Stock Picks - The Doh.com 10 - Medium Term

# Company Ticker Buy Date Buy Price

1 Amgen AMGN 11/28/2003 57.62

2 H&R Block HRB 11/28/2003 54.29

3 Johnson and Johnson JNJ 11/28/2003 49.30

4 Jones Apparel JNY 11/28/2003 34.50

5 Lennar LEN 11/28/2003 97.90

6 Microsoft MSFT 11/28/2003 25.71

7 Moodys MCO 11/28/2003 57.28

8 Symantec SYMC 11/28/2003 32.83

9 United Health Group UNH 11/28/2003 53.90

10 Washington Mutual WM 11/28/2003 45.81

Current Date: Thursday, March 11, 2010
Last Portfolio Change Posted: Sunday, February 01, 2009

Strategy

For the medium term portfolio, our goal is to find reasonably priced stocks that have a good chance of moving in the next 4 weeks. In general, a stock in this portfolio has the following characteristics:

Has an attractive forward looking price to growth ratio.

A better than average long term growth rate.

Good momentum or relative strength.

Well followed by Wall Street.

Updates

This is a medium term portfolio, so this page will be updated on a monthly basis. Check for updates around the first of each month.

Performance

Month	Holdings	Gain/Loss	S&P 500 Gain/Loss	Portfolio Value
11/2003	BIIB, HRB, JNJ, JNY, LEN MCHP, MCO, SYMC, UNH, WM	4.18%	0.71%	$14,374
10/2003	HRB, IDPH, JNJ, JNY, LEN MCHP, MCO, SYMC, UNH, WM	10.95%	5.50%	$13,797
09/2003	HRB, IDPH, JNJ, JNY, LEN MCHP, MCO, SYMC, UNH, WM	1.05%	-1.19%	$12,436
08/2003	HRB, IDPH, JNJ, JNY, LEN MCHP, MCO, SYMC, UNH, WM	3.51%	1.79%	$12,307
07/2003	HRB, IDPH, JNJ, JNY, LEN MCHP, MCO, SYMC, UNH, WM	-0.16%	1.62%	$11,889
06/2003	HRB, IDPH, JNJ, JNY, LEN MCHP, MCO, SYMC, UNH, WM	0.69%	1.13%	$11,908
05/2003	HRB, IDPH, JNJ, JNY, LEN MCHP, MCO, SYMC, UNH, WM	7.54%	5.09%	$11,827
04/2003	HRB, IDPH, JNJ, JNY, LEN MCHP, MCO, SYMC, UNH, WM	3.23%	8.10%	$10,997
03/2003	HRB, IDPH, JNJ, JNY, LEN MCHP, MCO, SYMC, UNH, WM	2.30%	0.84%	$10,653
02/2003	HRB, IDPH, JNJ, JNY, LEN MCHP, MCO, SYMC, UNH, WM	-1.67%	-1.70%	$10,414
01/2003	HRB, IDPH, JNJ, JNY, LEN MCHP, MCO, SYMC, UNH, WM	-0.06%	-2.74%	$10,591
12/2002	HRB, IDPH, KBH, LEN, MCHP MCO, SYMC, THC, UNH, WM	-3.91%	-5.85%	$10,597
11/2002	HRB, IDPH, KBH, LEN, MCHP MCO, SYMC, THC, UNH, WM	-7.73%	3.73%	$11,028
10/2002	HRB, IDPH, KBH, LEN, MCHP MCO, SYMC, THC, UNH, WM	9.38%	12.54%	$11,952
09/2002	HRB, IDPH, LLL, LOW, MCHP SYMC, THC, TYC, UNH, WM	-5.27%	-12.61%	$10,927
08/2002	HRB, IDPH, LLL, LOW, MCHP SYMC, THC, TYC, UNH, WM	8.99%	9.76%	$11,535
07/2002	HRB, IDPH, LLL, LOW, MCHP SYMC, THC, TYC, UNH, WM	-9.26%	-15.68%	$10,584
06/2002	HRB, IDPH, LLL, LOW, NVDA SYMC, THC, TYC, UNH, WM	-13.19%	-7.25%	$11,664
05/2002	HRB, IDPH, LLL, LOW, NVDA SYMC, THC, TYC, UNH, WM	-0.55%	-1.58%	$13,436
04/2002	HRB, IDPH, LLL, LOW, NVDA SYMC, THC, TYC, UNH, WM	-3.44%	-5.42%	$13,510
03/2002	ADBE, HRB, IDPH, LLL, LOW NVDA, THC, TYC, UNH, WM	-0.50%	1.64%	$13,982
02/2002	ADSK, IDPH, LLL, LOW, NVDA TDS, THC, TYC, UNH, WM	-0.50%	1.64%	$13,982
01/2002	ADSK, IDPH, LLL, LOW, NVDA TDS, THC, TYC, UNH, WM	-2.96%	-3.01%	$14,052
12/2001	ADSK, IDPH, LLL, LOW, NVDA TDS, THC, TYC, UNH, WM	3.24%	0.76%	$14,481
11/2001	ADSK, IDPH, LLL, LOW, NVDA TDS, THC, TYC, UNH, WM	12.42%	7.52%	$14,026
10/2001	ADSK, AOL, IDPH, LLL, LOW NVDA, TDS, TYC, UNH, WMB	8.75%	1.81%	$12,477
09/2001	ADSK, AOL, DYN, IDPH, LLL LOW, NVDA, PPL, TDS, UNH	-11.75%	-8.17%	$11,472
