Anodyne
Monday, July 02, 2007
 
Anodyne Inc. (USD)

Another stock-picking game, God help us all. A slightly larger-cap and more broadly diversified version of its Canadian cousin. Exactly the same rules apply: "deep value investing," applied with all the focus I can muster. $100,000 USD of play money, cash earns no interest, transaction charges of $25 per buy and sell, odd lot charges ignored, dividends credited to cash as they're received. I may or may not hold some of these securities in real life. One position -- easy to figure out -- is held more for sentimental reasons than for any faith in the business' day-to-day results. The goal is to outperform the S&P 500 Index on a rolling three year basis, ie., to make more money than you could by investing in a fund that passively mimicks the index's performance. 3 month reports on performance, good bad or indifferent. And no, Berkshire Hathaway didn't make the final cut.

Alleghany Corporation (Y) 24 shares @ $409.00 = $9816.00
The Kroger Corporation (KR) 750 shares @ $28.76 = $21570.00
Kansas City Life Insurance Company (KCLI) 200 shares @ $48.10 = $9620.00
Microsoft Corporation(MSFT) 200 shares @ 29.74 = $5948.00
ConocoPhillips (COP) 250 shares @ $80.01 = $20,002.50
Seaspan Corporation (SSW) 300 shares @ $33.34 = $10,002.00
3M Company (MMM) 100 shares @ $88.00 = $8800.00
Whole Foods Market, Inc. (WFMI) 100 shares @ $38.21 = $3821.00
Wells Fargo & Company (WFC) 250 shares @ $35.51 = $8877.50

Transaction charges (10 x $25/each): ($250.00)
Cash balance, $1293.00

Today's S&P: 1519.43
- posted by cjb @ 5:09 PM


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