Portfolio Changes

These are the changes effective this last weekend. I'll try and post a complete list of the stocks tomorrow.

Caps

Add:

HP (Helmerich, not Hewlett Packard)

Watch:

ININ, AZZ, QSII

Comp

Add:

ADBE

Watch:

BDX, FRX, QSII

G+r1

Add:

NTES, NVEC

G+r1 XO

Add:

NTES

PS/PE

Add:

ADBE, AVP, CFBK, CSCO, CSX, FE, HWK, LH, PNR, PMACA, TOT, RCII,TSYS, UNP

Watch:

AMGN*, FRX, MBVT, STJ*, MTSC, LFL*

RoT

Add:

CRDN, JOYG, IMO, MTD

Watch:

AZZ, BJS*, MTSC, SII

MagInv

Add:

HSII, MSO, MXY, NTRI, PRGX

Watch:

ACN, ABC, TRLG, AYI*, FRX

Dump:

TTWO

* Conservative investors probably want to sell these now.