Chasing the Wind

News. Faith. Nonsense.

Mechanical Investing for May 2007

Stock trading day again; still positive, still beating the market. In fact, returns are looking pretty darn good.

  • Last 4 weeks: +5.9%
  • Last 3 months: +8.0%
  • Last 12 months: +4.0%
  • Year to date: +6.6% (Dow is +5.3% ytd from 12,463)
  • Annualized Return: +82.8% (Someday I need to go find out what this number is. 🙂 )

Holding for another month:

Ticker Bought Now Months Return  
AKS $16.49 $31.97 5 +93.9% AK Steel Holding Corp. From the Peg_Minimalist screen, but now also on RSPeg2 and Screamers. Not much to be unhappy with here. 🙂
AVT $36.40 $41.72 2 +14.6% Avnet Inc. From the RSPeg2 screen, but now also on TRPPE and H52EgPS. I sold off about 15% though just to trim back this position.
FEIC $34.38 $37.81 2 +10.0% FEI Co. Kewl, nanobots! From the RSPeg2 screen.
MCY $53.85 $54.28 6 +0.8% Mercury General Corp. From the LPE_YLD screen. That’s a long time to hold a stock that ain’t doin’ nothin’.
PCU $70.90 $81.84 1 +15.4% Southern Copper Corp, which of course is abbreviated “PCU.” From the TREPPE screen.
PFE $26.10 $26.72 3 +2.4% Pfizer Inc. From the LPE_YLD screen.
RS $46.37 $60.39 1 +30.2% Reliance Steel and Aluminum Co. From the TREPPE screen.

Selling these:

Ticker Bought Sold Months Return  
ATI $102.14 $112.40 3 +10.0% Allegheny Technologies Inc. From the Peg_Minimalist screen.
BIG $32.20 $32.62 1 +1.3% Big Lots! Little Gains! From the Screamers screen.
IM $20.20 $19.84 2 -1.8% Ingram Micro. From the H52EgPS screen.
JSDA $21.64 $25.63 0.75 +18.4% Jones Soda Company. From the Screamers screen. I actually sold this last week (there’s a comment on last month’s post) because it looked speculative to me. It peaked at $30 and started dropping and wasn’t on the screens anymore as of last week. It dropped all the way to $23 and it’s back up to $24.50 today, but it’s off the screens now.
RYI $39.39 $42.72 1 +8.5% Ryerson Inc returns, from the H52EgPS screen.

New stocks for this month:

Ticker Bought Sold Months Return  
AP $36.73 $N/A 0 N/A% Ampco-Pittsburgh. From the Peg_Minimalist screen.
LTR $47.81 $N/A 0 N/A% Loews Corp. My wife will be happy. Go buy some hardware, honey! From the Peg-Minimalist screen.
NAFC $39.22 $N/A 0 N/A% Nash Finch Co. From the H52EgPS screen.
PKOH $20.80 $N/A 0 N/A% Park-Ohio Holdings Corp.. From the H52EgPS screen. I had this a long time ago, sold it in December 2004 for $21.86
SGP $31.61 $N/A 0 N/A% Schering Plough. From the Screamers screen.

6/3 Options:

Ticker Bought Sold Months Return  
No more options until October.

The next trade will be June 4.

One response to “Mechanical Investing for May 2007”

  1. […] In fact, returns are looking pretty darn good. Last 4 weeks: +5.9% Last 3 months: +8.0% Last 12 months: +4.0% Year to date: +6.6% Annualized Return: +82.8% Holding for another month: Ticker Bought Now Months … via Chasing the Wind […]


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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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