Chasing the Wind

News. Faith. Nonsense.

Mechanical Investing for November

Mechanical Investing was turbulent this month; there were some big losers, but some equally big winners. Overall I was up 1.5% for the month, so I’m not going to complain.

Holding for another month:

Ticker Return  
CCK +10.2% Crown Holdings Inc. +18.6% in 2 months; I’ll keep holding it.
LDG -3.5% Long Drug Stores Corp. It’s up 5.5% in the last week though, so it’s looking good.
NAFC -5.0% Nash Finch Company. It’s given back some gains, but still up 7.2% since I bought it.
PKOH +5.4% Park Ohio Holdings; I sold this back in August for a +55.8% return. and repurchased 2 months later.
.LSSEH -81.8% Lone Star Technologies (May 05 40). Ouch. Options are volatile, that’s why I buy only tiny amounts. This one will be sold in January.
.UICCH -55.6% United Industrial Corp (March 05 40). Options are volatile. 😛 I won’t sell till 1st of January.

Selling these:

Ticker Return  
ADSK +8.0% Autodesk Inc. Total +22.9% over 2 months. Wo0t!
APA +1.0% Apache Corp. oil & gas. +15.3% over 2 months, but it looks like it’s gone flat now.
CLF -9.2% Cleveland-Cliffs Inc. Gave a lot of gains back, but still +13.0 over 2 months.
NFX -6.0% Newfield Exploration Co. No more, I give up.
NUE -12.3% Nucor Corp. Ouch ouch ouch.
RIMM +24.7% Research in Motion. Held this for 3 months; it lost 1.7% in the first month, but final over 3 months was +51.9%. Wo0t!
STTX -10.0% Steel Technologies Inc. No mas, no mas.
TIBX +9.1% Tibco Software Inc. That’ll do nicely.

New stocks for this month:

Ticker Return  
AAPL N/A% I’ve always wanted to own Apple Computer. Ipods are big.
AKS N/A% AK Steel Holdings
BRCD N/A% Brocade Communications Systems Inc
FDS N/A% Factset Research Systems Inc
IWOV N/A% Interwoven, Inc. I wov this stock! 😛
MACR N/A% Macromedia, Inc.
NVR N/A% NVR Inc, builds homes and makes mortgages.
VLO N/A% Valero Energy Corp

In addition, I’m picking up a couple more options; I buy these calls 10% out of the money as far in advance as I can get them and sell them 3 months before they expire:

New options for this month:

Ticker Return  
.BGUFF N/A% BMHC (June 05 30)
.SWNFJ N/A% SWN (June 05 50)

Overall for the volatile month of October I was up 1.5%. Next trade will be November 29.

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Michael

Follower of Jesus, conservative, freedom-loving patriot.

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About Me

Michael, a sinner saved by grace, sharing what the good Lord has shared with me.

Solomon, in the book of Ecclesiastes, said, “I have seen all the things that are done under the sun; all of them are meaningless, a chasing after the wind.”

If you’re not living for the glory of God, then what you’re doing is meaningless, no matter what it is. Living for God gives life meaning, and enjoying a “chasing after the wind” is a gift from God. I’m doing what I can to enjoy this gift daily.

Got questions? I’m not surprised. If you have any questions about Chasing the Wind, you can email me at chasingthewind@outlook.com.

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