Mechanical Investing for November 2007

Posted by Michael on November 5th, 2007 filed in Finances

It’s my normal Monday to trade stocks; again, there’s been lots of volatility, and last Friday’s plunge took a bite out of the portfolio. Dagnabbit, just can’t quite catch up to that index though.

Last 4 weeks: 0.8%
Last 3 months: 5.2%
Last 12 months: +6.8%
Year to date: +6.5% (Dow is +8.8% ytd from 12,463)

Holding for another month:

Ticker	Bought	Now	Months	Return
AXYS	$31.37	$38.00	1	+21.1%	Axsys Technologies. From the Screamers screen.
CASY	$28.42	$27.69	1	-2.5%	Casey’s General Stores. From the H52EarnPS screen.
FCX	$110.86	$111.00	1	+0.1%	FREEPORT-MCMORAN COPPER & GOLD. From the H52EarnPS screen.
MCY	$53.85	$51.37	12	+-4.6%	Mercury General Corp. Sort of like putting it under a mattress. From the LPE_YLD screen.
MDR	$39.815s	$58.52	5	+47.0%	McDermott International. From the Screamers screen, then the RSPeg2 screen, but now the TREPPE screen. Split-adjusted.
SIGM	$43.82	$57.93	2	+32.2%	Sigma Designs, Inc, a tech-video company. From the Screamers and RSPeg2 screens.

Selling these:

CMI	$132.58	$122.01	1	-7.9%	CUMMINS INC. From the TREPPE screen.
DO	$114.11	$112.82	1	-1.1%	Diamond Offshore Drilling. From the Peg_Minimalist screen.
FMER	$20.13	$19.27	1	-4.2%	FirstMerit Corp. From the LPE_YLD screen.
KWR	$23.86	$21.62	1	-9.3%	Quaker Chemical. From the H52EarnPS screen.
NOK	$37.82	$39.43	1	+4.2%	Nokia. From the RSPeg2 screen.
NOV	$64.53s	$73.03	2	+13.1%	National Oilwell Varco Inc. From the Peg_Minimalist screen. Split-adjusted.
NSIT	$26.26	$20.36	1	-22.4%	INSIGHT ENTERPRISES INC. From the H52EarnPS screen.
PENX	$37.83	$33.44	1	-11.6%	PENFORD CORP. From the RSPeg2 screen.
PFE	$26.10	$23.69	9	-9.2%	Pfizer Inc. From the LPE_YLD screen. Looks like a loss, but with dividends, it’s actually break even.
RDEN	$24.76	$25.48	2	+2.9%	Elizabeth Arden Inc. From the Peg_Minimalist screen.
TPX	$36.62	$34.71	1	-5.2%	TempurPedic. From the Screamers screen.
WTNY	$26.77	$23.44	1	-12.4%	WHITNEY HLDG CORP. From the LPE_YLD screen.

New stocks for this month:

Ticker	Bought	Sold	Return
ARTC	$57.39	$N/A	N/A%	Arthrocare Corp. From the RSPeg2 screen.
CELL	$16.12	$N/A	N/A%	Brightpoint Inc. From the H52EarnPS screen.
CY	$36.15	$N/A	N/A%	Cypress Semiconductor. From the RSPeg2 screen.
DV	$53.75	$N/A	N/A%	Devry Inc. From the Screamers screen.
GLAD	$18.33	$N/A	N/A%	Gladstone Capital Corp. From the LPE_YLD screen.
MGA	$92.83	$N/A	N/A%	Magna International Inc. From the H52EarnPS screen.
MOS	$68.30	$N/A	N/A%	Mosaic Company. From the RSPeg2 screen.
NE	$53.44	$N/A	N/A%	Noble Corp. From the Peg_Minimalist screen.
PAAS	$33.80	$N/A	N/A%	Pan Americal Silver Corp. From the Peg_Minimalist screen.
PCU	$127.24	$N/A	N/A%	Southern Copper Corp. From the TREPPE screen.
RIG	$124.30	$N/A	N/A%	Transocean Inc. From the PEG_Minimalist screen.
SPWR	$129.53	$N/A	N/A%	Sunpower Corp. From the Screamers screen.
TCB	$21.01	$N/A	N/A%	TCF Financial. From the LPE_YLD screen.

6/3 Options:

Ticker	Bought	Sold	Months	Return
MDRBX	$3.69s	$10.30	2	+179%	MDR Feb 2008 Calls. (was MDRBA but now split-adjusted) Sell in early December.
RZJDC	$14.00	$9.70	2	-30.7%	GRMN Apr 2008 Calls. Sell in early December.
AXVDJ	$27.30	$97.90	.75	+358%	ISRG Apr 2008 250 Calls. Sold early, replaced by CUBDJ.
RULAA	$8.70	$29.10	1	+234%	RIMM Mar 2008 106.62 Calls. Sell in early January.
CUBDJ	$4.90	$4.00	1	-18.3%	CUB 50’s Apr 2008 Calls. Replaces the AXVDJ options sold early. Sell in early January.
MQNDM	$7.60	$N/A	0	N/A%	SIGM April ‘08 65’s. Sell in early February.
MOSFO	$10.60	$N/A	0	N/A%	MOS Jun ‘08 75’s. Sell in early February.