| Average Annualized Return of the 343 positions closed out 2000 -
2013: 30.5 percent (see bottom of page) |
Average Annualized Return
(Returns shown below are Not Compounded) |
| Year |
Positions Closed |
Percent Return |
| 2013 |
13 |
33.6% |
| 2012 |
13 |
62.6% |
| 2011 |
20 |
31.3% |
| 2010 |
22 |
35.8% |
| 2009 |
26 |
38.5% |
| 2008 |
8 |
18.5% |
| 2007 |
17 |
11.4% |
| 2006 |
28 |
11.4% |
| 2005 |
16 |
25.7% |
| 2004 |
19 |
43.0% |
| 2003 |
37 |
51.0% |
| 2002 |
58 |
10.4% |
| 2001 |
41 |
58.2% |
| 2000 |
25 |
69.7% |
|
| |
Positions Closed Out in Year 2013
|
| Stock |
Buy Date |
Buy Price |
Sell Date |
Sell Price |
Gain Percent |
General Motors GM |
08/22/2011
|
21.62
|
01/21/2013
|
29.28
|
35.4
|
Ford |
07/31/2011
|
9.24
|
01/21/2013
|
14.11
|
52.7
|
Bank of America |
08/23/2011
|
6.96
|
01/21/2013
|
11.14
|
60.1
|
Bank of New York |
08/21/2011
|
18.99
|
01/21/2013
|
26.53
|
39.7
|
Morgan Stanley |
08/17/2011
|
16.2
|
01/21/2013
|
22.38
|
38.1
|
Staples |
05/11/2012
|
14.98
|
01/21/2013
|
13.0
|
-13.2
|
Hartford |
08/18/2011
|
18.12
|
04/16/2013
|
27.36
|
51.0
|
Yahoo |
04/13/2011
|
14.98
|
04/16/2013
|
23.84
|
59.1
|
Avon Products |
04/06/2012
|
15.64
|
04/18/2013
|
21.77
|
39.2
|
Marathon Oil |
03/14/2011
|
29.78
|
04/19/2013
|
29.78
|
0.0
|
Sirius XM Radio |
05/24/2012
|
1.97
|
04/19/2013
|
3.01
|
52.8
|
Dell Inc. |
04/04/2013
|
14.23
|
04/23/2013
|
13.16
|
-7.5
|
Pep Boys |
06/01/2012
|
8.96
|
04/30/2013
|
11.59
|
29.4
|
| |
| Average return per year of all stocks 2013 |
33.6% (not compounded) |
| |
Positions Closed Out in Year 2012
|
| Stock |
Buy Date |
Buy Price |
Sell Date |
Sell Price |
Gain Percent |
Sirius Radio
|
12/31/2009
|
0.59
|
01/30/2012
|
2.03
|
244.1
|
Exxon Mobil
|
10/08/2011
|
68.03
|
01/30/2012
|
85.5
|
25.7
|
Seagate Tech
|
10/08/2011
|
10.54
|
01/30/2012
|
20.89
|
98.2
|
Janus Capital Group
|
08/22/2011
|
5.92
|
03/15/2012
|
9.38
|
58.4
|
Aeropostale
|
08/18/2011
|
12.46
|
03/21/2012
|
20.74
|
66.5
|
General Electric
|
11/07/2009
|
10.68
|
03/23/2012
|
19.83
|
85.7
|
General Electric
|
07/06/2010
|
13.97
|
03/23/2012
|
19.83
|
41.9
|
JP Morgan Chase
|
08/10/2011
|
34.37
|
04/03/2012
|
45.42
|
32.2
|
American International Group
|
08/11/2011
|
22.11
|
04/09/2012
|
31.99
|
44.7
|
Monsanto
|
08/08/2011
|
63.44
|
09/14/2012
|
89.07
|
40.4
|
Bank Of NY
|
08/24/2011
|
18.99
|
09/14/2012
|
23.68
|
24.7
|
Citigroup
|
03/03/2010
|
30.2
|
09/14/2012
|
34.85
|
15.4
|
JC Penny
|
08/12/2012
|
21.24
|
09/14/2012
|
28.92
|
36.2
|
| |
| Average return per year of all stocks 2012 |
62.6% (not compounded) |
| |
Positions Closed Out in Year 2011
|
| Stock |
Buy Date |
Buy Price |
Sell Date |
Sell Price |
Gain Percent |
EMC Corp.
