The latest bull market shows some signs of slowing, but it’s mixed. Three month returns are positive but less than the previous month. But 1 week returns are high, and the market is up high this morning. But hey, I’m beating the market again.
🙂
- Last 4 weeks: +1.4%
- Last 3 months: +9.0%
- Last 12 months: +9.2%
- Year to date: +8.4% (Dow is +8.3% ytd from 12,463)
Holding for another month:
| Ticker | Bought | Now | Months | Return | |
|---|---|---|---|---|---|
| MCY | $53.85 | $55.50 | 8 | +3.1% | Mercury General Corp. From the LPE_YLD screen. It’s fading… fading… |
| MDR | $79.63 | $85.04 | 1 | +6.8% | McDermott International. From the Screamers screen, but now it’s on the RSPeg2 screen. |
| PKOH | $20.80 | $28.93 | 2 | +39.1% | Park-Ohio Holdings Corp. Zoom! From the H52EgPS screen, but now also on RSPeg2, TREPPE, and Screamers. I sold off a portion to rebalance. |
| PFE | $26.10 | $25.69 | 5 | -1.6% | Pfizer Inc. From the LPE_YLD screen. Looks like a loss, but with dividends, it’s up 2.9%. |
| RNR | $58.99 | $61.61 | 1 | +4.4% | RenaissanceRe Holdings. From the Peg_Minimalist screen. Renaissance Holdings… could it be a codpiece? No, it’s insurance and reinsurance. |
| RS | $46.37 | $57.24 | 3 | +23.4% | Reliance Steel and Aluminum Co. From the TREPPE screen. Fading… fading… |
Selling these:
| Ticker | Bought | Sold | Months | Return | |
|---|---|---|---|---|---|
| AVT | $36.40 | $41.46 | 4 | +13.9% | Avnet Inc. From the RSPeg2 screen, but now also on TRPPE and H52EgPS. It gave back some of the winnings near the end, so i guess it’s out of steam. |
| BUCY | $70.05 | $73.10 | 1 | +4.4% | Bucyrus International Inc. From the RSPeg2 screen. Bye-bye, Bucky. |
| CRDN | $68.27 | $75.16 | 1 | +10.1% | Ceradyne Inc. From the TREPPE screen. Very nice for 1 month; odd it’s no longer on the screens. |
| CRY | $14.55 | $13.28 | 1 | -8.7% | CryoLife Inc. From the Screamers screen. Eww. Biomaterials, implantable devices, and BioGlue made from bovine blood protein. I’m not going to cry that it’s gone. |
| LTR | $47.81 | $51.86 | 2 | +8.5% | Loews Corp. From the Peg-Minimalist screen. |
| NAFC | $39.22 | $50.36 | 2 | +28.4% | Nash Finch Co. From the H52EgPS screen. Zoom! But gone. |
New stocks for this month:
| Ticker | Bought | Sold | Months | Return | |
|---|---|---|---|---|---|
| CAE | $82.51 | $N/A | 0 | N/A% | Cascade Corp. Dishwasher soap? Probably not. Material handling equipment. From the Screamers screen. |
| CMCO | $34.14 | $N/A | 0 | N/A% | Ah, Columbus-McKinnon is back. From the RSPeg2 screen. |
| MCK | $59.51 | $N/A | 0 | N/A% | McKesson Corp is back. From the H52EgPS screen. |
| PENX | $30.45 | $N/A | 0 | N/A% | Penford Corp. From the Screamers screen. |
| PFGC | $32.98 | $N/A | 0 | N/A% | Performance Food. From the H52EgPS screen. Sounds like maybe they race bananas. |
| XL | $84.73 | $N/A | 0 | N/A% | XL Capital Ltd. You can tell it’s a cool company because it starts with ‘X’. From the Peg_Minimalist screen. |
6/3 Options:
| Ticker | Bought | Sold | Months | Return | |
|---|---|---|---|---|---|
| No more options until October. |
The next trade will be July 30.
Chasing the Wind 
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