Sunday, April 08, 2007

April 7th 2006 Tracking Portfolio

I decided today to put in an order for JTX as a new MFI stock for me. I have follwed them for a year. I like their market position and opportunity to take business from HRB. The stock has dropped from $32.50 to $28.70 in the past week and seems like a strong buy to me. Hopefully I can get a price around $28.70! I am thinking about taxes as I am mailing two hefty checks to the US Treasury today. My own taxes have gotten so complex that I see te appeal of JTX. I did have to get my own expert for my taxes (KPMG).

Here is a summary of the stocks in the April 7th portfolio. This portfolio did underperform the indices by a couple of points. These amounts should include dividends. I did have the good fortune to have bought DLX & PGI, so this was a good month for me personally. Quite a few of these stocks have been bought - JH, KOSP, NSS and PLAY :

AEO $19.84 $29.90 50.7%
CHKP $18.50 $22.69 22.6%
DLX $24.36 $34.98 43.6%
ELNK $9.36 $7.48 -20.1%
FTO $29.12 $33.16 13.9%
JAKK $26.76 $24.30 -9.2%
JH $38.69 $52.45 35.6%
KFY $20.02 $23.08 15.3%
KG $17.58 $19.99 13.7%
KOSP $44.78 $78.0 74.2%
KSWS $29.0 $28.06 -3.2%
MEDQ.PK $13.70 $10.0 -27.0%
MVL $19.97 $29.42 47.3%
NSS $47.12 $65.0 37.9%
PGI $7.76 $11.50 48.2%
PLAY $21.75 $13.47 -38.1%
PRAI $26.97 $21.34 -20.9%
RAIL $63.62 $46.61 -26.7%
SYNA $23.45 $25.18 7.4%
TBL $33.99 $26.18 -23.0%
UNTD $12.11 $13.91 14.9%
UST $39.82 $60.07 50.9%
VCI $29.52 $17.99 -39.1%
VPHM $11.83 $14.40 21.7%
WON $10.23 $6.73 -34.2%

1 comment:

Unknown said...

The Monday Wall st journal featured JTX in its "money & investing" section. It was one of the stocks in the "and the bad news" stocks section. I think it said something about it missing #s. Hopefully, this will attract some funds who are looking for a value bargain. Good luck.