January 2006

January

January 4, 2006

Well, I beat Cramer to the punch by already owning NBIX, CEPH, and ALKS before he recommended them last night.  Good for a bit of a move today.  Also, of course, the market is good.

January 5, 2006

Suddenly at the open, everybody is selling my stocks.  I guess that it is just profit taking.  But the day finished strong, except for gold.

January 6, 2006

Good finish for a nice week.

January 10, 2006

Strange day, but profitable.  I like this market.

January 11, 2006

Earlier Alcoa and Phelps Dodge, two companies that should have done well, reported disappointing results.  Today it is DuPont.  I really do not know about DuPont, but managemt at the other two companies leaves much to be desired.  Other companies in their businesses have done well.  Still, these bad managers have managed to have some effect on the market.  Too bad.

January 18, 2006

Bad news from IBM, Yahoo, and Intel.  That took the entire market down, including Google.  I think that if Google announces good earnings, it will move up dramatically, and Yahoo will be toast.  We will see what happens.

Meanwhile, how do you prove to superstitious people that you are not a ghost?  Some poor guy in India was thought to have died in prison.  So when he came back to his village, everybody ran away, thinking him a ghost.

Children screamed "Ghost! Ghost!" and villagers locked their doors when Raju Raghuvanshi returned from jail earlier this month to his village in Mandla district in the central state of Madhya Pradesh.

Raghuvanshi's brothers, who had shaved their heads to mourn his death in line with Hindu tradition, fled when he appeared, the paper reported...

The village council has demanded he prove he is not a ghost, but the paper did not say what kind of proof the elders wanted.

It is amazing that a country like India, which has produced some of the best-educated people on the planet, and which is emerging as an economic powerhouse, still has such pockets of ignorance and superstition.

January 24, 2006

Well, we had Freaky Friday at the end of last week, when just about everything went down in some kind of panic.  But here, on the following Tuesday, my portfolio is almost back to where it was at the close of last Thursday.  What does this mean?  Anything?

January 27, 2006

GDP up only 1.1%.  I hope the jerks at the Fed are happy - in fighting non-existent inflation they have slowed the growth we need.  Maybe they will stop now.

A good month, over all, if somewhat strange.

CURRENT POSITIONS


















Stock Purchase No. Cost per Purchase Total Price Current Value Result %

Date Shrs Share Price
Shr Price

Result










CASH


2,900.66 2,900.66
2,900.66 2,900.66
ADVANCED MICRO DEVICES INC (AMD) 12/29/05 200 31.64 6,328.00




ADVANCED MICRO DEVICES INC (AMD) 12/29/05 900 31.65 28,485.19





Total 1100

34,813.19 39.85 43,835.00 9,021.81 25.91
AK STL HLDG CORP (AKS) 01/27/06 3000 11.13 33,400.99 33,400.99 11.16 33,480.00 79.01 0.24
ALKERMES INC (ALKS) 12/29/05 500 19.17 9,585.99




ALKERMES INC (ALKS) 12/30/05 500 19.12 9,560.99





Total 1000

19,146.98 24.49 24,490.00 5,343.02 27.91
ALLSCRIPTS HEALTHCARE SOLS (MDRX) 12/27/05 500 17.34 8,670.99




ALLSCRIPTS HEALTHCARE SOLS (MDRX) 12/23/05 700 17.34 12,138.00




ALLSCRIPTS HEALTHCARE SOLS (MDRX) 12/23/05 300 17.34 5,201.76




ALLSCRIPTS HEALTHCARE SOLS (MDRX) 12/23/05 500 17.35 8,675.99





Total 2000

34,686.74 17.46 34,920.00 233.26 0.67
AUSTRALIA & NEW ZEALAND BKG (ANZ) 01/12/06 100 91.88 9,187.99 9,187.99 93.12 9,312.00 124.01 1.35
BIRCH MTN RES LTD (BMD) 11/29/05 1000 6.96 6,960.99




