Gold in Them Thar Hills?

Just for fun, I looked today at my open stocks from my monthly tracking portfolios and listed all stocks up at least 50%. There have been some serious winners of late.

ICFI $16.16 $26.60 64.6%

USMO $6.18 $11.18 80.9%

APKT $4.92 $7.75 57.5%

USMO $6.72 $11.18 66.4%

CAST $3.83 $5.79 51.2%

BVF $7.90 $12.72 61.0%

CSKI $8.98 $14.74 64.1%

MLNX $7.76 $11.82 52.3%

SNCR $7.77 $12.14 56.2%

WDC $16.47 $24.85 50.9%

BARE $4.50 $8.75 94.4%

BVF $7.65 $12.72 66.3%

CTCM $4.04 $9.91 145.3%

GTLS $8.81 $21.23 141.0%

HLF $18.21 $29.21 60.4%

KNXA $6.32 $9.67 53.0%

MLNX $7.20 $11.82 64.2%

TRA $14.69 $27.79 89.2%

TKTM $4.0 $7.78 94.5%

TRLG $12.81 $23.06 80.0%

BARE $4.61 $8.75 89.8%

BVF $8.37 $12.72 52.0%

CF $46.65 $77.64 66.4%

CTCM $4.85 $9.91 104.3%

GTLS $11.01 $21.23 92.8%

ITWO $5.61 $12.28 118.9%

MDP $15.88 $26.96 69.8%

MSB $8.03 $12.44 54.9%

TRA $15.08 $27.79 84.3%

TRLG $12.58 $23.06 83.3%

VCLK $6.66 $11.05 65.9%

BARE $3.76 $8.75 132.7%

CF $46.63 $77.64 66.5%

CTCM $4.0 $9.91 147.8%

GTLS $9.30 $21.23 128.3%

COH $14.40 $26.27 82.4%

DAR $4.86 $7.57 55.8%

DHX $2.91 $4.75 63.2%

MSO $2.15 $3.25 51.2%

MHP $19.95 $30.09 50.8%

MOS $35.39 $54.70 54.6%

OPTV $1.11 $1.75 57.7%

PRO $4.52 $7.97 76.3%

TRLG $11.90 $23.06 93.8%

VCLK $6.04 $11.05 82.9%

ADSK $12.69 $21.46 69.1%

COH $13.98 $26.27 87.9%

DAR $4.33 $7.57 74.8%

DHX $2.37 $4.75 100.4%

DLX $7.58 $14.14 86.5%

FWLT $15.04 $26.52 76.3%

GTI $5.65 $10.17 80.0%

HLF $13.54 $29.21 115.7%

JOYG $17.27 $34.47 99.6%

KNXA $4.60 $9.67 110.2%

MDP $12.75 $26.96 111.5%

MWW $6.59 $11.68 77.2%

SOLR $4.27 $6.42 50.4%

TC $3.11 $9.60 208.7%

TKTM $4.89 $7.78 59.1%

TRLG $10.22 $23.06 125.6%

VLCM $7.96 $13.67 71.7%

WBC $10.05 $16.98 69.0%

WDC $13.66 $24.85 81.9%

BARE $4.36 $8.75 100.7%

CTCM $4.66 $9.91 112.7%

GTLS $8.10 $21.23 162.1%

COH $17.48 $26.27 50.3%

DHX $2.78 $4.75 70.9%

HLF $15.68 $29.21 86.3%

MSB $7.62 $12.44 63.3%

PRO $4.29 $7.97 85.8%

QXM $2.21 $3.60 62.9%

SWIR $3.87 $6.50 67.8%

TRLG $12.12 $23.06 90.3%

ARP $5.44 $8.71 60.1%

GTLS $11.39 $21.23 86.4%

ITWO $7.48 $12.28 64.2%

My Portfolio and (gasp) a Graph

I have not published my holdings in a while. Here are the 16 stocks I hold, I am actually 17% in cash right now. I will also say upfront that several stocks in here were just good value stocks and were not on any MFI lists (ICO, ENH-A, RNR-C, WILC, FSUMF, WH and CMED for examples). Over time I will wean out some of these and try to go back to a more traditional list.

