I really love to watch them roll
No longer riding on the merry-go-round
I just had to let it go
Early Monday a.m. in SF. The market is open at 6:30 here. Must be strange.
ORCT Action - not sure what is going on with ORCT. I went back and looked and it has really been moving.
- Oct 24th closed at $7.39
- Oct 25th, closed up to $8.54 trading 1.7m shares (136k average)
- Nov 9th closed at $8.84
- Nov 10th closed at $9.58 on 266k volume
- Today up to $10.36 on heavy early volume (175K).
Copper stocks are dropping, I am losing my seller's remorse for selling PCU. And PTSC has dropped to 66 cents from my sale of 92 cents. Whew!
The day is done... another solid day as my MFI once again trumps the benchmark. Overall up 0.46%. ORCT was the big gainer. FDG was my worst stock, I think it may now be my worst overall. FDG, EZEN & OVTI are all down about 40%. I may sell FDG before year-end for taxe purposes, we'll see.
Here is the most recent lost of 50 stocks over 100m. I like to post them every now and then as I view my blog as a time capsule to some extent. LOL.
| Name (in alphabetical order) | Ticker | Market Cap ($ Millions) | Pre Tax Earnings Yield | Pre Tax Return on Capital | Price From | Most Recent Quarter Data |
|---|---|---|---|---|---|---|
| Accenture Ltd | ACN | 19,664.08 | 9% | > 100% | 11/12 | 08/31 |
| Aspreva Pharmaceuticals Corp | ASPV | 617.08 | 32% | > 100% | 11/12 | 09/30 |
| Bally Total Fitness Holding Corp. | BFT | 108.66 | 9% | > 100% | 11/12 | 06/30 |
| Barrett Business Services Inc | BBSI | 261.11 | 11% | > 100% | 11/12 | 09/30 |
| Bradley Pharmaceuticals Inc. | BDY | 302.22 | 9% | > 100% | 11/12 | 06/30 |
| CGI Group Inc. | GIB | 2,282.32 | 10% | > 100% | 11/12 | 06/30 |
| Career Education Corp | CECO | 2,222.54 | 14% | 50 - 75% | 11/12 | 09/30 |
| Cavco Industries Inc | CVCO | 214.81 | 14% | > 100% | 11/12 | 09/30 |
| Conn's Inc | CONN | 556.17 | 17% | 50 - 75% | 11/12 | 07/31 |
| Cryptologic Inc | CRYP | 258.97 | 18% | > 100% | 11/12 | 09/30 |
| Deb Shops Inc | DEBS | 389.01 | 13% | > 100% | 11/12 | 07/31 |
| Deluxe Corp | DLX | 1,228.30 | 10% | > 100% | 11/12 | 09/30 |
| Eagle Test Systems Inc | EGLT | 309.83 | 17% | > 100% | 11/12 | 06/30 |
| ExpressJet Holdings Inc. | XJT | 397.26 | 41% | 50 - 75% | 11/12 | 06/30 |
| Fording Canadian Coal Trust | FDG | 2,910.60 | 23% | > 100% | 11/12 | 09/30 |
| Freeport-McMoran Copper & Gold Inc. | FCX | 11,008.75 | 23% | 75 - 100% | 11/12 | 09/30 |
| Frontier Oil Corp. | FTO | 3,257.49 | 19% | > 100% | 11/12 | 09/30 |
| Harvest Natural Resources Inc. | HNR | 379.01 | 17% | > 100% | 11/12 | 09/30 |
| Intersections Inc | INTX | 173.66 | 12% | 75 - 100% | 11/12 | 09/30 |
| King Pharmaceuticals Inc. | KG | 3,933.58 | 18% | > 100% | 11/12 | 09/30 |
| Korn/Ferry International | KFY | 931.88 | 10% | > 100% | 11/12 | 07/31 |
| Labor Ready Inc. | LRW | 952.62 | 13% | 75 - 100% | 11/12 | 09/30 |
| Lam Research Corp | LRCX | 6,455.89 | 10% | > 100% | 11/12 | 09/30 |
| Lamson & Sessions Co | LMS | 330.51 | 23% | 50 - 75% | 11/12 | 09/30 |
| Mannatech Inc | MTEX | 384.52 | 14% | > 100% | 11/12 | 06/30 |
| Merge Technologies Inc | MRGE | 182.56 | 14% | > 100% | 11/12 | 06/30 |
| Motorola Inc. | MOT | 51,686.15 | 11% | > 100% | 11/12 | 09/30 |
| New Frontier Media Inc | NOOF | 213.34 | 11% | > 100% | 11/12 | 09/30 |
| Nucor Corp | NUE | 18,101.41 | 15% | 50 - 75% | 11/12 | 09/30 |
| Odyssey Healthcare Inc | ODSY | 425.23 | 11% | > 100% | 11/12 | 09/30 |
| OmniVision Technologies Inc | OVTI | 894.31 | 20% | > 100% | 11/12 | 07/31 |
| Optimal Group Inc | OPMR | 220.99 | 10% | > 100% | 11/12 | 09/30 |
| PW Eagle Inc | PWEI | 442.31 | 37% | > 100% | 11/12 | 09/30 |
| Pacer International Inc | PACR | 1,078.01 | 10% | > 100% | 11/12 | 09/30 |
| Palm Inc | PALM | 1,513.38 | 13% | > 100% | 11/12 | 08/31 |
| Pinnacle Airlines Corp | PNCL | 213.96 | 33% | > 100% | 11/12 | 06/30 |
| PortalPlayer Inc | PLAY | 337.93 | 19% | > 100% | 11/12 | 09/30 |
| Prestige Brands Holdings Inc | PBH | 559.09 | 10% | > 100% | 11/12 | 09/30 |
| Sonic Solutions | SNIC | 382.86 | 9% | > 100% | 11/12 | 09/30 |
| Southern Copper Corp | PCU | 16,030.40 | 16% | 50 - 75% | 11/12 | 09/30 |
| Teck Cominco Ltd | TCK | 16,244.39 | 19% | 50 - 75% | 11/12 | 09/30 |
| Thor Industries Inc. | THO | 2,442.40 | 12% | 75 - 100% | 11/12 | 07/31 |
| United Industrial Corp | UIC | 472.83 | 13% | > 100% | 11/12 | 09/30 |
| Vaalco Energy Inc | EGY | 480.29 | 18% | > 100% | 11/12 | 06/30 |
| Valassis Communications Inc. | VCI | 717.91 | 16% | > 100% | 11/12 | 09/30 |
| Vertrue Inc | VTRU | 392.93 | 10% | > 100% | 11/12 | 09/30 |
| Western Refining Inc | WNR | 1,664.13 | 19% | > 100% | 11/12 | 06/30 |
| Westwood One Inc. | WON | 570.43 | 11% | > 100% | 11/12 | 06/30 |
| Williams Controls Inc | WMCO | 100.79 | 13% | 75 - 100% | 11/12 | 06/30 |
| World Air Holdings Inc | WLDA | 211.52 | 16% | 75 - 100% | 11/12 | 06/30 |
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