Stock trading day again, and even with the whipsaws up and down, I’m still positive this month and beating the market. Yay!
- Last 4 weeks: +0.9%
- Last 3 months: +3.8%
- Last 12 months: +1.7%
- Year to date: +3.6% (Dow is -.47% ytd from 12,463)
- Annualized Return: +73.2% (This number looks really, really fish, but it’s what Moneycentral.msn.com is reporting)
Holding for another month:
| Ticker | Bought | Now | Months | Return | |
|---|---|---|---|---|---|
| AKS | $16.49 | $23.27 | 4 | +41.1% | AK Steel Holding Corp. From the Peg_Minimalist screen, but now also on RSPeg2. I sold off about 30% of it because it’s grown so much. |
| ATI | $102.14 | $107.41 | 2 | +5.2% | Allegheny Technologies Inc. From the Peg_Minimalist screen. |
| AVT | $36.40 | $37.50 | 1 | +3.0% | Avnet Inc. From the RSPeg2 screen, but now also on TRPPE, H52EgPS, and Peg_Minimalist. |
| FEIC | $34.38 | $36.02 | 1 | +4.7% | FEI Co. Kewl, nanobots! From the RSPeg2 screen. |
| IM | $20.20 | $19.67 | 1 | -2.6% | Ingram Micro. From the H52EgPS screen. |
| MCY | $53.85 | $53.45 | 5 | -0.7% | Mercury General Corp. From the LPE_YLD screen. That’s a long time to hold a stock that ain’t doin’ nothin’. |
| PFE | $26.10 | $25.51 | 2 | -2.2% | Pfizer Inc. From the LPE_YLD screen. |
Selling these:
| Ticker | Bought | Sold | Months | Return | |
|---|---|---|---|---|---|
| ANAD | $12.97 | $12.51 | 1 | -3.5% | Anadigics, Inc. From the Screamers screen. |
| BW | $47.70 | $48.07 | 1 | +0.8% | Brush Engineered Materials. From the Screamers screen. |
| DRS | $54.34 | $52.65 | 1 | -3.1% | DRS Technologies. From the TREPPE screen. |
| JAS | $24.53 | $26.40 | 3 | +7.6% | Jo-Ann Stores. Was from the Screamers screen, then on H52EgPS, now gone. Poof. |
| UNH | $53.02 | $56.72 | 1 | +7.0% | Unitedhealth Group, Inc. From the TREPPE screen. |
New stocks for this month:
| Ticker | Bought | Sold | Months | Return | |
|---|---|---|---|---|---|
| BIG | $32.20 | $N/A | 0 | N/A% | Big Lots! From the Screamers screen. |
| JSDA | $21.64 | $N/A | 0 | N/A% | Jones Soda Company. Organic drinks and something called WhoopAss energy drink. If I had known that I would have skipped this one, oops. From the Screamers screen. |
| PCU | $70.90 | $N/A | 0 | N/A% | Southern Copper Corp, which of course is abbreviated “PCU.” From the TREPPE screen. |
| RS | $46.37 | $N/A | 0 | N/A% | Reliance Steel and Aluminum Co. From the TREPPE screen. |
| RYI | $39.39 | $N/A | 0 | N/A% | Ryerson Inc returns, from the H52EgPS screen. |
6/3 Options:
| Ticker | Bought | Sold | Months | Return | |
|---|---|---|---|---|---|
| No more options until October. |
The next trade will be April 30.
Chasing the Wind 
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