TC	169%
ICO	54%
CSKI	27%
QXM	21%
RNR-C	26%
FSUMF	51%
ENH-A	21%
WILC	44%
WH	7%
CKSW	7%
CMED	2%
CDII	3%
HCKT	2%
UEPS	-2%
VALU	-19%
CHCG	-21%
KHD	-57%

Then here is my chart that I used to post regularly. It has three lines, magenta, which shows my portfolio, black which is the Russell 3000 and blue which is Russell 2000 Value. The percentages are absolute. As I have been doing for 3+ years, you'd have to do a little math to determine my annual IRR (about -8%).

New Mechanical Stocks

My mechanical portfolios are on a serious roll. My top 30 portfolio, which adds a stock for a year if it is new on the screen over the past year is up 7.5% overall and is beating the benchmark by over 16 points. My top 50 portfolio is up a bit less, 4.3%, but has the same spread. I think it is up less as the mfi site switched from top 100 to top 50 at end of February so not many new stocks have come on the screen in a period where S&P is up over 30%.

The new stocks to the top 30 screen are UTA and GNI. UTA looks right up my alley. It is a People Republic of China stock that has nicely growing revenues and income along with a strong balance sheet. I will likely add next week, GNI is an iron ore company that pays nice dividends. I don't think they are my cup of tea right now. Then the new stocks on top 50 screen are UTA (again) and AMED, which is a hospice care provider. I'll take a gander at them. But with Obama in there in healthcare, I am a little gun shy to buy in that space.

Below is a list of 16 stocks that hit the top 50 mechanical portfolio the weeks of Nov 14th and 21st, which were very volatile weeks. An interesting thing about my approach is that more stocks seem to get added in volatile weeks, which in hindsight seem to be weeks where more stocks are mis-priced. The 16 stocks are up an average of 75% since then.

TKTM	11/14/08	5.87	7.78	-	86.62	1.28	32.5%	8.3%	24.2%
ERES	11/14/08	4.65	5.99	-	86.62	1.28	28.8%	8.3%	20.5%
FEED	11/14/08	1.76	6.04	-	86.62	1.28	243.2%	8.3%	234.9%
HCKT	11/14/08	2.57	2.34	-	86.62	1.28	-8.9%	8.3%	-17.2%
FLR	11/14/08	35.73	46.98	0.13	86.62	1.28	31.8%	8.3%	23.5%
GTI	11/14/08	4.79	10.17	-	86.62	1.28	112.3%	8.3%	104.0%
INTX	11/14/08	4.10	3.05	-	86.62	1.28	-25.6%	8.3%	-33.9%
MSO	11/14/08	3.91	3.25	-	86.62	1.28	-16.9%	8.3%	-25.2%
JCG	11/14/08	11.22	25.86	-	86.62	1.28	130.5%	8.3%	122.2%
MDR	11/14/08	7.80	21.97	-	86.62	1.28	181.7%	8.3%	173.4%
ABAT	11/21/08	1.34	3.58	-	79.52	1.28	167.2%	18.0%	149.2%
ADSK	11/21/08	14.37	21.46	-	79.52	1.28	49.3%	18.0%	31.4%
GIGM	11/21/08	3.79	6.05	-	79.52	1.28	59.6%	18.0%	41.7%
OPTV	11/21/08	0.94	1.75	-	79.52	1.28	86.2%	18.0%	68.2%
PRO	11/21/08	4.14	7.97	-	79.52	1.28	92.5%	18.0%	74.5%
WTSLA	11/21/08	2.20	3.15	-	79.52	1.28	43.2%	18.0%	25.2%

Can You Hack It?

My portfolio continues to motor along pretty well, I do have some regrets on a few stocks sold a bit early, but you'll have a heart attack if you second guess yourself continuously. Selling my LINE and half my TC wasn't perfect.

