSH

11-Aug-11

11.37%

879

open

17

SANEAMENTO BRAZIL

08-Aug-11

16.17%

752

31-Aug-11

18

CROCS

08-Aug-11

10.74%

385

open

19

TRUE RELIGION

08-Aug-11

10.21%

332

open

20

ARCHER DANIELS MIDL

08-Aug-11

7.15%

25

open

21

JACOBS ENGINEERING

08-Aug-11

10.45%

644

open

22

INTEL

08-Aug-11

7.06%

304

open

23

SAFEWAY

08-Aug-11

-0.38%

-439

open

24

PFIZER

05-Aug-11

6.39%

512

open

25

COVENTRY HEALTH

05-Aug-11

16.37%

1343

31-Aug-11

26

STRYKER

05-Aug-11

0.49%

-79

open

27

METRO PCS

05-Aug-11

21.94%

1879

31-Aug-11

28

ADOBE SYSTEMS

01-Aug-11

-4.36%

102

open

29

WESCO INT'L

01-Aug-11

-12.16%

-678

open

30

GRAN TIERRA CANADA

01-Jul-11

-6.26%

298

open

31

TRIUMPH GROUP

23-Jun-11

6.23%

1064

open

32

CITIGROUP

22-Jun-11

-26.26%

-1980

open

33

PARKER DRILLING

15-Jun-11

-2.17%

231

open

34

WESTERN DIGITAL

15-Jun-11

-13.47%

-820

open

35

ENDO PHARMA

10-Jun-11

-21.74%

-1695

open

36

TRUE RELIGION

07-Jun-11

34.92%

3636

2-Aug-11

37

ENERGIZER HOLDINGS

07-Jun-11

6.22%

1481

26-Aug-11

38

THE GAP

06-Jun-11

-4.50%

226

open

39

CITY HOLDING CO.

