Maybe we should talk of better things, Of sealing wax and cabbages and Kings....
Or perhaps about the Cowboys-Giants game, that should be a good one.
Or how about my 13-1 Hoosiers?
There has been a lot of debate on the Yahoo board about MFI on screening stocks. Several posters have said to avoid stocks that have had some fraud or alledged fraud recently. While I understand what they are trying to avoid, I think that is actually one of the strengths of MFI. If the fraud is known, then it is likely priced into the stock. And if many people are avoiding it for the reason, it may perversely be a good buy. MFI helps people get past their biases... though I know it can be difficult.
USANA is a good example. It has been on the list since at least last April. It has been under investigation by the SEC. Today that got closed (Usana confirms SEC probe ends with no action).
Because of that, they shot up 39% today. Makes you think.
Here are my current holdings:
| Current Portfolio | ||||
| Stock | Purchase Date | Cost | Current | Gain |
| TGB | 3/27/2007 | $2.64 | $4.70 | 78.0% |
| VSNT | 7/27/2007 | $19.54 | $26.20 | 34.1% |
| CHCG.OB | 1/2/2008 | $3.42 | $3.94 | 15.4% |
| TGIS | 12/7/2007 | $6.42 | $7.15 | 12.9% |
| KG | 11/19/2007 | $10.10 | $11.17 | 10.6% |
| MSTR | 9/14/2007 | $69.55 | $72.82 | 4.7% |
| DGX | 3/17/2007 | $52.11 | $53.81 | 4.0% |
| KSW | 5/10/2007 | $6.54 | $6.77 | 3.6% |
| LCAV | 11/9/2007 | $17.59 | $18.00 | 3.4% |
| KFY | 9/28/2007 | $16.74 | $16.06 | -4.1% |
| ACN | 11/28/2007 | $34.28 | $32.79 | -4.3% |
| UNTD | 12/8/2007 | $11.31 | $10.69 | -5.5% |
| TCK | 8/16/2007 | $36.50 | $33.67 | -6.4% |
| HOC | 11/29/2007 | $47.64 | $43.78 | -7.9% |
| TRID | 11/28/2007 | $6.24 | $5.56 | -10.9% |
| JTX | 4/9/2007 | $28.70 | $24.75 | -11.9% |
| THO | 12/6/2007 | $38.61 | $32.38 | -12.4% |
| IAR | 12/21/2007 | $17.80 | $15.30 | -14.0% |
| UG | 6/13/2007 | $12.09 | $10.01 | -14.9% |
| VALU | 5/29/2007 | $44.01 | $36.00 | -16.8% |
| PNCL | 5/4/2007 | $17.07 | $13.69 | -19.8% |
| LRCX | 2/26/2007 | $47.51 | $37.93 | -20.2% |
| HSII | 10/5/2007 | $39.92 | $29.66 | -25.4% |
| HGG | 8/3/2007 | $13.48 | $9.88 | -26.7% |
| BBSI | 9/7/2007 | $24.13 | $16.91 | -29.6% |
| RAIL | 5/26/2007 | $45.54 | $30.47 | -32.7% |
| AEO | 5/16/2007 | $28.42 | $17.70 | -36.7% |
| NOOF | 4/27/2007 | $8.59 | $4.98 | -37.7% |
| WSTG | 5/15/2007 | $14.98 | $8.59 | -40.0% |
| PACR | 3/17/2007 | $25.46 | $12.98 | -47.1% |
| USHS | 6/25/2007 | $11.22 | $5.43 | -51.6% |
| WNR | 7/27/2007 | $46.22 | $19.18 | -58.3% |
| GVHR | 10/12/2007 | $15.91 | $5.41 | -64.8% |
| Gain/Loss Open Positions ($): | ($93,736) | |||
| Gain/Loss Open Positions (%): | -14.6% | |||
| Gain/Loss Closed Positions ($): | $31,238 | |||
| Gain/Loss Closed Positions (%): | 4.2% | |||
| Total Gain/Loss ($): | ($62,498) | |||
| Benchmark Gain/Loss ($): | $20,984 | |||
| Annual IRR: | -9.1% | |||
| Total Gain/Loss (%): | -10.4% | |||
Then here is how my stocks have done since December 31st. It is stomch-wrenching. Lots of negatives.
| TGB -9.3% |
| VSNT -9.9% |
| CHCG.OB 15.4% |
| TGIS -3.8% |
| KG 9.1% |
| MSTR -23.4% |
| DGX 1.7% |
| KSW -2.9% |
| LCAV -9.9% |
| KFY -14.7% |
| ACN -9.0% |
| UNTD -9.6% |
| TCK -5.7% |
| HOC -14.0% |
| TRID -15.2% |
| JTX -22.0% |
| THO -14.8% |
| IAR -12.9% |
| UG -2.0% |
| VALU -11.6% |
| PNCL -10.2% |
| LRCX -12.3% |
| HSII -20.1% |
| HGG -28.2% |
| BBSI -6.1% |
| RAIL -12.9% |
| AEO -14.8% |
| NOOF -9.5% |
| WSTG -4.4% |
| PACR -11.1% |
| USHS 1.3% |
| WNR -20.8% |
| GVHR -29.6% |
Finally recall at the start of the year I ranked my stocks 1,2 and 3. Here is how the various categories have fared:
| 1 | -4.7% |
| 2 | -11.3% |
| 3 | -17.9% |
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