I did buy HW based upon their refining comments yesterday. So it is my latest sidecar holding (along with EZEN, TRLG & ASPV). They went up nicely for me, but I think it was more a market move than HW-specific.
A few weeks ago mentioned that JG recommended Claire Stores, Autozone and Aerostaple. It actually was announced that he had been buying ARO for his hedge fund. Then early this week, a firm downgraded ARO prompting this article on Monday (Aeropostale: Buy or Sell?). Well ARO announced their earnings yesterday... wow! (Aeropostale shares surge 6% on quarterly results).
EZEN had an interesting announcment after the market closed (Ezenia Receives $1 Million Award for SBIR Phase II Contract Extension). Doesn't seem like much money, and reading the fine print, they are the lead contractor but will have to then turn around and pay some subcontractors out of the $. Hard to get too excited, but it does show that outside parties do want to do business with Ezenia!. (I just like typing that exclamation mark!). If EZEN pops tomorrow on the news, it may be a good opportunity to sell my sidecar holdings. Here is where the portfolio stands:
| Current Portfolio | |||
| Stock | Cost | Current | Gain |
| UST | $39.36 | $56.25 | 47.2% |
| PNCL | $6.68 | $9.60 | 43.7% |
| ASEI | $45.85 | $63.30 | 38.1% |
| TGIS | $10.34 | $13.25 | 30.0% |
| MSTR | $94.36 | $119.68 | 26.8% |
| BBSI | $19.56 | $24.44 | 25.3% |
| VPHM | $11.80 | $14.60 | 23.7% |
| CHKE | $37.55 | $42.30 | 17.8% |
| ELX | $17.85 | $20.98 | 17.5% |
| MTEX | $13.11 | $15.16 | 16.9% |
| ANF | $61.13 | $69.59 | 14.7% |
| MGLN | $38.34 | $42.85 | 11.8% |
| FTO | $28.76 | $31.79 | 10.9% |
| PGI | $7.71 | $8.09 | 4.9% |
| BLDR | $15.91 | $16.52 | 3.9% |
| PTEN | $26.72 | $27.31 | 2.6% |
| ISNS | $13.17 | $13.00 | -1.3% |
| DLX | $26.36 | $24.51 | -3.6% |
| RAIL | $58.18 | $55.26 | -4.9% |
| KG | $17.31 | $16.40 | -5.3% |
| PACR | $32.53 | $29.56 | -7.7% |
| TBL | $34.50 | $31.33 | -9.2% |
| PONR | $30.98 | $27.99 | -9.7% |
| TRLG | $17.02 | $15.00 | -11.9% |
| ORCT | $11.83 | $10.14 | -14.3% |
| HW | $33.04 | $23.59 | -28.6% |
| FDG | $34.03 | $20.73 | -34.4% |
| EZEN | $2.84 | $1.85 | -34.7% |
| OVTI | $27.79 | $16.61 | -40.2% |
| Current Gain/Loss ($) | $13,116 | ||
| Current Gain/Loss (%) | 4.0% | ||
| Sold Gain/Loss ($) | $10,050 | ||
| Sold Gain/Loss (%) | 25.0% | ||
| Total Gain/Loss ($) | $23,166 | ||
| Benchmark Gain/Loss ($) | $30,354 | ||
| Annual IRR | 12.9% | ||
| Total Gain/Loss (%) | 7.3% | ||
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