Saturday, December 22, 2007

Christmas Rally?

Decent close of the week. While I am still underwater, I have gained 6.6% since Thanksgiving. I still have a shot at finishing 2007 in the black. Watching the MFI stocks is never dull. Sometimes it is all about when you bought your stock. I am down about 50% on GVHR. But GVHR is up 78% in the past couple weeks. So is GVHR a good stock or a bad stock? Depends.



I did buy IAR yesterday. It is a stock I have been watching of late. Barron's seems to think it is worth considering (A Risky But Rewarding Dividend Play) and that was at about $1 higher. They are a dull company, but money can be made with plodders as well as streakers so long as the price is right.

We're off on holiday starting tomorrow. I hope everyone has a wonderful holiday season.

Current Portfolio
Stock Purchase Date Cost Current Gain
TGB 3/27/2007 $2.64 $4.75 79.9%
VSNT 7/27/2007 $19.54 $28.25 44.6%
MSTR 9/14/2007 $69.55 $94.92 36.5%
KFY 9/28/2007 $16.74 $19.47 16.3%
LCAV 11/9/2007 $17.59 $19.51 11.9%
ACN 11/28/2007 $34.28 $38.00 10.9%
HOC 11/29/2007 $47.64 $52.19 9.8%
TGIS 12/7/2007 $6.42 $7.03 9.5%
JTX 4/9/2007 $28.70 $30.99 9.2%
UNTD 12/8/2007 $11.31 $11.98 5.9%
KG 11/19/2007 $10.10 $10.57 4.7%
HGG 8/3/2007 $13.48 $13.93 3.3%
THO 12/6/2007 $38.61 $38.09 2.4%
DGX 3/17/2007 $52.11 $52.94 2.2%
CHKE 7/17/2007 $36.70 $35.74 1.5%
IAR 12/21/2007 $17.80 $17.87 0.4%
TCK 8/16/2007 $36.50 $35.63 -1.0%
KSW 5/10/2007 $6.54 $6.35 -2.9%
VALU 5/29/2007 $44.01 $41.42 -4.5%
LRCX 7/3/2007 $47.51 $44.42 -6.5%
PNCL 2/9/2007 $17.07 $15.95 -6.6%
TRID 11/28/2007 $6.24 $5.81 -6.9%
UG 6/13/2007 $12.09 $10.80 -8.3%
HSII 10/5/2007 $39.92 $36.31 -8.7%
RAIL 2/16/2007 $45.54 $36.55 -19.3%
BBSI 9/7/2007 $24.13 $18.32 -23.7%
AEO 7/10/2007 $28.42 $21.18 -24.8%
NOOF 4/27/2007 $8.59 $5.57 -30.8%
WSTG 5/15/2007 $14.98 $9.16 -36.1%
PACR 1/3/2007 $25.46 $14.45 -41.4%
WNR 7/27/2007 $46.22 $25.76 -44.2%
CHCG.OB 6/5/2007 $5.93 $3.25 -45.2%
GVHR 10/12/2007 $15.91 $8.05 -48.2%
USHS 6/25/2007 $11.22 $4.97 -55.7%





Gain/Loss Open Positions ($): ($43,354)
Gain/Loss Open Positions (%): -6.5%
Gain/Loss Closed Positions ($): $39,416
Gain/Loss Closed Positions (%): 5.6%
Total Gain/Loss ($): ($3,938)
Benchmark Gain/Loss ($): $62,022
Annual IRR: -0.6%
Total Gain/Loss (%): -0.7%

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