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February, 2013: 8 23
Disclaimer - IMPORTANT - Read this first!
Investor's Journal is a diary focused strictly on investments and personal finance issues, primarily from a contrarian and retiree point of view. Follow along with an average guy's failures and successes as he learns, by trial and error, the fine art of value investing.


2/8/13-Since the last entry, our Low Price to Book Value (Low P/Bk) portfolio stock, XRTX, purchased on 11/5/12, was sold on 1/29/13 for a net gain of 51.54% (taking into account commissions but not regular dividends). XRTX has been deleted from our open positions record for Low P/Bk assets, and its closed position info for 11/5/12 through 1/29/13 has been added to our spreadsheet record of the portfolio's redemptions and mergers. (Please note that XRTX had a special $2 per share dividend in 12/2012, which lowered the cost basis for this asset.)

In addition, our Low P/Bk portfolio stock, REGI, also purchased on 11/5/12, was sold on 2/7/13 after a net gain (including commissions but not dividends) of 52.71%. REGI has been deleted from our open positions record for Low P/Bk assets, and its closed position info for 11/5/12 through 2/7/13 has been added to our spreadsheet record of the portfolio's redemptions and mergers.

Alphabetically, though in no particular order of merit, my current top-five low price to book value stocks are: CRV; LAKE; PFIN; RFP; and VOXX.

My new featured equity from among them is P&F Industries, Inc. (PFIN) (recent price $7.40). It meets Benjamin Graham's bargain stock safety and value criteria.

P and F Industries, Inc. will be added to our nest egg at its market price in early afternoon trading today, Friday, 2/8/13.

2/23/13-Since the last entry there have been no sales or sell signals in the stocks and portfolios followed here.

Alphabetically, though in no particular order of merit, my current top-five low price to book value stocks are: PFIN; REGI; SGMA; TA and VOXX.

My new featured equity from among them is SigmaTron International, Inc. (SGMA) (recent price $5.49). It meets Benjamin Graham's bargain stock safety and value criteria.

SigmaTron International, Inc. will be added to our nest egg at its market price in early trading on Monday, 2/25/13.

Disclaimer and Disclosure Statement
Much as I'd love it to be otherwise, I receive no payment of any kind for disseminating investment information unless, by some fluke, millions of folks, on the strength of these entries, start buying shares of stock I own, a possibility only slightly less likely than our being destroyed by a large meteorite. Do not follow any suggestions made in Investor's Journal as if I were a professional.

Neither I nor Investor's Journal will be responsible for losses by anyone who obtained ideas from this site.

This diary is intended for personal interest and general information only. You are advised to do your own research (as well as to consult highly compensated professionals) before spending money on anything.

I know of no reason anyone should take my financial musings seriously. At best I am a dedicated amateur providing a bit of investment-related insight and entertainment, at worst an amusing diversion.

My wife, Fran, and I may at times own shares of some of the assets mentioned here. But neither of us receive any benefit from reference to them, unless you count the mutual misery when we get it wrong, or the opportunity to gloat when we get it right.

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