Mechanical Investing for November 2007

It’s my normal Monday to trade stocks; again, there’s been lots of volatility, and last Friday’s plunge took a bite out of the portfolio. Dagnabbit, just can’t quite catch up to that index though.

  • Last 4 weeks: 0.8%
  • Last 3 months: 5.2%
  • Last 12 months: +6.8%
  • Year to date: +6.5% (Dow is +8.8% ytd from 12,463)

Holding for another month:

Ticker Bought Now Months Return  
AXYS $31.37 $38.00 1 +21.1% Axsys Technologies. From the Screamers screen.
CASY $28.42 $27.69 1 -2.5% Casey’s General Stores. From the H52EarnPS screen.
FCX $110.86 $111.00 1 +0.1% FREEPORT-MCMORAN COPPER & GOLD. From the H52EarnPS screen.
MCY $53.85 $51.37 12 +-4.6% Mercury General Corp. Sort of like putting it under a mattress. From the LPE_YLD screen.
MDR $39.815s $58.52 5 +47.0% McDermott International. From the Screamers screen, then the RSPeg2 screen, but now the TREPPE screen. Split-adjusted.
SIGM $43.82 $57.93 2 +32.2% Sigma Designs, Inc, a tech-video company. From the Screamers and RSPeg2 screens.

Selling these:

CMI $132.58 $122.01 1 -7.9% CUMMINS INC. From the TREPPE screen.
DO $114.11 $112.82 1 -1.1% Diamond Offshore Drilling. From the Peg_Minimalist screen.
FMER $20.13 $19.27 1 -4.2% FirstMerit Corp. From the LPE_YLD screen.
KWR $23.86 $21.62 1 -9.3% Quaker Chemical. From the H52EarnPS screen.
NOK $37.82 $39.43 1 +4.2% Nokia. From the RSPeg2 screen.
NOV $64.53s $73.03 2 +13.1% National Oilwell Varco Inc. From the Peg_Minimalist screen. Split-adjusted.
NSIT $26.26 $20.36 1 -22.4% INSIGHT ENTERPRISES INC. From the H52EarnPS screen.
PENX $37.83 $33.44 1 -11.6% PENFORD CORP. From the RSPeg2 screen.
PFE $26.10 $23.69 9 -9.2% Pfizer Inc. From the LPE_YLD screen. Looks like a loss, but with dividends, it’s actually break even.
RDEN $24.76 $25.48 2 +2.9% Elizabeth Arden Inc. From the Peg_Minimalist screen.
TPX $36.62 $34.71 1 -5.2% TempurPedic. From the Screamers screen.
WTNY $26.77 $23.44 1 -12.4% WHITNEY HLDG CORP. From the LPE_YLD 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.
CELL $16.12 $N/A 0 N/A% Brightpoint Inc. From the H52EarnPS screen.
CY $36.15 $N/A 0 N/A% Cypress Semiconductor. From the RSPeg2 screen.
DV $53.75 $N/A 0 N/A% Devry Inc. From the Screamers screen.
GLAD $18.33 $N/A 0 N/A% Gladstone Capital Corp. From the LPE_YLD screen.
MGA $92.83 $N/A 0 N/A% Magna International Inc. From the H52EarnPS screen.
MOS $68.30 $N/A 0 N/A% Mosaic Company. From the RSPeg2 screen.
NE $53.44 $N/A 0 N/A% Noble Corp. From the Peg_Minimalist screen.
PAAS $33.80 $N/A 0 N/A% Pan Americal Silver Corp. From the Peg_Minimalist screen.
PCU $127.24 $N/A 0 N/A% Southern Copper Corp. From the TREPPE screen.
RIG $124.30 $N/A 0 N/A% Transocean Inc. From the PEG_Minimalist screen.
SPWR $129.53 $N/A 0 N/A% Sunpower Corp. From the Screamers screen.
TCB $21.01 $N/A 0 N/A% TCF Financial. From the LPE_YLD screen.

6/3 Options:

Ticker Bought Sold Months Return  
MDRBX $3.69s $10.30 2 +179% MDR Feb 2008 Calls. (was MDRBA but now split-adjusted) Sell in early December.
RZJDC $14.00 $9.70 2 -30.7% GRMN Apr 2008 Calls. Sell in early December.
AXVDJ $27.30 $97.90 .75 +358% ISRG Apr 2008 250 Calls. Sold early, replaced by CUBDJ.
RULAA $8.70 $29.10 1 +234% RIMM Mar 2008 106.62 Calls. Sell in early January.
CUBDJ $4.90 $4.00 1 -18.3% CUB 50’s Apr 2008 Calls. Replaces the AXVDJ options sold early. Sell in early January.
MQNDM $7.60 $N/A 0 N/A% SIGM April ’08 65’s. Sell in early February.
MOSFO $10.60 $N/A 0 N/A% MOS Jun ’08 75’s. Sell in early February.

The next trade will be December 3.

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