Do Two Negatives Make a Positive?

Wow, even Kudlow is negative! That must be a sign we're reaching the bottom. My portfolio continues to fall less fast than the benchmarks and I am likely within a week (or one good day) of passing them up. Hard to be too excited.

My mechanical portfolio also is relatively humming, up by 8% over the S&P 500. It also looks like several stocks may get added this weekend as there is a lot of churning in the top 25 list as we rumble towards the end of earning season.

Symbol	Date	Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
DTPI	2/2/08	4.75	2.60	0.35	139.58	2.72	-37.9%	-38.7%	0.8%
AIRV	2/13/08	5.08	5.57	-	136.37	2.72	9.6%	-37.3%	47.0%
CITP	2/16/08	9.98	2.21	-	135.14	2.72	-77.9%	-36.7%	-41.1%
PRXI	2/16/08	4.29	1.00	-	135.14	2.72	-76.7%	-36.7%	-39.9%
CAST	2/23/08	5.06	2.83	-	135.62	2.72	-44.1%	-40.9%	-3.2%
GSB	3/12/08	2.08	0.55	-	131.36	2.72	-73.5%	-41.6%	-31.9%
IGC	3/12/08	3.70	0.49	-	131.36	2.72	-86.8%	-41.6%	-45.1%
LGTY	3/12/08	6.70	4.90	0.09	131.36	2.72	-25.5%	-41.6%	16.1%
MRX	3/12/08	19.45	11.28	0.12	131.36	2.08	-41.4%	-42.1%	0.8%
DEPO	3/22/08	2.74	1.75	-	132.08	2.08	-36.1%	-42.5%	6.3%
NVTL	3/22/08	8.98	5.46	-	132.08	2.08	-39.2%	-42.5%	3.3%
VRGY	3/22/08	17.42	6.91	-	132.08	2.08	-60.3%	-42.5%	-17.9%
DLX	4/6/08	19.58	7.72	1.00	136.89	2.08	-55.5%	-44.5%	-11.0%
NTRI	4/6/08	14.94	12.90	0.54	136.89	2.08	-10.0%	-44.5%	34.4%
IUSA	4/6/08	5.28	2.96	-	136.89	2.08	-43.9%	-44.5%	0.5%
LRCX	4/11/08	41.08	19.56	-	133.38	2.08	-52.4%	-43.0%	-9.4%
SLXP	4/11/08	6.47	7.45	-	133.38	2.08	15.1%	-43.0%	58.2%
CHRD	4/19/08	5.03	2.14	-	138.48	2.08	-57.5%	-45.1%	-12.3%
QXM	4/26/08	6.26	1.95	-	139.60	2.08	-68.8%	-45.6%	-23.3%
MDP	5/9/08	33.79	12.85	0.65	138.90	2.08	-60.1%	-45.3%	-14.8%
OMPI	5/9/08	7.11	5.08	-	138.90	2.08	-28.6%	-45.3%	16.7%
PPD	5/9/08	43.45	31.91	-	138.90	2.08	-26.6%	-45.3%	18.7%
ELNK	5/25/08	9.21	6.30	-	137.64	2.08	-31.6%	-44.8%	13.2%
FTAR.ob	5/25/08	4.37	2.40	1.00	137.64	2.08	-22.2%	-44.8%	22.6%
CHKE	5/31/08	27.25	13.94	1.00	140.35	2.08	-45.2%	-45.8%	0.7%
APKT	7/5/08	4.62	4.39	-	126.31	1.41	-5.0%	-40.4%	35.4%
CSKI	7/5/08	11.06	11.00	-	126.31	1.41	-0.5%	-40.4%	39.8%
VALU	7/5/08	32.00	30.04	1.20	126.31	1.41	-2.4%	-40.4%	38.0%
