My Short List

Here are the stocks that are on my short list for my November 15th tranche.  I will likely buy the stocks at the end of Friday (the 14th) and sell my stocks on the Monday (the 17th).  I will however for bookkeeping use the prices the close of Friday for sale prices.

These are the current five stocks:

11/15/13 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
AVG	$17.22	$19.46	$0.00	13.0%	14.5%
ATVI	$17.71	$20.61	$0.20	17.5%	14.5%
GA	$9.04	$11.90	$0.23	34.2%	14.5%
RPXC	$17.04	$14.03	$0.00	-17.7%	14.5%
SYNA	$48.01	$62.47	$0.00	30.1%	14.5%
Totals				15.4%	14.5%

As you can see, it is a dead heat. Hopefully I can hold on.  I did enhance my returns slightly with a couple covered calls that will expire 11/22. On ATVI I got 88 extra cents (it will likely expire worthless as strike price is $26). On SYNA I got $2.05 (little close, a $65 strike price). That does mean I have to hold those two names through 11/22. That is added risk, I will not track it here, but any changes will be in my overall portfolio as are the option premiums.

My list for the 5 new stocks include:

Ticker

NHTC

AWRE

VIAB

MNDO

PBI

NOC

TPUB

ITRN

RTN

KING

You will note I have three very small companies on this list (NHTC, AWRE and MNDO). Then all the other companies pay a dividend.  Unless prices change a lot, I'd say VIAB and NHTC are the most likely two to be picked.  I go back and forth on the other names a good deal.