I don't have the exact numbers, but I am steadily moving towards breakeven and am pulling steadily ahead of the benchmark.

The interesting stock today for me was HCKT. I bought HCKT at $2.30 a couple months ago and it had been a steady elevator ride down to $2.00. Then in the last 20 minutes today it shot up 17%! I don't think it was a short squeeze as the stock isn't heavily shorted. Volume was also extremely high at the end of the day. Here is the chart:

he Hackett Group, Inc. (NGM)

Range: 1d 5d 3m 6m 1y 2y 5y max Type: Bar | Line | Candle Scale: Linear | Log Size: M | L Compare: HCKT vs S&P Nasdaq Dow Want more control over the chart? Try our Interactive Chart. Splits:none

Last Trade: 2.34 Trade Time: 4:00PM ET Change: 0.34 (17.00%) Prev Close: 2.00 Open: 2.01 Bid: 2.11 x 100 Ask: N/A 1y Target Est: 3.33

Day's Range: 1.99 - 2.57 52wk Range: 1.78 - 6.65 Volume: 588,917 Avg Vol (3m): 144,065 Market Cap: 90.12M P/E (ttm): 6.32 EPS (ttm): 0.37 Div & Yield: N/A (N/A)

What does it mean? Well, I certainly don't know. But it would seem to me that someone knew something late in the day. Perhaps it was a rumor. Perhaps it is nothing. But perhaps some sort of buy out is being discussed. Stay tuned. Finally, a person on the board asked for a listing of all stocks and their performance in the stock contest. I list it here as the list is longer than Yahoo Groups allows.

