Another Week

Don't look now, but I am now within 6% of the benchmark as my MFI portfolio has been making a torrid comeback. Still well below breakeven, but I am starting to feel mildly hopeful... a sure sign the floor will fall out tomorrow.

My mechanical portfolio is also doing "well"... everything is relative. It is a bit more than 8% better than the S&P benchmark while SDA's magic diligence portfolio is only 5.1% ahead... aha! It is really a function of smaller cap stocks doing better of late. Here is my portfolio.

Symbol	Date	Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
DTPI	2/2/08	4.75	4.02	0.35	139.58	2.72	-8.0%	-34.2%	26.2%
AIRV	2/13/08	5.08	5.54	-	136.37	2.00	9.1%	-33.2%	42.3%
CITP	2/16/08	9.98	3.00	-	135.14	2.00	-69.9%	-32.6%	-37.3%
PRXI	2/16/08	4.29	1.18	-	135.14	2.00	-72.5%	-32.6%	-39.9%
CAST	2/23/08	5.06	2.60	-	135.62	2.00	-48.6%	-32.8%	-15.8%
GSB	3/12/08	2.08	0.90	-	131.36	2.00	-56.7%	-30.7%	-26.1%
IGC	3/12/08	3.70	1.05	-	131.36	2.00	-71.6%	-30.7%	-41.0%
LGTY	3/12/08	6.70	4.67	0.09	131.36	2.00	-29.0%	-30.7%	1.7%
MRX	3/12/08	19.45	13.81	0.12	131.36	2.08	-28.4%	-30.6%	2.2%
DEPO	3/22/08	2.74	1.79	-	132.08	2.08	-34.7%	-31.0%	-3.7%
NVTL	3/22/08	8.98	5.40	-	132.08	2.08	-39.9%	-31.0%	-8.9%
VRGY	3/22/08	17.42	10.42	-	132.08	2.08	-40.2%	-31.0%	-9.2%
DLX	4/6/08	19.58	14.07	0.75	136.89	2.08	-24.3%	-33.4%	9.1%
NTRI	4/6/08	14.94	14.65	0.54	136.89	2.08	1.7%	-33.4%	35.1%
IUSA	4/6/08	5.28	4.20	-	136.89	2.08	-20.5%	-33.4%	12.9%
LRCX	4/11/08	41.08	23.50	-	133.38	2.08	-42.8%	-31.7%	-11.1%
SLXP	4/11/08	6.47	8.99	-	133.38	2.08	38.9%	-31.7%	70.6%
CHRD	4/19/08	5.03	2.63	-	138.48	2.08	-47.7%	-34.2%	-13.5%
QXM	4/26/08	6.26	2.88	-	139.60	2.08	-54.0%	-34.7%	-19.3%
MDP	5/9/08	33.79	18.19	0.65	138.90	2.08	-44.3%	-34.4%	-9.9%
OMPI	5/9/08	7.11	7.30	-	138.90	2.08	2.7%	-34.4%	37.0%
PPD	5/9/08	43.45	34.79	-	138.90	2.08	-19.9%	-34.4%	14.4%
ELNK	5/25/08	9.21	7.11	-	137.64	2.08	-22.8%	-33.8%	11.0%
FTAR.ob	5/25/08	4.37	3.50	-	137.64	2.08	-19.9%	-33.8%	13.9%
CHKE	5/31/08	27.25	17.38	1.00	140.35	2.08	-32.6%	-35.0%	2.5%
APKT	7/5/08	4.62	4.35	-	126.31	1.41	-5.8%	-28.4%	22.5%
CSKI	7/5/08	11.06	15.58	-	126.31	1.41	40.9%	-28.4%	69.2%
VALU	7/5/08	32.00	36.61	0.80	126.31	1.41	16.9%	-28.4%	45.3%
QCOR	7/26/08	4.84	7.03	-	125.48	1.41	45.2%	-27.9%	73.1%
MSTR	8/1/08	60.56	37.96	-	126.16	1.41	-37.3%	-28.3%	-9.1%
NVDA	8/8/08	11.00	7.93	-	129.37	1.41	-27.9%	-30.0%	2.1%
SWIR	8/8/08	12.41	6.32	-	129.37	1.41	-49.1%	-30.0%	-19.0%
