Hey! Finally caught up and passed the Dow Jones index! The overall portfolio went down over 8% and then back up 9% in just 2 weeks, so that was pretty volatile. Here are the numbers and changes –
- Last 4 weeks: -1.3%
- Last 3 months: 4.6%
- Last 12 months: +9.6%
- Year to date: +9.7% (Dow is +6.8% ytd from 12,463)
Holding for another month:
| Ticker | Bought | Now | Months | Return | |
|---|---|---|---|---|---|
| CELL | $16.12 | $16.96 | 1 | +5.2% | Brightpoint Inc. From the H52EarnPS screen. |
| MCY | $53.85 | $51.56 | 13 | -4.2% | Mercury General Corp. Sort of like putting it under a mattress. From the LPE_YLD screen. |
| MOS | $68.30 | $72.20 | 1 | +5.7% | Mosaic Company. From the RSPeg2 screen. |
| SIGM | $43.82 | $68.12 | 3 | +55.5% | Sigma Designs, Inc, a tech-video company. From the Screamers and RSPeg2 screens. |
Selling these:
| AXYS | $31.37 | $39.67 | 2 | +26.5% | Axsys Technologies. From the Screamers screen. |
|---|---|---|---|---|---|
| CASY | $28.42 | $28.37 | 2 | -0.0% | Casey’s General Stores. From the H52EarnPS screen. |
| CY | $36.15 | $33.68 | 1 | -6.8% | Cypress Semiconductor. From the RSPeg2 screen. |
| DV | $53.75 | $54.30 | 1 | +1.0% | Devry Inc. From the Screamers screen. |
| FCX | $110.86 | $96.47 | 2 | -13.0% | FREEPORT-MCMORAN COPPER & GOLD. From the H52EarnPS screen. |
| GLAD | $18.33 | $19.89 | 1 | +8.5% | Gladstone Capital Corp. From the LPE_YLD screen. |
| MDR | $39.815s | $52.29 | 6 | +31.3% | McDermott International. From the Screamers screen, then the RSPeg2 screen, but now the TREPPE screen. Split-adjusted. |
| MGA | $92.83 | $82.18 | 1 | -11.5% | Magna International Inc. From the H52EarnPS screen. |
| NE | $53.44 | $53.80 | 1 | +0.7% | Noble Corp. From the Peg_Minimalist screen. |
| PAAS | $33.80 | $33.06 | 1 | -2.1% | Pan Americal Silver Corp. From the Peg_Minimalist screen. |
| PCU | $127.24 | $110.06 | 1 | -13.5% | Southern Copper Corp. From the TREPPE screen. |
| RIG | $124.30 | $137.12N/A | 1 | +10.3% | Transocean Inc. From the PEG_Minimalist screen. |
| SPWR | $129.53 | $127.82 | 1 | -1.3% | Sunpower Corp. From the Screamers screen. |
| TCB | $21.01 | $19.35 | 1 | -7.9% | TCF Financial. 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. |
| BG | $117.94 | $N/A | 0 | N/A% | BUNGE LIMITED. From the H52EgPS screen. |
| BHP | $74.71 | $N/A | 0 | N/A% | BHP BILLITON. From the TREPPE screen. |
| BOOM | $63.99 | $N/A | 0 | N/A% | DYNAMIC MATLS. From the RSPeg2 screen. |
| BUCY | $88.67 | $N/A | 0 | N/A% | BUCYRUS INTL. From the Peg_Minimalist screen. |
| DLB | $52.01 | $N/A | 0 | N/A% | DOLBY LABORATORIES INC. From the Screamers screen. |
| DO | $119.64 | $N/A | 0 | N/A% | DIAMOND OFFSHORE DRILLING INC. From the Peg_Minimalist screen. |
| DRS | $59.81 | $N/A | 0 | N/A% | DRS TECHNOLOGIES. From the H52EgPS screen. |
| FLS | $93.52 | $N/A | 0 | N/A% | FLOWSERVE CORP. From the Peg_Minimalist screen. |
| KTII | $113.05 | $N/A | 0 | N/A% | K TRON INTL. From the TREPPE screen. |
| LG | $34.76 | $N/A | 0 | N/A% | LACLEDE GROUP. From the H52EgPS screen. |
| PBG | $42.33 | $N/A | 0 | N/A% | PEPSI BOTTLING GROUP. From the H52EgPS screen. |
| PCLN | $113.53 | $N/A | 0 | N/A% | PRICELINE COM INC. From the RSPeg2 screen. |
| PFE | $23.58 | $N/A | 0 | N/A% | PFIZER INC. From the LPE_YLD screen. |
6/3 Options:
| Ticker | Bought | Sold | Months | Return | |
|---|---|---|---|---|---|
| MDRBX | $3.69s | $5.1 | 3 | +38% | MDR Feb 2008 Calls. (was MDRBA but now split-adjusted) Sold in early December. |
| RZJDC | $14.00 | $12.60 | 3 | -10% | GRMN Apr 2008 Calls. Sold in early December. |
| AXVDJ | $27.30 | $97.90 | .75 | +358% | ISRG Apr 2008 250 Calls. Sold early, replaced by CUBDJ. |
| RULAA | $8.70 | $11.95 | 2 | +37% | RIMM Mar 2008 106.62 Calls. Sold in early December. |
| CUBDJ | $4.90 | $4.80 | 2 | -2.0% | CUB 50’s Apr 2008 Calls. Replaces the AXVDJ options sold early. Sell in early January. |
| MQNDM | $7.60 | $12.40 | 1 | +63% | SIGM April ’08 65’s. Sell in early February. |
| MOSFO | $10.60 | $12.70 | 1 | +19.8% | MOS Jun ’08 75’s. Sell in early February. |
| RULFU | $19.25 | $N/A | 0 | N/A% | RIMM Jun ’08 115 Calls. Sell in early March. |
| TEFFB | $6.20 | $N/A | 0 | N/A% | TEF Jun ’08 110 Calls. Sell in early March. |
| QSUFY | $25.90 | $N/A | 0 | N/A% | SPWR Jun ’08 140 Calls. Sell in early March. |
The next trade will be December 31.
Chasing the Wind 
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