Buying DECK, KCI and BKE

Dear Diary,

I bought shares of Decker Outdoor (DECK) at $103.26, based on a projected expanding Net Profit Margin in the "Value Line" presentation from 12.7% in August, 2009, to 13.3% presently, to 14.29% for 2010. The p/e ratio was 12.45 yesterday, about as high a p/e ratio as I would ever want to buy a stock.

Shares of Kinetic Concepts (KCI) were purchased at $38.32 a share, based on a projected expanding Net Profit Margin, as well. The NPM was 12.0% in the August, 2009, "Value Line," 12.5% presently and 12.7% in 2010. The p/e ratio was 9.98.

Shares of Buckle (BKE), one of the best run companies in the world, were purchased at $29.83 a share, based on a projected steady Net Profit Margin from 13.7% in the August, 2009, "Value Line," to 13.7% presently, to 13.7% for 2010. The p/e ratio was 10.87. This brings the average buy price to $29.02 a share.

Gene

Sells @ Working Capital

Dear Diary,

I just sold out my PERY position at $14.90 a share, based on Working Capital of $14.70 a share. The buy price was $7.11 on April 27, 2009.

I just sold out my SBSA position at $0.78 a share, based on Working Capital of $0.56 a share. The buy price was $0.18 a share on April 27, 2009.

I just sold out my AGO position at $22.24 a share, based on Working Capital of $21.23 a share. The buy price was $13.60 a share on May 11m 2009.

I just sold out my CTHR position at $1.14 a share, based on Working Capital of $0.91 a share. The buy price was $0.4689 a share on September 9, 2009.

Gene

Bought GLD (Gold)

Dear Diary,

I returned the monies I took out for living expenses earlier this year to zero out my taxes for 2009, as they relate to my Roth IRA.

I've been investing in a college degree this semester, so my stock activities are slow. However, I did take a substantial position in gold (GLD) today at $115.79 a share. I think the gross spending of our Marxist (Republican and Democrat) government should lead to hyperinflation in the real economy, so gold provides the safest hedge against such foolishness. And the education I'm seeking in a broad number of fields that can translate globally can provide assurances of food on the table in the years ahead, should my views on the collapse of the Untied States Government from its present form prove true.

Gene

160% Gain!

Dear Diary,

I just sold out my MNTX position for $1.95 a share, based on Working Capital of $1.97 a share. This represents a 160% gain over a holding period of just under four (4) months.

I reinvested the proceeds into ETFC at $1.43 a share, bringing down my average purchase price from $2.45 a share to $1.64 a share. This position is to be sold at Working Capital of $19.48 a share. All trades do not include minimal brokerage fees.

My overall investment activities are down only 1% since the crash of 2008-09 with multiple prospects for 100% gains or better in the coming months.

Gene

Buying Buckle, Inc.

Dear Diary,

I just sold out my minor CTDB position at $0.061 a share (buy was $0.135) and my HLYS position at $2.05 (buy was $2.16) in order to take a substantial position in Buckle, Inc., a pure Holy Grail.

BKE has a projected p/e ratio of 10, and so I bought at $27.23 with a widening Net Profit Margin.

All trades do not include a minimal brokerage fee.

My overall investment activities are now down only 3% from my original investments began before the crash of 2008-09.

Gene

Sold ROX

Dear Diary,

The best presentation I had for ROX in "Value Line" was that ROX had Working Capital of $1.19 a share in 2007. This past week, the new "Value Line" listed it to have $0.16 a share for 2008, so I' sold out at $0.2233 a share just now, a razor thin profit from the $0.22 a share original purchase price.

Conclusions: 1) Buying at a 70% discount to Working Capital protects the investor from loss. 2) The investor should stay away from stocks that do not have current information, it seems.

Gene

Sold JAVA

Dear Diary,

I just sold out my JAVA Cash on Sale Arbitrage position to get some cash for personal expenses. The sale price was $9.21 a share, a slight profit from my buy price and only $0.29 a share below the expected closing price on August 6, 2009.

Gene