By the hair of my chinny chin chin, mechanical investing did ok this month. The overall market took a beating and most stocks (including mine) were down, but one big winner made it a positive month for me. Six winners and seven losers this month.
Holding for another month:
| Ticker | Return | |
|---|---|---|
| PBR | +3.8% | Petroleo Brasil. |
| PHM | +7.7% | Pulte Homes. |
| RIMM | -1.7% | Research in Motion. Only a wee loss, I’ll hold a while longer. |
Selling these:
| Ticker | Return | |
|---|---|---|
| ABFS | +3.3% | Arkansas Best trucking company. |
| AVL | -7.3% | Aviall Inc. aerospace company. Ouch again. |
| AVP | +1.7% | Avon Products. Ding Dong. |
| CFC | -3.7% | Countrywide Financial. Ouch. |
| IMGC | -10.9% | Intermags Gen. medical equipment supply company. Another ouch. |
| PKOH | +13.9% | Park Ohio Holdings; this one offset all the other losses. Total return was +55.8%. |
| RD | +0.6% | Royal Dutch Petroleum. |
| SSTI | -7.4% | Silicon Storage Technology Inc. Ouch yet again. |
| TSO | -17.5% | Tesoro Petroleum. Ow. Make it stop. |
| VLO | -16.9% | Valero Energy. Ouch^2. |
New stocks for this month:
| Ticker | Return | |
|---|---|---|
| ADSK | N/A% | Autodesk Inc. |
| APA | N/A% | Apache Corp. oil & gas. |
| BMHC | N/A% | Building Materials Holding Corp. |
| CCK | N/A% | Crown Holdings Inc., steel and aluminum cans. |
| CLF | N/A% | Cleveland-Cliffs Inc., producer of iron ore pellets. Heh. |
| MRCY | N/A% | Mercury Computer Systems. |
| NAFC | N/A% | Nash Finch Company. |
| OMM | N/A% | OMI Corp. |
| SMF | N/A% | Smart & Final, a California grocery store chain. |
Next trade will be October 4.
Chasing the Wind 
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