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MSI Special: MSI Ends Year Up 3.4%; Outperforms Dow, NASDAQ
NEW YORK, NEW YORK -- The Mormon Stock Index, continued its
exceptional performance, ended 2001 up 3.4% while every other major
index was down at least twice that for the year. And for the last
quarter of the year, the index rose more than 25% in a quick recovery
from its post-September 11th low, and also outperformed the other
major indices, except for the NASDAQ. The MSI, established in July
2000, tries to measure the performance of Mormon executives in the
business world.
Since its inception, the Mormon Stock Index has grown from 17
companies to 44, including eight added in December alone. It has
included a total of 58 different companies at one time or another.
The index includes companies with a market capitalization of at least
$100 million which also have a Mormon executive in their top
management (generally the managers listed in SEC filings).
Mormon News' Kent Larsen says its surprising that the index has
performed so well, "I don't know what to think. Either being Mormon
has a much stronger effect on management performance than I thought,
or the index has been very fortunate in which stocks it chose when."
Regardless of what it represents, the index finished 2001 at 112.34,
up 3.4% from its December 31, 2000 close at 108.66. During that same
time period, the best performance among the major indices came from
the Dow Jones Industrials, which fell 7.1% for the year. The MSI
looks even better when compared to its reference date, December 31,
1999. Set at 100 as of that date, the index is up 12.3% for those two
years, while the New York Stock Exchange Composite, the best
performer among the major indices for that period, is off 9.3%
The Mormon Stock Index also performed well in the fourth quarter of
this year, rising 25.7% and outshining the Dow, NYSE, and S&P 500.
The NASDAQ outperformed the MSI, rising 30.1% in the last three
months of 2001.
Relative performance of Mormon Stock Index v. Dow, NYSE, NASDAQ and S&P 500
| Index | 4th Qtr 2001 | 2001 | Since 31 Dec 1999 |
| MSI | 25.7% | 3.4% | 12.3% |
| Dow Jones Ind. | 13.3 | -7.8 | -12.5 |
| NYSE Composite | 8.5 | -10.2 | -9.3 |
| NASDAQ Comp. | 30.1 | -21.1 | -52.1 |
| S&P 500 | 10.3 | -13.0 | -21.9 |
Stock by Stock Performance for 4th Quarter, and for 2001
| Mormon Stock Index | | 112.34 | up 22.96 |
| Company | Symbol | LDS Executive | Closing Price | Change
This Qtr | % Change
This Qtr | % Change
This Year |
| Affiliated Computer Services | ACS | Lynn Blodgett, Executive Vice President and Group President - Business Process Solutions Group | 106.13 | up 24.72 | 30.36% | 74.87% |
| AES Corp. | AES | Roger W. Sant, Chairman | 16.35 | up 3.53 | 27.54% | -70.48% |
| Avista Corp. | AVA | Gary Ely, Chairman | 13.26 | down 0.34 | -2.50% | -34.47% |
| American Express Company | AXP | Gary Crittenden, CFO and Exec. VP | 35.69 | up 6.71 | 23.15% | -34.48% |
| Black & Decker | BDK | Nolan D. Archbald, CEO | 37.73 | up 6.53 | 20.93% | -3.87% |
| Cadence Design | CDN | Raymond Bingham, President & CEO | 21.92 | up 5.27 | 31.65% | -20.29% |
| Corvis | CORV | David Huber, CEO | 3.23 | up 1.71 | 112.50% | -86.44% |
| 1-800-Contacts | CTAC | Jonathan C. Coon, President & CEO | 12.44 | up 0.14 | 1.14% | -56.54% |
| Cygnus Inc. | CYGN | John Hodgman, Chairman, President & CEO | 5.25 | down 0.32 | -5.75% | 7.69% |
