Archive for May, 2008

Summary:
Lost about half a percent as that running in mud feeling continues.  SNEN reported earnings on Tuesday of $.09 and lowered their expectations slightly.  The market was underwhelmed but it rose on Friday.  They continue to develop their retail CNG station network, but obtaining permission has taken longer than expected.  NRF fell on a securities [...]

Summary:
A nice pop of Friday put me up 2% for the week.  AHR rose on good earnings and a divy increase.  QADMF also rose on earnings though later fell after reporting it had sold more stock.  Encouragingly, agency mortgage REITs (AHN, CMO, NLY, and MFA) seems finally to be gaining momentum. I’m exposed to [...]

Weekly Wrap 5/5 – 5/9/08

Summary:
Gained about 0.5% this week, the third straight week of low volatiliy. ALSWF fell again, but SNEN and miners QADMF and MLKKF made up for this. ACY, which I have kept only a token amount, fell again, as I felt it should. I no longer regret selling, only that I missed the [...]

Summary:
Gained about 1% this week. ACY rebounded though since I sold a bunch near the low, my participation was limited. My selling was fact-based (the hit to 1Q earnings mentioned in the 10-Q), but perhaps a bit premature. Hard to tell.
This week had lots of earnings news. ALSWF reported near expectations. [...]