BCOR - Sold

I made a lot in BCOR, but based on some odd news items and my own investigation I decided to sell out of it.  It's probably still a good buy, but there is a cloud in my opinion.
Purchase price 9.26
Sale Price: 20.27
   Return 105% from 11/29/2011.
At the time of the sale it was 4% of my holdings.

I purchased a bunch of new stuff with the proceeds.

USG - Sold

I sold out of a large portion of USG since I feel like the housing recovery has happened and I made a lot in it.

I purchased at 11.46 and sold at 29.54. At the time of the sale it was about 5% of my holdings.

IBM Sold

My stop on IBM triggered at 97.50. I'll buy it again in the 80s. I made 16.5% on this in less than a month. Whenever something goes up that quickly I tend to want to sell it even if I think it has long term possibility. In this case I didn't just sell it, I put in a stop a few % below where it was. I'm planning on keeping 10% high water mark stop losses on everything I own. This would have saved me a lot last year, but I still feel like I got out at the right time (half in September and half in early October).

IBM stop triggered

The stop I had on IBM triggered at $85.51. I think I should have set it at $83.50 and I'm a little disappointed it sold. It only dropped because the entire market was being hammered. It was a 4.5% holding of my account. My account is mostly in cash at this point.

PWRD sold (stop triggered)

The 10% stop loss I placed on PWRD triggered and it sold at 14.04. It looks like it recovered a little from there and is now sitting at 14.17, but for now I'm out.

TTWO sold

I sold the other half of my TTWO today. It sold at 13.35.

Half of my ATVI sold

I sold the other half of my Activision ATVI holdings. It was about 15% of my account and sold at 11.86.

TTWO sold

I sold half of my TTWO holdings today. It was still a profit at this point, but everything is suspect in this market. It sold at 13.29.

USG sold

I sold all of my USG holdings today. Warren Buffet can have it as he has enough cash to prop it up. It sold at 19.23.

DRIV sold

I sold half of my Digital River today at 27.03. It was a 4% holding.

Half of Activision Sold

Half of my Activision ATVI sold off because of a stop today. It sold at 10.14.

IBM Sold

I sol my IBM holdings today. This market is going down too steeply for me. It sold at 95.34 and was a 8% holding

Sony Sold

I sold all my Sony, just don't like where this market is going. It sold at 25.23.

GE stop triggered

My stop on GE triggered today at 31.79 and I sold the entire amount. It closed at 31.72. It ends as an 8.5% loss for me and could have been a lot worse. I think the credit crisis (GE Capital) is effecting them a lot more than anyone is letting be known. This was something I didn't think through when I invested in it last year as a hedge against inflation. I now have 6.7% in cash to figure out what to do with. I don't have any solid ideas, but I may make another 1% purchase of EIX. I tried to make this a few weeks ago, but didn't realize that my cash had gone into the USG purchase.

As for GE, I do think it will recover, I'm just not willing to take any more chances with it. Anyone involved in credit, that hasn't corrected is suspect at this point.

Over all, my account has pulled back a little bit from the most recent gain, but it is holding most of it pretty well. The GE loss is hopefully just a footnote since it wasn't a big holding.