We are quickly approaching earnings season. I am starting to put together an earnings calendar. I remember they came fast and furious in July.
My sell date on PCU is October 17th. I already know that I'll have an emotional time selling it. It has doubled for me since I bought it last year. It is still "on the list". If I keep it, I'll be holding 31 MFI stocks. I suppose that is "ok". If it makes a real spurt in the next 2 weeks though, I may have to take the money & run. It has done well as an MFI stock for me, +28% including the dividends. I do have one stock that has been a four-bagger since I bought it last November. OMG has gone from $12.95 to $53.16.
Finally, my side car stocks continue to do well in my IRA. Right now I have PTEN, EZEN, PONR & PLAY. PLAY is new to me. It is a calculated gamble. They have a ton of cash, but no real customers right now. I figure if they get any customer at all, the stock will shoot up.
Here's my current scorecard. I'm up about 2%. Note that MTEX is my best performer. I am sure glad I picked them over PLAY back in May in "My Tale of Two Stocks".
| Current Portfolio | |||
| Stock | Cost | Current | Gain |
| MTEX | $13.11 | $19.09 | 46.2% |
| UST | $39.36 | $54.90 | 43.8% |
| TRLG | $17.02 | $21.86 | 28.4% |
| PCU | $39.06 | $47.61 | 28.0% |
| ANF | $61.13 | $75.08 | 23.4% |
| BBSI | $19.18 | $23.25 | 21.2% |
| TGIS | $10.34 | $12.21 | 20.0% |
| PNCL | $6.68 | $7.77 | 16.3% |
| PGI | $7.71 | $8.86 | 14.9% |
| MSTR | $94.36 | $107.81 | 14.3% |
| MGLN | $38.34 | $42.07 | 9.7% |
| ELX | $17.85 | $18.80 | 5.3% |
| BLDR | $16.10 | $16.82 | 4.5% |
| VPHM | $11.80 | $12.03 | 1.9% |
| CHKE | $37.55 | $37.00 | 1.7% |
| ASEI | $45.85 | $46.40 | 1.2% |
| KG | $17.31 | $17.04 | -1.6% |
| ISNS | $13.17 | $12.77 | -3.0% |
| FTO | $28.76 | $26.90 | -6.2% |
| PACR | $32.53 | $30.11 | -6.5% |
| RAIL | $58.18 | $52.88 | -9.1% |
| PTSCE | $1.31 | $1.15 | -12.6% |
| TBL | $34.50 | $29.43 | -14.7% |
| PTEN | $26.72 | $22.22 | -16.4% |
| PONR | $30.98 | $25.56 | -17.5% |
| FDG | $34.03 | $24.47 | -23.4% |
| DLX | $26.36 | $18.70 | -26.6% |
| HW | $33.04 | $24.21 | -26.7% |
| ORCT | $11.83 | $8.08 | -31.7% |
| EZEN | $2.84 | $1.93 | -31.9% |
| OVTI | $27.79 | $14.95 | -46.2% |
| Current Gain/Loss ($) | -$3,338 | ||
| Current Gain/Loss (%) | -1.0% | ||
| Sold Gain/Loss ($) | $9,495 | ||
| Sold Gain/Loss (%) | 31.5% | ||
| Total Gain/Loss ($) | $6,157 | ||
| Benchmark Gain/Loss ($) | $14,906 | ||
| Annual IRR | 4.8% | ||
| Total Gain/Loss (%) | 1.9% | ||
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