All in all, a -2.9% loss for the month. Not bad considering the market’s performance so far this year.
Holding for another month:
| Ticker | Bought | Now | Return | |
|---|---|---|---|---|
| AAPL | $52.69 | $77.33 | +46.8% | Apple Computer. I sold a little of this to pay for my Lasik this month. 🙂 |
| ALOY | $7.71 | $6.96 | -9.7% | Media and Marketing for Generation Y. The screen says to hold it, but I don’t know why after a 10% loss. |
| CMC | $24.965 | $28.45 | +14.0% | Commercial Metals Company. This stock split this month so I adjusted the purchase price. |
| LDG | $25.58 | $26.12 | +2.1% | Long Drug Stores Corp. Still holding, though it’s gone flat this month. |
| NAFC | $28.34 | $41.75 | +47.3% | Nash Finch Company. I’ve held this since August and it’s paid dividends twice on top of the great gains so far. |
| NVR | $630.50 | $791.01 | +25.5% | NVR Inc. Looking good still. 🙂 |
| .ADQGH | $3.10 | $0.70 | -77.4% | ADSK (July 05 40), will sell in April. Hopefully it’ll be worth something by then. 😦 |
| .CAIFN | $4.10 | $0.65 | -84.1% | CAI (June 05 70), will sell in March. It’ll come back, won’t it? 😦 |
| .CQRFI | $2.80 | $0.10 | -96.4% | CREE (June 05 45), will sell in April. Unless the commission costs more than it’s worth. 😦 |
| .TXUGN | $2.85 | $3.90 | +36.8.8% | TXU Energy (July 05 70), will sell in March. Was a -22.8% loss last month, so it turned around dramatically. |
Selling these:
| Ticker | Bought | Sold | Return | |
|---|---|---|---|---|
| AKS | $9.46 | $14.79 | +56.3% | AK Steel Holdings. Can’t be unhappy with that, now, can we? |
| CPRT | $25.92 | $22.80 | -12.0% | Copart, Inc, vehicle salvage. I suspected last month “this has something to do with tax changes and I won’t hold it long.” Looks like I shouldn’t have bought it at all. 😦 |
| IM | $18.84 | $18.32 | -2.8% | Ingram Micro. Had an 8% gain for a while but gave it all back. |
| PCCC | $9.80 | $8.04 | -18.0% | PC Connection, Inc. Ow! Ow! Ow! Make it stop! |
| THO | $36.50 | $34.49 | -5.50% | Thor Industries, recration vehicles. Yuck. |
| WLT | $33.45 | $34.01 | +1.7% | Walter Industries. Uncle Walter was growing too slow for me to keep him. 😛 |
| .BGUFF | $3.70 | $7.70 | +108.1% | BMHC (June 05 30). I like it when options double. 🙂 |
| .SWNFJ | $4.10 | $5.10 | +24.4% | SWN (June 05 50). This was a double at one time, but still a good return for 3 months. |
New stocks for this month:
| Ticker | Bought | Sold | Return | |
|---|---|---|---|---|
| BZH | $146.19 | $N/A | N/A% | Beazer Homes. Again. I keep buying and selling this one. |
| DXYN | $17.94 | $N/A | N/A% | Dixie Group, Inc. Did I buy the Dixie Chicks? Checking… checking… bah. It’s a carpet manufacturer. |
| PRXL | $23.89 | $N/A | N/A% | Parexel International. Never heard of them. They’re a biopharmaceutical services company. Like I need one of those. |
| RDA | $16.09 | $N/A | N/A% | Reader’s Digest Association. Y’all go buy some Reader’s Digests this month, y’hear? |
| RYL | $63.18 | $N/A | N/A% | The Ryland Group, yet another homebuilder. |
| TOL | $76.90 | $N/A | N/A% | Toll Brothers, Inc. Tollhouse cookies, maybe? I’ll go look them up… dang it, no chocolate for me. They make homes, too. |
New options for this month:
| Ticker | Bought | Sold | Return |
|---|---|---|---|
| No new options until October. | |||
Next trade will be February 28.
Chasing the Wind 
Oh goody. The CREE calls (.CQRFI) fell to a nickel today. That’s a loss of 98.2%. Oops.
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