06-Jun-11

-2.45%

361

open

40

MICROSOFT

02-Jun-11

5.12%

1314

9-Sep-11

41

INT'L BANKSHARES

12-May-11

-10.22%

-45

open

42

ARCH COAL

12-May-11

-31.61%

-2237

open

43

LAM RESEARCH

04-May-11

-17.89%

-703

open

44

AECOM TECH

25-Apr-11

-20.42%

-1112

open

45

INTEL

11-Apr-11

16.48%

1467

7-Jul-11

46

NOKIA FINLAND

06-Apr-11

-25.92%

-1657

open

47

BANCO MACRO ARGENTINA

04-Apr-11

-42.55%

-3329

open

48

CROCS

16-Mar-11

35.22%

2779

10-May-11

49

VOLTERRA

15-Mar-11

17.24%

1161

26-Apr-11

50

BANCOLOMBIA COLOMBIA

15-Mar-11

13.79%

912

8-Apr-11

51

PROSPERITY BANK

15-Mar-11

17.38%

1176

27-Apr-11

52

TELECOM ARGENTINA

15-Mar-11

-10.44%

-534

open

53

CRACKER BARREL

15-Mar-11

-13.61%

-851

open

54

SANEAMENTO BRAZIL

15-Mar-11

14.98%

1167

2-Jun-11

55

AMGEN

14-Mar-11

1.62%

806

9-Sep-11

56

PARKER DRILLING

28-Feb-11

34.09%

3417

30-Mar-11

57

XEROX

23-Feb-11

-25.73%

-1776

open

58

H&R BLOCK

15-Feb-11

33.61%

3329

4-Apr-11

59

EXPEDIA

15-Feb-11

29.08%

2783

1-Jun-11

60

THE GAP

03-Feb-11

14.19%

1143

5-Apr-11

61

POSCO SOUTH KOREA

01-Feb-11

-8.45%

-165

open

62

DIAMOND OFFSHORE

31-Jan-11

-9.03%

-346

open

63

TELE SAO PAULO BRAZIL

24-Jan-11

17.93%

1416

11-Apr-11

64

HHGREGG

03-Jan-11

-44.20%

-3947

open

65

AMERICAN EAGLE

22-Dec-10

-18.97%

-1506

open

66

BEST BUY

14-Dec-10

-26.96%

-2404

open

67

PROSPERITY BANK

08-Dec-10

16.79%

1099

27-Jan-11

68

CORNING

03-Dec-10

-25.36%

-2478

open

69

TRUE RELIGION

22-Nov-10

51.12%

5006

29-Apr-11

70

CISCO SYSTEMS

15-Nov-10

-16.82%

-1758

open

71

VOLTERRA

08-Nov-10

19.08%

1829

8-Dec-10

72

NCI

08-Nov-10

-29.57%

-2870

open

73

PNC FINANCIAL

05-Nov-10

-11.73%

-1060

open

74

ICON IRELAND

25-Oct-10

1.77%

-778

24-Feb-11

75

EXXON MOBIL

22-Oct-10

18.14%

888

14-Jan-11

76

LOCKHEED MARTIN

22-Oct-10

16.61%

871

17-Jun-11

77

QUEST DIAGNOSTICS

22-Oct-10

18.80%

904

26-Jan-11

78

ADOBE SYSTEMS

08-Oct-10

19.55%

943

6-Jan-11

79

MICROSOFT

13-Sep-10

18.75%

510

7-Jan-11

80

THE BUCKLE

10-Sep-10

30.53%

1994

9-Nov-10

81

INTEL

09-Sep-10

22.51%

1126

7-Dec-10

82

FLIR SYSTEMS

27-Aug-10

29.06%

546

