Chasing the Wind

News. Faith. Nonsense.

Mechanical Investing for February 2006

January started with a bang, and I’m pleased with the stock selections Except for CAL; I even flew Continental to France this month and it didn’t do a thing for the stock price. 😛

Also, apparently I showed that all the stocks I bought I paid $0.00. Free stocks! No really, I’ve corrected the list this month to show the actual price paid.

  • Last 4 weeks: +8.0%
  • Last 3 months: +6.6%
  • Year to date: +8.0% (Dow is +1.9% ytd from 10,718)
  • Last 12 months:+2.4%

Holding for another month:

Ticker Bought Now Months Return  
CLF $81.4799 $106.08 3 +30.2% Cleveland-Cliffs, Inc.
CRDN $46.15 $58.99 2 +27.8% Ceradyne, Inc.
FHN $38.75 $38.10 3 -1.7% First Horizon National Corp
GT $18.10 $18.77 1 +3.7% Goodyear Tire & Rubber Co.
IM $19.77 $19.16 1 -0.3% Ingram Micro Inc.
LMS $25.76 $28.02 1 +8.8% Lamson & Sessions Co.
UNTD $14.69 $13.85 1 -5.7% United Online Inc.
RYI $19.89 $30.77 6 +54.7% Ryerson Tull Inc. Bought it under the ticker “RT”. I sold off about a third of it this morning to keep things balanced.
WM $38.54 $42.20 4 +9.5% Washington Mutual

Selling these:

Ticker Bought Sold Months Return  
CAL $21.64 $19.31 1 -10.8% Continental Airlines
DBRN $36.549 $46.13 1 +26.2% Dress Barn Inc.
SNDK $58.98 $65.25 3 +10.6% Sandisk Corp, maker of flash memory for cameras and iPods.

New stocks for this month:

Ticker Bought Sold Months Return  
ATI $51.88 $N/A 0 N/A% Allegheny Technologies Inc.
ILMN $20.82 $N/A 0 N/A% Illumina Inc.
MRK $34.18 $N/A 0 N/A% Merck & Co. Inc. Hey, look, I own a pharmaceutical company.
SPY $128.58 $N/A 0 N/A% SPDRs. I had a little trouble balancing things because there was so little turnover, so I just parked the remainder in this Spider.
TKR $36.40 $N/A 0 N/A% Timken Co.

Current Option Holdings:

Ticker Bought Sold Months Return  
.MDREI $3.50 $9.4 2 +168.6% MDR May 2006 45.00 Call, will sell 1st week of March 2006. When options work, they work really, really good. 🙂

Options Sold:

.CHKDG $3.50 $2.20 3 -37.1% CHK Apr 2006 35.00 Call. Still no luck on options this year.

The next trade will be February 27th or maybe March 6th, depending on my schedule next month.

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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

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