Mechanical Investing for October 2007

The news says this last month, will all the credit crunch and housing speculation, was one of the most volatile on record. I tried not to look until today, but it appears this portfolio weathered the storm ok. In fact, things are looking good enough I plan on diversifying a little and buy more stocks than I sell today, spreading the risk out a little.

  • Last 4 weeks: 7.4%
  • Last 3 months: 8.8%
  • Last 12 months: +13.2%
  • Year to date: +12.7% (Dow is +12.3% ytd from 12,463)

Holding for another month:

Ticker Bought Now Months Return  
MCY $53.85 $53.85 11 +0.0% Mercury General Corp. Sort of like putting it under a mattress. From the LPE_YLD screen.
MDR $39.815s $55.42 4 +39.2% McDermott International. From the Screamers screen, then the RSPeg2 screen, but now the TREPPE screen. Split-adjusted.
NOV $64.53s $73.18 1 +13.4% National Oilwell Varco Inc. From the Peg_Minimalist screen. Split-adjusted.
PFE $26.10 $24.89 8 -4.6% Pfizer Inc. From the LPE_YLD screen. Looks like a loss, but with dividends, it’s actually break even.
RDEN $24.76 $27.59 1 +11.4% Elizabeth Arden Inc. From the Peg_Minimalist screen.
SIGM $43.82 $49.349 1 +12.6% Sigma Designs, Inc, a tech-video company. From the Screamers and RSPeg2 screens.

Selling these:

Ticker Bought Sold Months Return  
ARTC $57.39 $55.91 1 -2.6% Arthrocare Corp. From the RSPeg2 screen.
CLB $101.74 $127.56 2 +25.3% Core Laboratories NV. From the Peg_Minimalist screen.
FDP $27.61 $29.76 2 +7.85.0% Fresh Del Monte Produce Inc. From the H52EgPS screen.
FOSL $33.95 $38.42 1 +13.1% Fossil Inc. From the Screamers screen.
PKOH $20.80 $27.54 5 +32.4% Park-Ohio Holdings Corp. Originally from the H52EgPS screen, then RSPeg2, but now TREPPE.
SFD $32.76 $32.02 1 -2.2% Smithfield Foods Inc. From the H52EgPS screen.

New stocks for this month:

Ticker Bought Sold Months Return  
ARTC $57.39 $N/A 0 N/A% Arthrocare Corp. From the RSPeg2 screen.
AXYS $31.37 $N/A 0 N/A% Axsys Technologies. From the Screamers screen.
CASY $28.42 $N/A 0 N/A% Casey’s General Stores. From the H52EarnPS screen.
CMI $132.58 $N/A 0 N/A% CUMMINS INC. From the TREPPE screen.
DO $114.11 $N/A 0 N/A% Diamond Offshore Drilling. From the Peg_Minimalist screen.
FCX $110.86 $N/A 0 N/A% FREEPORT-MCMORAN COPPER & GOLD. From the H52EarnPS screen.
FMER $20.13 $N/A 0 N/A% FirstMerit Corp. From the LPE_YLD screen.
KWR $23.86 $N/A 0 N/A% Quaker Chemical. From the H52EarnPS screen.
NOK $37.82 $N/A 0 N/A% Nokia. From the RSPeg2 screen.
NSIT $26.26 $N/A 0 N/A% INSIGHT ENTERPRISES INC. From the H52EarnPS screen.
PENX $37.83 $N/A 0 N/A% PENFORD CORP. From the RSPeg2 screen.
TPX $36.62 $N/A 0 N/A% TempurPedic. From the Screamers screen.
WTNY $26.77 $N/A 0 N/A% WHITNEY HLDG CORP. From the LPE_YLD screen.

6/3 Options:

Ticker Bought Sold Months Return  
MDRBA $7.38 $7.80 1 +5.7% MDR Feb 2008 Calls. Sell in early December.
RZJDC $14.00 $14.90 1 +6.4% GRMN Apr 2008 Calls. Sell in early December.
AXVDJ $27.30 $N/A 0 N/A% ISRG Apr 2008 250 Calls. Sell in early January.
RULAA $8.70 $N/A 0 N/A% RIMM Mar 2008 106.62 Calls. Sell in early January.

The next trade will be November 5.

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