Regular Brokerage Account:
| Name | Sym | Shares | Value | Gain/Loss |
| Amazon.com | AMZN | 23.495 | $798.36 | $51.38 |
| Carnival Cruise Lines | CCL | 15.727 | $781.32 | $34.35 |
| Citigroup | C | 5.082 | $233.67 | ($16.32) |
| Coca-Cola Company | KO | 17.378 | $767.93 | $19.19 |
| Dick’s Sporting Goods | DKS | 22.904 | $756.52 | $9.53 |
| eBay | EBAY | 7.965 | $278.70 | $31.70 |
| General Electric | GE | 6.892 | $246.11 | ($2.34) |
| Merck | MRK | 8.590 | $287.51 | $37.30 |
| Red Robin Gourmet Burgers | RRGB | 18.986 | $922.34 | ($51.69) |
| SBC Communications | SBC | 20.738 | $479.46 | ($21.11) |
| Target | TGT | 3.749 | $181.45 | $4.20 |
| Verizon | VZ | 7.011 | $239.36 | ($13.39) |
| US Real Estate Index | IYR | 4.294 | $511.46 | $9.23 |
| Total | $6,484.18 | $92.03 |
Roth IRA Account:
| Name | Sym | Shares | Value | Gain/Loss |
| DJ Select Dividend Index | DVY | 8.209 | $487.53 | ($6.49) |
| MSCI Emerging Markets Index | EEM | 7.294 | $1,455.15 | ($38.73) |
| US Real Estate Index | IYR | 13.097 | $1,559.98 | $63.18 |
| US Energy Sector Index | IYE | 6.455 | $437.91 | ($59.06) |
| Pengrowth Energy Trust A | PGH | 12.216 | $242.12 | ($4.89) |
| Primewest Energy | PWI | 10.361 | $240.89 | ($6.11) |
| Total | $4,423.59 | ($52.09) |
After looking at the two, I decided to add to my holdings in Dick’s Sporting Goods (DKS) instead of buying Lowes (LOW). Dick’s has a lower market cap, and is probably likely to grow faster than Lowes. They are even building a new Dick’s not far from where I work. In this area, Lowes competes with Home Depot, and Chase Pitkin’s, but Dick’s really does’t have any major competitors. Walmart, Target , etc have some sporting goods, but do not compare with Dick’s. There is another small sporting goods store in there area, called Durham’s or something like that, but I never go there.
I got paid today, and have another couple hundred that should be showing up in my account any day now as well. I have enough to pay off my credit card, and have some left over, so I decided I could afford to invest $250. I debated about which stock to buy. I have been looking at Cabelas (CAB) but I think I have time yet before it starts to go up. It has mostly been going down, but I think that is because they are spending lots of money at this point building their retail centers. I will probably buy some in the next month or two. I looked at stocks I already own. Target (TGT) looked good. The stock has gone up in the last few days, but it is still fairly close to where I bought the shares that I currently own. But I have also been looking at Lowes (LOW), the hardware chain. After comparing Lowes and Target, I decided to buy some Lowes. Lowes has a lower P/E of 19.53 compared to Target’s 22.26. Lowes growth over that last 5 years has been 38.4% per year, compared to Target’s 9.3% per year. Analysts estimate Lowes growth for the next 5 years at 18% per year, compared to Target’s estimates of 15% per year. If you compare charts, Lowe’s stock price has risen better than Target’s over that last 5 years. So between the two, I decided to go with Lowes. I may buy some Target next week. Or Cabelas. Or some more Red Robin (RRGB). Or some more Dick’s Sporting Goods (DKS), or, or, or…
Actually looking at Dick’s Sporting Goods, I am almost thinking of cancelling my Lowes order, and buying more DKS. Their growth estimates for the next 5 years is at 20%, but they have a higher P/E of 25.41. Maybe next neek.
It’s been a busy week. Haven’t had any extra money to invest, but hopefully next week. I got my credit card bill yesterday that I had been waiting for, so hopefully I will send off a payment of over $3500 to bring the balance to ZERO! YEAH!!!
I am waiting for payment of almost $100 from an eBay auction, but I think I may be getting stiffed. That sucks!
I have been listening to a book on tape called Get Your Share: A Guide to Striking It Rich in the Stock Market by Julie Stav. The book is targeted at women, but I figured I give it a shot. I do NOT recommend this book. Some of the stuff on fundamental analysis might usefull, but then she goes off into technical analysis. She contradicts herself all over the place. She tells you how experts can’t predict the direction of the market, but then tells you how you can. She puts you on the course of chasing the hot stocks, in the hot markets. I think it would be dangerous to follow a lot of the sutff in this book.
I am eager to buy some more shares of something. The week has been wierd. I bought more of Red Robin, but of course it goes down. I thought about buying more Target or Dicks Sporting Goods but didn’t and of course they go up. Oh well. I am looking at buying some shares of Cabelas (CAB). They sell hunting and fishing stuff through a catalog. They are starting to build some retail centers similar to Bass Pro Shops. Cabelas went public less than a year ago with stock going for $27. The stock now is less than $19. The comany has been around for a long time before they ever went public, and seems to have been doing well. I have bought stuff from them, and have been happy with it. I have been in one of the Bass Pro Shop stores, and the place was packed. If Cabelas can successfully get into this area, and think they will do well. Now is probably a good time to get in. The stock may continue to drop more, but I could alway buy more. I believe it will eventually be going up with gusto (might take a few years).
I should be getting a check for about $150 from Google in the next few weeks for my adsense ads. Google still hasn’t indexed my site. I will invest the money.
I had a problem with some spam messages being posted from some scuz buckets at an online poker place. I was deleting the comments, buy were still showing up. I found I had a bug in the wordpress theme I am using. A newer version fixed the bug, and the links to the spammers site were removed.
I am wondering what the market will do today.
I already have about $185,000 invested in my 401k. This is split bewteen S&P500, S&P mid-cap, International, Low Price Fund, and company stock. I wanted to invest my Roth into funds that were not available within my 401k, and also wanted to focus on more aggressive funds. If you see the chart below, you will see how the funds I chose have done compared to the S&P500.
The S&P500 index is made of of 500 companys chosen by committee to reflect the large-cap market. I wanted funds that have outperformed the S&P500.
The funds I chose are iShares Dow Jones US Real Estate (IYR), iShares S&P SmallCap 600/BARRA Growth (IJT), iShares MSCI Emerging Markets Index (EEM), and iShares Dow Jones Select Dividend Index (DVY).
I chose the IYR since it is based on real estate, and tends to track differently than the general stock market. This allows me to invest in real estate without having to be a landlord. It pays a pretty good yield.
The IJT is a small-cap fund. Small companys have more potential to grow than large companys. A small-cap fund allows me to invest in variety of small companies. Small-caps have historically beat the larger caps over time.
The EEM allows me to invest of foriegn companies in emerging markets which are higher risk, but have a potentially higher reward. Since this is a fund of many companies, the risk is vastly reduced.
The DVY fund invests in companys that have repeatedly increased their dividends, while still reinvesting 60% of thier earnings back into the company.
In the chart below, the S&P500 is represented as “_GSPC”. The other funds split off from the S&P500 index line as they were created. You will notice that each of them move above the S&P500 line increasing over time.
