Mechanical Investing for October 2007

Posted by Michael on October 1st, 2007 filed in Finances, Personal Stuff

The news says this last month, will all the credit crunch and housing speculation, was one of the most volatile on record. I tried not to look until today, but it appears this portfolio weathered the storm ok. In fact, things are looking good enough I plan on diversifying a little and buy more stocks than I sell today, spreading the risk out a little.

  • Last 4 weeks: 7.4%
  • Last 3 months: 8.8%
  • Last 12 months: +13.2%
  • Year to date: +12.7% (Dow is +12.3% ytd from 12,463)

Holding for another month:

Ticker Bought Now Months Return  
MCY $53.85 $53.85 11 +0.0% Mercury General Corp. Sort of like putting it under a mattress. From the LPE_YLD screen.
MDR $39.815s $55.42 4 +39.2% McDermott International. From the Screamers screen, then the RSPeg2 screen, but now the TREPPE screen. Split-adjusted.
NOV $64.53s $73.18 1 +13.4% National Oilwell Varco Inc. From the Peg_Minimalist screen. Split-adjusted.
PFE $26.10 $24.89 8 -4.6% Pfizer Inc. From the LPE_YLD screen. Looks like a loss, but with dividends, it’s actually break even.
RDEN $24.76 $27.59 1 +11.4% Elizabeth Arden Inc. From the Peg_Minimalist screen.
SIGM $43.82 $49.349 1 +12.6% Sigma Designs, Inc, a tech-video company. From the Screamers and RSPeg2 screens.

Selling these:

Ticker Bought Sold Months Return  
ARTC $57.39 $55.91 1 -2.6% Arthrocare Corp. From the RSPeg2 screen.
CLB $101.74 $127.56 2 +25.3% Core Laboratories NV. From the Peg_Minimalist screen.
FDP $27.61 $29.76 2 +7.85.0% Fresh Del Monte Produce Inc. From the H52EgPS screen.
FOSL $33.95 $38.42 1 +13.1% Fossil Inc. From the Screamers screen.
PKOH $20.80 $27.54 5 +32.4% Park-Ohio Holdings Corp. Originally from the H52EgPS screen, then RSPeg2, but now TREPPE.
SFD $32.76 $32.02 1 -2.2% Smithfield Foods Inc. From the H52EgPS screen.

New stocks for this month:

Ticker Bought Sold Months Return  
ARTC $57.39 $N/A 0 N/A% Arthrocare Corp. From the RSPeg2 screen.
AXYS $31.37 $N/A 0 N/A% Axsys Technologies. From the Screamers screen.
CASY $28.42 $N/A 0 N/A% Casey’s General Stores. From the H52EarnPS screen.
CMI $132.58 $N/A 0 N/A% CUMMINS INC. From the TREPPE screen.
DO $114.11 $N/A 0 N/A% Diamond Offshore Drilling. From the Peg_Minimalist screen.
FCX $110.86 $N/A 0 N/A% FREEPORT-MCMORAN COPPER & GOLD. From the H52EarnPS screen.
FMER $20.13 $N/A 0 N/A% FirstMerit Corp. From the LPE_YLD screen.
KWR $23.86 $N/A 0 N/A% Quaker Chemical. From the H52EarnPS screen.
NOK $37.82 $N/A 0 N/A% Nokia. From the RSPeg2 screen.
NSIT $26.26 $N/A 0 N/A% INSIGHT ENTERPRISES INC. From the H52EarnPS screen.
PENX $37.83 $N/A 0 N/A% PENFORD CORP. From the RSPeg2 screen.
TPX $36.62 $N/A 0 N/A% TempurPedic. From the Screamers screen.
WTNY $26.77 $N/A 0 N/A% WHITNEY HLDG CORP. From the LPE_YLD screen.

6/3 Options:

Ticker Bought Sold Months Return  
MDRBA $7.38 $7.80 1 +5.7% MDR Feb 2008 Calls. Sell in early December.
RZJDC $14.00 $14.90 1 +6.4% GRMN Apr 2008 Calls. Sell in early December.
AXVDJ $27.30 $N/A 0 N/A% ISRG Apr 2008 250 Calls. Sell in early January.
RULAA $8.70 $N/A 0 N/A% RIMM Mar 2008 106.62 Calls. Sell in early January.

The next trade will be November 5.

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