QCOR	7/26/08	4.84	4.86	-	125.48	1.41	0.4%	-40.0%	40.4%
MSTR	8/1/08	60.56	36.53	-	126.16	1.41	-39.7%	-40.3%	0.6%
NVDA	8/8/08	11.00	8.28	-	129.37	1.41	-24.7%	-41.8%	17.0%
SWIR	8/8/08	12.41	3.90	-	129.37	1.41	-68.6%	-41.8%	-26.8%
CF	8/8/08	134.65	64.33	0.10	129.37	1.41	-52.2%	-41.8%	-10.4%
SIGM	8/8/08	15.93	13.72	-	129.37	1.41	-13.9%	-41.8%	27.9%
EGMI.OB	9/5/08	0.69	0.48	-	124.42	1.41	-30.4%	-39.4%	9.0%
KHD	9/15/08	20.68	7.82	-	126.09	1.41	-62.2%	-40.2%	-21.9%
TTWO	9/22/08	16.57	6.19	-	124.12	1.41	-62.6%	-39.3%	-23.3%
SCMP	9/29/08	8.29	5.04	-	120.85	0.72	-39.2%	-38.2%	-1.0%
DTLK	9/29/08	4.34	2.95	-	120.85	0.72	-32.0%	-38.2%	6.2%
TRA	9/29/08	28.42	25.79	0.10	120.85	0.72	-8.9%	-38.2%	29.3%
MSB	10/10/08	10.12	7.06	0.52	88.50	0.72	-25.1%	-15.7%	-9.5%
UEPS	10/10/08	14.58	14.47	-	88.50	0.72	-0.8%	-15.7%	14.9%
TSCM	10/17/08	3.67	1.97	0.03	93.21	0.72	-45.6%	-19.9%	-25.7%
EME	10/31/08	17.77	15.41	-	96.83	0.72	-13.3%	-22.9%	9.6%
CTCM	10/31/08	7.40	3.44	-	96.83	0.72	-53.5%	-22.9%	-30.6%
PRGX	10/31/08	4.24	3.76	-	96.83	0.72	-11.3%	-22.9%	11.6%
HLF	11/7/08	20.17	13.64	0.20	93.86	0.72	-31.4%	-20.5%	-10.9%
GHM	11/7/08	13.60	8.20	0.02	93.86	0.72	-39.6%	-20.5%	-19.1%
BIDZ	11/21/08	2.39	2.96	-	79.52	0.72	23.8%	-6.1%	30.0%
KBR	11/21/08	10.45	12.60	0.05	79.52	0.72	21.1%	-6.1%	27.2%
OPTV	11/21/08	0.94	1.18	-	79.52	0.72	25.5%	-6.1%	31.7%
IBAS	11/21/08	1.21	0.63	-	79.52	0.72	-47.9%	-6.1%	-41.8%
Vclk	11/28/08	6.17	6.27	-	90.09	0.72	1.6%	-17.1%	18.8%
DIVX	12/8/08	4.37	4.63	-	87.93	0.72	5.9%	-15.1%	21.1%
MAXY	12/8/08	5.80	6.95	-	87.93	0.72	19.8%	-15.1%	34.9%
ESIC	12/14/08	1.13	2.25	-	88.99	0.72	99.1%	-16.1%	115.2%
MSO	12/29/08	2.80	2.12	-	87.16	-	-24.3%	-15.2%	-9.1%
TRMS	12/29/08	1.03	1.40	-	87.16	-	35.9%	-15.2%	51.1%
WFR	12/29/08	13.43	15.01	-	87.16	-	11.8%	-15.2%	26.9%
AHCI	1/5/09	1.15	1.30	-	92.96	-	13.0%	-20.5%	33.5%
CKSW	1/5/09	1.99	2.95	-	92.96	-	48.2%	-20.5%	68.7%
COH	2/16/09	13.97	13.98	-	82.76	-	0.1%	-10.7%	10.7%
DELL	2/23/09	8.41	8.53	-	77.42	-	1.4%	-4.5%	5.9%
SOLR	2/23/09	4.22	4.27	-	77.42	-	1.2%	-4.5%	5.7%
						Totals	-23.5%	-31.6%	8.1%
69.5% of stocks beat the S&P 500 Benchmark						Closed	-45.7%	-38.1%	-7.6%
S&P C			73.93