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Wednesday, 10 October 2007
Morningstar (MORN) "Trading Transparency"

Hello Friends!  Thanks so much for stopping by and visiting my blog, Stock Picks Bob's Advice!  As always, please remember that I am an amateur investor, so please remember to consult with your professional investment advisers prior to making any investment decisions based on information on this website.

A little earlier today I noticed that my Morningstar stock (I do not do this automatically) had hit an appreciation target on the upside, passing the 120% appreciation level.  (As you probably know, I use targeted appreciation levels after stock purchases to sell portions of my holdings.)  I had sold Morningstar (MORN) shares 3 times previously, thus my target was at a 120% level (the first three levels being at 30, 60, and 90% appreciation points.)  I sold 1/7th of my 120 shares which worked out to 17 shares at $71.89.  These shares had been purchased 11/22/05 at a cost basis of $32.57.  Thus, I had a gain of $39.32 or 120.7% since purchase.

Since I was under my 20 position maximum, this sale at a gain gave me a "permission slip" to add a new position to the portfolio.  I did purchase shares of U.S. Global Investors (GROW)....more of that later.

When would I sell next?  On the upside, my next targeted level is at a 180% appreciation point.  I go with groups of four sales and then increase the interval by 30%.  Thus, 30, 60, 90, 120, then 180, 240, 300, 360, then 450% etc.  At that time, I would also plan on selling 1/7th of the remaining shares of 103/7 = 14 shares at 2.8 x $32.57 = $91.20.  On the downside, after a 120% partial sale, my new targeted sale point would be at 1/2 of that appreciation level or at a 60% appreciation from purchase which works out to 1.6 x $32.57 = $52.11.  At that level, I would plan on selling ALL remaining shares.  Much like what I did with Bolt (BTJ) which retraced to 1/2 of the highest prior appreciation point.

Thanks again for visiting!  If you have any comments or questions, please feel free to leave them on the blog or email me at bobsadviceforstocks@lycos.com.

Bob


Posted by bobsadviceforstocks at 11:30 AM CDT | Post Comment | Permalink

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