2-Feb-11

83

BEST BUY

24-Aug-10

30.55%

1864

13-Oct-10

84

BANK OF AMERICA

23-Aug-10

-43.05%

-5587

open

85

SYMANTEC

19-Aug-10

42.26%

3034

9-Nov-10

86

THE GAP

19-Aug-10

25.62%

1065

31-Dec-10

87

ABERCROMB & FITCH

19-Aug-10

30.72%

1887

5-Nov-10

88

METRO PCS

05-Aug-10

30.12%

2102

9-Nov-10

89

MCKESSON

02-Aug-10

13.91%

179

4-Jan-11

90

WESTERN DIGITAL

23-Jul-10

34.55%

1310

30-Mar-11

91

GILEAD SCIENCES

13-Jul-10

14.10%

332

open

92

FREEPORT MC COPPER

01-Jul-10

18.49%

1204

22-Jul-10

93

CHEVRON

01-Jul-10

24.11%

1152

6-Oct-10

94

ADOBE SYSTEMS

30-Jun-10

23.72%

1449

14-Sep-10

95

DARDEN RESTAURANTS

25-Jun-10

10.06%

1163

30-Aug-10

96

SAFEWAY

22-Jun-10

17.48%

839

4-Nov-10

97

TELECOM ARGENTINA

14-Jun-10

30.11%

2309

14-Oct-10

98

NETEASE CHINA

14-Jun-10

17.06%

1687

22-Jul-10

99

LEXMARK

11-Jun-10

-14.32%

-2542

open

100

STRYKER

11-Jun-10

19.30%

-211

7-Feb-11

101

SIGNATURE BANK

01-Jun-10

13.42%

544

27-Oct-10

102

GENERAL DYNAMICS

28-May-10

-5.64%

-1663

open

103

MANTECH

25-May-10

2.24%

-2313

15-Jul-11

104

SYNTEL

25-May-10

31.63%

2692

22-Jul-10

105

DELL COMPUTERS

20-May-10

5.30%

-562

open

106

HEWLETT PACKARD

20-May-10

-49.46%

-6037

open

107

XEROX

20-May-10

23.54%

1489

26-Oct-10

108

ACCENTURE IRELAND

20-May-10

15.09%

898

4-Oct-10

109

TEVA PHARMA ISRAEL

20-May-10

-28.83%

-3975

open

110

MOSAIC

27-Apr-10

15.22%

2264

18-Aug-10

111

WENDYS/ARBYS

12-Apr-10

-4.61%

-579

open

112

CRACKER BARREL

12-Apr-10

3.61%

876

20-Sep-10

113

OVERSTOCK

08-Apr-10

-48.43%

-5034

open

114

WALGREENS

26-Mar-10

0.80%

-408

6-Dec-10

115

HUDSON CITY BANCORP

25-Mar-10

-53.75%

-5748

open

116

HANSEN NATURAL

22-Mar-10

6.57%

917

9-Aug-10

117

VERIZON

19-Mar-10

-5.57%

580

1-Jul-10

118

AT&T

19-Mar-10

4.96%

1095

11-Aug-10

119

GAMESTOP

18-Mar-10

-3.81%

56

15-Jun-10

120

BRIT PETROLEUM UK

17-Mar-10

-32.09%

-2348

16-Jul-10

121

ENDO PHARMA

26-Feb-10

70.81%

5018

1-Apr-11

122

DELL

22-Feb-10

29.72%

2033

26-Apr-10

123

QUALCOMM

12-Feb-10

6.54%

643

31-Aug-10

124

PETROBRAS BRAZIL

10-Feb-10

-32.55%

-4574

open

125

CITY HOLDING CO.

