Chasing the Wind

News. Faith. Nonsense.

Mechanical Investing for November 2006

The Michael Investing Club (number of members: 1) did OK in October. It’s nice to see positive numbers again, though I’m still lagging the market.

  • Last 4 weeks: +5.1%
  • Last 3 months: +4.1%
  • Year to date: +0.6% (Dow is +12.4% ytd from 10,718)
  • Last 12 months:-0.2%

Holding for another month:

Ticker Bought Now Months Return  
CMA $55.03 $58.00 5 +5.4% Comerica, Inc. From the LPEYLD screen.
KR $23.13 $22.58 1 -2.3% Kroger Co. From the H52EarnPS screen.
OMG $45.91 $57.18 1 +24.5% O M Group Inc. Originally from the TREPPE screen, now also on Screamers and Peg-Minimum.
SWY $31.20 $29.38 2 -5.8% Safeway Inc. From the H52EarnPS screen.

Selling these:

Ticker Bought Sold Months Return  
CPY $47.99 $47.23 1 -1.6% C P I Corp. From the Screamers screen.
EME $49.17 $59.07 4 +20.1% EMCOR Group, Inc. From the H52EarnPS screen. Can’t be too upset with that.
GYMB $43.48 $46.77 1 +7.6% Gymboree Corp. From the Screamers screen.
HOC $44.31 $46.76 2 +5.5% Holly Corp. From the LowPEZLTD screen.
PCCC $8.38 $10.71 3 +27.8% PC Connection Inc. From the H52EarnPS screen.
SHW $55.72 $59.18 1 +6.2% Sherwin Williams Co. From the TREPPE screen.
TROW $47.66 $47.33 1 -0.7% T Rowe Price Group Inc. From the LowPE_ZLTD screen.
WM $45.96 $42.19 5 -8.2% Washington Mutual. From the LPE_YLD screen.

New stocks for this month:

Ticker Bought Sold Months Return  
BAC $54.05 $N/A 0 N/A% Bank of America. I held this earlier this year for a nice profit. From the LPE_YLD screen.
ILMN $43.96 $N/A 0 N/A% Illumina, Inc. I held this in January for a nice little profit. From the Screamers screen.
KELYA $28.64 $N/A 0 N/A% Kelly Services Inc. I held this in late 2005 for a 6.7% loss; let’s see if I get my money back. From the H52EarnPS screen.
LYO $25.46 $N/A 0 N/A% Lyondell Chemical Company. I thought we were done with oil stocks. From the H52EarnPS screen.
MTW $54.09 $N/A 0 N/A% Manitowoc Company, Inc. Sounds… Indian? Canadian? Manatee? From the Peg-Minimalist screen.
PWR $18.39 $N/A 0 N/A% Quanta Services. Why does the ticker symbol start with P? From the Peg-Minimalist screen.
RIMM $117.05 $N/A 0 N/A% Research in Motion. I held this in late 2004 for a 24.7% profit; let’s see if it’s a repeat 2 years later. From the Screamers screen.
TSM $9.66 $N/A 0 N/A% Taiwan Semiconductor Mfg. If China invades Taiwan, now you know why I’ll be upset. From the LPE_YLD screen.

6/3 Options:

Ticker Bought Sold Months Return  
.GPIAK $3.50 $4.90 3 +40.0% GPI Group One Jan 55 Calls. Sold, early November.
.IQACH $6.60 $8.30 3 +25.6% ILMN Illumina Inc Mar 40 Calls. Was a -57% loss until a few weeks ago. Sold, early November.
.AEMBI $3.80 $1.70 2 -55.3% AEM (Agnico-Eagle Mines Ltd) Feb 45 Calls. Will sell in early December.
.SEUCH $5.00 $6.80 2 +36.0% SHOO Steve Madden Ltd Mar 40 Calls. Will sell in early December.
.QEICL $2.60 $2.45 1 -5.7% SEICT (S E I Inv Corp) Mar 60 Calls. Will sell in early January.
.TDG $0.89 $1.50 1 +68.5% T AT&T Apr 35 Calls. Will sell in early January.
.MEHDV $0.5722 $N/A 0 N/A% MEH Apr 12.5 Calls. Will sell in early February.
.ATIDQ $6.60 $N/A 0 N/A% ATI Apr 85 Calls. Will sell in early February.

The next trade will be November 27.

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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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