CSKI Comes Through

CSKI announced their earnings this week after a technical postponement. It worked out great for me as I doubled my holdings when they dropped after the postponement (they even assured the market that it was technical and re-iterated guidance) and the stock rocketed up about 35% these past two days. I may sell my double down next week, but still like the outlook and will hold the MFI shares for the year.

The company basically earned $1.90 this past year (recall it is $15.33 stock), they have $40m in cash (249m market cap) and they expect to grow 10% in 2009. Now if you say a 10% growth stock should trade at 10x earnings, clearly $15.33 is low. So I'll be holding.

CHCG is another Chinese company that is on a roll, and I think still just starting. Since April 8th it has gone from 88 cents to $1.42. Again, this is a company that made 50 cents a share, has cash and is growing. They also have potential to grow to be a $5 stock.

All-in-all my MFI portfolio is really gaining ground. I have gone substantially past the Russell 3000 and 2000 value and am gaining ground on breakeven, something even six months ago I would have dismissed as impossible. I did sell a few things this week as I feel the market is getting just a bit toppy (part of my TC, which was up 76%).

Then the other amazing thing is my mechanical portfolio is actually above 0! So we're no longer talking about "beating benchmarks", instead we're talking about actually making "dineros". Check it out. Look at the stocks added since 11/21... some big winners.

