Last week that scenario seemed to play out as commodities were very weak and financials recovered strongly. In fact, the limited number of commodity-related companies held in my portfolio caused me to suffer a decline in value even as the major averages were up. Looking at future leadership, though, it would be highly unusual for financials to assume a market leadership position. It will probably take an extended period of time for investors to begin to focus on the long-term positives as opposed to the ongoing problems. I am continuing to use S&P Depository Receipts SPY in order to keep my cash position near targeted levels (I again added to my position last week) and I fully expect that new ideas will begin to present themselves as the stock market bottoming process continues. Hopefully, I will soon begin to see stocks appear on my one-month screen so I can begin to use those ideas as well. My biggest winner last week was Integral Systems ISYS which was up 11.3%. In spite of that increase, I continue to like this company and feel that it has good future potential. It sells at a 20% discount to the scientific and technical industry when measured by enterprise value/EBITDA and earnings prospects are very good. The table that follows shows all of the current holdings in my IRA as of the end of last week:
| Symbol | Name | Purchase Date | Cost | Price | Gain |
| Regular Holdings | |||||
| CALM | Cal-Maine Foods | 4/16/2007 | $13.30 | $34.59 | 160.08% |
| EXAC | Exactech | 11/5/2007 | $21.00 | $27.53 | 31.10% |
| GIB | CGI Group | 3/9/2007 | $8.52 | $10.12 | 18.78% |
| HP | Helmerich & Payne | 12/27/2007 | $39.88 | $43.20 | 8.32% |
| ICFI | ICF International | 9/14/2007 | $25.28 | $20.02 | -20.81% |
| ISYS | Integral Systems | 3/5/2008 | $25.90 | $28.13 | 8.61% |
| KCI | Kinetic Concepts | 2/6/2007 | $49.75 | $48.75 | -2.01% |
| LSR | Life Sciences Research | 3/11/2008 | $24.22 | $25.12 | 3.72% |
| OTEX | Open Text | 9/14/2007 | $25.68 | $28.96 | 12.77% |
| RSTI | Rofin Sinar Technologies | 9/21/2007 | $35.06 | $39.94 | 13.92% |
| SCL | Stepan Co. | 2/27/2008 | $34.94 | $37.06 | 6.07% |
| SCX | L. S. Starrett | 12/10/2007 | $18.88 | $18.54 | -1.80% |
| SGY | Stone Energy | 11/1/2007 | $43.74 | $49.20 | 12.48% |
| SPY | S & P Dep. Receipts | 1/14/2008+ | $131.96 | $132.08 | 0.09% |
| SY | Sybase | 11/13/2007 | $25.79 | $26.49 | 2.71% |
| USPH | US Physical Therapy | 1/17/2008 | $13.98 | $14.14 | 1.14% |
| WDC | Western Digital | 8/31/2007 | $23.33 | $29.12 | 24.82% |
| One Month Screen | |||||
| No Current Holdings | |||||
| Performance Results As Of 3/21/2008 | IRA | S&P 500 | |||
| Full Year 2007 | 33.0% | 5.5% | |||
| First Quarter To Date | -4.8% | -9.5% | |||
| Total Return For IRA S & P 500 Does Not Include Income For Latest Quarter | |||||
Abuse is rare, but if your company isn't doing things right, your nest egg could be in trouble.
Teamwork can bring in more money over the long haul.
Activity suggests a market bottom, but indicators are mixed.
Yahoo! is among the most searched stocks on TheStreet.com. Here's what Cramer had to say about the stock recently.
Catch up on his thinking on the hottest topics of the past week.
Investors will have to deal with a Fed meeting and another flood of earnings and economic data.
Ensco International and Echelon have the potential to move higher in coming days.
See who made what calls.
The addition of video is helping telecom companies compete against cable and satellite companies.
The June West Texas Intermediate contract reflects selling pressure ahead of Tuesday's expiration. But stocks in the sector are generally trading higher.
See who made what calls.
Keep on top of the market and the critical information you need to make more profitable investing decisions.
Sponsored by:

ACCESS REALMONEY



