Mechanical Investing for June 2006

Don’t look, Ethel! My portfolio lost 5% this month, fell behind the market as a whole, and was generally ugly to look at. So… I won’t look at it anymore. :/

  • Last 4 weeks: -5.2%
  • Last 3 months: -3.8%
  • Year to date: -1.1% (Dow is +4.2% ytd from 10,718)
  • Last 12 months:+0.5%

Holding for another month:

Ticker Bought Now Months Return  
DDS $26.04 $28.34 1 +8.8% Dillard’s Inc. From the H52EARNPS screen.
FDG $41.01 $33.56 3 -18.1% Fording Canadian Coal Trust, from the YLDEARNYR screen. I think I’m going to drop this screen, it hasn’t worked out well.
HCC $34.24 $30.48 2 -11.2% HCC Insurance Holdings, from the LowPE_ZLTD screen.
HOC $38.225 $43.87 2 +14.8% Holly Corp. Split 2:1 this month, from the LowPEZLTD screen.
SWFT $30.42 $28.55 1 -6.1% Swift transportation Company Incorporated. From the TRPPE screen.
UNTD $14.69 $11.88 5 -19.1% United Online Inc. The other terrible selection from the YLDEARNYR screen. And it’s still there.

Selling these:

Ticker Bought Sold Months Return  
BAC $45.98 $49.38 3 +7.4% Bank of America Corp. Hey, I own a bank. From the LPE_YLD screen.
CRS $125.09 $117.55 1 -6.0% Carpenter Technology Company. From the TRPPE screen.
GDI $38.95 $38.51 1 -1.1% Gardner Denver, Inc. 2:1 split. From the TREPPE screen.
TNB $57.80 $58.10 1 +0.5% Thomas & Betts Corp. From the TREPPE screen.
TWTR $8.98 $7.00 1 -22.0% Tweeter Home Entertainment. From the H52EarnPS screen.
ZRAN $27.31 $25.30 1 -7.4% Zoran Corporation. From the Screamers screen.

New stocks for this month:

Ticker Bought Sold Months Return  
AL $51.83 $N/A 0 N/A% Alcan Inc. From the TREPPE screen.
AP $34.99 $N/A 0 N/A% Ampco-Pittsburgh Corp. Sounds like a football game. From the Screamers screen.
CMA $55.03 $N/A 0 N/A% Comerica, Inc. Sold 1 bank, bought 2. This one is back from the LPEYLD screen.
GPI $60.70 $N/A 0 N/A% Group 1 Automotive. This is as close as I get to working on my own car. From the H52EarnPS screen.
HANS $186.07 $N/A 0 N/A% Hansen Natural Corp. Better than the unnatural corp. From the Screamers screen.
WM $45.96 $N/A 0 N/A% Washington Mutual returns to the lineup. From the LPE_YLD screen.

The next trade will be July 3rd.