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Sunday, 29 October 2006
"Looking Back One Year" A review of stock picks from the week of June 27, 2005

 

 

 

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 advisors prior to making any investment decisions based on information on this website. 

One of my weekend tasks on this blog is to look back a year and review past stock picks and see how they turned out.  This analysis assumes an equal dollar purchase of all of the stocks discussed that particular week and a 'buy and hold' approach to investing.  In practice, I employ an active management approach, selling losing stocks quickly and completely and slowly selling appreciating stocks partially at targeted gains. 

On June 27, 2005, I posted Quanex (NX) on Stock Picks Bob's Advice when it was trading at $50.75.  Quanex split 3:2 on April 3, 2006, making my effective stock pick price actually $33.83.  NX closed at $34.12 on October 27, 2006, for a net gain of $.29 or .86% since posting.

On August 24, 2006, Quanex reported third quarter 2006 results.  Net sales in the quarter ended July 31, 2006, came in at $553 million, up 12% from the $492.6 million reported in the year-ago same period.  Diluted earnings came in at $1.14, up 1% from $1.13/share the prior year.  The company met expectations for earnings, which were expected at $1.13/share and beat expectations for revenue which per Thomson First Call were anticipated to come in at $543.9 million.

On June 29, 2005, I "revisited" Millipore (MIL) which was trading at $50.87 at that time.  MIL closed at $63.77 on October 27, 2006, for a gain of $12.90 or 25.4% since posting.

On July 26, 2006, Millipore (MIL) reported 2nd quarter 2006 results for the quarter ended July 1, 2006.  Revenues for the quarter increased 12% to $273.8 million from $245 million in the year-earlier same period.  Net income worked out to $29.1 million or $.54/share, up from $24.0 million or $.47/share in the second quarter of 2005.  

So how did I do on these two stocks picked on the week of June 27, 2005?  One stock was flat and the other performed strongly for an average gain of 13.13% since posting!  

Thanks so much 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.  Also, if you get a chance, please drop by and visit my Stock Picks Podcast Site where I you can get a chance to listen to me discuss many of the same stocks and strategies discussed on this blog.

Have a great week Investing!

Bob


Posted by bobsadviceforstocks at 5:24 PM CDT | Post Comment | View Comments (1) | Permalink

Monday, 30 October 2006 - 3:04 PM CST

Name: "Diego"

Hey Bob... just curious... why do your "looking back one year" articles actually review picks from 1 year and 3 months ago?

Cheers :) 

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