|
10/13/2008
|
10.12
|
5/5/2011
|
27.05
|
167.3
|
BP
|
5/4/2010
|
48.1
|
5/11/2011
|
44.96
|
-6.5
|
BP
|
6/16/2010
|
29.96
|
5/11/2011
|
44.96
|
50.1
|
Exxon Mobil
|
5/21/2010
|
59.96
|
5/11/2011
|
83.41
|
39.1
|
Intel
|
4/28/2008
|
22.71
|
5/11/2011
|
23.15
|
1.9
|
Intel
|
6/2/2008
|
23.25
|
5/11/2011
|
23.15
|
-0.4
|
Intel
|
3/4/2010
|
19.98
|
5/11/2011
|
23.15
|
15.9
|
Trans Ocean
|
5/18/2010
|
64.95
|
5/11/2011
|
68.35
|
5.2
|
Trans Ocean
|
7/30/2010
|
46.24
|
5/11/2011
|
68.35
|
47.8
|
Visa
|
8/17/2010
|
72.61
|
5/11/2011
|
80.50
|
10.9
|
Bank of America
|
3/4/2010
|
4.99
|
6/17/2011
|
10.69
|
114.2
|
Goldman Sachs
|
5/4/2010
|
131.05
|
8/22/2011
|
106.51
|
-18.7
|
Anglo Gold
|
4/6/2009
|
32.16
|
8/24/2011
|
43.25
|
34.5
|
Nova Gold Resouces
|
7/7/2010
|
6.18
|
8/24/2011
|
9.36
|
51.5
|
Yamana Gold
|
3/25/2011
|
12.30
|
8/24/2011
|
14.98
|
21.8
|
Rite Aid
|
9/17/2008
|
0.99
|
10/12/2011
|
0.99
|
0.0
|
Cisco System
|
8/11/2011
|
13.73
|
10/13/2011
|
17.40
|
26.7
|
Pep Boys
|
8/22/2011
|
8.62
|
10/13/2011
|
11.22
|
30.2
|
Wells Fargo
|
8/10/2011
|
22.55
|
10/14/2011
|
26.23
|
16.3
|
Jones Group
|
8/19/2011
|
9.15
|
10/14/2011
|
10.81
|
18.1
|
| |
| Average
return per year of all stocks 2011 |
31.3% (not compounded) |
| |
Positions Closed Out in Year 2010
|
| Stock |
Buy Date |
Buy Price |
Sell Date |
Sell Price |
Gain Percent |
Home Depot
|
7/10/2009
|
27.62
|
8/24/2010
|
27.62
|
0
|
Dynegy
|
2/21/2007
|
3.81
|
9/14/2010
|
5.08
|
33.33
|
Ford
|
3/4/2009
|
1.8
|
9/14/2010
|
12.01
|
567.22
|
Pep boys
|
8/23/2010
|
7.9
|
9/14/2010
|
9.53
|
20.63
|
Texas Instruments
|
9/11/2009
|
20.96
|
9/14/2010
|
24.38
|
16.32
|
Viacom
|
11/7/2008
|
18.54
|
9/14/2010
|
34.44
|
85.76
|
American International Group
|
3/5/2010
|
28.29
|
9/29/2010
|
38.3
|
35.38
|
Microsoft
|
10/13/2008
|
21.5
|
9/29/2010
|
24.65
|
14.65
|
Barnes & Noble
|
7/21/2010
|
11.98
|
9/29/2010
|
16.45
|
37.31
|
Boston Scientific
|
10/28/2008
|
7.11
|
12/17/2010
|
7.65
|
7.59
|
Boston Scientific
|
2/2/2010
|
7.11
|
12/17/2010
|
7.65
|
7.59
|
Boston Scientific
|
8/25/2010
|
5.44
|
12/17/2010
|
7.65
|
40.63
|
Dell
|
9/15/2009
|
16.55
|
12/17/2010
|
13.64
|
-17.58
|
Dell
|
8/16/2010
|
12.11
|
12/17/2010
|
13.64
|
12.63
|
Electronic Arts
|
7/16/2010
|
14.85
|
12/17/2010
|
15.91
|
7.14
|
Lions Gate
|
3/23/2010
|
5.85
|
12/17/2010
|
6.63
|
13.33
|
Lions Gate
|
2/22/2007
|
11.55
|
12/17/2010
|
6.63
|
-42.60
|
Lions Gate
|
7/3/2006
|
9.28
|
12/17/2010
|
6.63
|
-28.56
|
Peoples United
|
5/16/2008
|
15.87
|
12/17/2010
|
13.61
|
-14.24
|
Peoples United
|
2/4/2008
|
16.96
|
12/17/2010
|
13.61
|
-19.75
|
St Jude
|
4/11/2008
|
39.98
|
12/17/2010
|
42.50
|
6.30
|
St Jude
|
3/11/2008
|
40.96
|
12/17/2010
|
42.50
|
3.76
|
|
| Average
return per year of all stocks 2010 |
35.77% (not compounded) |
| |
Positions Closed Out in Year 2009
|
| Stock |
Buy Date |
Buy Price |
Sell Date |
Sell Price |
Gain Percent |
|
CNA Financial
|
3/4/2009
|
7.87
|
3/16/2009
|
8.83
|
12.20
|
|
Potash
|
11/19/2008
|
60.02
|
3/16/2009
|
76.95
|
28.21
|
|
Statoilhydro ASA ADS
|
11/13/2008
|
15.56
|
3/16/2009
|
17.18
|
10.41
|
|
Wetherford
|
11/13/2008
|
12.41
|
3/16/2009
|
11.26
|
-9.27
|
|
VM Ware
|
10/13/2008
|
21.03
|
2/25/2009
|
25.31
|
20.35
|
|
Starwood Hotels
|
3/4/2009
|
10.32
|
3/26/2009
|
14.37
|
39.24
|
|
Genentech
|
3/2/2008
|
89.2
|
3/25/2009
|
94.98
|
6.48
|
|
International Game Technology
|
3/4/2009
|
8.33
|
4/6/2009
|
11.61
|
39.38
|
|
CBS Corp
|
3/4/2009
|
3.85
|
4/6/2009
|
4.84
|
25.71
|
|
Transocean ltd.