BIRCH MTN RES LTD (BMD) 11/09/05 1000 6.81 6,810.99




BIRCH MTN RES LTD (BMD) 11/09/05 1000 6.76 6,760.99





Total 3000

20,532.97 7.57 22,710.00 2,177.03 10.60
CELGENE CORP (CELG) 01/03/06 300 65.03 19,508.24 19,508.24 70.71 21,213.00 1,704.76 8.74
CENTURY ALUM CO (CENX) 01/17/06 200 29.65 5,929.52




CENTURY ALUM CO (CENX) 01/17/06 500 29.67 14,835.99




CENTURY ALUM CO (CENX) 01/20/06 500 30.47 15,235.99





Total 1200

36,001.50 33.89 40,668.00 4,666.50 12.96
CEPHALON INC CON (CEPH) 12/27/05 550 65.20 35,859.99 35,859.99 72.14 39,677.00 3,817.01 10.64
CONEXANT SYS INC (CNXT) 01/17/06 6300 3.18 20,044.99




CONEXANT SYS INC (CNXT) 01/20/06 4500 3.33 14,995.99





Total 10800

35,040.98 3.33 35,964.00 923.02 2.63
CUBIC CORP (CUB) 12/30/05 1700 20.29 34,486.99 34,486.99 22.22 37,774.00 3,287.01 9.53
DIAMOND OFFSHORE DRILLING I (DO) 12/09/09 500 69.75 34,875.99 34,875.99 80.86 40,430.00 5,554.01 15.93
DISTRIBUTED ENERGY SYSTEMS (DESC) 01/23/06 2300 10.08 23,194.99




DISTRIBUTED ENERGY SYSTEMS (DESC) 01/24/06 400 10.23 4,091.20




DISTRIBUTED ENERGY SYSTEMS (DESC) 01/24/06 300 10.27 3,079.99





Total 3000

30,366.18 9.58 28,740.00 -1,626.18 -5.36
EAGLE MATERIALS INC (EXP) 01/27/06 200 166.57 33,312.99 33,312.99 163.51 32,702.00 -610.99 -1.83
ENERGY CONVERSION DEVICES I (ENER) 12/27/05 1000 35.51 35,510.99 35,510.99 47.90 47,900.00 12,389.01 34.89
EVERGREEN SOLAR INC (ESLR) 01/20/06 600 13.95 8,368.99




EVERGREEN SOLAR INC (ESLR) 01/20/06 1900 13.94 26,486.00





Total 2500

34,854.99 13.97 34,925.00 70.01 0.20
GLAMIS GOLD LTD (GLG) 12/30/05 650 27.55 17,905.49




GLAMIS GOLD LTD (GLG) 12/30/05 400 27.58 11,032.00




GLAMIS GOLD LTD (GLG) 12/30/05 100 27.57 2,757.00




GLAMIS GOLD LTD (GLG) 12/30/05 100 27.54 2,754.00





Total 1250

34,448.49 30.06 37,575.00 3,126.51 9.08
GOL LINHAS AEREAS INTEL (GOL) 11/30/05 1300 22.82 29,670.49 29,670.49 30.48 39,624.00 9,953.51 33.55
GOLD FIELDS LTD (GFI) 01/04/06 1700 19.15 32,548.99 32,548.99 21.76 36,992.00 4,443.01 13.65
GOLDCORP INC (GG) 01/03/06 200 23.20 4,640.00




GOLDCORP INC (GG) 01/03/06 100 23.22 2,322.00




GOLDCORP INC (GG) 01/03/06 450 23.20 10,441.99




GOLDCORP INC (GG) 01/03/06 800 23.21 18,568.00





Total 1550

35,971.99 25.77 39,943.50 3,971.51 11.04
GRANT PRIDECO INC (GRP) 12/09/05 775 45.45 35,226.99 35,226.99 49.62 38,455.50 3,228.51 9.16
HARMONY GOLD MNG LTD S (HMY) 11/17/05 1200 12.71 15,250.99




HARMONY GOLD MNG LTD S (HMY) 11/21/05 1000 12.99 12,990.00




HARMONY GOLD MNG LTD S (HMY) 11/21/05 100 13.09 1,308.99





Total 2300

29,549.98 16.93 38,939.00 9,389.02 31.77
HUMAN GENOME SCIENCES INC (HGSI) 01/23/06 2300 10.98 25,264.99 25,264.99 11.35 26,105.00 840.01 3.32
INTUITIVE SURGICAL INC (ISRG) 10/31/05 200 88.97 17,794.19




