Saturday, June 23, 2007

2.5%

Been a decent run, at least against the benchmark. Am now up 2.5%, nearing my best mark ever. I'd like to think I am getting better at picking stocks. Couple quickies:

VGR - Cramer recommended this stock earlier this week (Cramer's 'Mad Money' Recap: Piggybacking on Master Investors) and it shot up 12%! Wish I'd have bought it back in March.

TGIS - Made it back on the list this week after a 4+ month hiatus. I had to laugh at another blogger's opinion on TGIS (Thomas Group: No Reason to Stick Around). This guy bailed on TGIS after holding it for two weeks and losing 18%,. What conviction! What conviction? You have to read it to follow his convoluted logic.

Now for weekly graph and chart.

Current Portfolio
Stock Purchase Date Cost Current Gain
TGB 4/16/2007 $2.64 $3.73 41.3%
TRLG 5/22/2007 $15.54 $20.46 31.7%
FTO 1/10/2007 $35.16 $44.41 26.3%
FDG 3/8/2007 $25.45 $31.69 24.5%
BBSI 9/6/2006 $19.56 $23.81 22.8%
ASEI 10/5/2006 $45.85 $55.98 22.1%
ISNS 7/7/2006 $13.17 $15.89 20.6%
VPHM 9/11/2006 $11.79 $14.05 19.1%
CHCG.OB 6/5/2007 $6.10 $7.25 18.9%
UNTD 5/1/2007 $14.46 $16.92 18.4%
PDS 3/1/2007 $22.58 $25.33 14.2%
GVHR 4/3/2007 $19.17 $21.76 14.0%
LRCX 7/3/2007 $47.51 $54.00 13.7%
KSW 5/10/2007 $6.48 $7.35 13.5%
THO 3/26/2007 $40.30 $45.39 12.8%
RAIL 2/16/2007 $45.54 $50.79 11.7%
CREL 2/26/2007 $12.50 $13.63 9.0%
PNCL 2/9/2007 $17.07 $18.59 8.9%
WSTG 5/15/2007 $14.98 $16.18 8.7%
VALU 5/29/2007 $44.01 $46.90 6.6%
TGIS 11/30/2006 $9.18 $9.76 6.3%
NOOF 4/27/2007 $8.59 $8.79 3.8%
UG 6/13/2007 $12.07 $12.40 2.7%
WPCS 6/18/2007 $11.89 $12.20 2.6%
ANF 2/2/2007 $74.81 $76.55 2.6%
BLDR 9/18/2006 $15.91 $16.23 2.0%
JTX 4/9/2007 $28.70 $28.64 -0.2%
DGX 3/17/2007 $52.11 $51.71 -0.6%
SHOO 1/17/2007 $32.36 $32.10 -0.8%
AEO 6/26/2007 $28.42 $26.45 -6.9%
PACR 1/3/2007 $28.26 $25.11 -10.1%
IVAC 1/24/2007 $23.52 $20.20 -14.1%
EGY 12/13/2006 $6.42 $5.00 -22.1%
HW 12/27/2006 $24.00 $17.53 -27.0%










Gain/Loss Open Positions ($): $42,164
Gain/Loss Open Positions (%): 7.7%
Gain/Loss Closed Positions ($): $36,599
Gain/Loss Closed Positions (%): 11.1%
Total Gain/Loss ($): $78,763
Benchmark Gain/Loss ($): $65,449
Annual IRR: 19.9%
Total Gain/Loss (%): 15.4%


1 comment:

Travis said...

I saw that guys post on TGIS too, I found it quite hilarious. It makes you wonder how some people make a living on stocks at all!

I bought some on Friday. I put in a limit order at the beginning of trading for 9.85 (It opened at 9.7!). It didn't go through as the stock quickly jumped 4%! I think that the market saw the same thing that I did!

I ended up buying some at 10.10 later in the day. I look to buy some more on Monday if the price goes down. I can't believe how little the stock is trading though. Hopefully it turns out to be a good pick.

Thanks for you input on the Yahoo group.

-Travis