Busy, Busy, Busy

Quick look at what is going on. September is coming to a close. I was down 3.6% at the start of the month. I now am 1.4% away from breakeven. My Side Car MFI stocks that I have been holding for short stretches have done extremely well. If I counted those gains I 'd be well in the black. Of course I won't count them, but it illustrates that there is value in watching and learning the MFI stocks. EZEN has really picked up. Remember I bought a bunch of shares at $1.71 and $1.39 when it tumbled. It is now $1.90. Yesterday I sold my BBSI side car holdings and moved into PTEN (selling under 6x 2007 eps).

Current Portfolio
Stock	Cost	Current	Gain
UST	$39.36	$54.09	41.7%
MTEX	$13.11	$18.04	38.2%
PCU	$78.13	$92.07	23.9%
TRLG	$17.02	$20.96	23.1%
ANF	$61.13	$71.60	17.7%
BBSI	$19.18	$22.00	14.7%
PGI	$7.71	$8.78	13.9%
MGLN	$38.34	$42.73	11.5%
TGIS	$10.34	$11.15	9.7%
PNCL	$6.68	$7.29	9.1%
MSTR	$94.36	$99.85	5.8%
VPHM	$11.80	$12.41	5.2%
CHKE	$37.55	$36.72	1.0%
ELX	$17.85	$17.88	0.2%
KG	$17.31	$16.86	-2.6%
BLDR	$16.10	$15.66	-2.7%
ISNS	$13.17	$12.75	-3.2%
FTO	$28.76	$26.40	-8.1%
RAIL	$58.18	$53.01	-8.8%
PACR	$32.53	$28.25	-12.2%
PTEN	$27.74	$23.73	-13.9%
TBL	$34.50	$29.11	-15.6%
FDG	$34.03	$26.40	-19.8%
PONR	$32.97	$25.13	-23.8%
ORCT	$11.83	$8.59	-27.4%
DLX	$26.36	$17.50	-31.1%
EZEN	$2.84	$1.90	-33.0%
HW	$37.42	$24.00	-35.9%
PTSCE	$1.31	$0.82	-37.8%
OVTI	$27.79	$14.53	-47.7%
Current Gain/Loss ($)			-$13,863
Current Gain/Loss (%)			-4.3%
Sold Gain/Loss ($)			$9,495
Sold Gain/Loss (%)			31.5%
Total Gain/Loss ($)			-$4,368
Benchmark Gain/Loss ($)			$11,521
Annual IRR			-3.3%
Total Gain/Loss (%)			-1.4%