CF	8/8/08	134.65	53.91	-	129.37	1.41	-60.0%	-30.0%	-29.9%
SIGM	8/8/08	15.93	10.30	-	129.37	1.41	-35.3%	-30.0%	-5.3%
EGMI.OB	9/5/08	0.69	0.48	-	124.42	1.41	-30.4%	-27.3%	-3.2%
KHD	9/15/08	20.68	12.23	-	126.09	1.41	-40.9%	-28.2%	-12.6%
TTWO	9/22/08	16.57	7.86	-	124.12	1.41	-52.6%	-27.1%	-25.5%
SCMP	9/29/08	8.29	4.99	-	120.85	0.72	-39.8%	-25.7%	-14.1%
DTLK	9/29/08	4.34	3.32	-	120.85	0.72	-23.5%	-25.7%	2.2%
TRA	9/29/08	28.42	18.06	0.10	120.85	0.72	-36.1%	-25.7%	-10.4%
MSB	10/10/08	10.12	11.79	-	88.50	0.72	16.5%	1.5%	15.0%
UEPS	10/10/08	14.58	12.95	-	88.50	0.72	-11.2%	1.5%	-12.7%
TSCM	10/17/08	3.67	3.06	0.03	93.21	0.72	-15.9%	-3.6%	-12.3%
EME	10/31/08	17.77	20.02	-	96.83	0.72	12.7%	-7.3%	19.9%
CTCM	10/31/08	7.40	5.04	-	96.83	0.72	-31.9%	-7.3%	-24.6%
PRGX	10/31/08	4.24	4.00	-	96.83	0.72	-5.7%	-7.3%	1.6%
HLF	11/7/08	20.17	22.00	0.20	93.86	0.72	10.1%	-4.3%	14.4%
GHM	11/7/08	13.60	11.82	0.02	93.86	0.72	-12.9%	-4.3%	-8.6%
BIDZ	11/21/08	2.39	4.08	-	79.52	0.72	70.7%	12.9%	57.8%
KBR	11/21/08	10.45	17.34	0.05	79.52	0.72	66.4%	12.9%	53.5%
OPTV	11/21/08	0.94	1.15	-	79.52	0.72	22.3%	12.9%	9.4%
IBAS	11/21/08	1.21	1.57	-	79.52	0.72	29.8%	12.9%	16.8%
Vclk	11/28/08	6.17	6.72	-	90.09	0.72	8.9%	-0.3%	9.2%
DIVX	12/8/08	4.37	5.32	-	87.93	0.72	21.7%	2.1%	19.6%
MAXY	12/8/08	5.80	8.83	-	87.93	0.72	52.2%	2.1%	50.1%
ESIC	12/14/08	1.13	2.03	-	88.99	0.72	79.6%	0.9%	78.7%
MSO	12/29/08	2.80	3.51	-	87.16	-	25.4%	2.2%	23.1%
TRMS	12/29/08	1.03	1.31	-	87.16	-	27.2%	2.2%	25.0%
WFR	12/29/08	13.43	16.47	-	87.16	-	22.6%	2.2%	20.4%
AHCI	1/5/09	1.15	1.15	-	92.96	-	0.0%	-4.2%	4.2%
CKSW	1/5/09	1.99	2.08	-	92.96	-	4.5%	-4.2%	8.7%
						Totals	-11.8%	-19.9%	8.2%
64.3% of stocks beat the S&P 500 Benchmark

Then my Chinese portfolio is actually in the green, something I haven't seen much of lately. Get ready for this... it is up 4% while the Russell 3000 is down almost 30%! Sadly, some of the really outperfoming Chinese stocks I do not own in real life. But I think it illustrates that some of these stocks can really pop.

Stocks in the news:

MTW announced they will "only" make $1.35 to $1.60 in 2009. Granted that is way down from the $3.20 in 2008... but the stock price is down from $45 to $8. Not sure if the $1.35 to $1.60 considers an "Obama dividend".

KBR announced they would meet expectations in 2009 (

	KBR says earnings should meet analyst outlook

). That was pretty good news and the stock went up this week. Of course they'll make $1.75 in 2009 and are a $17 stock. Hmmm.