|
11/19/2008
|
61.97
|
5/13/2009
|
70.18
|
13.25
|
|
Rowan Drilling
|
11/13/2008
|
15.58
|
5/13/2009
|
17.56
|
12.71
|
|
Oracle
|
3/15/2006
|
13.3
|
5/13/2009
|
18.24
|
37.14
|
|
Motorola
|
4/13/2008
|
9.05
|
5/13/2009
|
5.68
|
-37.24
|
|
Motorola
|
1/10/2008
|
4.08
|
5/13/2009
|
5.68
|
29.27
|
|
Deere
|
10/12/2008
|
38.12
|
5/13/2009
|
41.29
|
8.32
|
|
Aaron Rent
|
8/9/2007
|
24.96
|
5/13/2009
|
30.13
|
20.71
|
|
USG Corp
|
11/4/2007
|
14.36
|
5/13/2009
|
12.21
|
-14.97
|
|
Bed Bath & Beyond
|
11/7/2008
|
23
|
7/2/2009
|
29.7
|
29.13
|
|
KOHLS
|
11/9/2008
|
34.21
|
10/8/2009
|
59.02
|
72.59
|
|
KOHLS
|
2/12/2008
|
44.44
|
10/8/2009
|
59.02
|
32.81
|
Cablevision
|
10/27/2008
|
14.02
|
10/16/2009
|
23.5
|
67.62
|
Sun Micro
|
6/19/2007
|
5.1
|
10/16/2009
|
9.12
|
78.82
|
Time Warner
|
10/27/2008
|
8.94
|
10/16/2009
|
30.41
|
240.16
|
Time Warner
|
4/16/2008
|
14.35
|
10/16/2009
|
30.41
|
111.92
|
Cisco Systems
|
10/12/2008
|
17.27
|
10/16/2009
|
24.02
|
39.09
|
EMC
|
10/12/2008
|
10.12
|
10/16/2009
|
17.96
|
77.47
|
|
| Average
return per year of all stocks 2009 |
38.51% (not compounded) |
| |
Positions Closed Out in Year 2008
|
| Stock |
Buy Date |
Buy Price |
Sell Date |
Sell Price |
Gain Percent |
|
Arch Coal
|
5/15/2007
|
38.64
|
5/14/2008
|
63.31
|
63.85
|
|
Conoco Philips
|
5/23/2007
|
76.91
|
5/14/2008
|
88.93
|
15.63
|
|
Warren
Resources
|
8/3/2007
|
11.08
|
5/14/2008
|
13.42
|
21.12
|
|
Foster Wheeler
|
11/20/2008
|
15.38
|
11/24/2008
|
19.14
|
24.45
|
|
Curtiss Wright
|
11/19/2008
|
26.44
|
12/08/2008
|
34.40
|
30.11
|
|
MGM Mirage
|
10/27/2008
|
10.05
|
12/17/2008
|
13.95
|
38.81
|
|
Marsh & McLennan
|
10/28/2006
|
28.48
|
12/17/2008
|
22.89
|
-19.63
|
|
Sara Lee
|
6/9/2008
|
13.12
|
12/17/2008
|
9.63
|
-26.60
|
|
| Average
return per year of all stocks 2008 |
18.47% (not compounded) |
| |
Positions Closed Out in Year 2007
|
| Stock |
Buy Date |
Buy Price |
Sell Date |
Sell Price |
Gain Percent |
|
IBM
|
6/9/2003
|
81.32
|
1/10/2007
|
98.8
|
21.50
|
|
IBM
|
5/13/2004
|
86.78
|
1/10/2007
|
98.8
|
13.85
|
|
IBM
|
4/21/2005
|
73.78
|
1/10/2007
|
98.8
|
33.91
|
|
General
Motors
|
10/5/2006
|
30.96
|
1/26/2007
|
32.82
|
6.01
|
|
Imclone
|
9/25/2006
|
29.5
|
3/28/2007
|
39.41
|
33.59
|
|
Beckman
Coulter
|
3/16/2006
|
53.12
|
5/15/2007
|
64.87
|
22.12
|
|
EMC
Corp
|
5/27/2004
|
11.21
|
5/15/2007
|
15.44
|
37.73
|
|
Newell
Rubbermaid
|
7/11/2003
|
28.3
|
5/15/2007
|
30.54
|
7.92
|
|
Newell
Rubbermaid
|
8/25/2003
|
23.64
|
5/15/2007
|
30.54
|
29.19
|
|
Ruby
Tuesday
|
12/24/2004
|
25.32
|
5/15/2007
|
27.12
|
7.11
|
|
International
Game Technology
|
4/12/2005
|
25.44
|
5/15/2007
|
38.3
|
50.55
|
|
Cisco
Systems
|
11/10/2005
|
22.36
|
5/15/2007
|
26.11
|
16.77
|
|
Tyco
|
5/6/2005
|
28.94
|
7/17/2007
|
32.7
|
12.99
|
|
Ebay
|
6/29/06
|
29.01
|
10/14/2007
|
39.22
|
35.19
|
|
Novell
|
1/14/2005
|
6.39
|
10/4/2007
|
7.57
|
18.47
|
|
IGT
|
8/10/2007
|
34.95
|
10/4/2007
|
43.7
|
25.04
|
|
Lockheed Martin
|
7/30/2007
|
103
|
12/11/2007
|
110.03
|
6.83
|
|
| Average
return per year of all stocks 2007 |
11.41% (not compounded) |
| |
Positions Closed Out in Year 2006
|
| Stock |
Buy Date |
Buy Price |
Sell Date |
Sell Price |
Gain Percent |
