2.18.2007

Finding Profitable Portfolios

I love to maximize time. I am more than willing to spend 8 hours one day to save 10 hours or more later. So that is what this is about

A coworker of mine has offered to pay a percentage of profits from my picks. Usually when I pick stocks, I go between looking at price movement/volume with some other exogenous factor. As the last set of picks went, I realized that sometimes my so-called "Long Term" trades yield more than the "Short Term". In order to extract which factors truly make wise trades, I have made the following list. Each one originated by a Stock Screen weighted in it's own category.

Sector:
LFL 75.25
FCN 33.09
TALX 35.95
CEN 34.25
NHP 34.26
PKY 56.53
TCO 62.63
SPAR 22.97
CTB 16.56
CG 72.93
AGU 38.77
MOS 25.23

Trendy:
SABA 7.62
TRIB 9.88
ICGE 11.77
EXFO 7.28
NXST 7.50
CRAY 13.61
IBAS 9.96
ISPH 7.83
CHR 7.58
MPP 10.70
MPWR 13.71
RAMR 16.03
SPIR 9.32

Oscillating:
QCOM 42.51
SIAL 41.62
ORLY 34.66
SGMS 34.14
LNDC 13.40
ACLS 7.64
HON 47.83
LDG 46.52
CPF 39.96
NWL 31.51
LUK 28.50
HBI 26.78
CHR 7.58

Volume:
BOBE 36.64
TLEO 15.13
DMRC 12.20
SHG 122.01
BAM 54.40
TIN 53.16
GR 50.85
ADP 50.96
AET 45.61
NWL 31.51
TRW 29.26
JNS 22.30
BKC 22.61


After a couple of weeks or months, we will gauge the median returns. If the returns are substantial enough, I might even send out a newsletter. At first, it would be free. -It does take a bit of time to distill and filter these down. Let's call them Adam's Lucky 13 (on Sector, Trendy, Oscillating, Volume).


And as always, if you make some money off of these picks... please contribute to the HookShow Podcast.

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2.01.2007

Some more stocks, bleh...

I am sure that there are not very many people like my stock pick posts. Even I can admit that it is not all that exciting.

I could include the words "Boo-ya Skee-Daddy" in with the post. -Maybe I would get some comments to my picks. Possibly people might think that it is easy to pick stocks (US equities), and therefore are not impressed. Perhaps there are those who don't care about so called business and would rather spend thier free time discussing the lastest installment of "I love New York" or the Superbowl.

Here are some picks I found tonight for a co-worker.

Short Term (take profits of 10% -20% and never look back)

PANC 4.19 profit target 5.30 (possibly 6.79) 20.9% (possibly 38.3%)
VIRL 8.33 profit target 9.25 (possibly more) 9.94%
pay attention to these daily, then could easily go against you if you don't pay attention -high returns = high risk


Long Term (monitor performance ever 2 or 3 days paying attention to price action & volume)

FCEL 6.64
RADS 11.37
ride these until a significant sign of weakness


And as always, if you make some money off of these picks... please contribute to the HookShow Podcast.

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