Well, I am back. Great skiing... well not great skiing by me personally, but weather-wise. All limbs accounted for, that is always a positive. Did have to hunker down for a day due to Valentine's Day Blizzard. Enough idle chatter.
I'd like to say that my MFI portfolio took off while I was gone... but that would be a lie. Had a decent week, but I lost some ground to the benchmarks.
The countdown has begun, I will have my first major change of MFI stocks at this time next week. I plan on selling UST, MSTR and MGLN (winners) and TBL (loser). I plan on holding PTEN, PACR & HW (actually will add shares) assuming they are all eligible. After re-balancing those three stocks, I should have enough cashola for two (2) new stocks. Yes, I have my random number generator ready. The following week, I will say "au revoir" to ANF, another winner and will buy a third new stock. That will be "fini" on my action until April.
In other fun news, my February 17th 2006 portfolio has hit its anniversary... "happy birthday to you.." Below I list the 50 odd stocks that comprised that portfolio (which I set up right after reading about MFI in Smart Money, but before actually buying the book). The list is actually "larger" cap stocks, I think I had a minimum market cap of $1.5b. They still did quite "satisfactory" (up 21.2% vs. 14.5% for benchmark Russell 3000), illustrating that this is not a just a process for uncovering under-followed stocks.
| AEOS $17.03 $31.56 85.3% |
| ANF $64.54 $82.53 27.9% |
| AVP $27.95 $38.99 39.5% |
| AZO $99.30 $126.82 27.7% |
| BBBY $35.55 $42.65 20.0% |
| BDK $84.13 $88.44 5.1% |
| CDWC $56.60 $63.80 12.7% |
| CECO $33.87 $28.29 -16.5% |
| CLE $31.30 $35.48 13.4% |
| CLF $44.64 $55.74 24.9% |
| DGX $52.42 $52.74 .6% |
| DPZ $25.80 $32.01 24.1% |
| EFX $36.78 $39.79 8.2% |
| ELX $17.51 $18.25 4.2% |
| ENDP $29.80 $30.71 3.1% |
| FCX $49.74 $57.40 15.4% |
| FTO $21.24 $28.42 33.8% |
| GIS $47.67 $57.92 21.5% |
| GPS $18.50 $19.99 8.1% |
| HAS $19.96 $29.60 48.3% |
| HEW $26.99 $29.61 9.7% |
| HHS $28.53 $27.82 -2.5% |
| HLF $34.83 $37.60 8.0% |
| HRB $24.72 $23.56 -4.7% |
| HW $38.46 $23.81 -38.1% |
| INTC $20.29 $21.26 4.8% |
| KCI $37.69 $50.35 33.6% |
| KG $19.22 $18.65 -3.0% |
| KOSP $50.21 $78.0 55.3% |
| LPX $27.56 $21.16 -23.2% |
| LXK $48.22 $62.34 29.3% |
| MAS $30.31 $31.28 3.2% |
| MAT $16.80 $26.38 57.0% |
| MMM $72.04 $76.66 6.4% |
| MRX $29.91 $37.76 26.2% |
| MVL $15.98 $28.96 81.2% |
| NUE $39.74 $64.50 62.3% |
| NX $40.93 $39.11 -4.4% |
| PCU $37.40 $68.0 81.8% |
| PD $70.56 $123.80 75.5% |
| PER $15.44 $17.0 10.1% |
| PII $49.21 $48.49 -1.5% |
| RL $56.25 $85.68 52.3% |
| SVM $11.96 $13.36 11.7% |
| SWK $48.43 $57.09 17.9% |
| TBL $35.30 $27.69 -21.6% |
| THO $42.05 $43.35 3.1% |
| UST $36.27 $59.36 63.7% |
| VFC $53.71 $77.51 44.3% |
| WSTC $42.13 $48.75 15.7% |
Finally, my weekly graphs and charts. Should be seeing more items in the "sold" section shortly. I will treat the 3 companies that I am re-enlisting as sales and then a purchase, so you will see new dates and purchase $ associated with them. I think that is the cleanest approach.
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2 comments:
Welcome back Marshall! I missed you blogging.
TRLG is doing very well.
I also picked up some RAIL this week as part of my Feb. buys.
I am trying to pick up ASPV (about 75 cents out of the money) and VCI..which is dropping little by little.
Good to be back. I sold my TRLG from my sidecar, but still hold as core MFI stock. I was surprised ASPV didn't get more of a boost from what I felt were strong earnings. I am also keeping an eye on VCI, it is on my short list for late February.
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