| 8/15/12 Stocks | Start | Current | Dividend | Pct Gain | R3K Gain |
| DLB | $34.43 | $33.01 | $4.00 | 7.5% | 23.9% |
| $13.98 | $19.71 | $0.00 | 41.0% | 23.9% | |
| $30.19 | $31.62 | $0.69 | 7.0% | 23.9% | |
| NSU | $3.62 | $3.39 | $0.12 | -2.9% | 23.9% |
| $19.96 | $25.81 | $0.00 | 29.3% | 23.9% | |
| Totals | 16.4% | 23.9% |
I have already done an analysis of a bunch of potential replacement ideas. But I am always looking for new ideas and some of my ideas from earlier in July have run up a bit. The five favorites I had listed back then were:
A couple of those names have run up since I analyzed them a month ago. CYOU is up 34%! NSU is up 15%. So I suspect I will be revisiting names in the next two weeks.
In that vein, Barron's was bullish on HFC this weekend (HollyFrontier could rise 30 pct-Barron's). When I did my analysis, I did look at CVI and WNR as possible stocks. But this was the chart that convinced me otherwise
(http://ycharts.com/indicators/brent_wti_spread/chart#series=type:indicator,id:brent_wti_spread,calc:&zoom=1&startDate=&endDate=&format=real&recessions=false&chartView=).
Reading the Barron's article did not change my mind. I do think refining stocks had their spike (which I profited nicely from) and are now likely to revert back to the mean.
Have a great Monday everyone. Cool and rainy here in Zurich.
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