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	0.52	-	131.36	2.72	-75.0%	-45.5%	-29.5%
IGC	3/12/08	3.70	0.44	-	131.36	2.72	-88.1%	-45.5%	-42.6%
LGTY	3/12/08	6.70	4.78	0.09	131.36	2.72	-27.3%	-45.5%	18.1%
MRX	3/12/08	19.45	10.26	0.12	131.36	2.08	-46.6%	-46.0%	-0.7%
DEPO	3/22/08	2.74	2.55	-	132.08	2.08	-6.9%	-36.4%	29.5%
NVTL	3/22/08	8.98	6.08	-	132.08	2.08	-32.3%	-36.4%	4.1%
VRGY	3/22/08	17.42	7.62	-	132.08	2.08	-56.3%	-36.4%	-19.8%
DLX	4/6/08	19.58	11.70	1.00	136.89	2.08	-35.1%	-34.9%	-0.3%
NTRI	4/6/08	14.94	14.25	0.70	136.89	2.08	0.1%	-34.9%	34.9%
IUSA	4/6/08	5.28	4.77	-	136.89	2.08	-9.7%	-34.9%	25.2%
LRCX	4/11/08	41.08	27.81	-	133.38	2.08	-32.3%	-33.2%	0.9%
SLXP	4/11/08	6.47	10.88	-	133.38	2.08	68.2%	-33.2%	101.3%
CHRD	4/19/08	5.03	3.52	-	138.48	2.08	-30.0%	-35.6%	5.6%
QXM	4/26/08	6.26	2.64	-	139.60	2.08	-57.8%	-36.1%	-21.7%
MDP	5/9/08	33.79	19.79	0.65	138.90	2.08	-39.5%	-35.8%	-3.7%
OMPI	5/9/08	7.11	5.98	-	138.90	2.08	-15.9%	-35.8%	19.9%
PPD	5/9/08	43.45	34.38	-	138.90	2.08	-20.9%	-35.8%	14.9%
ELNK	5/25/08	9.21	7.29	-	137.64	2.08	-20.8%	-35.2%	14.4%
FTAR.ob	5/25/08	4.37	2.72	1.00	137.64	2.08	-14.9%	-35.2%	20.4%
CHKE	5/31/08	27.25	17.00	1.50	140.35	2.08	-32.1%	-36.5%	4.4%
APKT	7/5/08	4.62	7.34	-	126.31	1.41	58.9%	-29.9%	88.8%
CSKI	7/5/08	11.06	15.33	-	126.31	1.41	38.6%	-29.9%	68.6%
VALU	7/5/08	32.00	28.97	1.20	126.31	1.41	-5.7%	-29.9%	24.2%
QCOR	7/26/08	4.84	5.35	-	125.48	1.41	10.5%	-29.5%	40.0%
MSTR	8/1/08	60.56	39.99	-	126.16	1.41	-34.0%	-29.9%	-4.1%
NVDA	8/8/08	11.00	11.76	-	129.37	1.41	6.9%	-31.6%	38.5%
SWIR	8/8/08	12.41	5.86	-	129.37	1.41	-52.8%	-31.6%	-21.2%
CF	8/8/08	134.65	69.95	0.10	129.37	1.41	-48.0%	-31.6%	-16.4%
SIGM	8/8/08	15.93	12.13	-	129.37	1.41	-23.9%	-31.6%	7.7%
EGMI.OB	9/5/08	0.69	0.63	-	124.42	1.41	-8.7%	-28.9%	20.2%
KHD	9/15/08	20.68	7.52	-	126.09	1.41	-63.6%	-29.8%	-33.8%
TTWO	9/22/08	16.57	9.38	-	124.12	1.41	-43.4%	-28.7%	-14.7%
SCMP	9/29/08	8.29	8.62	-	120.85	0.72	4.0%	-27.3%	31.3%
DTLK	9/29/08	4.34	3.09	-	120.85	0.72	-28.8%	-27.3%	-1.5%
TRA	9/29/08	28.42	28.19	0.10	120.85	0.72	-0.5%	-27.3%	26.9%
MSB	10/10/08	10.12	8.57	0.11	88.50	0.72	-14.2%	-0.8%	-13.4%
UEPS	10/10/08	14.58	16.48	-	88.50	0.72	13.0%	-0.8%	13.8%
TSCM	10/17/08	3.67	2.46	0.03	93.21	0.72	-32.3%	-5.8%	-26.5%
EME	10/31/08	17.77	19.46	-	96.83	0.72	9.5%	-9.3%	18.8%
CTCM	10/31/08	7.40	7.69	-	96.83	0.72	3.9%	-9.3%	13.2%
PRGX	10/31/08	4.24	3.60	-	96.83	0.72	-15.1%	-9.3%	-5.8%
HLF	11/7/08	20.17	18.63	0.40	93.86	0.72	-5.7%	-6.5%	0.8%
GHM	11/7/08	13.60	11.87	0.02	93.86	0.72	-12.6%	-6.5%	-6.1%
BIDZ	11/21/08	2.39	3.88	-	79.52	0.72	62.3%	10.4%	51.9%
KBR	11/21/08	10.45	16.24	0.10	79.52	0.72	56.4%	10.4%	46.0%
OPTV	11/21/08	0.94	1.58	-	79.52	0.72	68.1%	10.4%	57.7%
IBAS	11/21/08	1.21	0.96	-	79.52	0.72	-20.7%	10.4%	-31.1%
Vclk	11/28/08	6.17	10.02	-	90.09	0.72	62.4%	-2.5%	64.9%
DIVX	12/8/08	4.37	5.55	-	87.93	0.72	27.0%	-0.1%	27.2%
MAXY	12/8/08	5.80	6.08	-	87.93	0.72	4.8%	-0.1%	5.0%
ESIC	12/14/08	1.13	1.85	-	88.99	0.72	63.7%	-1.3%	65.1%
MSO	12/29/08	2.80	3.66	-	87.16	-	30.7%	-0.1%	30.8%
TRMS	12/29/08	1.03	1.75	-	87.16	-	69.9%	-0.1%	70.0%
WFR	12/29/08	13.43	15.61	-	87.16	-	16.2%	-0.1%	16.3%
AHCI	1/5/09	1.15	1.50	-	92.96	-	30.4%	-6.3%	36.8%
CKSW	1/5/09	1.99	3.65	-	92.96	-	83.4%	-6.3%	89.7%
COH	2/16/09	13.97	19.30	-	82.76	-	38.2%	5.2%	32.9%
DELL	2/23/09	8.41	11.06	-	77.42	-	31.5%	12.5%	19.0%
SOLR	2/23/09	4.22	6.74	-	77.42	-	59.7%	12.5%	47.2%
DECK	3/2/09	41.27	66.25	-	73.93	-	60.5%	17.8%	42.7%
FWLT	3/2/09	15.04	21.78	-	73.93	-	44.8%	17.8%	27.0%
HCKT	3/2/09	2.56	2.40	-	73.93	-	-6.3%	17.8%	-24.0%
MWW	3/2/09	6.59	11.89	-	73.93	-	80.4%	17.8%	62.6%
PTIE	3/2/09	4.53	4.34	-	73.93	-	-4.2%	17.8%	-22.0%
TRLG	3/2/09	10.22	14.79	-	73.93	-	44.7%	17.8%	26.9%
qlti	3/9/09	1.41	2.17	-	68.92	-	53.9%	26.3%	27.6%
exbd	3/9/09	12.96	14.60	0.44	68.92	-	16.0%	26.3%	-10.3%
FIX	3/16/09	9.73	10.77		76.09	-	10.7%	14.4%	-3.8%
DBTK	3/16/09	6.65	7.93	-	76.09	-	19.2%	14.4%	4.8%
LOOP	3/16/09	5.77	8.73	-	76.09	-	51.3%	14.4%	36.9%
PRO	3/30/09	4.29	6.09	-	81.61	-	42.0%	6.7%	35.3%
ACN	4/13/09	27.71	27.12	-	85.81	-	-2.1%	1.5%	-3.6%
						Totals	0.7%	-15.2%	15.8%
70.8% of stocks beat the S&P 500 Benchmark						Closed	-45.7%	-38.1%	-7.6%
S&P C			87.08