They say we're young and we don't know We won't find out until we grow [HIM:] Well I don't know if all that's true 'Cause you got me, and baby I got you [HIM:] Babe [BOTH:] I got you babe I got you babe I don't know, it just seemed a propos for the day. I don't know what has gotten into my portfolio lately. It is like we've been using Miracle-Gro. Up another 0.82% today and we have puller about $3,300 ahead of the Russell 3000 benchmark.
Did have some interesting notes on a couple stocks:
MSTR - announced they're buying a corporate airplane (MICROSTRATEGY INC Files SEC). While I am sure they'll enjoy traveling in style, that seems a bit extravagent. But the stock went up.
TGIS - announced their revenues for the 4th quarter. They were up 26% YoY, then up 38% for the entire year over 2005. But the 4th quarter was down from 3rd quarter. Then they disclosed that they are commening a "voluntary" review of stock options (Thomas Group Reports Revenue for Fourth Quarter and Year 2006). I suspect that the sequential drop in revenues and the stock option review will not be good news on Monday A.M. I'd view any sharp decline as a buying opportunity as the stock option stuff seems way over-blown to me throughout the stock market.
ASEI (+6.8%) and BLDR (+4.0%) were my big winners. I will try and post my graphs and statistics tomorrow.
Blue Light Special
I thought people might like to see the Blue Light Special Portfolio. This was my portfolio I set up last week of down, but not out MFI stocks:
| Symbol | Shrs | Price Paid | Trade | Gain | |
|---|---|---|---|---|---|
| ALDA | 66 | 15.22 | 16.55 |  $87.38 | 8.74% |
| BVF | 49 | 20.28 | 21.11 | $40.93 | 4.09% |
| ASPV | 50 | 19.95 | 20.38 | $21.56 | 2.16% |
| CECO | 36 | 27.45 | 28.77 | $48.09 | 4.81% |
| CONN | 43 | 23.35 | 26.47 | $133.63 | 13.36% |
| EGLT | 66 | 15.22 | 14.09 |  $74.24 | 7.42% |
| EGY | 160 | 6.24 | 6.41 | $27.24 | 2.72% |
| ELNK | 137 | 7.32 | 7.24 | $10.93 | 1.09% |
| FDG | 47 | 21.34 | 22.68 | $62.79 | 6.28% |
| FTO | 38 | 26.62 | 28.96 | $87.91 | 8.79% |
| HNR | 103 | 9.71 | 10.00 | $29.87 | 2.99% |
| HW | 43 | 23.27 | 23.00 | $11.60 | 1.16% |
| JAKK | 51 | 19.66 | 21.00 | $68.15 | 6.82% |
| OVTI | 88 | 11.33 | 12.00 | $59.13 | 5.91% |
| PTEN | 43 | 23.22 | 24.30 | $46.52 | 4.65% |
| RAIL | 18 | 55.12 | 58.87 | $68.02 | 6.80% |
| WON | 146 | 6.87 | 6.93 | $8.73 | 0.87% |
| VCI | 72 | 13.81 | 15.70 | $136.85 | 13.69% |
| IWV | 1 | 82.44 | 84.20 | $1.76 | 2.13% |
| Total (USD): | - | - | - | $831.80 | 4.60% |
Note it is well above the benchmark IWV. It is early still, but I will continue to track and post.
Happy Groundhog Day everyone!
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