2008-09 MFI Stock Contest
Owner	Symbol	Initial Price	Current Price	Dividends	Pct Change
Al	lcav	$ 4.77	$ 6.21	$ -	30.2%
Al	lea	$ 14.18	$ 1.24	$ -	-91.3%
Al	wwon.ob	$ 1.24	$ 0.07	$ -	-94.7%
Al	gci	$ 21.67	$ 4.77	$ 0.80	-74.3%
Al	mdp	$ 28.29	$ 26.96	$ 0.66	-2.4%
Al	jakk	$ 21.85	$ 12.75	$ -	-41.6%
Al	tpx	$ 7.81	$ 11.03	$ 0.08	42.3%
Al	conn	$ 16.07	$ 9.97	$ -	-38.0%
Al	citp	$ 9.12	$ 5.06	$ -	-44.5%
Al	iusa	$ 4.39	$ 5.60	$ -	27.6%
Al	Totals	$ -	#N/A	#N/A	-28.7%
Ken	gib	$ 9.97	$ 9.33	$ -	-6.4%
Ken	calm	$ 32.99	$ 24.37	$ 1.49	-21.6%
Ken	elnk	$ 8.65	$ 7.84	$ -	-9.4%
Ken	icfi	$ 16.62	$ 26.60	$ -	60.0%
Ken	tra	$ 49.35	$ 27.79	$ 0.40	-42.9%
Ken	MD	$ 49.23	$ 40.50	$ -	-17.7%
Ken	mtw	$ 32.53	$ 6.52	$ 0.06	-79.8%
Ken	lmt	$ 98.66	$ 83.63	$ 1.56	-13.7%
Ken	has	$ 35.72	$ 25.41	$ 0.80	-26.6%
Ken	pacr	$ 21.51	$ 2.59	$ 0.30	-86.6%
Ken	egy	$ 8.47	$ 4.56	$ -	-46.2%
Ken	gd	$ 84.20	$ 56.90	$ 1.43	-30.7%
Ken	bpt	$ 103.36	$ 73.85	$ 9.62	-19.2%
Ken	aro	$ 31.33	$ 34.62	$ -	10.5%
Ken	Totals	$ -	#N/A	#N/A	-23.6%
EdwardU	ba	$ 65.72	$ 44.85	$ 1.64	-29.3%
EdwardU	MD	$ 49.23	$ 40.50	$ -	-17.7%
EdwardU	dfz	$ 8.56	$ 6.05	$ -	-29.3%
EdwardU	acn	$ 40.72	$ 29.93	$ 0.50	-25.3%
EdwardU	fix	$ 13.44	$ 9.33	$ 0.14	-29.6%
EdwardU	kfrc	$ 8.49	$ 9.31	$ -	9.7%
EdwardU	ayi	$ 48.08	$ 27.18	$ 0.52	-42.4%
EdwardU	arp	$ 16.65	$ 8.71	$ -	-47.7%
EdwardU	vphm	$ 11.06	$ 6.95	$ -	-37.2%
EdwardU	mtw	$ 32.53	$ 6.52	$ 0.06	-79.8%
EdwardU	Totals	$ -	#N/A	#N/A	-32.9%
Eric	mhp	$ 40.12	$ 30.09	$ 0.99	-22.5%
Eric	gci	$ 21.67	$ 4.77	$ 0.80	-74.3%
Eric	acn	$ 40.72	$ 29.93	$ 0.50	-25.3%
Eric	coh	$ 28.88	$ 26.27	$ -	-9.0%
Eric	kg	$ 10.47	$ 9.46	$ -	-9.6%
Eric	pcr	$ 33.05	$ 20.65	$ -	-37.5%
Eric	bbsi	$ 11.83	$ 10.22	$ 0.24	-11.6%
Eric	egy	$ 8.47	$ 4.56	$ -	-46.2%
Eric	hsii	$ 27.64	$ 18.35	$ 0.52	-31.7%
Eric	vphm	$ 11.06	$ 6.95	$ -	-37.2%
Eric	kfy	$ 15.73	$ 11.09	$ -	-29.5%
Eric	wwon.ob	$ 1.24	$ 0.07	$ -	-94.7%
Eric	Totals	$ -	#N/A	#N/A	-35.8%
JeffC	che	$ 36.61	$ 38.27	$ 0.18	5.0%
JeffC	cjr	$ 17.90	$ 14.58	$ 0.50	-15.7%
JeffC	rok	$ 43.73	$ 30.69	$ 0.87	-27.8%
JeffC	ir	$ 37.43	$ 20.23	$ 0.72	-44.0%
