Stock Trading Day today – usually it’s on Monday but the markets were closed yesterday. Still doing Mechanical Investing, mostly from the Ancer Screen of Screens. It’s a high return, high risk screen selection, but since I expect to be in the market for 20+ more years, it’s a good screen selection for me. It was a good month. 🙂

I’m holding on to these from last month:

Ticker	Return
PBR	+6.4%	Petroleo Brasil
SWN	+20.4%	Southwest Energy. 20% in one month makes this my big winner for the month.
APC	+6.1%	Anadarko Petroleum. Looks like I’m holding both foreign petroleum stocks for another month.
FLIR	-3.6%	FLIR Systems. Sometime I can’t figure out the formulas – this one’s lost money, but I’ll hold it another month

Selling these:

Ticker	Return
BDK	+.7%	I liked holding Black & Decker mostly because I was familiar with them.
CHTT	+10.8%	Chattem, Inc. My holdings in Gold Powder are gone. THis stock keeps coming back though.
DDS	+7.7%	Dillards. Retail was good in June, but the formulas don’t like them in July.
SEAC	+2.4%	Seachange Overseas Shipping. That’s twice I’ve sold them for a profit.
AH	-11.4%	Armor Holdings. Ugh.
OMM	+2.3%	OMI Corp, another overseas shipping company.
PKX	+5.4%	Korean Steel Company
SMF	-11.3%	Smart & Final stores. Ouch. Oh well, the previous month was +19.8% so I still came out ahead.

New stocks for this month:

Ticker	Return
VLO	N/A%	Valero Energy – hmm… I’ve added a 3rd foreign petroleum stock. And although my company is currently doing work for Valero, I’m not on that project.
PKOH	N/A%	2nd time I’ve held Park Ohio Holdings. Automotice supply, I think.
ATK	N/A%	Alliant Techsystems; aerospace and defense products.
NYB	N/A%	New York Bank.
LSS	N/A%	Lone Star Technologies; oilfield products
MOG.A	N/A%	Moog Inc. They make moogies. No wait, they make aircraft controls.
VOL	N/A%	Volt Information Sciences, telecommunication services.
TSO	N/A%	Tesoro Petroleum, a little refinery company.

That’s all until… August 2 when I trade stocks again.