| Crescent Real Estate |
3/18/2005 |
16.52 |
1/31/2006 |
21.06 |
27.48 |
| Wynn International |
6/9/2005 |
52.39 |
1/31/2006 |
64.43 |
22.98 |
| Liberty Media |
12/29/2003 |
7.80 |
3/29/2006 |
8.08 |
3.59 |
| LSI Logic |
2/3/2004 |
10.30 |
3/30/2006 |
11.54 |
12.04 |
| LSI Logic |
5/5/2004 |
7.33 |
3/30/2006 |
11.54 |
57.44 |
| LSI Logic |
8/24/2004 |
4.96 |
3/30/2006 |
11.54 |
132.66 |
| Kohls |
11/7/2003 |
52.12 |
3/31/2006 |
53.17 |
2.01 |
| Kohls |
12/5/2003 |
46.96 |
3/31/2006 |
53.17 |
13.22 |
| Kohls |
1/9/2004 |
41.80 |
3/31/2006 |
53.17 |
27.20 |
| Lucent |
8/9/2002 |
1.49 |
4/20/2006 |
3.07 |
106.04 |
| Lucent |
4/24/2005 |
2.76 |
4/20/2006 |
3.07 |
11.23 |
| Lucent |
11/22/2005 |
2.86 |
4/20/2006 |
3.07 |
7.34 |
| Xerox |
5/19/2004 |
12.94 |
4/27/2006 |
13.92 |
7.57 |
| Honeywell |
10/12/2003 |
27.50 |
5/11/2006 |
43.61 |
58.58 |
| General Electric |
1/16/2004 |
33.14 |
5/11/2006 |
34.37 |
3.71 |
| General Electric |
5/17/2004 |
29.90 |
5/11/2006 |
34.37 |
14.95 |
| Southwest Air |
2/13/2006 |
14.58 |
5/11/2006 |
16.22 |
11.25 |
| Walt Disney |
5/20/2004 |
22.99 |
7/18/2006 |
28.68 |
24.75 |
| Walt Disney |
11/11/2004 |
27.48 |
7/18/2006 |
28.68 |
4.37 |
| Microsoft |
7/2/2003 |
23.80 |
9/21/2006 |
26.96 |
13.28 |
| Taiwan Semiconductor |
11/25/2002 |
7.53 |
9/21/2006 |
9.7 |
28.82 |
| Dick's Sporting Goods |
1/30/2006 |
36.78 |
9/21/2006 |
44.8 |
21.81 |
| Pfizer |
11/14/2003 |
33.45 |
10/25/2006 |
27.41 |
-18.06 |
| Pfizer |
12/19/2005 |
24.72 |
10/25/2006 |
27.41 |
10.88 |
| Forest Labs |
8/20/2004 |
48.31 |
10/25/2006 |
48.25 |
-0.12 |
| Forest Labs |
2/9/2006 |
46.03 |
10/25/2006 |
48.25 |
4.82 |
| Schering Plough |
5/31/2002 |
25.90 |
10/25/2006 |
23.02 |
-11.12 |
| Schering Plough |
3/12/2003 |
15.56 |
10/25/2006 |
23.02 |
47.94 |
| |
| Average
return per year of all stocks 2006 |
11.39% (not compounded) |
| |
Positions
Closed Out in Year 2005
|
| Stock |
Buy Date |
Buy Price |
Sell Date |
Sell Price |
Gain Percent |
| Merck |
4/8/2004 |
44.58 |
1/28/2005 |
28.05 |
-37.08 |
| Merck |
10/1/2004 |
33.45 |
1/28/2005 |
28.05 |
-16.14 |
| Office Depot |
6/16/2003 |
14.89 |
3/7/2005 |
19.41 |
30.36 |
| McKesson |
3/24/2004 |
27.75 |
3/23/2005 |
37.98 |
36.86 |
| Johnson & Johnson |
7/16/2003 |
52.57 |
3/31/2005 |
67.07 |
27.58 |
| Time Warner |
5/20/2003 |
13.75 |
6/2/2005 |
17.3 |
25.82 |
| Texas Instruments |
8/18/2004 |
19.81 |
6/15/2005 |
27.05 |
36.55 |
| Citigroup |
3/30/2005 |
44.35 |
7/27/2005 |
44.35 |
0.00 |
| American International
Group |
4/1/2005 |
51.18 |
8/12/2005 |
62.23 |
21.59 |
| American International
Group |
10/22/2004 |
54.79 |
8/12/2005 |
62.23 |
13.58 |
| American International
Group |
10/28/2003 |
60 |
8/12/2005 |
62.23 |
3.72 |
| Charles Schwab |
6/15/2004 |
9.18 |
8/12/2005 |
13.93 |
51.74 |
| Charles Schwab |
1/12/2004 |
12.35 |
8/12/2005 |
13.93 |
12.79 |
| Interstate Bakeries |
3/19/2003 |
10.02 |
9/13/2005 |
10.22 |
2.00 |
| Interstate Bakeries |
10/28/2004 |
3.55 |
9/13/2005 |
10.22 |
187.89 |
| Interstate Bakeries |
1/25/2005 |
5.8 |
9/13/2005 |
10.22 |
76.21 |
| |
| Average
return per year of all stocks 2005 |
25.65% (not compounded) |
| |
Positions
Closed Out in Year 2004
