Investments still improving; would have looked real good this month except for the ABLE and NUE stinkers. Pfft. Ptui. So far, I’m only down -0.6% for the year compared to -4.0% for the Dow.
I’m adjusting the mechanical screens a little since I’m disappointed in the YLDEARNYR screen. I dropped that one and substituted a more risky screen called “Gentle Screamers.”
Holding for another month:
| Ticker | Bought | Now | Months | Return | |
|---|---|---|---|---|---|
| BMHC | $55.40 | $70.47 | 2 | +27.2% | Building Materials Holding Corp. Best stock, 2 months in a row. |
| LCAV | $47.24 | $50.35 | 1 | +6.6N/A% | LCA Vision Inc. Lasik doctor organization. |
Selling these:
| Ticker | Bought | Sold | Months | Return | |
|---|---|---|---|---|---|
| ABLE | $21.75 | $16.35 | 1 | -24.8% | Able Energy Inc. A most monumental failure. Lost nearly a quarter of its value in 1 month. Yuck. Ptui. |
| AC | $47.05 | $47.08 | 3 | +0.0% | Alliance Capital Management. About as good as putting cash under a mattress for 3 months. |
| AET | $75.60 | $83.6614 | 2 | +10.7% | Aetna Insurance. |
| GAP | $26.25 | $28.59 | 1 | +8.9% | Great Atlantic & Pacific Tea Co Inc. |
| JCP | $51.14 | $54.56 | 1 | +6.7% | J C Penney |
| MCK | $40.64 | $44.95 | 1 | +10.6% | McKesson Corp, IT Solutions for healthcare. |
| MFE | $27.55 | $26.5 | 1 | -3.8% | McAfee. Must have caught a virus. |
| NUE | $57.77 | $46.94 | 3 | -18.7% | Nucor Corp. This loser convinced me I was done using the YLDEARNYR screen. Pfft. Ptui. The screen says I should hold on to it for yet another month. |
| PGL | $42.81 | $44.42 | 1 | +3.8% | Peoples Energy Corp. I’m probably going to regret selling this one since it looks like it was doing well. |
| PLAB | $23.59 | $24.2301 | 1 | +2.7% | Photronics Inc. |
New stocks for this month:
| Ticker | Bought | Sold | Months | Return | |
|---|---|---|---|---|---|
| ADCT | $21.66 | $N/A | 0 | N/A% | ADC Telecommunications. |
| AQNT | $17.78 | $N/A | 0 | N/A% | aQuantive Inc., a digital advertising company. I think they’re suing google over click fraud. |
| CAE | $44.24 | $N/A | 0 | N/A% | Cascade Corp. Dishwasher soap? Nope, they make attachments that go on fork lifts. |
| DENN | $5.45 | $N/A | 0 | N/A% | Denny’s. Yumm. |
| FTO | $31.62 | $N/A | 0 | N/A% | Frontier Oil Corp. |
| KBH | $75.20 | $N/A | 0 | N/A% | KB Homes again. I lost money on this one back in the spring; would have done better just holding it. |
| JWN | $35.29 | $N/A | 0 | N/A% | Nordstrom, Inc., the fashion store. JWN, of course, stands for “Nordstrom,” but using different letters. |
| LUB | $12.23 | $N/A | 0 | N/A% | Luby’s. Yumm. |
| OO | $16.87 | $N/A | 0 | N/A% | Oakley Inc., the sunglasses manufacturer. |
| WLDA | $12.43 | $N/A | 0 | N/A% | World Airways, Inc. They have 12 airplanes! |
New options for this month:
| Ticker | Bought | Sold | Weeks | Return |
|---|---|---|---|---|
| No new options until October. | ||||
The next trade will be August 1st.
Chasing the Wind 
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