Mad Money Machine

by Paul Douglas Boyer

Trades in the portfolio

On the Back to School show on May 16th, Jim said sell Southern Copper. So at 10:30 on the next day, the 17th, I did that. Got $93.79 for it. The stock had peaked at $109.93. But we still got a very nice 14.6% return on the thing. PCU was in our “Company You Know” […]

more... »

Thu, May 18 2006 » Blog » 1 Comment

We found our secular softgoods

Last night’s Mad Money featured a stock so beaten down, we just gotta buy it to fill our secular softgoods slot…

more... »

Thu, May 18 2006 » Blog » Comments Off on We found our secular softgoods

Another sale in the portfolio

Jim said on his Real Money radio show yesterday that he was selling Altria (MO). So we gotta sell the thing from our Portfolio Smackdown. I’ll take the bid right now at $71.65 and sell all 134 shares. That leaves us with a loss in MO of about 4%. But we did get a dividend […]

more... »

Fri, May 12 2006 » Blog » 2 Comments

Our New Cyclical

Let’s hit the ask price of $48.91 right now for Foster Wheeler (FWLT). Jim said on May 5th that there is a huge infrastructure build out coming and that if you think the President will push through new refineries, you will win with Foster Wheeler. He also said that another reason to buy the stock […]

more... »

Tue, May 9 2006 » Blog » Comments Off on Our New Cyclical

SLE reported. Time to Act

Today was the day we’ve been waiting for… the Sara Lee (SLE) earnings report. Time to act…. I’m also making a move on Paccar (PCAR)

more... »

Tue, May 9 2006 » Blog » Comments Off on SLE reported. Time to Act