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Basic Materials Top-5 List From ValuEngine.com

|Includes: ABX, AXLL, BHP, BZ, CDE, CHMT, Fibria Celulose S.A. (FBR), KGC, PPP, SLCA

VALUATION WARNING: Our models find that overvaluation is at levels typically seen when market pullbacks occur. Overvalued stocks now make up 75% of our universe and 40.6% of the universe is calculated to be overvalued by 20% or more. 15 of 16 sectors are calculated to be overvalued.

MARKET OVERVIEW

Index

Week Open

Thurs. Close

Change

% Change

YTD

DJIA

14795.79

15460.92

665.13

4.50%

17.93%

NASDAQ

3326.38

3493.81

167.43

5.03%

15.23%

RUSSELL 2000

1007.7

1033.18

25.48

2.53%

21.78%

S&P 500

1634.2

1675.02

40.82

2.50%

17.30%

Summary of VE Stock Universe

Stocks Undervalued

24.96%

Stocks Overvalued

75.04%

Stocks Undervalued by 20%

10.06%

Stocks Overvalued by 20%

40.60%

SECTOR OVERVIEW

Sector

Change

MTD

YTD

Valuation

Last 12-MReturn

P/E Ratio

Aerospace

0.37%

3.56%

24.77%

20.13% overvalued

28.52%

17.76

Auto-Tires-Trucks

2.13%

6.20%

36.18%

24.94% overvalued

40.54%

17.81

Basic Materials

2.29%

4.23%

0.79%

11.39% undervalued

-25.78%

19.01

Business Services

0.85%

3.88%

69.32%

16.23% overvalued

18.79%

23.28

Computer and Technology

1.35%

4.94%

23.78%

20.32% overvalued

17.90%

30

Construction

1.71%

3.79%

27.75%

12.69% overvalued

33.27%

24.36

Consumer Discretionary

0.70%

3.99%

27.60%

24.40% overvalued

25.43%

24.21

Consumer Staples

0.96%

3.37%

14.61%

21.64% overvalued

15.09%

21.3

Finance

1.05%

5.22%

23.04%

17.97% overvalued

16.92%

17.65

Industrial Products

1.32%

4.58%

25.47%

17.14% overvalued

23.47%

20.21

Medical

0.97%

3.69%

199.17%

16.02% overvalued

15.21%

25.01

Multi-Sector Conglomerates

1.93%

3.75%

5.43%

11.49% overvalued

15.17%

15.81

Oils-Energy

1.32%

3.58%

11.46%

4.23% overvalued

5.38%

27.46

Retail-Wholesale

0.88%

4.49%

31.39%

25.60% overvalued

34.85%

22.72

Transportation

1.15%

2.56%

23.40%

16.07% overvalued

18.75%

21.48

Utilities

1.20%

3.81%

12.76%

8.65% overvalued

10.59%

20.41

Sector Talk-Basic Materials

Below, we present the latest data on leading Basic Materials Sector stocks from our Institutional software package (VEI). These results were filtered by market price and volume--no results below 3$/share or less than 100k shares/day volume.

Top-Five Basic Materials Sector Stocks--Short-Term Forecast Returns

Ticker

Name

Mkt Price

Valuation(%)

Last 12-M Retn(%)

FBR

FIBRIA CELULOSE

11.34

-4.44

56.85

SLCA

US SILICA HOLDI

22.29

-7.07

119.39

PPP

PRIMERO MINING

4.54

-5.16

76.65

KGC

KINROSS GOLD

4.95

-64.84

-37.1

ABX

BARRICK GOLD CP

15.22

-60.72

-56.45

Top-Five Basic Materials Sector Stocks--Long-Term Forecast Returns

Ticker

Name

Mkt Price

Valuation(%)

Last 12-M Retn(%)

FBR

FIBRIA CELULOSE

11.34

-4.44

56.85

SLCA

US SILICA HOLDI

22.29

-7.07

119.39

PPP

PRIMERO MINING

4.54

-5.16

76.65

KGC

KINROSS GOLD

4.95

-64.84

-37.1

ABX

BARRICK GOLD CP

15.22

-60.72

-56.45

Top-Five Basic Materials Sector Stocks--Composite Score

Ticker

Name

Mkt Price

Valuation(%)

Last 12-M Retn(%)

SLCA

US SILICA HOLDI

22.29

-7.07

119.39

PPP

PRIMERO MINING

4.54

-5.16

76.65

KGC

KINROSS GOLD

4.95

-64.84

-37.1

FBR

FIBRIA CELULOSE

11.34

-4.44

56.85

ABX

BARRICK GOLD CP

15.22

-60.72

-56.45

Top-Five Basic Materials Sector Stocks--Most Overvalued

Ticker

Name

Mkt Price

Valuation(%)

Last 12-M Retn(%)

CHMT

CHEMTURA CORP

22.13

300

57.51

BHP

BHP BILLITN LTD

61.79

253.4

-2.51

AXLL

AXIALL CORP

42.76

68.55

57.03

BZ

BOISE INC

8.8

49.5

28.28

CDE

COEUR DALENE MI

12.21

47.64

-22.38

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.