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One Guy's Investments

The story of Travis Johnson's investment portfolio, with analysis and thoughts on the stocks and funds I've considered, bought and sold. I don't claim to have brilliant picks that will make you money, and I'm not an investment advisor, registered or otherwise, so don't follow my moves unless you're happy to lose money without suing someone. I'm just one guy. My articles get republished in several places, but always appear here first -- subscribe now(totally free via RSS) to see them before they're on Yahoo Finance.

Friday, November 18, 2005 -- Subscribe free

Current Portfolio -- Nov. 17, 2005

Ticker

Trade Date (most recent)

Average cost

Last price

(as of 11/17

Gain (as of 11/17)

AKAM

24-Jun-05

14.26

17.02

18.17%

BRK-B

7-Mar-05

3,005.00

2,950.10

-2.64%

CCEL.OB

16-Nov-05

3.89

3.85

-2.81%

CHS

26-Aug-05

35.05

45.33

24.40%

CKCM

-

16.06

26.7

59.80%

CVTX

19-May-05

21.01

25.88

22.02%

DWA

28-Mar-05

35.49

25.98

-27.25%

DWRI

7-Jul-05

18.02

5.4

-70.66%

EWY

7-Jul-05

31.90

40.82

24.70%

EXEL

-

8.13

8.32

0.37%

FARO

21-Jan-05

27.29

18.83

-31.00%

FORM

20-Jan-05

22.81

25.5

11.79%

GOOG

26-Jan-05

193.93

402.41

105.86%

IFN

7-Jul-05

30.15

39.68

28.07%

IMAX

18-Aug-05

9.90

8.85

-12.31%

ISRG

-

78.19

106.87

34.23%

LGF

20-Jun-05

10.47

9.73

-9.28%

MIDD

24-Jan-05

47.74

78.4

64.22%

MVL

20-Jan-05

18.12

14.48

-20.09%

MYGN

21-Jul-05

19.33

19.12

-2.06%

NHC

25-Feb-05

34.20

37.84

6.08%

NTES

6-May-05

50.45

60.41

14.09%

NTO

20-May-05

2.14

2.63

14.99%

OSTK

28-Jan-05

53.15

36.7

-32.54%

PANL

6-Jun-05

9.97

12.17

20.90%

PDLI

4-Apr-05

18.49

26

39.67%

PRVD

27-Jan-05

22.51

24.89

10.57%

RADN

7-Jan-05

7.86

13.44

65.72%

RSTI

2-Mar-05

34.31

41.17

19.57%

RYN

7-Jan-05

28.67

39.19

34.15%

SNDA

-

31.03

18.98

-40.52%

SPDV.OB

-

1.71

1.6

-11.11%

TASR

31-Jan-05

17.69

7.41

-60.00%

TINY

7-Jan-05

10.50

13.18

22.60%

VRTX

20-Jan-05

12.06

26.11

115.63%

WFR

10-Jun-05

16.25

21.44