Mechanical Investing for January 2007

Well, I *was* going to trade yesterday, but the markets were closed. Flags are flying at half-mast, and I assume it’s because we’re mourning for former President Ford and not for Saddam Hussein.

Let’s check the numbers –

  • Last 4 weeks: +0.5%
  • Last 3 months: +3.7%
  • Last 12 months: +1.1% (Dow was +16.3% for 2006 which surprised everyone, I think)
  • Year to date: +0.0% (Dow is +0.0% ytd from 12,463)
  • Annualized Return: +14.0%

Holding for another month:

Ticker Bought Now Months Return  
AKS $16.49 $16.69 1 +1.2% AK Steel Holding Corp. From the Peg_Minimalist screen.
BAB $97.47 $106.00 1 +8.6% British Airways plc. I still own some airplanes! From the TREPPE screen.
KELYA $28.64 $29.52 2 +3.1% Kelly Services Inc. From the H52EarnPS screen.
MCY $53.85 $53.88 1 +0.0% Mercury General Corp. I’m going to cruise it up and down this’a road. From the LPE_YLD screen.
SWY $31.20 $33.80 4 +8.3% Safeway Inc. From the H52EarnPS screen.
WM $44.39 $45.74 1 +3.0% Washington Mutual. From the LPE_YLD screen.

Selling these:

Ticker Bought Sold Months Return  
ATI $93.41 $88.80 1 -4.9% Allegheny Technologies Inc. From the RSPeg2 screen.
BRCD $9.09 $8.33 1 -8.4% Brocade Communications Systems Inc. From the RSPeg2 screen.
IFSIA $15.37 $14.89 1 -3.1% Interface Inc. From the Peg_Minimalist screen.
NTY $35.81 $40.17 1 +12.2% NBTY Inc. From the Screamers screen.
OSTE $5.77 $5.38 1 -6.8% Osteotech Inc. From the Screamers screen.
STA $51.26 $54.05 1 +5.4% St. Paul Travelers Companies Inc. From the TREPPE screen.

New stocks for this month:

Ticker Bought Sold Months Return  
CGB $33.50 $N/A 0 N/A% CB Richard Ellis Group Inc. From the RSPeg2 screen.
JAS $24.53 $N/A 0 N/A% Jo-Ann Stores. My wife says they have nice clothes. From the Screamers screen.
KMX $54.20 $N/A 0 N/A% CarMax Inc. From the Screamers screen.
MDR $48.50 $N/A 0 N/A% McDermott International Inc. From the Peg_Minimalist screen.
MRO $88.85 $N/A 0 N/A% Marathon Oil Corp. Funny, I’ve held this in Aug 2005 and Sept 2006 for a loss. Third time’s a charm, maybe. From theTREPPE screen.
SKX $33.95 $N/A 0 N/A% Skechers USA Inc. Shoes! From the RSPeg2 screen.

6/3 Options:

Ticker Bought Sold Months Return  
.QEICL $2.60 $2.31 3 -11.1% SEICT (S E I Inv Corp) Mar 60 Calls. Sold.
.TDG $0.89 $1.54 3 +73.0% T AT&T Apr 35 Calls. Sold!
.MEHDV $0.5722 $0.60 2 +4.8% MEH Apr 12.5 Calls. Will sell in early February.
.ATIDQ $6.60 $11.12 2 +68.5% ATI Apr 85 Calls. Sold early since it’s lost momentum.
.RFYFJ $13.00 $7.80 1 -40% RIMM Research in Motion June 150 Calls. Not looking good, is it? Will sell in early March.
.QTCGE $13.00 $2.45 1 -81.1% TeleTech Holdings Inc. TTEC July 25 Calls. Yuck. Will sell in early March.

The next trade will be February 5.

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