JeffC	iusa	$ 4.39	$ 5.60	$ -	27.6%
JeffC	ntgr	$ 13.86	$ 14.03	$ -	1.2%
JeffC	vgr	$ 15.36	$ 14.65	$ 1.20	3.2%
JeffC	cpsi	$ 17.33	$ 34.20	$ 1.44	105.7%
JeffC	nwl	$ 16.79	$ 11.51	$ 0.53	-28.3%
JeffC	col	$ 47.96	$ 42.42	$ 0.96	-9.5%
JeffC	mmm	$ 69.59	$ 57.10	$ 2.02	-15.0%
JeffC	noc	$ 66.90	$ 47.62	$ 1.20	-27.0%
JeffC	Totals	$ -	#N/A	#N/A	-2.1%
GlennR	aeo	$ 13.63	$ 14.81	$ 0.40	11.6%
GlennR	calm	$ 32.99	$ 24.37	$ 1.49	-21.6%
GlennR	coh	$ 28.88	$ 26.27	$ -	-9.0%
GlennR	csgs	$ 11.02	$ 13.77	$ -	25.0%
GlennR	dlx	$ 17.82	$ 14.14	$ 1.00	-15.0%
GlennR	egy	$ 8.47	$ 4.56	$ -	-46.2%
GlennR	eme	$ 28.53	$ 22.47	$ -	-21.2%
GlennR	gib	$ 9.97	$ 9.33	$ -	-6.4%
GlennR	hlf	$ 38.75	$ 29.21	$ 0.80	-22.6%
GlennR	kci	$ 39.91	$ 25.93	$ -	-35.0%
GlennR	lncr	$ 28.40	$ 21.78	$ -	-23.3%
GlennR	mhp	$ 40.12	$ 30.09	$ 0.99	-22.5%
GlennR	mlhr	$ 24.89	$ 14.23	$ -	-42.8%
GlennR	mstr	$ 64.75	$ 46.80	$ -	-27.7%
GlennR	ntri	$ 14.14	$ 13.70	$ 0.70	1.8%
GlennR	pacr	$ 21.51	$ 2.59	$ 0.30	-86.6%
GlennR	pcr	$ 33.05	$ 20.65	$ -	-37.5%
GlennR	tbi	$ 13.21	$ 8.53	$ -	-35.4%
GlennR	usna	$ 26.87	$ 26.52	$ -	-1.3%
GlennR	via-b	$ 30.54	$ 22.17	$ -	-27.4%
GlennR	Totals	$ -	$ -	$ -	-22.2%
Roberts1001	coh	$ 28.88	$ 26.27	$ -	-9.0%
Roberts1001	tm	$ 94.00	$ 80.15	$ 0.56	-14.1%
Roberts1001	ul	$ 28.41	$ 23.60	$ 0.33	-15.8%
Roberts1001	cop	$ 94.39	$ 45.84	$ 1.88	-49.4%
Roberts1001	sto	$ 37.38	$ 21.02	$ -	-43.8%
Roberts1001	aib	$ 30.79	$ 3.72	$ 0.95	-84.8%
Roberts1001	bcs	$ 23.15	$ 19.31	$ 0.90	-12.7%
Roberts1001	ben	$ 91.65	$ 66.85	$ 0.62	-26.4%
Roberts1001	ire	$ 34.93	$ 9.08	$ -	-74.0%
Roberts1001	lyg	$ 24.67	$ 5.47	$ 0.90	-74.2%
Roberts1001	wbk	$ 95.29	$ 76.52	$ 2.47	-17.1%
Roberts1001	wfc	$ 23.75	$ 25.50	$ 1.07	11.9%
Roberts1001	azn	$ 42.53	$ 41.72	$ 2.05	2.9%
Roberts1001	endp	$ 24.19	$ 15.93	$ -	-34.1%
Roberts1001	mtd	$ 94.86	$ 71.19	$ -	-25.0%
Roberts1001	mmm	$ 69.59	$ 57.10	$ 2.02	-15.0%
Roberts1001	rhi	$ 23.97	$ 21.39	$ 0.46	-8.8%
Roberts1001	nok	$ 24.50	$ 15.30	$ -	-37.6%
Roberts1001	nvda	$ 18.72	$ 10.43	$ -	-44.3%
Roberts1001	dow	$ 34.91	$ 17.68	$ 0.99	-46.5%
Roberts1001	Totals	$ -	#N/A	#N/A	-30.9%
