Mechanical Investing for July 2006

June was another particular ugly month for investing, and there were significant losses by mid-June. I try to remember I have a longer time frame; I’m 20+ years from retirement and I’m certain this is my best investment vehicle. Sure, I’ll have some losses, but I hope the wins are even bigger. Fortunately by the end of the month all of the losses had been erased; the portfolio was up over 5% just in the last week. Still trailing the market, though; the stocks selected by the YLDEARNYR screen have not performed well.

  • Last 4 weeks: +1.6%
  • Last 3 months: -3.2%
  • Year to date: -1.3% (Dow is +4.7% ytd from 10,718)
  • Last 12 months:-0.2%

Holding for another month:

Ticker Bought Now Months Return  
AP $34.99 $29.21 1 -16.5% Ampco-Pittsburgh Corp. Originally from the Screamers screen, it’s now on the YLDEARNYR screen, the screen I don’t like.
CMA $55.03 $52.73 1 -4.2% Comerica, Inc. This one is back from the LPEYLD screen.
DDS $26.04 $31.90 2 +22.5% Dillard’s Inc. From the H52EARNPS screen. I sold off a small portion to keep things balanced.
FDG $41.01 $31.12 4 -24.1% Fording Canadian Coal Trust, from the YLDEARNYR screen. Another bad month for this screen.
SWFT $30.42 $33.49 2 +10.9% Swift transportation Company Incorporated. Last month’s -6.1% loss was erased nicely. From the TRPPE screen.
WM $45.96 $46.23 1 +0.6% Washington Mutual. From the LPE_YLD screen.

Selling these:

Ticker Bought Sold Months Return  
AL $51.83 $47.14 1 -9.0% Alcan Inc. From the TREPPE screen.
GPI $60.70 $57.21 1 -5.7% Group 1 Automotive. From the H52EarnPS screen.
HANS $186.07 $198.56 1 +6.7% Hansen Natural Corp. This one went up and down like a roller coaster. From the Screamers screen.
HCC $34.24 $29.46 3 -14.0% HCC Insurance Holdings, from the LowPE_ZLTD screen.
HOC $38.225 $47.80 3 +25.0% Holly Corp. Split 2:1, from the LowPEZLTD screen.
UNTD $14.69 $11.99 6 -18.4% United Online Inc. The other terrible selection from the YLDEARNYR screen.

New stocks for this month:

Ticker Bought Sold Months Return  
CELL $13.60 $N/A 0 N/A% Brightpoint, Inc. From the LowPEZLTD screen.
EME $49.17 $N/A 0 N/A% EMCOR Group, Inc. From the H52EarnPS screen.
FSII $6.94 $N/A 0 N/A% FSI International, Inc. From the Screamers screen.
NITE $15.33 $N/A 0 N/A% Knight Capital Group, Inc. From the LowPEZLTD screen.
OXY $104.52 $N/A 0 N/A% Occidental Petroleum Corp. From the TREPPE screen.
VOL $48.50 $N/A 0 N/A% Volt Information Sciences. Sounds like a high school science fair project. From the Screamers screen.

The next trade will be July 31st if I can, otherwise it’ll have to be August 7.

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