To Tell the Truth

I about choked on my Chocolate Milk last night when a caller asked Cramer about RTP. He called it a great stock along with BHP, calling the two the "Whole Foods and something else" of the commodity companies. Wait a sec I thought... didn't Cramer just say one or two days ago that he didn't "like" BHP any more? I think he is going schizo. As they used to say in "To Tell the Truth", will the REAL Jim Cramer please stand up?

Today is the four month anniversary of my 1st MFI purchase. So far I am not obviously on the path to fame or fortune. Maybe my stocks just need to percolate for a little while, y'know let the cream rise to the top. Well as long as we're using food analogies, let us say that I have added the yeast and the bread is ready to rise.

Quick look at where I stand after Friday:

Stock	Cost	Current	Gain
NCOG	$19.39	$27.05	39.5%
TGIS	$10.34	$13.00	25.7%
UST	$39.36	$43.89	14.4%
MGLN	$38.34	$42.95	12.0%
NSS	$45.89	$50.63	10.3%
PGI	$7.71	$7.89	2.3%
PCU	$78.13	$76.87	1.9%
CHKE	$37.55	$37.40	1.2%
PNCL	$6.68	$6.69	0.1%
PACR	$32.53	$31.96	-0.8%
PTEN	$27.74	$27.31	-1.3%
EZEN	$2.84	$2.79	-1.6%
MSTR	$94.36	$92.85	-1.6%
TRLG	$17.02	$16.31	-4.2%
FTO	$57.52	$54.30	-5.6%
FDG	$34.03	$32.10	-5.7%
ANF	$61.13	$56.98	-6.5%
ELX	$17.85	$16.40	-8.1%
RAIL	$58.18	$53.26	-8.5%
KG	$17.31	$15.83	-8.5%
IVII	$10.93	$9.63	-11.3%
MTEX	$13.11	$11.32	-13.7%
ORCT	$11.83	$9.95	-15.9%
PONR	$32.97	$27.07	-17.9%
DLX	$26.36	$20.95	-19.0%
TBL	$34.50	$26.95	-21.9%
OVTI	$27.79	$21.63	-22.2%
PTSC	$1.31	$0.95	-27.5%
HW	$37.42	$24.87	-33.5%
Total Gain/Loss			-$14,174
Benchmark Gain/Loss			-$9,782
Annual IRR			-25.3%

Not a very pretty picture. But as they say in "Damn Yankees"

"You've gotta have....Heart! All you really need is heart!
When the odds are sayin' you'll never win, that's when the grin should start!
You've gotta have hope! Musn't sit around and mope.
Nuthin' half as bad as it may appear, wait'll next year and hope.
When your luck is battin' zero, get your chin up off the floor.
Mister, you can be a hero. You can open any door.
There's nothin' to it, but to do it. You've gotta have heart! Miles
and miles and miles of heart!
Oh, it's fine to be a genius of course! But
keep that ol' horse before the cart! First you've got to have heart!"

I know I have plenty of hope and heart! I "hope" you do as well.
Take care, have a nice weekend. If you like my blog, tell your friends.