Chasing the Wind

News. Faith. Nonsense.

Mechanical Investing for June 2007

First day back from vacation and immediately jumped into trading this month’s stocks. Still positive, though the Dow Jones index has caught up to me.

  • Last 4 weeks: +3.2%
  • Last 3 months: +12.2%
  • Last 12 months: +5.2%
  • Year to date: +7.5% (Dow is +9.4% ytd from 12,463)

Holding for another month:

Ticker Bought Now Months Return  
AVT $36.40 $43.31 3 +19.0% 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.
LTR $47.81 $51.50 1 +7.7% Loews Corp. From the Peg-Minimalist screen. What’s funny to me is that last month I thought this was the hardware store Lowes, but it’s the movie theater chain. 😛
MCY $53.85 $57.29 7 +6.4% Mercury General Corp. From the LPE_YLD screen.
NAFC $39.22 $49.66 1 +26.6% Nash Finch Co. From the H52EgPS screen.
PKOH $20.80 $23.97 1 +15.2N/A% Park-Ohio Holdings Corp.. From the H52EgPS screen.
PFE $26.10 $27.64 4 +5.9% Pfizer Inc. From the LPE_YLD screen.
RS $46.37 $62.31 2 +34.4% Reliance Steel and Aluminum Co. From the TREPPE screen.

Selling these:

Ticker Bought Sold Months Return  
AKS $16.49 $35.43 6 +114.9% AK Steel Holding Corp. From the Peg_Minimalist screen, but now also on RSPeg2 and Screamers. Aww, I’m going to miss this one since it doubled while I held it.
AP $36.73 $37.53 1 +2.1% Ampco-Pittsburgh. From the Peg_Minimalist screen.
FEIC $34.38 $36.45 3 +6.0% FEI Co. Kewl, nanobots! From the RSPeg2 screen.
PCU $70.90 $93.16 2 +31.4% Southern Copper Corp, which of course is abbreviated “PCU.” From the TREPPE screen.
SGP $31.61 $32.30 1 +2.2% Schering Plough. From the Screamers screen.

New stocks for this month:

Ticker Bought Sold Months Return  
BUCY $70.05 $N/A 0 N/A% Bucyrus International Inc. From the RSPeg2 screen.
CRDN $68.27 $N/A 0 N/A% Ceradyne Inc. From the TREPPE screen. Bought this back in 2005 at $46 and sold for $50 6 months later.
CRY $14.55 $N/A 0 N/A% CryoLife Inc. From the Screamers screen. Eww. Biomaterials, implantable devices, and BioGlue made from bovine blood protein.
MDR $79.63 $N/A 0 N/A% McDermott International. From the Screamers screen. I had this just a few months ago when I bought at $48.50 and sold at $50.39.
RNR $58.99 $N/A 0 N/A% RenaissanceRe Holdings. From the Peg_Minimalist screen. Renaissance Holdings… could it be a codpiece? No, it’s insurance and reinsurance.

6/3 Options:

Ticker Bought Sold Months Return  
No more options until October.

The next trade will be July 2.

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Michael

Follower of Jesus, conservative, freedom-loving patriot.

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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 chasingthewind@outlook.com.

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