Out of Town...

     I'm In Country for a couple weeks.  

 

I'll be checking in on Comments.

But with Stop Losses and Limit Buys Set,

 don't expect me to respond with

detailed opinions (if any).

Clique's Losing a Member...

     Carlos has quit the Group to his own investing. 

Today's Strategy...

Check out DelTron, Inc (DTRO) for a Cash Grab.

Banco Santander, S.A. (STD) won't necessarily do more, after Passing Test, than the 15% Gain from last month.  We're Holding, not Taking Profit (as we have already done earlier this year). 

CLWR is Cheap.  It's overdue for an upward swing.

Thruway Watch...

Catch Up on Emperical Investment Strategy
for Thruway Shopping Center in
Winston-Salem

1. October 12, 2009 price/
2. March 26,2010/
3. July 27, 2010 price
(Gain/Loss)

Ann Taylor Loft ANN                 (1) 15.87 / (2) 21.11 (+25%)**
/(3) 17.75
Bed, Bath and Beyond BBBY   37.33 / 44.00 (+15%)
/39.57
Borders Group, Inc BGP            3.27 / 2.06 (-37%)
/1.39
Chico's CHS                              12.70 / 14.06 (+10%)
/10.34
FedEx/Kinko's FDX                   78.40 / 91.35 (+14%)
/83.39
McDonald's Corp. MCD             56.93 / 67.26 (+15%)
/70.87
Rite Aid Corp. RAD                   1.53 / 1.68 (+9%)
/.98
Sprint Store S                           3.14 / 3.80 (+17%)
/5.05
Stein Mart, Inc. SMRT              12.62 / 9.31 (-18%)
/8.07
Talbot's TLB                             11.29 / 11.48 (+2%)
/11/94
Well-Fargo* WFC                     29.50 / 31.22 (+6%)
/27.91

As of March 2010: 4.54% - 6 Month Gain (="nothing")
The next check will be in December, 2010.  As the majority of these cos are in the Retail Sector, I suspect we will or would have been been okay.
Original Post: [LINK]

Add to Watchlist: Take A Look At MLPs...

Check out Master Limited Partnerships.
 

     MLPs are limited partnerships that are publicly traded.   One of the most crucial criterion that must be met in order for a partnership to be legally classified as an MLP is that the partnership must derive most (~90%) of its cash flows from real estate, natural resources and commodities.
     The advantage of an MLP is that it combines the tax benefits of a limited partnership (the partnership does not pay taxes from the profit - the money is only taxed when unitholders receive distributions) with the liquidity of a publicly traded company.

We have had:
K-Sea Tranportation (KSP),
Eagle Rock Energy Partners (EROC) and
Navios Maritime Partners (NMM)
in Working Accounts for awhile and are having fun in Spec.  Make them a part of a Cash Dividend Strategy.  Regardless the price of oil, it'll still need to be shipped.  It's a funny reason for Buying In, but we've made enough money on these to "laugh all the way to the bank".  As an adjunct, we're Twice as Heavy IN Teekay Offshore Partners (TOO).

Now...

Did you catch the TGIC Rebound?  Still Cheap!  Remember, as a Group, we use this stock for a Cash Grab.

     Another deal is WFC.  We're in at $27 and change and are Re-Upping at current prices [25.41]. 
     I had a broker question why I was so positive on Wells-Fargo when there were other's to spec on which may be more profitable (besides STD, WFC is the only currently Held in Ports).  I told him I had to be comfortable with the companies The Group buys and we'd done well enough not to Prostitute Principles (too much).  By the way, his suggestion was BAC, a company you'll never read a good thing about, herein.  

This Week: Moves...

LTHU - LVS - watch TGIC
CQB - finish IWA - DKS (?)

Union Disputes Trade...

Cameco Corporation Common Stock (NYSE: CCJ)

Our Gamble On Xoma and The Man To Watch...

     Steven B. Engle is now the CEO and Chairman of XOMA.  He Jumped from LJPC in 2007.  We've lost money on our LJPC Stock, though we got our before it went on Life Support (there's still a couple thousand shares floating around in our Ports).  Hmm...  If our investment in XOMA doesn't do well, and it has hit the skids since we first Bought In, I'll know the next company this guy goes to.  If he's running "Pump and Dump", I'll be In on the next one.  And if he brings Xoma52 to the market, successfully, I'll want to stay with a Winner.  LJPC was not a winner, but we're all entitled to that one BIG MISTAKE in our careers.

     I was a successful Telemarketer in L.A. during the early 80's so I know a good Scam when I see it.  Maybe I'm a bit paranoid about Scams, but it has kept me from Loses (and been responsible for some Gains) in the past.

P.S.  We just ReUpped XOMA @ .38, so I'm obviously not that concerned. (first In was @ .70, first reup @ .52 [Heavy])

What To Do...

     We're lucky in the fact that Our Ports are Diversified and Large.  With the Market Moving Sideways, lately, Our Strategy is to just Manage them.  Still, we need to place cash, which is backing up.  Along with Cash Dividends we earn on Non-Holding Account stocks, there's the money we have to invest from outside sources (salaries, royalties, retainers, tipouts et. al.).

     This is where Our Port Diversity comes in handy.  We bitch and complain when we're looking for bargins, THAT OUR STOCKS ARE THE BARGAINS!  This has lead us to a flurry of Re-Ups.  Our recently rolled follow:

XOMA - TGIC (Cowboy) - SIRI

HON - CENX - MSY - PIKE - AA - DRE

MGM - NOK - ODP - WFC

Take a look at your Port and do some Re-Upping.  Hell, you had Faith in the Stock when you bought it; The Market is testing that Faith.