08/2001	AOL, CPN, CHKP, DYN, IDPH LLL, LOW, NVDA, TDS, WM	-7.27%	-6.41%	$13,000
07/2001	APC, CPN, CHKP, DST, IDPH LLL, LOW, NVDA, TDS, WM	-4.53%	-1.08%	$14,019
06/2001	APC, CPN, CHKP, GLW, DST FRX, LOW, NVDA, SANM, TDS	-5.77%	-2.50%	$14,685
05/2001	APC, AMCC, BEAS, CPN, CHKP GLW, DST, FRX, LOW, SANM	-5.50%	0.51%	$15,584
04/2001	AMCC, BEAS, CPN, CHKP, GLW DST, FRX, NBR, PAYX, SANM	20.11%	7.68%	$16,491
03/2001	AMCC, CPN, CHKP, CIEN, GLW DST, FRX, NBR, PAYX, SANM	-18.79%	-6.42%	$13,730
02/2001	AMCC, CPN, CHKP, CIEN, GLW FRX, NBR, PAYX, SANM, VTSS	-28.25%	-9.30%	$16,907
01/2001	ADI, AMCC, CPN, CHKP, CIEN GLW, MEDI, NBR, PAYX, SANM	4.40%	3.55%	$23,563
12/2000	ADI, AMCC, CPN, CHKP, GLW EMC, MEDI, NBR, PAYX, SANM	10.33%	0.41%	$22,570
11/2000	AMCC, CPN, CHKP, GLW, EMC IDTI, MEDI, NBR, PAYX, SANM	-23.22%	-8.01%	$20,457
10/2000	ALTR, CPN, COF, CHKP, GLW EMC, IDTI, MEDI, PAYX, SANM	-10.57%	-0.49%	$26,644
09/2000	ADCT, ALTR, AMAT, CPN, CHKP C, EMC, MEDI, PAYX, SANM	-9.54%	-5.35%	$29,793
08/2000	ADCT, ALTR, AMAT, CPN, CHKP C, EMC, MEDI, PAYX, SANM	19.93%	6.07%	$32,935
07/2000	ADCT, DOX, ADI, ATML, BJS CPN, KLAC, MEDI, SANM, SBL	-8.77%	-1.63%	$27,462
06/2000	ADCT, DOX, ADI, AMAT, ATML BJS, CPN, FLEX, IMNX, SBL	20.37%	2.39%	$30,102
05/2000	ADCT, AES, ALTR, DOX, ATML BJS, FLEX, IMNX, LXK, NVLS	-16.25%	-2.19%	$25,008
04/2000	ADCT, AES, ALTR, ATML, BJS FLEX, HD, LHSP, MEDI, NVLS	1.71%	-3.08%	$29,860
03/2000	ADBE, AES, ALTR, DOX, ATML FLEX, HD, MEDI, NVLS, TDS	3.45%	9.67%	$29,357
02/2000	AES, ALTR, DOX, AMAT, CHKP CTXS, FLEX, HD, MEDI, TDS	29.89%	-2.01%	$28,378
01/2000	ALTR, AMAT, CHKP, CTXS, CMVT MEDI, NTAP, SLR, TDS, USM	-0.34%	-5.09%	$21,848
12/1999	ALTR, AMAT, CHKP, CTXS, CMVT KRB, MEDI, RCL, SLR, USM	15.78%	5.78%	$21,923
11/1999	ALTR, AMAT, CTXS, CMVT, MEDI MWD, QCOM, RCL, SLR, TYC	15.55%	1.91%	$18,935
10/1999	AES, CMVT, HD, MEDI, NTT SEBL, SLR, TLAB, TYC, XLNX	14.22%	6.25%	$16,387
09/1999	ALTR, DELL, INTC, LXK, NOK NTT, SEBL, SLR, TLAB, TYC	-1.55%	-2.86%	$14,347
08/1999	ADPT, AMAT, BGEN, EMC, ILN WCOM, NOK, QCOM, SLR, TXN	5.50%	-0.63%	$14,573
07/1999	ADI, AMAT, BGEN, CMVT, LXK WCOM, NOK, QCOM, SLR, TYC	-1.62%	-3.20%	$13,813
06/1999	ANF, AMGN, BBY, JBL, WCOM NOK, QCOM, SUNW, TXN, TYC	22.14%	5.44%	$14,040
05/1999	ANF, AMGN, BBY, EMC, WCOM NOK, PVN, QCOM, SLR, TXN	-2.79%	-2.50%	$11,495
04/1999	ANF, CMVT, DH, DELL, GPS WCOM, NOK, PVN, SLR, TXN	1.34%	3.20%	$11,825
03/1999	ALTR, ANF, DELL, EMC, WCOM NOKA, ORCL, PVN, SPLS, TXN	11.64%	4.47%	$11,669
02/1999	ALTR, CPQ, CPWR, INTC, NTAP WCOM, NOKA, PVN, SEG, SLR	-12.93%	-3.23%	$10,452
01/1999	AVEI, BBY, CTXS, CPWR, DELL EMC, WCOM, NOKA, ORCL, PVN	20.04%	4.10%	$12,004
				$10,000

For 2003

Doh.com 10 MT = 35.64%
S&P 500 = 20.27%

For 2002

Doh.com 10 MT = -26.82%
S&P 500 = -23.37%

For 2001

Doh.com 10 MT = -35.84%
S&P 500 = -13.04%

For 2000

Doh.com 10 MT = 2.95%
S&P 500 = -10.14%

For 1999

Doh.com 10 MT = 119.23%
S&P 500 = 19.53%

Notes

All buy and sell prices are the stock's closing price on the corresponding date.

All stocks in this list have an equal attractiveness and equal weighting (by dollar amount).

Disclaimer

The editors of Doh.com are not professional financial advisors, just common ordinary investors who have learned a lot of market lessons over the years. By investing in stocks based on Doh.com advice, you do so at your own risk.