Best Week of the Year

Important not to get too ecstatic, but my portfolio had it's best week of the year capped by a marvelous day today. Got a great jobs report (Strong 3rd-qtr US job growth eases recession fears) and that really boosted KFY, HSII, BBSI and GVHR for me.

• KFY was up 8.6%.
• CHCG went up 10% today putting me well in the green when considering my double down.
• TCK and TGB were both up 5%. TGB is now up 119% for me, a clear double.
• KSWS was one of my few losers as they were downgraded to sell (Ahead of the Bell: K-Swiss Dips).

Today was the last day for ASEI. It ended up 40% for me, that makes it my 8th stock to close over 40% (others were UST, NCOG, NSS, AVCI, PNCL, PGI and FDG). So hooray ASEI!

TGIS got a nice write-up in MF as they pushed their hidden gems. Here is what they said:
"As investors, we all want our companies to generate cash and drive higher profitability. Well, Thomas Group, a Texas-based provider of process improvement services, helps businesses do just that. Judging by the 76 All-Stars that are bullish on Thomas (impressive for such a tiny company), Thomas seems to be pretty good at it, too.

Thanks to a capital-light business model and a blue-chip roster of clients -- including the likes of Pfizer (NYSE: PFE) and Motorola -- Thomas has consistently generated whopping returns on capital above 50%. When you consider that between Chairman John Chain and Director Edward Evans, the two own over 60% of the company, this type of efficiency is understandable.

With about $10 million in cash, no long-term debt, and a tasty dividend yield of 4.20%, TGIS looks intriguing."

Without further ado, here are my weekly charts:

Current Portfolio
Stock	Purchase Date	Cost	Current	Gain
TGB	4/16/2007	$2.64	$5.79	119.3%
ASEI	10/5/2006	$45.85	$64.25	40.6%
TCK	8/16/2007	$36.50	$50.46	38.2%
THO	3/26/2007	$40.30	$48.88	26.4%
MSTR	9/14/2007	$69.55	$80.88	16.3%
KFY	9/28/2007	$16.74	$19.05	13.8%
VALU	5/29/2007	$44.01	$49.75	13.7%
LRCX	7/3/2007	$47.51	$53.96	13.6%
UNTD	5/1/2007	$14.51	$15.81	11.3%
TGIS	11/30/2006	$9.18	$9.91	10.1%
DGX	3/17/2007	$52.11	$56.82	9.6%
CHKE	7/17/2007	$36.70	$38.85	7.9%
KSW	5/10/2007	$6.48	$6.98	7.8%
AXCA	9/21/2007	$19.53	$20.72	6.1%
BBSI	9/7/2007	$24.13	$25.57	6.0%
KSWS	7/27/2007	$23.94	$25.27	5.8%
VSNT	7/27/2007	$19.54	$20.61	5.5%
JTX	4/9/2007	$28.70	$29.84	5.0%
HSII	10/5/2007	$39.92	$41.45	3.8%
PNCL	2/9/2007	$17.07	$16.55	-3.0%
RAIL	2/16/2007	$45.54	$41.25	-9.1%
HGG	8/3/2007	$13.48	$12.22	-9.3%
AEO	7/10/2007	$28.42	$25.43	-9.8%
WSTG	5/15/2007	$14.98	$13.24	-9.9%
CHCG.OB	6/5/2007	$5.93	$5.33	-10.1%
UG	6/13/2007	$12.09	$10.65	-11.9%
NXG	12/20/2006	$3.04	$2.67	-12.2%
GVHR	9/12/2007	$15.91	$12.31	-21.9%
NOOF	4/27/2007	$8.59	$6.29	-23.9%
WNR	7/27/2007	$53.64	$40.49	-24.4%
PACR	1/3/2007	$25.46	$18.85	-24.7%
EGY	12/13/2006	$6.42	$4.77	-25.7%
IVAC	11/23/2006	$23.52	$17.02	-27.6%
USHS	6/25/2007	$11.22	$7.20	-35.8%
Gain/Loss Open Positions ($):				$10,964
Gain/Loss Open Positions (%):				1.7%
Gain/Loss Closed Positions ($):				$50,513
Gain/Loss Closed Positions (%):				9.2%
Total Gain/Loss ($):				$61,477
Benchmark Gain/Loss ($):				$91,533
Annual IRR:				11.0%
Total Gain/Loss (%):				10.7%