| Diebold | DBD | Wesley B. Vance, COO | 40.44 | up 2.34 | 6.14% | 22.36% |
| Dell Computer | DELL | Kevin B. Rollins, Vice Chairman | 27.18 | up 8.65 | 46.68% | 55.87% |
| Dionex | DNEX | A. Blaine Bowman, President & CEO | 25.51 | up 0.29 | 1.15% | -26.06% |
| Downey Savings and Loan | DSL | Maurice McAllister, Chairman | 41.25 | down 2.88 | -6.53% | -24.57% |
| EarthShell | ERTH | Simon K. Hodson, CEO | 2.00 | down 0.20 | -9.09% | 56.10% |
| Franklin Covey | FC | Stephen R. Covey, Chairman | 6.03 | up 2.88 | 91.43% | -19.60% |
| Hillenbrand Industries | HB | Frederick Rockwood, President & CEO | 55.27 | up 1.30 | 2.41% | 7.79% |
| Headwaters, Inc. | HDWR | Kirk Benson, Chairman and CEO | 11.46 | up 0.46 | 4.18% | 382.53% |
| Hollywood Entertainment | HLYW | Mark J. Wattles, CEO | 14.29 | up 2.54 | 21.62% | 1,244.94% |
| Host Marriott | HMT | Richard Marriott, Chairman | 9.00 | up 1.95 | 27.66% | -30.43% |
| Iomega | IOM | David J. Dunn, Chairman | 8.35 | up 2.25 | 36.89% | 149.25% |
| JP Realty | JPR | M. Scott Collins, CFO | 23.79 | up 1.44 | 6.44% | 51.05% |
| KeyCorp | KEY | K. Brent Somers, CFO | 24.34 | up 0.51 | 2.14% | -8.87% |
| Knight Transportation | KNGT | Keith, Gary & Kevin Knight, | 18.78 | down 0.37 | -1.93% | -2.44% |
| La Quinta Properties, Inc. | LQI | Francis Cash, President & CEO | 5.74 | up 1.34 | 30.45% | 124.00% |
| Marriott International | MAR | J.W. Marriott, Jr., Chairman | 40.65 | up 7.25 | 21.71% | -3.79% |
| Micrel Semiconductor | MCRL | Ray Zinn, Chairman and CEO | 26.23 | up 6.29 | 31.54% | -22.14% |
| Micro General | MGEN | Dale Christensen, CFO and Exec. VP | 13.71 | up 5.14 | 59.98% | 134.27% |
| Merit Medical Systems | MMSI | Fred Lampropoulos, Chairman, Pres and CEO | 18.68 | down 0.32 | -1.68% | 315.11% |
| Monaco Coach | MNC | Kay Toolson, Chairman and CEO | 21.87 | up 7.62 | 53.47% | 23.65% |
| Microsemi Corp. | MSCC | James Peterson, President & CEO | 29.70 | up 3.65 | 14.01% | 113.57% |
| Myriad Genetics | MYGN | Christopher L. Wight, VP, General Counsel | 52.64 | up 22.00 | 71.80% | -36.39% |
| Novell | NOVL | Stewart Nelson, COO | 4.59 | up 0.93 | 25.41% | -12.05% |
| NPS Pharmaceuticals, Inc. | NPSP | James Jensen, VP of Corp. Devel. and Legal Affairs Sec. | 38.30 | up 7.10 | 22.76% | -20.21% |
| NuSkin | NUS | All Mormon Mgmt, | 8.75 | up 0.95 | 12.18% | 64.71% |
| Oil States International | OIS | L.E. Simmons, Chairman | 9.10 | up 2.50 | 37.88% | 0.00% |
| Oakley | OO | Jim Jannard, Chairman & CEO | 16.26 | up 3.71 | 29.56% | 20.44% |
| priceline.com Inc. | PCLN | Brett Keller, Chief Marketing Officer | 5.82 | up 2.03 | 53.56% | 343.43% |
| Phelps Dodge Corp. | PD | David S. Colton, Sr. VP, Gen. Counsel | 32.40 | up 4.90 | 17.82% | -40.93% |
| Ryder Systems | R | Tony Burns, Chairman | 22.15 | up 2.16 | 10.81% | 33.23% |
| SkyWest Airlines | SKYW | Jerry Atkin, Chairman & CEO | 25.45 | up 8.73 | 52.21% | -11.40% |
| Swift Transportation | SWFT | Jerry Moyes, Chairman & CEO | 21.51 | up 3.81 | 21.53% | 8.57% |
| Cornerstone Realty Income Trust Inc | TCR | Glade M. Knight, Chairman & CEO | 11.35 | up 0.65 | 6.07% | 7.46% |
| Tropical Sportswear | TSIC | Willaim Compton, Chairman and CEO | 18.75 | up 1.80 | 10.62% | 35.14% |
| Zions Bancorp | ZION | Harris Simmons, Chairman | 52.58 | down 1.08 | -2.01% | -15.79% |
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