09-Feb-10

27.22%

975

27-Dec-10

126

ENE MINAS GER BRAZIL

04-Feb-10

33.38%

844

30-Mar-11

127

CHECKPNT SW ISRAEL

04-Feb-10

6.59%

620

20-Aug-10

128

RES IN MOTION CANADA

01-Feb-10

-53.77%

-6636

open

129

RINO INT'L CHINA

22-Jan-10

-74.27%

-8222

17-Nov-10

130

ITT EDUCATIONAL

21-Jan-10

-31.40%

-4643

21-Jan-11

131

SUPERVALU

19-Jan-10

-43.55%

-4998

open

132

DARDEN RESTAURANTS

19-Jan-10

18.90%

1851

9-Mar-10

133

BIOGEN IDEC

19-Jan-10

15.43%

1094

29-Oct-10

134

MCKESSON

19-Jan-10

11.18%

1667

24-May-10

135

SAFEWAY

11-Dec-09

14.79%

1086

12-Mar-10

136

AEROPOSTALE

08-Dec-09

-46.66%

-5628

open

137

METRO PCS

23-Nov-09

39.79%

3890

17-Jun-10

138

AAON

12-Nov-09

25.19%

2241

18-Jun-10

139

FORD

09-Nov-09

42.79%

3798

13-Jan-10

140

MOTOROLA

09-Nov-09

-13.25%

-1335

18-Aug-10

141

CROCS

09-Nov-09

39.01%

4035

11-Feb-10

142

ACCENTURE

03-Nov-09

16.82%

88

27-Apr-10

143

WALMART

15-Oct-09

5.38%

-489

open

144

XEROX

28-Sep-09

30.99%

2126

17-Mar-10

145

NEW YORK COMM BANC

16-Sep-09

33.08%

3245

12-Feb-10

146

ALLIANT TECHSYSTEMS

14-Sep-09

-23.01%

-3823

open

147

FLIR SYSTEMS

09-Sep-09

25.97%

1875

15-Dec-09

148

COSAN BRAZIL

24-Aug-09

27.87%

2348

9-Jul-10

149

WESCO INT'L

18-Aug-09

141.89%

11222

14-Jan-11

150

THOMAS & BETTS

18-Aug-09

47.67%

3548

17-Nov-09

151

SANEAMENTO BRAZIL

29-Jul-09

30.39%

2208

29-Jun-10

152

MOSAIC

23-Jul-09

17.80%

242

24-Dec-09

153

CHINA MED TECH CHINA

17-Jul-09

-49.36%

-8898

3-Jun-11

154

GRAN TIERRA CANADA

04-Jun-09

68.54%

5503

12-Feb-10

155

NOBLE CORP

29-May-09

1.69%

-2986

open

156

DECKERS

29-May-09

68.46%

4895

11-Nov-09

157

PERRY ELLIS

29-May-09

41.00%

2942

24-Aug-09

158

RTI INTL METALS

06-May-09

35.77%

3364

8-Jun-09

159

CENTURY ALUMINUM

06-May-09

38.34%

2844

7-Aug-09

160

JOHNSON & JOHNSON

29-Apr-09

20.65%

305

1-Jul-10

161

PFIZER

27-Apr-09

62.60%

770

14-Mar-11

162

UTILITIES ETF

14-Apr-09

43.89%

-348

24-Aug-11

163

KAPSTONE PAPER

30-Mar-09

111.31%

9159

1-Jun-09

164

SOUTHWEST AIRLINES

30-Mar-09

43.76%

1588

10-Aug-09

165

MASSEY ENERGY

30-Mar-09

119.07%

10230

6-May-09

166

CORN PRODUCTS

25-Mar-09

67.97%

2664

11-Mar-10

167

DARLING

25-Mar-09

47.43%

4009

29-Apr-09

168

PROCTER & GAMBLE

25-Mar-09

28.82%

259

1-Jul-10

169

PARKER DRILLING

02-Mar-09

150.34%

11913

6-May-09

170

BIOTECH ETF

02-Mar-09

32.57%

-658

29-Jul-09

171

CHECKPNT SW ISRAEL

02-Mar-09

30.43%

-1175

19-Aug-09

172

BANCOLOMBIA COLOMBIA

18-Feb-09

58.82%

4363

19-May-09

173

SILVER (LONG) ETF

13-Jan-09

27.74%

3289

13-Feb-09

174

PATTERSON ENERGY

02-Jan-09

13.99%

1535

29-May-09

175

METLIFE

26-Dec-08

0.09%

-3844

open

176

ITT EDUCATIONAL SERV

15-Dec-08

41.72%

4498

21-Jan-09

177

SCHLUMBERGER

15-Dec-08

25.98%

2315

14-May-09

178

HARRIS

15-Dec-08

19.89%

-1932

open

179

STRYKER

11-Dec-08

43.98%

1232

19-Jan-10

180

CERNER

11-Dec-08

41.43%

4142

29-Apr-09

181

CARNIVAL CRUISE LINES

5-Dec-08

41.85%

2704

12-Aug-09

182

CALIFORNIA PIZZA KITCH

5-Dec-08

54.09%

6095

27-Mar-09

183

CNX GAS

5-Dec-08

10.27%

-452

4-Aug-09

184

MANITOWOC

5-Dec-08

-12.75%

-2727

3-Sep-09

185

STARBUCKS

5-Dec-08

48.14%

4926

24-Apr-09

186

TOLL BROTHERS

5-Dec-08

-13.71%

-908

6-Apr-09

187

PETROBRAS BRAZIL

28-Nov-08

90.40%

9128

21-May-09

188

FLUOR CORP

25-Nov-08

29.58%

-173

14-Sep-10

189

JACOBS ENGINEERING

25-Nov-08

25.27%

-1576

22-Dec-10

190

PETROCHINA CHINA

24-Nov-08

32.68%

2364

6-Jan-09

191

ENE DE MINAS BRAZIL

21-Nov-08

56.57%

1909

3-Dec-09

192

TOYOTA MOTOR JAPAN

21-Nov-08

20.40%

-2215

9-Mar-10

193

UNITED STATES STEEL

20-Nov-08

108.75%

8412

6-Aug-09

194

CVS CAREMARK

18-Nov-08

30.73%

-2762

28-Apr-11

195

EMERSON ELECTRIC

10-Nov-08

2.10%

-448

17-Aug-09

196

PANERA BREAD

24-Oct-08

43.68%

3953

16-Dec-08

197

WESTERN DIGITAL

24-Oct-08

50.00%

5036

29-Apr-09

198

ISHARES ISRAEL ETF

20-Oct-08

25.64%

2622

28-Jul-09

199

FEDERAL EXPRESS

20-Oct-08

3.46%

139

12-Aug-09

200

GENERAL DYNAMICS

20-Oct-08

30.15%

1108

29-Mar-10

     

2843.70%

130983

 
     

14.22%

655

 

 




 

 
 
 
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