Heat Map for Q1 2012 is Ready

Posted on May 16th, 2012 by whalewisdom

Initial results for the Q1 2012 Heat Map are now in. You can see the full results at http://whalewisdom.com/report/heat_map. 106 active filers were used for the calculation. The average PE of the top 100 stocks is 21 and the average dividend yield is 1.85%.

The top 10 Heat Map Stocks (calculated from 106 filers):
Stock	Highlights
Charles Schwab Corp. (SCHW)	# of filers holding stock:14 # of times in top 10 holdings:2 Average portfolio rank:350 # of filers increasing position:10 # of filers decreasing position:6
Eagle Materials Inc. (EXP)	# of filers holding stock:13 # of times in top 10 holdings:0 Average portfolio rank:830 # of filers increasing position:8 # of filers decreasing position:6
Micron Technology Inc. (MU)	# of filers holding stock:14 # of times in top 10 holdings:0 Average portfolio rank:379 # of filers increasing position:8 # of filers decreasing position:6
Array BioPharma, Inc. (ARRY)	# of filers holding stock:13 # of times in top 10 holdings:0 Average portfolio rank:1363 # of filers increasing position:11 # of filers decreasing position:2
Neurocrine Biosciences Inc. (NBIX)	# of filers holding stock:13 # of times in top 10 holdings:0 Average portfolio rank:1363 # of filers increasing position:11 # of filers decreasing position:2
The TJX Companies, Inc. (TJX)	# of filers holding stock:17 # of times in top 10 holdings:2 Average portfolio rank:167 # of filers increasing position:15 # of filers decreasing position:2
Harley-Davidson, Inc. (HOG)	# of filers holding stock:15 # of times in top 10 holdings:1 Average portfolio rank:371 # of filers increasing position:9 # of filers decreasing position:5
American International Group, Inc. (AIG)	# of filers holding stock:19 # of times in top 10 holdings:3 Average portfolio rank:233 # of filers increasing position:13 # of filers decreasing position:5
Carlisle Companies Inc. (CSL)	# of filers holding stock:13 # of times in top 10 holdings:0 Average portfolio rank:525 # of filers increasing position:6 # of filers decreasing position:6
CONMED Corporation (CNMD)	# of filers holding stock:13 # of times in top 10 holdings:0 Average portfolio rank:912 # of filers increasing position:10 # of filers decreasing position:2