Mechanical Investing for September 2006

The old portfolio has stabilized and erased nearly all of the losses from July. I’m glad I dropped that YLDEARNYR screen; things would look far more rosy if I hadn’t used it. THe Mechanical Investing forum is discussing the reliability of these screens with varied start dates, and it’s probable I’ll make some adjustments when January comes around. For now, though, I’m happy the losses are gone, and now let’s see if I can catch back up to the market as a whole the next few months.

  • Last 4 weeks: +3.9%
  • Last 3 months: -0.1%
  • Year to date: -0.8% (Dow is +7.1% ytd from 10,718)
  • Last 12 months:+0.3%

Holding for another month:

Ticker Bought Now Months Return  
CMA $55.03 $58.36 3 +6.1% Comerica, Inc. From the LPEYLD screen.
EME $49.17 $55.96 2 +13.8% EMCOR Group, Inc. From the H52EarnPS screen.
KG $16.99 $16.34 1 -3.8% King Pharmaceuticals. From the LowPEZLTD screen.
WM $45.96 $42.63 3 -7.2% Washington Mutual. From the LPE_YLD screen, now the YLDEARNYR screen I don’t like.

Selling these:

Ticker Bought Sold Months Return  
CMI $121.82 $117.95 1 -3.2% Cummins, Inc. From the TREPPE screen.
COKE $58.18 $59.44 1 +2.2% Coca-Cola. Didn’t get to hold on to that long, did I? From the Screamers screen.
DDS $26.04 $32.10 4 +23.3% Dillard’s Inc. From the H52EARNPS screen. I’ll miss this one. *sniff*
ISSX $23.67 $27.66 1 +16.9% Internet Security Systems Inc. From the SOS_Ancer screen. Not bad for 1 month.
KMX $35.02 $37.61 1 +7.4% CarMax, Inc. From the TREPPE screen.
NITE $15.33 $18.08 2 +17.9% Knight Capital Group, Inc. From the LowPEZLTD screen.
NTY $29.47 $29.57 1 +0.0% NBTY Inc. From the Screamers screen.
VOL $48.50 $41.25 2 -14.9% Volt Information Sciences. Ouch. From the Screamers screen, now on the H52EarnPS screen.

New stocks for this month:

Ticker Bought Sold Months Return  
GRMN $47.13 $N/A 0 N/A% Garmin LTD. I just bought a GPS from them, cool. From the LowPEZLTD screen.
HOC $44.31 $N/A 0 N/A% Holly Corp. From the LowPEZLTD screen.
IWOV $10.99 $N/A 0 N/A% Interwoven Inc. From the Screamers screen.
LSCC $7.39 $N/A 0 N/A% Lattice Semiconductor. From the Screamers screen.
MRO $82.95 $N/A 0 N/A% Marathon Oil Corp. From the TREPPE screen.
NBL $49.53 $N/A 0 N/A% Noble energy Inc. From the TREPPE screen.
PCCC $8.38 $N/A 0 N/A% PC Connection Inc. From the H52EarnPS screen.
SWY $31.20 $N/A 0 N/A% Safeway Inc. From the H52EarnPS screen.

6/3 Options:

Ticker Bought Sold Months Return  
.GPIAK $3.50 $1.55 1 -55.7% GPI Group One Jan 55 Calls. Will sell in early November.
.IQACH $6.60 $4.70 1 -28.8% ILMN Illumina Inc Mar 40 Calls. Will sell in early November.
.IBSBF $0.00 $N/A 0 N/A% HANS Feb’07 30’s Calls. Will sell in early December. I haven’t actually bought this one yet, there’s a “Market Rejected” message. I’ll put the price in later once the purchase goes through. (The broker tells me the SEC didn’t approve these options so they can’t be sold. Interesting. I’ll buy something else.
.AEMBI $3.80 $N/A 0 N/A% AEM (Agnico-Eagle Mines Ltd) Feb 45 Calls. Will sell in early December.
.SEUCH $5.00 $N/A 0 N/A% SHOO Steve Madden Ltd Mar 40 Calls. Will sell in early December.

The next trade will be October 2.

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