HURC announced earnings today, I guess the market wasn't thrilled as HURC dropped a couple percent on a huge up day. I am starting to 2nd guess one of my better stocks in my May tranche - TRA. They are up about 25% for me, but MagicDiligence's quick take was that TRA is a poster-child for a bad MFI stock. Also I read an article where farmers are changing the crops they're planting based on fertilizer costs for 2009. Not sure if I'll bail early... probably not.
Speaking of Magic Diligence, I see SDA was nice enough to give us a recent pick gratis: NWS. I may have to consider them in next tranche. I wish I had pulled the trigger on GCI a month or two ago. According to the MD website, they are beating the S&P by a hair over 10%. My parallel contest is up by 9.7%, so it is neck and neck.
| Symbol | Date | Original | Current | Dividend | S&P O | S&P D | Stock Chg | S&P Chg | Diff |
| DTPI | 2/2/08 | 4.75 | 6.06 | - | 139.58 | 1.31 | 27.6% | -5.8% | 33.4% |
| AIRV | 2/13/08 | 5.08 | 5.32 | - | 136.37 | 1.31 | 4.7% | -3.6% | 8.3% |
| CITP | 2/16/08 | 9.98 | 11.96 | - | 135.14 | 1.31 | 19.8% | -2.7% | 22.5% |
| PRXI | 2/16/08 | 4.29 | 3.79 | - | 135.14 | 1.31 | -11.7% | -2.7% | -9.0% |
| CAST | 2/23/08 | 5.06 | 3.95 | - | 135.62 | 1.31 | -21.9% | -3.0% | -18.9% |
| GSB | 3/12/08 | 2.08 | 1.61 | - | 131.36 | 1.31 | -22.6% | 0.1% | -22.7% |
| IGC | 3/12/08 | 3.70 | 4.64 | - | 131.36 | 1.31 | 25.4% | 0.1% | 25.3% |
| LGTY | 3/12/08 | 6.70 | 6.89 | - | 131.36 | 1.31 | 2.8% | 0.1% | 2.7% |
| MRX | 3/12/08 | 19.45 | 21.22 | 0.08 | 131.36 | 0.67 | 9.5% | -0.4% | 9.9% |
| DEPO | 3/22/08 | 2.74 | 4.42 | - | 132.08 | 0.67 | 61.3% | -0.9% | 62.2% |
| NVTL | 3/22/08 | 8.98 | 6.25 | - | 132.08 | 0.67 | -30.4% | -0.9% | -29.5% |
| VRGY | 3/22/08 | 17.42 | 18.72 | - | 132.08 | 0.67 | 7.5% | -0.9% | 8.4% |
| DLX | 4/6/08 | 19.58 | 16.90 | 0.25 | 136.89 | 0.67 | -12.4% | -4.4% | -8.0% |
| NTRI | 4/6/08 | 14.94 | 20.00 | 0.18 | 136.89 | 0.67 | 35.0% | -4.4% | 39.4% |
| IUSA | 4/6/08 | 5.28 | 6.70 | - | 136.89 | 0.67 | 26.9% | -4.4% | 31.3% |
| LRCX | 4/11/08 | 41.08 | 38.19 | - | 133.38 | 0.67 | -7.0% | -1.9% | -5.1% |
| SLXP | 4/11/08 | 6.47 | 6.85 | - | 133.38 | 0.67 | 5.9% | -1.9% | 7.8% |
| CHRD | 4/19/08 | 5.03 | 6.02 | - | 138.48 | 0.67 | 19.7% | -5.5% | 25.2% |
| QXM | 4/26/08 | 6.26 | 4.98 | - | 139.60 | 0.67 | -20.4% | -6.3% | -14.2% |
| MDP | 5/9/08 | 33.79 | 29.05 | 0.22 | 138.90 | 0.67 | -13.4% | -5.8% | -7.6% |
| OMPI | 5/9/08 | 7.11 | 9.96 | - | 138.90 | 0.67 | 40.1% | -5.8% | 45.9% |
| PPD | 5/9/08 | 43.45 | 45.19 | - | 138.90 | 0.67 | 4.0% | -5.8% | 9.8% |
| ELNK | 5/25/08 | 9.21 | 9.38 | - | 137.64 | 0.67 | 1.8% | -4.9% | 6.8% |
| FTAR.ob | 5/25/08 | 4.37 | 3.60 | - | 137.64 | 0.67 | -17.6% | -4.9% | -12.7% |
| CHKE | 5/31/08 | 27.25 | 22.48 | - | 140.35 | 0.67 | -17.5% | -6.8% | -10.7% |
| APKT | 7/5/08 | 4.62 | 6.54 | - | 126.31 | - | 41.6% | 3.1% | 38.5% |
| CSY | 7/5/08 | 11.06 | 13.21 | - | 126.31 | - | 19.4% | 3.1% | 16.4% |
| VALU | 7/5/08 | 32.00 | 41.03 | 0.40 | 126.31 | - | 29.5% | 3.1% | 26.4% |
| QCOR | 7/26/08 | 4.84 | 5.50 | - | 125.48 | - | 13.6% | 3.8% | 9.9% |
| MSTR | 8/1/08 | 60.56 | 64.98 | - | 126.16 | - | 7.3% | 3.2% | 4.1% |
| NVDA | 8/8/08 | 11.00 | 13.14 | - | 129.37 | - | 19.5% | 0.6% | 18.8% |
| SWIR | 8/8/08 | 12.41 | 12.28 | - | 129.37 | - | -1.0% | 0.6% | -1.7% |
| CF | 8/8/08 | 134.65 | 150.60 | - | 129.37 | - | 11.8% | 0.6% | 11.2% |
| SIGM | 8/8/08 | 16.93 | 17.79 | - | 129.37 | - | 5.1% | 0.6% | 4.4% |
| Totals | 7.8% | -1.9% | 9.7% | ||||||
| 67.6% of stocks beat the S&P 500 Benchmark | |||||||||
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