|
| Stock |
Buy Date |
Buy Price |
Sell Date |
Sell Price |
Gain Percent |
| LaBranche |
12/11/2003 |
9.98 |
1/13/2004 |
9 |
-9.82 |
| Xerox |
12/10/2002 |
7.99 |
1/13/2004 |
13.69 |
71.34 |
| Landry's Restaurant |
4/2/2003 |
17.3 |
1/13/2004 |
26.51 |
53.24 |
| Walt Disney |
8/27/2002 |
16.18 |
1/13/2004 |
26.47 |
63.60 |
| Motorola |
9/18/2003 |
11.02 |
1/30/2004 |
16.73 |
51.81 |
| UnumProvident |
6/26/2003 |
13.33 |
1/30/2004 |
15.61 |
17.10 |
| AFLAC |
9/12/2003 |
31.73 |
2/11/2004 |
40.37 |
27.23 |
| The Saint Paul Companies |
9/8/2003 |
36.29 |
2/11/2004 |
42.32 |
16.62 |
| Baxter International |
12/18/2002 |
29.24 |
2/20/2004 |
29.45 |
0.72 |
| Baxter International |
3/17/2003 |
19.65 |
2/20/2004 |
29.45 |
49.87 |
| Archer Daniels Midland |
6/16/2003 |
12.94 |
3/5/2004 |
16.96 |
31.07 |
| Pepsi Bottling |
7/11/2003 |
22.41 |
7/7/2004 |
30.94 |
38.06 |
| Harley Davidson |
7/18/2003 |
45.37 |
7/16/2004 |
62.65 |
38.09 |
| Black and Decker |
11/4/2003 |
47.99 |
9/14/2004 |
74.43 |
55.09 |
| Barr Pharmaceuticals |
7/9/2004 |
34.98 |
12/21/2004 |
45.68 |
30.59 |
| FTI Consulting |
1/30/2004 |
14.6 |
12/21/2004 |
20.73 |
41.99 |
| FTI Consulting |
12/10/2003 |
23.14 |
12/21/2004 |
20.73 |
-10.41 |
| Coca Cola Enterprises |
8/14/2004 |
20.42 |
12/21/2004 |
20.42 |
0.00 |
| Tyco International |
7/28/2003 |
19.95 |
12/21/2004 |
35.5 |
77.94 |
| |
| Average
return per year of all stocks 2004 |
43.03% (not compounded) |
| |
Positions
Closed Out in Year 2003
|
| Stock |
Buy Date |
Buy Price |
Sell Date |
Sell Price |
Gain Percent |
| Best Buy |
10/22/2002 |
21.6 |
2/6/2003 |
27.24 |
26.11 |
| Covad |
12/17/2001 |
1.44 |
2/21/2003 |
0.76 |
-47.22 |
| Black & Decker |
3/31/2003 |
34.6 |
4/23/2003 |
37.85 |
9.39 |
| Rite Aid |
7/31/2002 |
2.18 |
5/14/2003 |
3.55 |
62.84 |
| American Express |
3/14/2003 |
31.49 |
5/29/2003 |
41.69 |
32.39 |
| Cendant |
12/16/2002 |
11.6 |
5/29/2003 |
16.55 |
42.67 |
| Tyco |
7/15/2002 |
13.96 |
5/29/2003 |
18.13 |
29.87 |
| Foot Locker |
9/13/2002 |
10.09 |
5/29/2003 |
12.98 |
28.64 |
| Advanced Micro Devices |
11/25/2002 |
7.48 |
6/3/2003 |
7.08 |
-5.35 |
| Tenet Healthcare Corp |
5/29/2003 |
17.36 |
6/9/2003 |
16.04 |
-7.60 |
| Merck |
3/17/2003 |
50.7 |
6/11/2003 |
59.51 |
17.38 |
| Merck |
12/19/2001 |
59.79 |
6/11/2003 |
59.51 |
-0.47 |
| BJ'S Wholesale Club |
9/24/2002 |
20.03 |
6/12/2003 |
15.32 |
-23.51 |
| BJ'S Wholesale Club |
2/3/2003 |
14.9 |
6/12/2003 |
15.32 |
2.82 |
| BJ'S Wholesale Club |
3/18/2003 |
9.98 |
6/12/2003 |
15.32 |
53.51 |
| McDonald's |
11/21/2002 |
18.56 |
7/2/2003 |
22.54 |
21.44 |
| McDonald's |
2/27/2003 |
12.89 |
7/2/2003 |
22.54 |
74.86 |
| Bank of New York |
8/10/2002 |
32.77 |
7/2/2003 |
28.67 |
-12.51 |
| Bank of New York |
3/12/2003 |
19.98 |
7/2/2003 |
28.67 |
43.49 |
| Circuit City |
12/4/2002 |
9.08 |
7/2/2003 |
9.19 |
1.21 |
| Circuit City |
2/25/2003 |
4.29 |
7/2/2003 |
9.19 |
114.22 |
| Tommy Hilfinger |
10/9/2002 |
7.25 |
7/2/2003 |
9.25 |
27.59 |
| Tommy Hilfinger |
3/20/2003 |
5.28 |
7/2/2003 |
9.25 |
75.19 |
| Toys R Us |
3/11/2003 |
7.96 |
7/8/2003 |
12.24 |
53.77 |
| Motorola |
5/14/2003 |
8.25 |
7/16/2003 |
9.35 |
13.33 |
| Eastman Kodak |
