Zero 2 Rich

Investing to One Million Dollars or Bust!

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Regular Brokerage Account:

Name Sym Shares Value Gain/Loss
Advance Auto Parts AAP 20.819 $1,436.51 $194.68
Amazon.com AMZN 23.495 $1,062.44 $315.46
Cabela’s CAB 26.247 $582.68 $84.78
Carnival Cruise Lines CCL 20.467 $1,074.52 $77.42
Citigroup C 0.047 $2.05 ($0.18)
Dick’s Sporting Goods DKS 49.230 $1,950.49 $209.53
eBay EBAY 25.911 $1,087.23 $83.07
US Real Estate Index IYR 8.675 $588.08 $80.36
Lowes LOW 24.872 $1,644.54 $152.70
Michaels Stores MIK 18.171 $745.74 $1.78
PetsMart PETM 48.979 $1,455.66 ($38.36)
Red Robin Gourmet Burgers RRGB 18.986 $1,139.54 $165.50
Target TGT 17.413 $1,027.54 $77.03
Total $13,797.01 $1,403.76

See listings at Yahoo Finance

Roth IRA Account:

Name Sym Shares Value Gain/Loss
DJ Select Dividend Fund DVY 0.061 $3.90 $0.13
MSCI Emerging Markets Index EEM 21.882 $1,688.85 $194.96
US Real Estate Index IYR 49.780 $3,374.59 $353.17
S&P SmallCap 600/BARRA Value IJS 23.788 $1,554.78 $57.80
Pengrowth Energy Trust A PGH 23.683 $553.95 $49.54
Primewest Energy PWI 19.784 $560.48 $59.40
Total $7,736.55 $715.01

See listings at Yahoo Finance

I got my $2500 payment from Amazon today for this last quarter. I debated about buying some more Amazon stock, but the PE is too high, the PEG is too high, and they just jumped a big amount yesterday. I didn’t investing in a nay new companies, but added to my positions in companies I already own. I bought more Dicks Sporting Goods (DKS), which has been doing amazin. They are still relatvily small, and with a PEG of 0.94, they seem to be a great buy. I bought more eBay (EBAY). The P/E and PEG are pretty high but I think this company, but since they have money just rolling in, and no debt, and are growing, and have a monopoly on the online autcion, I think they are worth putting a little more money in. I bought a some more Lowes (LOW). With a PEG of 0.96 I think they are a good buy. PetsMart (PETM) has a PEG of 0.99, and a growth rate of 20%. I this company will give me some good returns. I have been wanting to add to my holds in Target (TGT). I had invested less than $500 in the company, and thought is was time to invest a little more. They are doing well, and even though their growth estimate is on $15, I thing they are a solid investment.

All my stocks jumped yesterday. My 401k is getting close to it’s recorded high point of $208,854.96 over 5 years ago. It may have actually been higher, but I lost some spreadsheet data around that time.

401k:

Name Value
INVESCO 500 INDEX TRUST $50,178.68
DREYFUS MID CAP INDEX $51,411.19
ROYCE LOW PRICED STOCK $51,987.88
AIM INTERNATIONAL GROWTH $50,904.48
Total $204,482.23

Regular Brokerage Account:

Name Sym Shares Value Gain/Loss
Advance Auto Parts AAP 20.819 $1,431.72 $189.89
Amazon.com AMZN 23.495 $1,072.31 $325.33
Cabela’s CAB 26.247 $574.55 $76.64
Carnival Cruise Lines CCL 20.467 $1,091.91 $94.82
Citigroup C 0.047 $2.06 ($0.17)
Dick’s Sporting Goods DKS 36.632 $1,444.40 $200.43
eBay EBAY 14.120 $595.02 $87.85
US Real Estate Index IYR 8.675 $589.47 $81.75
Lowes LOW 17.422 $1,166.23 $171.40
Michaels Stores MIK 18.171 $752.10 $8.14
PetsMart PETM 32.614 $997.99 $0.98
Red Robin Gourmet Burgers RRGB 18.986 $1,140.49 $166.45
Target TGT 9.044 $539.11 $85.55
Total $11,397.36 $1,489.05

See listings at Yahoo Finance

Roth IRA Account:

Name Sym Shares Value Gain/Loss
DJ Select Dividend Fund DVY 0.061 $3.93 $0.15
MSCI Emerging Markets Index EEM 21.882 $1,689.51 $195.62
US Real Estate Index IYR 49.780 $3,382.55 $361.14
S&P SmallCap 600/BARRA Value IJS 23.788 $1,559.30 $62.32
Pengrowth Energy Trust A PGH 23.683 $549.45 $45.04
Primewest Energy PWI 19.784 $557.12 $56.04
Total $7,741.85 $720.32

See listings at Yahoo Finance

The Build-A-Bear Workshop (BBW) sold. It was up, and I actually made a tiny profit. I have been thinking about buying more eBay. It is my smallest holding, and has done pretty well. The high P/E of over 60 scares me some, and the PEG is 1.77. But I don’t think they are going to disappear any time soon. They have an excellent brand name, and have a virtual monopoly on the online aution.

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