Sideview	coh	$ 28.88	$ 26.27	$ -	-9.0%
Sideview	dar	$ 16.52	$ 7.57	$ -	-54.2%
Sideview	gild	$ 52.95	$ 43.10	$ -	-18.6%
Sideview	fls	$ 136.70	$ 73.57	$ 0.77	-45.6%
Sideview	nbg	$ 8.93	$ 5.71	$ -	-36.1%
Sideview	nvt	$ 77.00	$ 77.97	$ -	1.3%
Sideview	orcl	$ 21.00	$ 19.59	$ -	-6.7%
Sideview	pcp	$ 96.37	$ 82.57	$ 0.09	-14.2%
Sideview	trow	$ 56.47	$ 40.57	$ 0.73	-26.9%
Sideview	wdc	$ 34.53	$ 24.85	$ -	-28.0%
Sideview	Totals	$ -	#N/A	#N/A	-23.8%
Devolution_9	acn	$ 40.72	$ 29.93	$ 0.50	-25.3%
Devolution_9	anf	$ 62.68	$ 30.11	$ 0.53	-51.1%
Devolution_9	ba	$ 65.72	$ 44.85	$ 1.64	-29.3%
Devolution_9	cutr	$ 9.03	$ 7.78	$ -	-13.8%
Devolution_9	egy	$ 8.47	$ 4.56	$ -	-46.2%
Devolution_9	hurc	$ 30.89	$ 14.36	$ -	-53.5%
Devolution_9	lcav	$ 4.77	$ 6.21	$ -	30.2%
Devolution_9	lrcx	$ 36.15	$ 26.19	$ -	-27.6%
Devolution_9	pbh	$ 10.66	$ 6.23	$ -	-41.6%
Devolution_9	pfe	$ 17.47	$ 15.19	$ 1.12	-6.6%
Devolution_9	rtn	$ 56.28	$ 44.65	$ 0.87	-19.1%
Devolution_9	cash$	$ -	$ -	$ -	0.0%
Devolution_9	Totals	$ -	#N/A	#N/A	-23.7%
TimK	acn	$ 40.72	$ 29.93	$ 0.50	-25.3%
TimK	ayi	$ 48.08	$ 27.18	$ 0.52	-42.4%
TimK	calm	$ 32.99	$ 24.37	$ 1.49	-21.6%
TimK	depo	$ 3.21	$ 2.15	$ -	-33.0%
TimK	coh	$ 28.88	$ 26.27	$ -	-9.0%
TimK	egy	$ 8.47	$ 4.56	$ -	-46.2%
TimK	elnk	$ 8.65	$ 7.84	$ -	-9.4%
TimK	eme	$ 28.53	$ 22.47	$ -	-21.2%
TimK	gib	$ 9.97	$ 9.33	$ -	-6.4%
TimK	kfy	$ 15.73	$ 11.09	$ -	-29.5%
TimK	pacr	$ 21.51	$ 2.59	$ 0.30	-86.6%
TimK	pcr	$ 33.05	$ 20.65	$ -	-37.5%
TimK	tra	$ 49.35	$ 27.79	$ 0.40	-42.9%
TimK	tbi	$ 13.21	$ 8.53	$ -	-35.4%
TimK	br	$ 21.05	$ 16.56	$ 0.21	-20.3%
TimK	mhp	$ 40.12	$ 30.09	$ 0.99	-22.5%
TimK	Totals	$ -	#N/A	#N/A	-30.6%
SteveB	bby	$ 39.60	$ 35.10	$ 0.55	-10.0%
SteveB	cae	$ 42.32	$ 28.87	$ 0.45	-30.7%
SteveB	jakk	$ 21.85	$ 12.75	$ -	-41.6%
SteveB	mtw	$ 32.53	$ 6.52	$ 0.06	-79.8%
SteveB	nue	$ 74.67	$ 43.91	$ 1.22	-39.6%
SteveB	odp	$ 10.94	$ 4.66	$ -	-57.4%
SteveB	pcp	$ 96.37	$ 82.57	$ 0.09	-14.2%
SteveB	stx	$ 19.13	$ 8.71	$ 0.27	-53.1%
SteveB	vsec	$ 27.50	$ 25.11	$ 0.14	-8.2%
SteveB	wdc	$ 34.53	$ 24.85	$ -	-28.0%
SteveB	Totals	$ -	#N/A	#N/A	-36.3%
