Financial Stock Update

I would have done well to have fully taken my own advice from last week:

GNW: 21.86 to 21.77 0%
ACAS: 28.70 to 31.79 +11%
BCS: 34.85 to 38.32 +10%
MBI: 8.55 to 14.20 +66%
C: 24.45 to 26.64 +9%
PMI: 6.47 to 9.12 +41%
FMD: 14.30 to 17.30 +21%

All Stocks Average: 22%.

Disclosure - I own the 1st three. I added some more GNW during the week.

24 of my current holdings are in the current top 100. Here are ones not on the list:

TGB
DGX
TCK
LRCX
UG
PNCL
USHS
WNR
GVHR

Here is the top 50 over 100m list that I'll use to replace the tracking portfolio that just matured:

Top 50 companies with a minimum market cap. of $101 million Companies are listed in alphabetical order
Name (in alphabetical order)	Ticker	Market Cap ($ Millions)	Pre Tax Earnings Yield	Pre Tax Return on Capital	Price From	Most Recent Quarter Data
Accenture Ltd	ACN	20,251.02	13%	> 100%	01/25	11/30
AmSurg Corp	AMSG	807.97	16%	> 100%	01/25	09/30
Ambassadors Group Inc	EPAX	337.80	16%	> 100%	01/25	09/30
American Eagle Outfitters Inc.	AEO	4,597.80	16%	75 - 100%	01/25	10/31
Barrett Business Services Inc	BBSI	203.11	17%	> 100%	01/25	09/30
Biovail Corp	BVF	2,032.12	23%	> 100%	01/25	09/30
Broadvision Inc	BVSN	179.88	13%	> 100%	01/25	09/30
COMSYS IT Partners Inc	CITP	227.89	14%	> 100%	01/25	09/30
CSG Systems International Inc.	CSGS	472.74	16%	> 100%	01/25	09/30
China 3C Group	CHCG	168.54	24%	> 100%	01/25	09/30
ChinaCast Education Corp	CAST	158.30	11%	> 100%	01/25	09/30
Cutera Inc	CUTR	168.41	22%	> 100%	01/25	09/30
Diamond Management & Technology Consultants Inc	DTPI	145.93	23%	> 100%	01/25	09/30
FTD Group Inc	FTD	293.49	13%	> 100%	01/25	09/30
FreightCar America Inc	RAIL	420.90	46%	> 100%	01/25	09/30
Frontier Oil Corp.	FTO	3,488.28	24%	75 - 100%	01/25	09/30
HealthTronics Inc	HTRN	138.87	25%	50 - 75%	01/25	09/30
Heelys Inc	HLYS	171.37	72%	> 100%	01/25	09/30
Heidrick & Struggles International Inc	HSII	457.76	24%	> 100%	01/25	09/30
Holly Corp	HOC	2,535.83	20%	75 - 100%	01/25	09/30
Hudbay Minerals Inc	HBMFF	2,249.38	27%	50 - 75%	01/25	09/30
ICF International Inc	ICFI	349.57	20%	> 100%	01/25	09/30
Idearc Inc	IAR	2,253.92	13%	> 100%	01/25	09/30
Intevac Inc	IVAC	229.99	56%	> 100%	01/25	09/30
King Pharmaceuticals Inc.	KG	2,439.26	37%	> 100%	01/25	09/30
Korn/Ferry International	KFY	705.28	21%	> 100%	01/25	10/31
LCA Vision Inc	LCAV	302.70	20%	> 100%	01/25	09/30
LoJack Corp	LOJN	203.84	20%	75 - 100%	01/25	09/30
Logility Inc	LGTY	126.22	12%	> 100%	01/25	10/31
MicroStrategy Inc	MSTR	867.74	11%	> 100%	01/25	09/30
Pacer International Inc	PACR	541.26	15%	> 100%	01/25	09/30
Palomar Medical Technologies Inc	PMTI	257.77	25%	> 100%	01/25	09/30
Perini Corp	PCR	885.50	22%	> 100%	01/25	09/30
Premier Exhibitions Inc	PRXI	168.50	15%	> 100%	01/25	11/30
Robert Half International Inc.	RHI	3,754.75	14%	> 100%	01/25	09/30
SAIC Inc	SAI	2,855.10	21%	75 - 100%	01/25	10/31
Salix Pharmaceuticals Ltd	SLXP	316.38	17%	75 - 100%	01/25	09/30
Select Comfort Corp	SCSS	310.78	18%	> 100%	01/25	09/30
Silicon Image Inc	SIMG	344.38	33%	> 100%	01/25	09/30
Supertex Inc	SUPX	247.64	19%	50 - 75%	01/25	12/31
Travelzoo Inc	TZOO	220.16	13%	> 100%	01/25	09/30
Trident Microsystems Inc	TRID	296.64	41%	> 100%	01/25	09/30
USA Mobility Inc	USMO	322.77	29%	> 100%	01/25	09/30
United Online Inc	UNTD	724.41	15%	> 100%	01/25	09/30
Vaalco Energy Inc	EGY	267.21	30%	75 - 100%	01/25	09/30
Value Line Inc	VALU	395.29	11%	> 100%	01/25	10/31
Verigy Ltd	VRGY	1,192.91	13%	> 100%	01/25	10/31
ViroPharma Inc	VPHM	617.09	39%	> 100%	01/25	09/30
Westwood One Inc.	WON	146.94	16%	> 100%	01/25	09/30
j2 Global Communications Inc	JCOM	935.83	11%	> 100%	01/25	09/30