We are selling 2 more stocks from the IA portfolio.

1) American International Group (AIG): We bought this stock in 2004, sold a few calls along the way, and the company cheated and lied in 2005. I don't like to hold a stock when lying and cheating is going on, and now that we are back to our original purchase price, it is time to say goodbye.

2) Cemex (CX): I am expecting a pullback in commodity prices, as well as a slowdown in construction. We bought the stock at $50.45, and we're sitting on a gain of around 11%. We may revisit this stock in mid 2006.

Oh, by the way, lets take a look at how Wall Street, and corporate insiders play their little game.

Cooper Companies (COO):

I have been tracking the insider selling on this company for the better part of 2005. The corporate insiders have been selling in droves. In September, insider selling accelerated at prices ranging from $73-75.

On November 21st, the stock was trading at $73. The next day, November 22nd, the company lowered guidance for the fourth quarter, and the stock fell 19% in one day. COO stock is currently trading in the 50's.

Here are some comments from the company. "The buying has just absolutely dried up," Cooper Chairman and Chief Executive A. Thomas Bender said. "Many of the (retail) chains have moved to pushing two-week silicone products."

On September 19th, Chairman and Chief Executive Thomas Bender sold
47,800 shares, and 18,200 on the 20th, at prices above $74.

According to Yahoo, Cooper insiders have sold 947,583 shares in the last 6 months.

If the Feds thought they had a good case against Martha Stewart, the Cooper insiders need to be questioned.

Microsoft (MSFT):

With the introduction of the new Xbox, MSFT stock has been heavily touted. I encourage you to look at the massive insider selling that is taking place before you pull the trigger.