Another good month for mechanical investing; only up 1% for the month, but that’s good for this time of year. Out of 12 stocks, 7 were winners and 5 were losers, but the losers only overaged a 1.1% loss, while the winners averaged almost a 10% gain. Here’s the breakdown:

Holding for another month:

Ticker	Return
PBR	-0.4%	Petroleo Brasil.
PKOH	+24.5%	Park Ohio Holdings; the big winner for the month.
TSO	+2.4%	Tesoro Petroleum.
VLO	-2.2%	Valero Energy.

Selling these:

Ticker	Return
APC	+6.1%	Anadarko Petroleum. +6.1% last month, another +0.9 this month. The screens have me keeping most of the other energy stocks, but not this one.
ATK	-0.1%	Alliant Techsystems.
FLIR	+21.1%	FLIR Systems. I lost -3.6% last month, but the 21% gain this month made up for it.
LSS	+20.0%	Lone Star Technologies; I only held this for a month.
MOG.A	-1.0%	Moog Inc.
NYB	+3.5%	New York Bank.
SWN	+6.0%	Southwest Energy. +20% last month, another +6% this month. I’m gonna miss it. *sniff*
VOL	-2.3%	Volt Information Sciences.

New stocks for this month:

Ticker	Return
ABFS	N/A%	Arkansas Best. It’s a trucking company that has nothing to do with the Clintons.
AVL	N/A%	Aviall Inc; an aerospace company.
AVP	N/A%	Avon Products. Heh.
CFC	N/A%	Countrywide Financial. I held this back in April.
IMGC	N/A%	Intermags Gen. Some sort of medical equipment supply company.
PHM	N/A%	Pulte Homes. I’ve held this before, too. Home and Mortgage companies coming back?
RD	N/A%	Royal Dutch Petroleum. I guess I’m not done buying oil companies.
RIMM	N/A%	Research in Motion. I’ve actually held this several times; it was one of my biggest winners last year.
SSTI	N/A%	Silicon Storage Technology Inc.

Next trade will be August 30.