As Charlie Brown would comment after another tough loss in a baseball game, "the sun will still come up tomorrow". And so it is. I am awake early Saturday morning and (to borrow from the Beatles), "Here Comes the Sun".I now only have 8 of my current 29 MFI stocks in the black. Let us look at these "uncommon values" (aka "the good").
- FTO has been the star performer, up 23%... I guess refiners are humming.
- UST is up 21%. "I want my Smokeless Tobacco!"
- PCU is up 17%. Copper prices are up a ton in past 18 months.
- NSS is up 15%, there are billions being spent on pipelines etc, so NSS will get it's share.
- MGLN (I'm Gellin') is up 13%, even in tough times, people need healthcare.
- CHKE is up 4%, not sure if it can hold on as retail is getting pounded.
- TGIS is up 3%, only up because it was up over 50% just a week ago. (quick, Q: how do you become a millionaire? A: First get a billion dollars...)
- TRLG is up a scant 1%... I guess baby does still have her blue jeans on. I suppose the TRLG jeans are so expensive ($170 when I looked) that the people who buy them are not going to be cutting back because of high gas prices.
- DLX down 44% (I was right to worry that not even granny uses paper checks any more).
- HW down 40% (profit warning and reducing of gov't subsidies sank HW).
- OVTI down 37% (don't get me started on them!)
- PTSC down 34% (I expected to see their earnings this past week?)
- TBL down 26% (those darned Europeans slapped a tax on the shoes).
| Stock | Cost | Current | Gain |
| NCOG | $19.39 | $27.05 | 39.5% |
| FTO | $28.76 | $35.23 | 22.6% |
| UST | $39.36 | $46.38 | 20.7% |
| PCU | $78.13 | $88.63 | 17.0% |
| NSS | $45.89 | $52.97 | 15.4% |
| MGLN | $38.34 | $43.68 | 13.9% |
| CHKE | $37.55 | $38.45 | 4.0% |
| TGIS | $10.34 | $10.56 | 3.3% |
| TRLG | $17.02 | $17.21 | 1.1% |
| ISNS | $13.10 | $13.00 | -0.8% |
| KG | $17.31 | $16.85 | -2.7% |
| PNCL | $6.68 | $6.48 | -3.0% |
| PGI | $7.71 | $7.43 | -3.6% |
| PACR | $32.53 | $30.46 | -5.4% |
| IVII | $10.93 | $10.25 | -6.2% |
| MTEX | $13.11 | $12.19 | -6.4% |
| EZEN | $2.84 | $2.65 | -6.5% |
| PTEN | $27.74 | $24.87 | -10.1% |
| FDG | $34.03 | $29.52 | -10.6% |
| ANF | $61.13 | $53.30 | -12.5% |
| MSTR | $94.36 | $81.09 | -14.1% |
| ELX | $17.85 | $14.95 | -16.2% |
| RAIL | $58.18 | $46.77 | -19.6% |
| PONR | $32.97 | $26.00 | -21.1% |
| ORCT | $11.83 | $8.90 | -24.8% |
| TBL | $34.50 | $25.53 | -26.0% |
| PTSC | $1.31 | $0.86 | -34.4% |
| OVTI | $27.79 | $17.57 | -36.8% |
| HW | $37.42 | $22.36 | -40.2% |
| DLX | $26.36 | $14.32 | -44.2% |
| Total Gain/Loss | -$23,505 | ||
| Benchmark Gain/Loss | -$11,784 | ||
| Annual IRR | -31.0% | ||
| Small Gain/Loss | -5.61% | ||
| Large Gain/Loss | -5.67% | ||
TRLG did update their arbitration with the Indigo Group (hopefully not a subsidiary of the Indigo Girls). I am not sure what the expectations were, but the stock jumped 3% in AH trading as Wall Street hates uncertainty, and I guess this ruling removes the uncertainty.
True Religion Apparel Provides Update on Arbitration Proceeding
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