Stock Portfolio Update, August 18: Stoppin' the Hoppin', Long Everything (FB, PLUG, BRGO, LQMT)

Lionel's Stock Portfolio: What's New?

It's been a precarious couple of months.  Holding in some positions has cost me momentum, but there are a few trades I'm glad I made.  Here's my wrapup of present and recent stocks:

FB: Long, long.  The money's coming in and I'm not budging, even in a personal catastrophe, until 90 a share.  18 shares.

PLUG: Also long.  The company finally turned a profit and I'm holding in expectation that companies like Wal-Mart will provide more business in the long run.  Plus, I bought my second batch at 9 a share.  Boo to that, especially in light of recent severe dips.  Still, bought around 4 in a second batch trading off a small RAD position. 130 shares.

LQMT: A sleeper.  Haven't bothered tracking it since dips under 30 cents. 600 shares.

FLST:  A fun curiosity last year.   The potential's still there but with revenue under six figures, I'm just holding. 500 shares.

PVSP: Supposed to be a penny stock hit.  ZZZ. 1K shares.

BRGO: With a brick and mortar location coming eventually (love the cautiously optimistic PR). 300K shares.

Don't regret selling: 

RAD While still a promising long-term stock to me, short-term events pushed things well down below 8.62.  If I ever get some extra investing money I may pick up again in the mid sixes before it slowly accumulates value again.

NENE The Cheap Investor's pick's supposed to be around $10 "soon".  Glad to have sold from around 2.50 before it started scumming at 1.80.  Nothing against his long-term track record, but a sour start investing in his recommendation.

Do regret selling:

ISIS Beautiful long-term stock and far down from a high of 62.66.  Even a jump to 40 could still turn a large-scale investor a decent profit.

TWO: Just a gorgeous dividend, 10%. I miss it.

Wishlist:

AAPL It split again! Its price is within range of the common man too.  Kicking myself for missing a buy-in opportunity at 92.

WWE Even with a rise to half its previous price of $31.98, I'd be happy buying in today.  The 4.10% dividend isn't bad either.

AWP: A quiet but nicely performing stock.  With automated dividend reinvestment in an account like
BuyandHold, 6.60% paid off 12 times really adds up.

Thanks for reading! What stocks are you watching lately? Feel free to leave a comment!

Portfolio Snapshot #3

I let BRKS go after picking it up as an oversold at 7, selling at 10.  I also sold AWP to pick up 3 shares of TSLA.  When those went to 125 from 92 I sold 2 and bought 600 shares of LQMT and 1400 of FLST at 10 and 4 cents.

Newcastle has spun off into NRZ and despite reservations about buying 2 more shares of DDD to make 4 there was a 3-for-2 split.  The stock is stalling below my ideal sell point of 50.

I bought RBS, EGO and AMD on Jim Cramer's advice.  Wish I had picked up TSLA at 21, but ah well.  AMD is the laggard, while I may hold EGO for one more dollar per share.  RBS slid for a bit before increasing decently.  I may sell half the EGO as I am unsure about gold prices.

Buying FLST was the riskiest move I've made.  I try to hold a stock for a decent amount of time, but my return was insane - 300% - so I sold and reinvested $250 of it into another less volatile oversold stock, SKH.  I still have 500 shares of FLST just in case of a decent upside, but I'm leaving it be at 9 cents.  If it never goes up again, that's fine.  I've made my profit and will either let the stock hit zero or exit at a much smaller profit level this time.

If you follow anything in this post, please don't buy penny stocks.  I was extraordinarily lucky.

FB was sold and rebought for current profits.

ORI has done well, bought from oversold at 10, near 15, and paying dividends as well.  I will be holding this one and may add more soon.

My strategy consists of oversolds, dividends, and fairly safe shorts, in that order.  I hope to eliminate the last strategy as this portfolio matures.

Current shares are as follows:

TSLA 1

BEAM 2.5

DDD 6

FB 3

ORI 5.5

RBS 3

EGO 19

NRZ / NC 9.5 each

SKH 53

AMD 36

LQMT 600

FLST 500

Thanks for reading!

Portfolio Snapshot #2

The market has done very well after fiscal cliff worries were allayed for the new year. DDD has led the increases while BRKS and AWP have recently paid dividends totaling 1.52 and .71. These have been automatically reinvested.

AWP: -3.87 overall after commission, improvement from -6.90 2012 YTD.

BRKS: +10.47 overall after commission, improvement from -3.68 YTD.

DDD: +27.54 overall, BuyandHold purchase, up from +9.57 YTD.

FB: -4.33 overall after commission, almost unchanged since YTD of -3.46.

NCT: +8.70, up since YTD of +5.03.

NYCB: -6.43, up from -11.01 YTD.

SCCO: Virtually unchanged.

SDT: Virtually unchanged.

I initiated a small WIN position but sold back at the same price using BaH. Instead I purchased $55 worth of ORI, which has a net gain of $3.

Portfolio gain (not including BaH $15 monthly fees and including Sharebuilder purchase commissions): $38.40

Percentage gain since July 2012: 4.4%