Summary of Trades (4/19/2007)
I am going to try to show some of the trades we have talked about and show how you can do this by just reading and doing. The mutual fund industry is there to collect fees and try to beat the S&P.
95% of all Mutual Funds do not beat the S&P. Maybe you are in some of those funds.
No one cares about your money more than you do so why not win or lose it by your own management of your own money.
The internet supplies enough resources and cheap commissions that you can save your self some money.
I am listing the best of my recommendations and then my biggest disappointment and how I am handling the disappointment.
4/12/2007 Profit 100 Shares
Date Rec Symbol Price Rec'd Current $ % Increase If Bought Current Value
10/29/2006 AOB China Pharm $7.20 $9.69 34.6% $720 $969
6/26/2006 STKL Energy $9.07 $12.46 37.4% $907 $1,246
11/13/2006 PICO Water $32.02 $44.32 38.4% $3,202 $4,432
10/29/2006 TALX Tech $24.26 $33.74 39.1% $2,426 $3,374
1/6/2007 CNX Gas $30.12 $42.53 41.2% $3,012 $4,253
1/23/2007 NOV Oil Drillers $58.63 $83.06 41.7% $5,863 $8,306
1/23/2007 GRP Oil Drillers $37.22 $54.22 45.7% $3,722 $5,422
12/7/2006 LPSN Tech $4.65 $7.38 58.7% $465 $738
10/3/2006 USU Uranium $9.50 $18.90 98.9% $950 $1,890
6/12/2006 HRZ Shipping $14.50 $33.19 128.9% $1,450 $3,319
Average Increase 56.5% $22,717 $33,949
Profit $11,232
164.5 average days held to the 12th
4/18/2007
3/26/2007 CDE Silver 4.3 4.15 -3.5%
3/26/2007 SSRI Silver 34.5 39.06 13.2%
3/26/2007 PAAS Silver 30.02 31.62 5.3%
3/26/2007 SIL Silver 13.9 14.79 6.4%
If you had purchased 100 shares of each shares above you would have had a 56.5% profit as of the 4/12/07 date.
This is on an average holding periiod of 1/2 of a year. Now we have had a favorable market. Also notice the type of stocks that made it big. All but 2 were in the arena that is suppling China and the expanding countries, with natural resources. The 2 tech stocks were niche and small. No large cap like a dow or S&P stock are listed.
In fact the most numerous of gainers are still in energy related industries. This is even after Oil supposedly has peaked.
You now say its easy to list your winners how have your total recommendations done? Tallying all of them on an annualized basis they are up 38.5% vs the S&P which is up about 12% for the year.
My hypothesis is that natural resource stocks have been in such a funk since 1980 that they will last in a bull untill 2010. Selectively we must be ready for the next wave up for the hard asset stocks to move.
I still say that it is Silver and gold which brings me up to my greatest dissappointment of recomendations.
Look at the last table I have posted and from my 3/26.07 blog I stated that CDE was a disappointment and how I would handle it. Right now If you haven't exited CDE hang on to it with a $4.00 stop. I still belive silver will be the largest mover of all metals over the next 3 years and CDE will benefit.
I also would recomend entering one of the 3 stocks above which since 3/26/07 have gone up nicely. The promise of silver going up is true I just hung my hat on the wrong stock. Add to your positions in silver and gold.
A double play on that is GG - Goldcorp. They have alot of Gold and also mine silver.
GG has not started to climb yet but is the premier mining stock or the best of the breed.
Buy GG Today at $26.60 and watch it double next year.
I also recommended at 25.80 on the 4/8/07 blog.
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