Anodyne
Saturday, March 08, 2008
 
Rain overnight, fading to light blue sky, warm afternoon light, scattered cloud. A mostly busy day. Calling K.'s bluff -- her claim that last Wednesday, according to Facebook, was "Hug a music major day," I Google madly, only to discover that the presumed bluff was actually fact and that I'm the last person on the planet to know. Later, with the sun pouring in across the desk and the purple pansy in the window (still unclaimed) I crunch some numbers to confirm my hunch that Norbord Inc.'s $11-15/share worth of OSB mills in North America and Europe and not insubstantial cash horde are worth at least $5/share (Friday's close). In between: used book sales; new book sales; little kids trying to kidnap the plastic rats; my lost keys; strong espresso in a tiny shot glass. Kind words about the store. It feels strange -- in the midst of all the usual panic, anger and solitude -- to be reminded of the love some folks apparently feel for the ungainly ark I built and set adrift in Main Street's currents.
Friday, March 07, 2008
 
ACT (Aesthetically Claimed Thing): We made our way home on the bikes we had borrowed
 
Anodyne Inc. (USD)

The portfolio dropped like a rock from the get-go, and I crawled away, feeling pretty ashamed. No shortage of business problems at the moment, and I don't really have the patience or emotional stability to deal with more public embarrassment. That said, I like the portfolio's contents and have kept up with the steady stream of dividends and press releases. So, just for fun, I calculated the portfolio's total return today, including dividends, since inception (mid-July 2007).

Result:

Anodyne Inc. (USD): (11.10%)

S&P 500: (14.88%)

Relative result: 3.78%

Current portfolio:

Alleghany Corporation (Y): 24 shares
The Kroger Corporation (KR): 250 shares
Kansas City Life Insurance Company (KCLI): 200 shares
Microsoft Corporation(MSFT): 200 shares
ConocoPhillips (COP): 250 shares
Seaspan Corporation (SSW): 740 shares
3M Company (MMM): 100 shares
Whole Foods Market, Inc. (WFMI): 100 shares
Wells Fargo & Company (WFC): 250 shares

Cash balance, $1953.89

Mr. Graham's advice, as always, pertains: patience, patience, patience.

 
Anodyne Inc.

Buy:

Norbord Inc. (NBD): 540 shares x $4.97/share = $2683.80 + $25 transaction charge = $2708.80

Share balance, 1820 shares

Cash balance, $71.05
Thursday, March 06, 2008
 

But I'm an ordinary guy and my pockets are empty

(Much respect at Anodyne HQ for Mr. Thom Bell:

"It was Bell, along with sidekick Linda Creed, who created his own unique, formative and damm near perfect pop-soul universe. With lush, romantic and aurally gorgeous melodies backed in step with a tight yet gentle rhythm section along with gorgeous four and five part harmonies, he created a wonderland of the human; where art was created out of the fine craftsmanship and communication of basic human feelings that has historically made soul music great. Bell [...] originally made his mark with two of the greatest vocal groups ever; the Stylistics, who, with Creed’s help, became one of the greatest communicators of black male vulnerability in popular music, and the Delphonics, a brilliant Philly soul group in which Bell mixed doo wop harmonies, saucy strings, and a tight rhythm section to make some of the most underrated soul music in the second half of the 20th century.")
 

One Hundred Famous Ghosts (65), 2008
Wednesday, March 05, 2008
 

White spring sunlight with surprisingly little warmth in it. Yesterday, with dru, up the Westwood Plateau's steep winding streets, past huge pastel-colored houses, the gaps between them disclosing views of the hazy Fraser Valley, Highway One east, Mount Baker riding above them, its bright white cap seemingly cut off from the earth by the stacked layers of smog. Further up, where the houses pinch out into bush, dirt bikers are revving and jumping along the powerline right-of-way. The waspish buzz of their gasoline engines carries through the air. A huge lake beside the transmission station at the edge of the dirt road past the golf academy. A monster dam of twigs and sticks and logs at the end closest to the road. The dam's rodent architect nowhere to be seen, perhaps sleeping in his equally massive lodge out in the center of the lake.

Young Indo-Canadian guys lounge, smoking, beside their fast cars at the transmission line overlook. A girlfriend hops up onto the fence, balances a few shaky steps along it, flailing her arms, hops down again.

HIGH VOLTAGE!

NO CLIMBING TOWERS

NO KITES

NO MODEL PLANE FLYING

The gently sizzling wires.

Photo credit: dru's Flickr page
Tuesday, March 04, 2008
 

Ann Hughes, Columbia River Polar Bear, 1999
Sunday, March 02, 2008
 

Some Uncommonly Good Advice

"Pain or damage don't end the world, or despair, or fucking beatings.

The world ends when you're dead.

Until then, you got more punishment in store. Stand it like a man, and give some back."
 
Anodyne Inc.

Cash money:

TerraVest Income Fund (TI.UN): 1109 units x .04167/unit = $46.21 (15 Feb)

Parkland Income Fund (PKI.UN): 3601 units x .105/unit = $378.11 (15 Feb)

Cash balance, $2779.85
 



ACT (Aesthetically Claimed Thing): Vader-In-The-Sky

(via JT)
 
A kindred spirit has some slightly-too-literal fun

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