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August, 2009: 1 5 13 31
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. |
8/1/09-Since the last entry, our Classic Value (CV) pick, TRH, purchased on 7/28/08, has been held over a year. It will be sold at the early market price Monday morning, 8/3/09. It will then be removed from the CV open positions portfolio, and its closed position info recorded, based on the 7/28/08 to 8/3/09 per share performance. Through the close of trading on 7/31/09, after subtracting a commission (while not counting any dividends), TRH had been down 18.92% in the past 12(+) months.
My top-five current low price to book value stocks are: AGII; AWI; GIFI; MTXX; and VVI.
My favorite among them is Matrixx Initiatives (MTXX) (recent price $5.64). It meets Benjamin Graham's bargain stock safety and value criteria.
Matrixx Initiatives will be added to our nest egg at its market price early Monday morning, 8/3/09.
8/5/09-Since the last entry, our Classic Value (CV) pick, IR, purchased on 8/4/08, has been held over a year. It will be sold at the early market price today, Wednesday, 8/5/09. It will then be removed from the CV open positions portfolio, and its closed position info recorded, based on the 8/4/08 to 8/5/09 per share performance. Through the close of trading on 8/4/09, after subtracting a commission (while not counting any dividends), IR had been down 21.82% in the past 12(+) months.
My top-five current five-star stocks are: MLR; SCVL; SLI; TEAM; and TTES.
My favorite among them is SLI Industries, Inc. (SLI) (recent price $6.35). It meets Benjamin Graham's bargain stock safety and value criteria.
SLI Industries, Inc. will be added to our nest egg at its market price early today, 8/5/09.
8/13/09-Since the last entry, no stocks in our remaining hypothetical portfolio have been held a year or more, so no sales are indicated at this time.
My top-five current low price to book value stocks are: AHCI; CBR; DCO; FRD; and QLTI.
My favorite among them is Friedman Industries, Inc. (FRD) (recent price $6.16). It meets Benjamin Graham's bargain stock safety and value criteria.
Friedman Industries, Inc. will be added to our nest egg at its market price early today, 8/13/09.
8/31/09-Since the last entry, our Classic Value (CV) pick, TRV, purchased on 8/18/08, has been held over a year. It will be sold at the early market price today, Monday, 8/31/09. It will then be removed from the CV open positions portfolio, and its closed position info recorded, based on the 8/18/08 to 8/31/09 per share performance. Through the close of trading on 8/28/09, after subtracting a commission (while not counting any dividends), TRV had been up 11.13% in the past 12(+) months.
My top-five current 5-star stocks are: CRDN; GIFI; NSTC; SLI; and TEAM.
My favorite among them is Ness Technologies, Inc. (NSTC) (recent price $5.66). It meets Benjamin Graham's bargain stock safety and value criteria.
Ness Technologies, Inc. will be added to our nest egg at its market price early today, 8/31/09.
Disclaimer and Disclosure Statement
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.