INTUITIVE SURGICAL INC (ISRG) 11/03/05 175 94.63 16,560.57





Total 375

34,354.76 135.93 50,973.75 16,618.99 48.37
MERIDIAN GOLD INC (MDG) 01/03/06 350 22.39 7,838.13




MERIDIAN GOLD INC (MDG) 01/03/06 1250 22.40 27,998.49





Total 1600

35,836.62 25.98 41,568.00 5,731.38 15.99
MYOGEN INC (MYOG) 01/20/06 250 37.54 9,385.99




MYOGEN INC (MYOG) 01/13/06 50 35.32 1,766.00




MYOGEN INC (MYOG) 01/13/06 200 35.38 7,076.99





Total 500

18,228.98 37.15 18,575.00 346.02 1.90
NEUROCRINE BIOSCIENCES INC (NBIX) 12/30/05 137 62.83 8,607.74




NEUROCRINE BIOSCIENCES INC (NBIX) 12/29/05 150 63.47 9,520.99




NEUROCRINE BIOSCIENCES INC (NBIX) 12/30/05 13 62.73 815.49





Total 300

18,944.22 61.49 18,447.00 -497.22 -2.62
OLYMPIC STL INC (ZEUS) 11/07/05 700 20.36 14,248.99




OLYMPIC STL INC (ZEUS) 11/03/05 450 19.68 8,857.95




OLYMPIC STL INC (ZEUS) 11/03/05 300 19.66 5,897.70





Total 1450

29,004.64 30.64 44,428.00 15,423.36 53.18
PROGENICS PHARMS INC (PGNX) 01/10/06 325 29.88 9,712.24




PROGENICS PHARMS INC (PGNX) 01/12/06 375 29.13 10,923.49





Total 700

20,635.73 27.92 19,544.00 -1,091.73 -5.29
RADIANT SYS INC (RADS) 01/25/06 2300 14.69 33,797.99 33,797.99 14.20 32,660.00 -1,137.99 -3.37
RADVISION LTD (RVSN) 12/05/05 1650 17.85 29,446.99 29,446.99 19.05 31,432.50 1,985.51 6.74
ROYAL GOLD INC (RGLD) 12/29/05 1000 35.11 35,110.99 35,110.99 38.45 38,450.00 3,339.01 9.51
SANDISK CORP (SNDK) 12/20/05 600 58.41 35,044.99 35,044.99 63.38 38,028.00 2,983.01 8.51
SCHLUMBERGER LTD (SLB) 01/24/06 250 124.29 31,073.49 31,073.49 127.37 31,842.50 769.01 2.47
TATA MOTORS LTD (TTM) 12/22/05 2500 13.95 34,885.99 34,885.99 15.85 39,625.00 4,739.01 13.58
TITANIUM METALS CORP (TIE) 12/20/05 500 65.52 32,760.99 32,760.99 77.00 38,500.00 5,739.01 17.52
ULTRA PETE CORP (UPL) 01/23/06 300 67.54 20,260.99