JuanC	aro	$ 31.33	$ 34.62	$ -	10.5%
JuanC	bke	$ 30.49	$ 35.78	$ 2.77	26.4%
JuanC	ctrp	$ 45.78	$ 40.95	$ -	-10.6%
JuanC	cvx	$ 99.13	$ 66.67	$ 2.60	-30.1%
JuanC	drs	$ 78.72	$ 80.35	$ 0.06	2.1%
JuanC	gdi	$ 56.80	$ 28.34	$ -	-50.1%
JuanC	iivi	$ 34.92	$ 24.00	$ -	-31.3%
JuanC	lmt	$ 98.66	$ 83.63	$ 1.56	-13.7%
JuanC	oxy	$ 89.86	$ 67.11	$ 0.96	-24.2%
JuanC	ptnr	$ 23.73	$ 17.00	$ 1.11	-23.7%
JuanC	tnh	$ 129.84	$ 123.51	$ 11.50	4.0%
JuanC	tra	$ 49.35	$ 27.79	$ 0.40	-42.9%
JuanC	wdc	$ 34.53	$ 24.85	$ -	-28.0%
JuanC	xom	$ 88.13	$ 69.35	$ 1.20	-19.9%
JuanC	Totals	$ -	#N/A	#N/A	-16.5%
JohnB	fto	$ 23.91	$ 17.47	$ 0.18	-26.2%
JohnB	egy	$ 8.47	$ 4.56	$ -	-46.2%
JohnB	citp	$ 9.12	$ 5.06	$ -	-44.5%
JohnB	calm	$ 32.99	$ 24.37	$ 1.49	-21.6%
JohnB	cski	$ 11.13	$ 14.74	$ -	32.4%
JohnB	cast	$ 4.19	$ 5.79	$ -	38.2%
JohnB	hlf	$ 38.75	$ 29.21	$ 0.80	-22.6%
JohnB	jakk	$ 21.85	$ 12.75	$ -	-41.6%
JohnB	usna	$ 26.87	$ 26.52	$ -	-1.3%
JohnB	kfy	$ 15.73	$ 11.09	$ -	-29.5%
JohnB	Totals	$ -	#N/A	#N/A	-16.3%
PeterC	bvf	$ 9.65	$ 12.72	$ 1.22	44.4%
PeterC	elnk	$ 8.65	$ 7.84	$ -	-9.4%
PeterC	hsii	$ 27.64	$ 18.35	$ 0.52	-31.7%
PeterC	kfy	$ 15.73	$ 11.09	$ -	-29.5%
PeterC	kg	$ 10.47	$ 9.46	$ -	-9.6%
PeterC	v	$ 81.31	$ 67.71	$ 0.32	-16.3%
PeterC	wfc	$ 23.75	$ 25.50	$ 1.07	11.9%
PeterC	unp	$ 75.50	$ 49.27	$ 0.81	-33.7%
PeterC	ebay	$ 27.33	$ 17.62	$ -	-35.5%
PeterC	fto	$ 23.91	$ 17.47	$ 0.18	-26.2%
PeterC	cop	$ 94.39	$ 45.84	$ 1.88	-49.4%
PeterC	Totals	$ -	#N/A	#N/A	-16.8%
RichardP	amzn	$ 73.33	$ 77.99	$ -	6.4%
RichardP	nile	$ 42.52	$ 45.90	$ -	7.9%
RichardP	xnpt	$ 39.03	$ 17.31	$ -	-55.6%
RichardP	wcrx	$ 16.95	$ 13.16	$ -	-22.4%
RichardP	adp	$ 41.90	$ 38.01	$ 0.95	-7.0%
RichardP	cpla	$ 59.65	$ 52.19	$ -	-12.5%
RichardP	tpl	$ 53.25	$ 33.40	$ -	-37.3%
RichardP	pcln	$ 115.46	$ 110.11	$ -	-4.6%
RichardP	crel	$ 9.36	$ 1.90	$ -	-79.7%
RichardP	srcl	$ 51.70	$ 49.98	$ -	-3.3%
RichardP	morn	$ 72.03	$ 41.27	$ -	-42.7%
RichardP	nrp	$ 41.20	$ 23.66	$ 2.11	-37.5%
RichardP	whg	$ 39.80	$ 40.66	$ 0.90	4.4%
RichardP	cedc	$ 74.15	$ 25.17	$ -	-66.1%
RichardP	aoc	$ 45.94	$ 36.00	$ 0.60	-20.3%