7/7/2003 |
27.65 |
7/21/2003 |
25.72 |
-6.98 |
| Liberty Media |
5/30/2002 |
12.01 |
9/3/2003 |
12.01 |
0.00 |
| Liberty Media |
8/8/2002 |
7.93 |
9/3/2003 |
12.01 |
51.45 |
| Rite Aid |
5/19/2003 |
3.65 |
9/3/2003 |
5.02 |
37.53 |
| Ann Taylor |
5/12/2003 |
24.85 |
9/3/2003 |
34.79 |
40.00 |
| The Gap |
5/9/2003 |
17.18 |
9/4/2003 |
18.3 |
6.52 |
| Kohl's� |
6/27/2003 |
51.8 |
9/4/2003 |
62.02 |
19.73 |
| Yum Brands |
5/20/2003 |
27.46 |
10/10/2003 |
32.17 |
17.15 |
| Alcan |
7/8/2003 |
31.28 |
10/10/2003 |
40.93 |
30.85 |
| Unisys |
6/9/2003 |
11.44 |
11/4/2003 |
16.1 |
40.73 |
| McDonald's |
9/3/2003 |
22.65 |
12/24/2003 |
23.35 |
3.09 |
| Rayovac |
9/8/2003 |
15.05 |
12/31/2003 |
20.67 |
37.34 |
| |
| Average
return per year of all stocks 2003 |
50.98% (not compounded) |
| |
Positions
Closed Out in Year 2002
|
| Stock |
Buy Date |
Buy Price |
Sell Date |
Sell Price |
Gain Percent |
| Americredit |
11/26/2001 |
24.74 |
2/15/2002 |
21.45 |
-13.30 |
| Computer Associates |
2/26/2002 |
17.6 |
5/17/2002 |
17.56 |
-0.23 |
| Staples |
10/27/2000 |
11 3/4 |
5/21/2002 |
21.90 |
86.38 |
| Big Lots |
6/14/2001 |
13.89 |
5/21/2002 |
17.10 |
23.11 |
| Circuit City |
2/28/2002 |
17.44 |
5/21/2002 |
22.34 |
28.10 |
| Honeywell |
8/15/2000 |
37.21 |
5/21/2002 |
38.68 |
3.95 |
| Honeywell |
9/21/2001 |
23.9 |
5/21/2002 |
38.68 |
61.84 |
| Cysive |
3/23/2001 |
3 1/4 |
5/21/2002 |
2.55 |
-21.54 |
| Disney |
9/24/2001 |
17.94 |
5/21/2002 |
24.08 |
34.23 |
| Forrester |
8/8/2001 |
20.54 |
5/21/2002 |
19.05 |
-7.25 |
| Merill Lynch |
5/3/2002 |
43.02 |
5/21/2002 |
44.75 |
4.02 |
| Office Max |
12/17/2000 |
1.81 |
5/21/2002 |
7.60 |
319.89 |
| Saks |
2/18/2000 |
11 1/8 |
5/21/2002 |
15.03 |
35.10 |
| Sprint |
7/31/2001 |
22.85 |
6/11/2002 |
15 |
-34.35 |
| Sprint |
3/4/2002 |
14.95 |
6/11/2002 |
15 |
0.33 |
| IBM |
6/14/2002 |
75.08 |
6/20/2002 |
71.9 |
-4.24 |
| General Elec |
6/14/2002 |
29.21 |
7/3/2002 |
27 |
-7.57 |
| Comdisco |
4/3/2001 |
2.90 |
7/9/2002 |
0.02 |
-99.31 |
| AT&T |
11/21/2000 |
14.00 |
7/10/2002 |
10.09 |
-27.93 |
| Office Max |
7/5/2002 |
5.65 |
7/11/2002 |
4.9 |
-13.27 |
| Electronic Data Systems |
7/12/2002 |
32.25 |
7/19/2002 |
32 |
-0.78 |
| American Express |
7/15/2002 |
32.76 |
7/19/2002 |
31.75 |
-3.08 |
| Cit Group |
7/12/2002 |
23.61 |
7/15/2002 |
21.75 |
-7.88 |
| Nautica |
7/12/2002 |
13.02 |
7/23/2002 |
11.5 |
-11.67 |
| Texas Instruments |
7/12/2002 |
23.92 |
7/24/2002 |
22.75 |
-4.89 |
| Safeway |
7/24/2002 |
27.59 |
7/29/2002 |
27.69 |
0.36 |
| El Paso Inc |
7/25/2002 |
11.00 |
7/31/2002 |
15.3 |
39.09 |
| American Express |
7/25/2002 |
30.50 |
7/31/2002 |
34.61 |
13.48 |
| Citigroup |
7/25/2002 |
28.70 |
7/31/2002 |
33.3 |
16.03 |
| General Electric |
7/24/2002 |
26.08 |
7/31/2002 |
30.45 |
16.76 |
| AFLAC |
11/19/2001 |
26.30 |
8/1/2002 |
30 |
14.07 |
| Best Buy |
7/24/2002 |
31.16 |
8/1/2002 |
31.49 |
1.06 |
| CVS Corp |
11/23/2001 |
25.29 |
8/1/2002 |
28.83 |
14.00 |
| The Gap |
5/22/2002 |
13.71 |
8/1/2002 |
11.87 |
-13.42 |
| Guidant |
7/24/2002 |
31.87 |
8/1/2002 |
34.4 |
7.94 |
| Home Depot |
7/24/2002 |
30.37 |
8/1/2002 |
29.65 |
-2.37 |
| Hercules, Inc |
8/25/2000 |
13.50 |
8/1/2002 |
10.59 |
