Mechanical Investing for February 2007

Yeah, I know I said the next trade would be February 5, but I had some time at lunch today. Monday is Monday, and it’s close enough to the first of the month. A small tweak; I’m switching from the H52EarnPS to the H52EgPS for some of the stocks, but I don’t expect it’ll make a lot of difference.

The market continues to improve, and yay, I’m beating the market again –

  • Last 4 weeks: +2.5%
  • Last 3 months: +2.5%
  • Last 12 months: +0.5%
  • Year to date: +2.1% (Dow is +0.3% ytd from 12,463)
  • Annualized Return: +15.0%

Holding for another month:

Ticker Bought Now Months Return  
AKS $16.49 $20.08 2 +21.8% AK Steel Holding Corp. From the Peg_Minimalist screen.
BAB $97.47 $107.00 2 +9.8% British Airways plc. I still own some airplanes! From the TREPPE screen.
CGB $33.50 $36.19 1 +8.0% CB Richard Ellis Group Inc. From the RSPeg2 screen.
JAS $24.53 $24.75 1 +0.9% Jo-Ann Stores. My wife says they have nice clothes. From the Screamers screen.
MCY $53.85 $52.25 3 -3.0% Mercury General Corp. I’m going to cruise it up and down this’a road. From the LPE_YLD screen.

Selling these:

Ticker Bought Sold Months Return  
KELYA $28.64 $30.04 3 +4.9% Kelly Services Inc. From the H52EarnPS screen.
KMX $54.20 $58.46 1 +7.9% CarMax Inc. From the Screamers screen.
MDR $48.50 $50.39 1 +3.9% McDermott International Inc. From the Peg_Minimalist screen.
MRO $88.85 $88.03 1 -0.01% Marathon Oil Corp. Ok, no more oil stocks for me this year. From theTREPPE screen.
SKX $33.95 $35.05 1 +3.2% Skechers USA Inc. Shoes! From the RSPeg2 screen.
SWY $31.20 $35.35 5 +13.3% Safeway Inc. From the H52EarnPS screen.
WM $44.39 $44.42 2 +0.0% Washington Mutual. From the LPE_YLD screen.

New stocks for this month:

Ticker Bought Sold Months Return  
ATI $102.14 $N/A 0 N/A% Allegheny Technologies Inc. Dang, I just sold them last month for a loss, too. From the Peg_Minimalist screen.
BGC $43.78 $N/A 0 N/A% General Cable Corp. Which of course should be abbreviated “BGC.” From the Peg_Minimalist screen.
ENR $84.79 $N/A 0 N/A% Energizer Holdings, Inc. Is this the Energizer Bunny company? Let me go look – yes! From the Screamers screen.
LEA $34.33 $N/A 0 N/A% Lear Corp. And jets, too? Aww, no, they make automobile seats, I think. From the H52EgPS screen.
MKL $484.35 $N/A 0 N/A% Markel CO Holdings Co. Don’t they ever split their stock? They’re an insurance company. From the TREPPE screen.
NAV $43.54 $N/A 0 N/A% Navistar Intl CP. They make heavy truck chassis. From the RSPeg2 screen.
PFE $26.10 $N/A 0 N/A% Pfizer Inc. From the LPE_YLD screen.

6/3 Options:

Ticker Bought Sold Months Return  
.MEHDV $0.5722 $0.85 3 +48.6% MEH Apr 12.5 Calls. Sold!
.RFYFJ $13.00 $4.80 2 -70.1% RIMM Research in Motion June 150 Calls. Not looking good, is it? Will sell in early March.
.QTCGE $13.00 $3.10 2 -76.2% TeleTech Holdings Inc. TTEC July 25 Calls. Yuck. Will sell in early March.

The next trade will be February 26.