Regular Brokerage Account:
| Name | Sym | Shares | Value | Gain/Loss |
| Advance Auto Parts | AAP | 8.990 | $524.84 | $26.97 |
| Amazon.com | AMZN | 23.495 | $835.95 | $88.97 |
| Cabela’s | CAB | 26.247 | $502.89 | $4.99 |
| Carnival Cruise Lines | CCL | 20.406 | $1,080.29 | $86.32 |
| Dick’s Sporting Goods | DKS | 29.682 | $1,078.05 | $84.07 |
| eBay | EBAY | 7.965 | $287.54 | $40.54 |
| Lowes | LOW | 8.689 | $501.96 | $4.08 |
| Red Robin Gourmet Burgers | RRGB | 18.986 | $1,008.35 | $34.31 |
| Target | TGT | 9.039 | $475.00 | $21.45 |
| US Real Estate Index | IYR | 4.294 | $533.70 | $31.48 |
| Total | $6,828.57 | $423.18 |
Roth IRA Account:
| Name | Sym | Shares | Value | Gain/Loss |
| DJ Select Dividend Index | DVY | 8.209 | $502.31 | $8.29 |
| MSCI Emerging Markets Index | EEM | 7.294 | $1,508.76 | $14.89 |
| US Real Estate Index | IYR | 13.097 | $1,627.83 | $131.02 |
| US Energy Sector Index | IYE | 6.455 | $449.20 | ($47.77) |
| Pengrowth Energy Trust A | PGH | 12.216 | $243.10 | ($3.91) |
| Primewest Energy | PWI | 10.459 | $239.30 | ($10.01) |
| Total | $4,570.50 | $92.51 |
After selling off (dumping) most of my Dow stocks yesterday, I decided to make a clean sweep. I sold my Coke stock for about $780. Coke has growth estimates of 8.5% per year for the next 5 years. I looked at Pepsi (PEP) which is what I actually drimk, and it had growth estimates of 10%. Better! But I decided I wanted more promise than that. I looked at various stocks, some I own, others I don’t. I decided to add to my holdings of stocks I already own. I ordered $250 woth of Dick’s Sporting Goods, $250 worth of Carnival Cruise Lines (CCL), and $280 worth of Target. I ordered the most of Target, since that is my smallest position. I should add to my eBay at some point.
I was looking at companies like PetMed Express (PETS). The numbers look promising, but when I did a search on Google, all of the references I found were either how the profits were growing, or how they are being sued, or fined. I will keep an eye on them. I have never used them, which is another minus. I was also looking at Pixar (PIXR) and Dreamworks Animation (DWA). Not sure if I want to investing in a movie company. Seems like the movie going public could be fickle. As much as I like their movies, a few bad movies could ruin a movie company. I keep looking for interesting companys
Regular Brokerage Account:
| Name | Sym | Shares | Value | Gain/Loss |
| Advance Auto Parts | AAP | 8.990 | $496.79 | ($1.08) |
| Amazon.com | AMZN | 23.495 | $833.84 | $86.86 |
| Cabela’s | CAB | 26.247 | $498.43 | $0.52 |
| Carnival Cruise Lines | CCL | 15.727 | $832.12 | $85.15 |
| Coca-Cola Company | KO | 17.378 | $780.45 | $31.71 |
| Dick’s Sporting Goods | DKS | 22.904 | $838.97 | $91.98 |
| eBay | EBAY | 7.965 | $285.47 | $38.47 |
| Lowes | LOW | 8.689 | $498.57 | $0.70 |
| Red Robin Gourmet Burgers | RRGB | 18.986 | $1,016.32 | $42.29 |
| Target | TGT | 3.749 | $194.76 | $17.51 |
| US Real Estate Index | IYR | 4.294 | $526.32 | $24.09 |
| Total | $6,802.03 | $418.19 |
Roth IRA Account:
| Name | Sym | Shares | Value | Gain/Loss |
| DJ Select Dividend Index | DVY | 8.209 | $501.73 | $7.72 |
| MSCI Emerging Markets Index | EEM | 7.294 | $1,508.03 | $14.16 |
| US Real Estate Index | IYR | 13.097 | $1,605.30 | $108.49 |
| US Energy Sector Index | IYE | 6.455 | $442.10 | ($54.87) |
| Pengrowth Energy Trust A | PGH | 12.216 | $241.75 | ($5.25) |
| Primewest Energy | PWI | 10.459 | $238.67 | ($10.64) |
| Total | $4,537.60 | $59.61 |
After selling my Dogs, I poured over a list of stocks that I had in my notebook. I compared many of the stocks listed there along with stocks I already owned. Considered buying more Target (TGT), more Dick’s Sporting Goods (DKS), more eBay (EBAY). I finally settled on buying $750 of Lowes (LOW), and $750 of Advance Auto Parts (AAP). I placed the order, but changed my mind before it took place. I cancelled these two orders, and then placed orders for $500 of Lowes (LOW), $500 of Advance Auto Parts (AAP), and $500 of Cabela’s (CAB).
Advance Auto Parts has analyst estimates of 17.5% growth per year over the next five years. The P/E is 22.19 with a forward P/E of 15.24. The debt is reasonable, and has done well versus the S&P 500. The Return On Equity (ROE) is over 26%. And as I mentioned in a previous log, I liked the store and the service when I visited, and purchased a set of windshield wipers.
The analyst growth estimate for Lowes is 18% per year for the next five years. And the P/E is only 19.92 with a forward P/E of 14.84. The debt is very good. This stock has outperformed the S&P 500. The ROE is a respectable 20.49%. There are three big hardware stores in this area. There is Home Depot, Lowes, and another chain store that is not publically owned. Whether I go to Lowes, or Home Depot pretty much depnds on which one is closer. I like both. But Lowes has better growth numbers at this point than Home Depot.
Cabela’s is kind of speculative. I have bought fishing gear from them in the past via their catalog, and have been very pleased. Even though thet are an older company, they only went public less than a year ago at an initial price of $27 a share, but is now selling for less than $19 a share. They are in the process of expanding, building retail centers ala Bass Pro Shops. I visited on the of the Bass Pro Shops stores down in Dallas and was very impressed. The place was very busy, and if I still spent much time fishing, I would spend a lot of time there. I was still tempted to buy fishing gear, even though I have fished much in several years. But Bass Pro Shops is not a publically owned company. So when Cabela’s get’s it’s retail centers, I believe they will be successfull. They will be building them over the next couple years.
Having abandoned the Dogs Of The Dow strategy, and moved on to buying stocks in smaller fast growing companys, I finally decided to sell the Dogs. After looking at each of the stocks, I decided that under my current buying criteria, I wouldn’t have bought any of them. So after much thought, I made the decision to sell them, and buy stocks in companys that have more potential to grow. One of the stocks I considered keeping was Merck, but after seeing analysts estimates of only 2% growth over the next 5 years, I decided I would sell it too. I netted a hair over $1500.