-21.56 |
| Limited, Inc |
1/12/2000 |
16.75 |
8/1/2002 |
16.99 |
1.43 |
| Johnson & Johnson |
7/24/2002 |
48.00 |
8/1/2002 |
31.49 |
-34.40 |
| Radio Shack Corp |
5/17/2001 |
29.75 |
8/1/2002 |
24.87 |
-16.40 |
| Washington Mutual |
12/6/2001 |
30.92 |
8/1/2002 |
36.51 |
18.08 |
| Staples |
7/31/2002 |
16.69 |
8/8/2002 |
15.5 |
-7.13 |
| Office Depot |
7/31/2002 |
12.98 |
8/8/2002 |
12.7 |
-2.16 |
| Merrill Lynch (short) |
8/14/2002 |
32.17 |
8/7/2002 |
35.5 |
10.35 |
| Dell (short) |
8/14/2002 |
23.28 |
8/5/2002 |
27.13 |
16.54 |
| General Electric (short) |
8/14/2002 |
29.85 |
8/2/2002 |
32 |
7.20 |
| JP Morgan Chase |
3/6/2002 |
32.51 |
9/24/2002 |
19.06 |
-41.37 |
| JP Morgan Chase |
9/3/2002 |
24.84 |
9/24/2002 |
19.06 |
-23.27 |
| Ford |
1/10/2002 |
16.69 |
8/9/2002 |
7 |
-58.06 |
| Eastman Kodak |
9/18/2002 |
27.86 |
11/4/2002 |
34.92 |
25.34 |
| Household Int. |
11/6/2002 |
24.90 |
11/18/2002 |
29.56 |
18.71 |
| AOL Time Warner |
7/26/2002 |
10.98 |
11/19/2002 |
14.85 |
35.25 |
| LM Ericson |
8/29/2002 |
7.01 |
11/19/2002 |
9.78 |
39.51 |
| Electronic Data Systems |
9/27/2002 |
14.03 |
12/2/2002 |
17.77 |
26.66 |
| Earthlink� |
8/15/2001 |
13.25 |
12/4/2002 |
6.2 |
-53.21 |
| Earthlink� |
1/24/2002 |
9.96 |
12/4/2002 |
6.2 |
-37.75 |
| Earthlink� |
2/14/2002 |
9.45 |
12/4/2002 |
6.2 |
-34.39 |
| Earthlink� |
6/7/2002 |
6.47 |
12/4/2002 |
6.2 |
-4.17 |
| |
| Average
return per year of all stocks 2002 |
10.43% (not compounded) |
| |
Positions
Closed Out in Year 2001
|
| Stock |
Buy Date |
Buy Price |
Sell Date |
Sell Price |
Gain Percent |
| Campbell Soup |
4/20/2000 |
27 13/16 |
1/5/2001 |
32.31 |
16.17 |
| Chiquita Brands Cost
is an average of 3 purchase points |
12/27/1999 |
2.24 |
1/9/2001 |
3.06 |
36.61 |
| Sabre Holdings Corp |
6/2/2000 |
24 7/8 |
1/12/2001 |
40 3/8 |
62.31 |
| Gap |
10/20/2000 |
22.5 |
1/25/2001 |
31.31 |
39.16 |
| Bank One |
5/4/2000 |
30 1/8 |
1/30/2001 |
39.54 |
31.25 |
| Bank of America |
12/2/2000 |
39 3/4 |
1/30/2001 |
54.95 |
38.24 |
| First Union |
12/29/1999 |
33 5/16 |
1/30/2001 |
33.72 |
1.22 |
| Legato Systems |
12/1/2000 |
9 7/8 |
1/30/2001 |
18 5/8 |
88.61 |
| Rayovac Corporation |
1/9/2001 |
13.78 |
2/1/2001 |
19.89 |
44.34 |
| Nautica Enterprises |
12/29/1999 |
11.25 |
2/2/2001 |
18.5 |
64.44 |
| Archer Daniels Midland |
10/24/2000 |
9 7/8 |
2/5/2001 |
15.79 |
59.90 |
| Microsoft |
5/1/2000 |
68 7/8 |
2/8/2001 |
63.375 |
-7.99 |
| Microsoft |
12/16/2000 |
48 |
2/8/2001 |
63.375 |
32.03 |
| Nordstrom, Inc |
10/30/2000 |
15 1/2 |
2/8/2001 |
19.21 |
23.94 |
| Office Depot |
5/25/2000 |
7 1/2 |
2/8/2001 |
9.42 |
25.60 |
| Tommy Hillfiger |
5/4/2000 |
7 3/4 |
2/8/2001 |
15.93 |
105.55 |
| Computer Associates |
7/17/2000 |
28 13/16 |
2/15/2001 |
36 |
24.95 |
| Computer Associates |
10/18/2000 |
25 1/4 |
2/15/2001 |
36 |
42.57 |
| CIT Group, Inc |
6/2/2000 |
18 7/16 |
3/14/2001 |
30.6 |
65.97 |
| Cendant |
2/20/2001 |
13.6 |
5/31/2001 |
19.11 |
40.51 |
| J.C. Penny |
3/30/2000 |
14 |
6/11/2001 |
23.25 |
66.07 |
| Agere Systems |
5/31/2001 |
6.81 |
6/15/2001 |
5.65 |
-17.03 |
| Corning, Inc � |
5/2/2001 |
23.7 |
6/15/2001 |
14.4 |
-39.24 |
| Earthlink |
11/14/2000 |
7 1/4 |
7/24/2001 |
