Chasing the Wind

News. Faith. Nonsense.

Mechanical Investing for May 2006

Bah. Some of the other investors in Mechanical Investing did much better than I did this month. I somehow think that’s just the luck of the draw; which screens they’ve selected and when they trade. My benchmark is the market as a whole and I’ve fallen behind a little further this month.

  • Last 4 weeks: +0.0%
  • Last 3 months: -4.5%
  • Year to date: -0.2% (Dow is +6.4% ytd from 10,718)
  • Last 12 months:+1.5%

Holding for another month:

Ticker Bought Now Months Return  
BAC $45.98 $49.58 2 +7.8% Bank of America Corp. Hey, I own a bank. From the LPE_YLD screen.
FDG $41.01 $37.68 2 -8.1% Fording Canadian Coal Trust, from the YLDEARNYR screen.
HCC $34.24 $33.44 1 -2.3% HCC Insurance Holdings.
HOC $76.45 $75.80 1 -0.85% Holly Corp. From the LowPEZLTD screen.
UNTD $14.69 $13.07 4 -11.0% United Online Inc. From the YLDEARNYR screen.

Selling these:

Ticker Bought Sold Months Return  
AH $58.86 $61.73 2 +4.9% Armor Holdings.
CMA $59.03 $56.32 1 -4.6% Comerica Inc. Blech.
CMC $54.51 $55.55 1 +1.9% Commercial Metals Company.
EMKR $10.18 $10.83 1 +6.4% Emcore Corp. From the “Screamers” mechanical list.
IM $19.77 $18.34 4 -7.2% Ingram Micro Inc. Blech.
JDSU $4.11 $3.51 1 -14.6% JDS Uniphase. Double blech.
SPY $128.58 $131.32 3 +2.1% SPDRs.
TEN $23.33 $23.77 2 +1.9% Tenneco, Inc.

New stocks for this month:

Ticker Bought Sold Months Return  
CRS $125.09 $N/A 0 N/A% Carpenter Technology Company. Heh, CRS stands for something rude, too. From the TRPPE screen.
DDS $26.04 $N/A 0 N/A% A dentist? No, Dillard’s Inc. From the H52EARNPS screen.
GDI $77.90 $N/A 0 N/A% Gardner Denver, Inc. From the TREPPE screen.
SWFT $30.42 $N/A 0 N/A% Swift transportation Company Incorporated. From the TRPPE screen.
TNB $57.80 $N/A 0 N/A% Thomas & Betts Corp. From the TREPPE screen.
TWTR $8.98 $N/A 0 N/A% Tweeter Home Entertainment. Ooh, I want a plasma HDTV. From the H52EarnPS screen.
ZRAN $27.31 $N/A 0 N/A% Zoran Corporation, from the planet Zeltoid, no doubt. From the Screamers screen.

The next trade will be June 5th.

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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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