Focus Stocks Update
Added: Spectra Energy (06/02/08) @ $26.64. There were no other additions or deletions to this particular group of focus stocks since last week.
Yesterday’s action catapulted this focus group of 23 stocks up by 5.42%. The equally weighted group of stocks is now up 11.03% since May 12th.
Performance: (since 05/12/08)
Alpha’s +11.03%
S&P 500 +0.03%
Dow -2.11%
Naz +2.47
Top three winners:
CLR +34.37%
EAC +31.40%
MEE +23.56%
Top three losers:
SGY -1.43%
SE +0.86%
AKS +2.10%
Sector allocations: Energy 38%; Materials 34%; Industrials 16%; Info Tech 7%; Consumer Discretionary 4%.
Holdings: (current prices as of 6/5/08) and original purchase prices:
(AGU: 93.02 +5.19%)@86.26
((AKS: 70.49 +5.68%)@68.99
(BIG: 32.40 +3.05%)@ 29.05
(CLF: 108.80 +6.67%)@89.40
(CLR: 69.81 +7.05%)@51.90
(CNX: 104.55 +5.84%)@91.41
(EAC: 73.02 +8.39%)@55.52
(FDG: 80.95 +1.89%)@69.30
(FLS: 137.02 +1.89%)@121.10
(FTI: 77.43 +6.26%)@75.48
(GLW: 27.13 +1.84%)@25.74
(MA: 306.16 +2.95%)@291.75
(MEE: 72.35 +6.92%)@58.50
(MOS: 134.42 +4.41%)@126.98
(MTL: 55.04 +7.42%)@52.11
(PBR: 68.53 +4.79%)@65.55
((POT: 218.85 +5.02%)@199.26
[[SE]]@ 26.64
(SGY: 66.47 +5.83%)@67.39
(SID: 49.65 +6.32%)@47.44
(TTEK: 27.14 +4.75%)@ 24.92
(WFT: 46.30 +5.90%)@41.99
(WLT: 95.19 +7.14%)@83.87
Disclaimer: This information is not intended to be used as the primary basis of investment decisions. Because of individual investors requirements, it should not be construed as advice designed to meet the particular investment needs of any investor. Consult your financial advisor prior to taking any actions. The information and opinions contained here are those of the author and are not necessarily the same as those of iBankCoin, its principals or its affiliates. Trade at your own risk.
Kick ass job.
The amazing thing, you are an excellent blogger, with a Professional touch for the markets, yet you never check your fucking email.
June 6th, 2008 at 8:47 amHey Fly, you can’t send emails to Brian Shannon and expect the the A Dawg to get them. So sorry.
June 6th, 2008 at 8:51 amNah, that was only once. Jeremy and I both have emailed Alpha, to no avail.
Without a doubt, alpha has to be the only man to be on the internet, all the time, yet NEVER check his email.
A new type of internet surfer, if you will.
June 6th, 2008 at 8:53 amIf A Dawg is greater than 47.5 in age, that would explain it. I thought we vetted him, prior to employment?
June 6th, 2008 at 8:57 amHahaha. Sorry, I’m terrible about reading my e-mail. But, I’ll have you know that I check my emails on weekends and high holy days. Otherwise, I’m busy eating pastrami sandwiches and watching MLB baseball.
As for the 47.5 thing, I’m pushing the envelope, soon to join mrkcbill and chivas.
June 6th, 2008 at 10:09 am