17 |
134.48 |
| Cabletron Systems |
3/6/2001 |
14.26 |
7/24/2001 |
22.04 |
54.56 |
| Eastman Kodak |
2/6/2001 |
44.77 |
7/24/2001 |
44.4 |
-0.83 |
| Circuit City Group |
11/10/2000 |
12.44 |
7/24/2001 |
17.35 |
39.47 |
| LSI Logic |
3/2/2001 |
15.5 |
8/6/2001 |
23.15 |
49.35 |
| Motorola |
12/8/2000 |
17.75 |
8/6/2001 |
18.8 |
5.92 |
| Procter & Gamble |
5/1/2001 |
59.83 |
8/14/2001 |
72.53 |
21.23 |
| Ford |
9/15/2000 |
25 7/8 |
8/15/2001 |
21.52 |
-16.83 |
| Pitney Bowes |
12/20/2000 |
29.06 |
11/19/2001 |
39.68 |
36.55 |
| Boston Scientific |
1/3/2000 |
21.875 |
11/23/2001 |
27.68 |
26.54 |
| Boston Scientific |
1/4/2001 |
14.5 |
11/23/2001 |
27.68 |
90.90 |
| Gartner Group |
3/6/2001 |
7.9 |
11/26/2001 |
9.3 |
17.72 |
| Gartner Group |
4/26/2001 |
13.5 |
11/26/2001 |
9.3 |
-31.11 |
| Southwest Gas |
9/26/2000 |
19.5 |
11/26/2001 |
21.54 |
10.46 |
| Sports Authority |
2/21/2000 |
2 15/16 |
11/26/2001 |
5.68 |
93.36 |
| Guidant |
7/24/2001 |
30.77 |
11/26/2001 |
50.44 |
63.93 |
| Circuit City |
9/24/2001 |
11.50 |
11/26/2001 |
15.75 |
36.96 |
| AOL-Time Warner |
11/16/2001 |
36.90 |
12/3/2001 |
33.65 |
-8.81 |
| |
| Average
return per year of all stocks 2001 |
58.17% (not compounded) |
| |
Positions
Closed Out in Year 2000
|
| Stock |
Buy Date |
Buy Price |
Sell Date |
Sell Price |
Gain Percent |
| Gartner Group |
12/29/1999 |
14 1/4 |
3/26/2000 |
21 1/6 |
48.54 |
| Disney |
12/29/1999 |
29 |
3/27/2000 |
42 1/6 |
45.40 |
| Aetna |
2/25/2000 |
40 3/4 |
3/27/2000 |
56 |
37.42 |
| Reebok |
12/29/1999 |
8 1/8 |
4/6/2000 |
13 1/2 |
66.15 |
| Mirage |
10/20/1999 |
11 1/2 |
4/9/2000 |
19 3/8 |
68.48 |
| Amerisource |
4/11/2000 |
16 1/4 |
7/11/2000 |
32 1/2 |
100.00 |
| Abercrombie & Fitch |
5/16/2000 |
9 1/2 |
7/20/2000 |
15 |
57.89 |
| Rite Aid |
4/24/2000 |
5 1/2 |
8/18/2000 |
4 3/8 |
-20.45 |
| Bristol Myers Squibb |
4/20/2000 |
52 |
9/13/2000 |
58 |
11.54 |
| Humana |
3/11/2000 |
6 7/16 |
9/13/2000 |
10 1/2 |
63.11 |
| Waste Management |
12/29/1999 |
14 3/4 |
9/13/2000 |
17 3/4 |
20.34 |
| Republic Services |
12/29/1999 |
12 1/2 |
9/13/2000 |
12 1/2 |
0.00 |
| Dial |
3/30/2000 |
13 1/4 |
9/13/2000 |
10 7/16 |
-21.23 |
| Schering-Plough |
3/28/2000 |
35 1/8 |
9/13/2000 |
51 1/8 |
45.55 |
| Dave & Busters |
12/29/1999 |
7 1/4 |
9/13/2000 |
7 |
-3.45 |
| US Oncology Inc. |
4/28/2000 |
4 3/4 |
9/13/2000 |
4 1/4 |
-10.53 |
| Mattel Inc. |
2/29/2000 |
9 3/4 |
9/13/2000 |
11 1/3 |
16.24 |
| McKesson HBOC |
2/16/2000 |
20 1/4 |
9/13/2000 |
31 |
53.09 |
| Abbott Labs |
3/30/2000 |
35 3/4 |
9/13/2000 |
49 3/4 |
39.16 |
| Honeywell |
7/5/2000 |
34 7/8 |
10/23/2000 |
50 |
43.37 |
| HealthSouth |
10/29/1999 |
5 5/8 |
9/13/2000 |
9 9/10 |
76.00 |
| Procter & Gamble |
3/28/2000 |
55 1/2 |
10/27/2000 |
75 |
35.14 |
| Albertsons |
3/28/2000 |
28 |
10/27/2000 |
22 1/4 |
-20.54 |
| Winn-Dixie Stores Inc |
3/28/2000 |
18 3/4 |
10/27/2000 |
18 1/2 |
-1.33 |
| Raytheon Corporation |
4/4/2000 |
18 1/4 |
12/19/2000 |
28.93 |
58.52 |
| |
| Average
return per year of all stocks 2000 |
69.66 |
% (not compounded) |
| |
Positions Closed Out in Years 2000 through 2013
|
| Average
return per year of all stocks 2000 - 2013 |
30.5% |
(not compounded) |