ULTRA PETE CORP (UPL) 01/23/06 100 67.75 6,775.00




ULTRA PETE CORP (UPL) 01/24/06 125 69.59 8,698.49





Total 525

35,734.48 65.50 34,387.50 -1,346.98 -3.77










Totals


1,132,031.14 1,132,031.14
1,267,735.91 138,605.43 12.24










CLOSED POSITIONS


















Stock Purchase No. Purchase Sale Sale Result %


Date Shares Price Date Price
Result











ACCREDITED HOME LENDERS (LEND) 12/22/05 700 35,002.14 01/19/06 33,062.99 -1,939.15 -5.54

AFFYMETRIX INC (AFFX) 01/04/06 150 7,075.59 01/17/06 6,209.26 -866.33 -12.24

AFFYMETRIX INC (AFFX) 01/03/06 600 28,210.99 01/17/06 24,837.04 -3,373.95 -11.96

CANDELA CORP (CLZR) 11/07/05 1500 16,480.99 01/27/06 22,868.61 6,387.62 38.76

CANDELA CORP (CLZR) 11/10/05 1400 17,986.99 01/27/06 21,344.04 3,357.05 18.66

CELGENE CORP (CELG) 12/29/05 150 9,396.01 01/24/06 10,068.05 672.04 7.15

CELGENE CORP (CELG) 01/03/06 100 6,502.75 01/24/06 6,712.04 209.29 3.22

CORNING INC (GLW) 01/19/06 900 22,996.60 01/24/06 21,527.14 -1,469.46 -6.39

CORNING INC (GLW) 01/19/06 250 6,391.30 01/24/06 6,026.32 -364.98 -5.71

CORNING INC (GLW) 01/19/06 150 3,832.65 01/24/06 3,589.38 -243.27 -6.35

CYBERONICS INC (CYBX) 12/15/05 1000 33,606.98 01/03/06 32,488.01 -1,118.97 -3.33

ENCORE WIRE CORP (WIRE) 01/17/06 920 24,084.18 01/23/06 22,528.31 -1,555.87 -6.46

ENCORE WIRE CORP (WIRE) 01/17/06 130 3,403.20 01/23/06 3,156.30 -246.90 -7.25

ENCORE WIRE CORP (WIRE) 01/17/06 50 1,308.92 01/23/06 1,203.47 -105.45 -8.06

ENCORE WIRE CORP (WIRE) 01/17/06 200 5,235.69 01/23/06 4,932.85 -302.84 -5.78

GOOGLE INC (GOOG) 10/25/05 50 17,275.99 01/20/06 21,850.13 4,574.14 26.48

GOOGLE INC (GOOG) 10/24/05 50 17,304.49 01/20/06 21,850.13 4,545.64 26.27

HUMANA INC (HUM) 12/27/05 650 35,929.99 01/25/06 36,192.89 262.90 0.73

JOY GLOBAL INC (JOYG) 12/23/05 10 399.30 01/17/06 453.89 54.59 13.67

JOY GLOBAL INC (JOYG) 12/23/05 890 35,537.31 01/17/06 41,365.93 5,828.62 16.40

MERIDIAN GOLD INC (MDG) 01/03/06 400 8,957.86 01/10/06 10,189.75 1,231.89 13.75

NMT MED INC (NMTI) 12/13/05 1650 35,690.48 01/27/06 29,408.43 -6,282.05 -17.60

PFIZER INC (PFE) 12/21/05 1450 34,810.99 01/03/06 34,367.45 -443.54 -1.27

SHINHAN FINANCIAL GROUP (SHG) 12/12/05 425 34,584.74 01/04/06 35,687.91 1,103.17 3.19

SUN MICROSYS INC (SUNW) 12/14/05 7800 34,798.99 01/03/06 32,592.00 -2,206.99 -6.34

TOYOTA MTR CORP SPONS ADR (TM) 10/31/05 75 6,925.71 01/13/06 7,829.39 903.68 13.05

TOYOTA MTR CORP SPONS ADR (TM) 10/31/05 100 9,234.28 01/13/06 10,415.68 1,181.40 12.79

TOYOTA MTR CORP SPONS ADR (TM) 12/27/05 125 12,734.74 01/13/06 13,048.97 314.23 2.47

US STEEL CORP (X) 11/30/05 650 29,650.99 01/23/06 32,650.50 2,999.51 10.12

VARIAN MED SYS INC (VAR) 10/20/05 600 26,571.42 01/04/06 29,741.08 3,169.66 11.93

VARIAN MED SYS INC (VAR) 10/20/05 100 4,428.57 01/04/06 4,948.85 520.28 11.75

VIISAGE TECHNOLOGY INC. (VISG) 11/22/05 1600 24,368.97 01/20/06 28,175.13 3,806.16 15.62

VIISAGE TECHNOLOGY INC. (VISG) 11/22/05 100 1,523.06 01/20/06 1,750.95 227.89 14.96

VIISAGE TECHNOLOGY INC. (VISG) 01/17/06 1740 32,722.99 01/23/06 30,456.90 -2,266.09 -6.93

VIISAGE TECHNOLOGY INC. (VISG) 11/22/05 260 3,959.96 01/23/06 4,551.03 591.07 14.93











Total




19,154.99