Things have improved since last month, and I’m up 2.8% for the last 4 weeks. That still leaves me down 1.2% for the year, but since the Dow is down 3.1%, I’m not complaining. 🙂

Holding for another month:

Ticker	Bought	Now	Months	Return
AC	$47.05	$46.24	2	-1.7%	Alliance Capital Management
AET	$75.60	$79.26	1	+4.8%	Aetna Insurance.
BMHC	$55.40	$64.14	1	+15.8%	Building Materials Holding Corp. This month’s winner!
NUE	$57.77	$53.20	2	-7.9%	Nucor Corp. It’s recovered from last month’s 12% slide, but I can’t figure out why the screens say to hold on.

Selling these:

Ticker	Bought	Sold	Months	Return
AYE	$24.58	$24.53	1	-0.0%	Allegheny Energy Inc.
CAI	$64.13	$62.13	1	-3.1%	CACI International Inc. Pfft.
ESRX	$89.67	$94.181	1	+5.0%	Express Scripts Inc.
FDG	$91.85	$88.34	3	-3.8%	Fording Canadian Coal Trust.
ITRI	$37.25	$38.96	1	+4.6%	Itron Inc.
SPF	$73.05	$81.04	1	+10.9%	Standard Pacific Corp. No complaints there. 🙂
SPY	$116.31	$119.78	1	+3.0%	S&P 500 Index fund.
URI	$18.87	$19.50	1	+3.3%	United Rentals, Inc.
VLO	$67.28	$72.07	3	+7.1%	Valero, oil & gas. Was a 16% gain, then gave it back, then back up again. Like a roller coaster, whew.

New stocks for this month:

Ticker	Bought	Sold	Months	Return
ABLE	$21.75	$N/A	0	N/A%	Able Energy Inc.
GAP	$26.25	$N/A	0	N/A%	I thought this was the jeans store, but it’s Great Atlantic & Pacific Tea Co Inc.
JCP	$51.14	$N/A	0	N/A%	J C Penney
LCAV	$47.24	$N/A	0	N/A%	LCA Vision Inc. Lasik doctor organization, it appears.
MCK	$40.64	$N/A	0	N/A%	McKesson Corp, IT Solutions for healthcare.
MFE	$27.55	$N/A	0	N/A%	McAfee.
PGL	$42.81	$N/A	0	N/A%	Peoples Energy Corp. Sounds like a communist power company.
PLAB	$23.59	$N/A	0	N/A%	Photronics Inc. Looks like they make parts for flat-panel TV’s.

New options for this month:

Ticker	Bought	Sold	Weeks	Return
No new options until October.

Next trade will be July 5th.