RichardP	stra	$ 209.07	$ 184.27	$ 1.38	-11.2%
RichardP	msb	$ 30.80	$ 12.44	$ 2.74	-50.7%
RichardP	hgt	$ 37.00	$ 13.88	$ 1.74	-57.8%
RichardP	idxx	$ 48.74	$ 42.00	$ -	-13.8%
RichardP	sohu	$ 70.44	$ 63.02	$ -	-10.5%
RichardP	anss	$ 47.12	$ 29.82	$ -	-36.7%
RichardP	arb	$ 47.50	$ 19.91	$ 0.30	-57.5%
RichardP	isrg	$ 269.40	$ 149.68	$ -	-44.4%
RichardP	sjt	$ 46.26	$ 17.22	$ 1.97	-58.5%
RichardP	wwy	$ 77.78	$ 80.00	$ 0.34	3.3%
RichardP	gild	$ 52.95	$ 43.10	$ -	-18.6%
RichardP	vivo	$ 26.92	$ 19.11	$ 0.45	-27.3%
RichardP	nvt	$ 77.00	$ 77.97	$ -	1.3%
RichardP	adbe	$ 39.39	$ 28.18	$ -	-28.5%
RichardP	ihs	$ 69.60	$ 48.00	$ -	-31.0%
RichardP	Totals	$ -	#N/A	#N/A	-27.1%
TonyB	alli	$ 5.68	$ 5.28	$ -	-7.0%
TonyB	elx	$ 11.65	$ 10.99	$ -	-5.7%
TonyB	jcom	$ 23.00	$ 22.30	$ -	-3.0%
TonyB	kg	$ 10.47	$ 9.46	$ -	-9.6%
TonyB	mww	$ 20.61	$ 11.68	$ -	-43.3%
TonyB	mstr	$ 64.75	$ 46.80	$ -	-27.7%
TonyB	nvda	$ 18.72	$ 10.43	$ -	-44.3%
TonyB	trid	$ 3.65	$ 1.72	$ -	-52.9%
TonyB	ueps	$ 24.30	$ 12.22	$ -	-49.7%
TonyB	vclk	$ 15.15	$ 11.05	$ -	-27.1%
TonyB	Totals	$ -	#N/A	#N/A	-27.0%
AlexG	anf	$ 62.68	$ 30.11	$ 0.53	-51.1%
AlexG	aeo	$ 13.63	$ 14.81	$ 0.40	11.6%
AlexG	rok	$ 43.73	$ 30.69	$ 0.87	-27.8%
AlexG	rhi	$ 23.97	$ 21.39	$ 0.46	-8.8%
AlexG	fto	$ 23.91	$ 17.47	$ 0.18	-26.2%
AlexG	ir	$ 37.43	$ 20.23	$ 0.72	-44.0%
AlexG	man	$ 58.24	$ 42.51	$ 0.37	-26.4%
AlexG	mmm	$ 69.59	$ 57.10	$ 2.02	-15.0%
AlexG	ggg	$ 38.07	$ 22.29	$ 0.76	-39.5%
AlexG	pcr	$ 33.05	$ 20.65	$ -	-37.5%
AlexG	Totals	$ -	#N/A	#N/A	-26.5%
MarshG	md	$ 49.23	$ 40.50	$ -	-17.7%
MarshG	che	$ 36.61	$ 38.27	$ 0.18	5.0%
MarshG	kci	$ 39.91	$ 25.93	$ -	-35.0%
MarshG	pfe	$ 17.47	$ 15.19	$ 1.12	-6.6%
MarshG	gsk	$ 44.22	$ 33.71	$ 1.94	-19.4%
MarshG	dgx	$ 48.47	$ 52.22	$ 0.40	8.6%
MarshG	alli	$ 5.68	$ 5.28	$ -	-7.0%
MarshG	kg	$ 10.47	$ 9.46	$ -	-9.6%
MarshG	abc	$ 39.99	$ 37.10	$ 0.38	-6.3%
MarshG	frx	$ 34.74	$ 23.69	$ -	-31.8%
MarshG	lncr	$ 28.40	$ 21.78	$ -	-23.3%
MarshG	qcor	$ 4.64	$ 4.26	$ -	-8.2%
MarshG	Totals	$ -	$ -	#N/A	-12.6%
Impossibled	egy	$ 8.47	$ 4.56	$ -	-46.2%
Impossibled	bpt	$ 103.36	$ 73.85	$ 9.62	-19.2%
Impossibled	aysi.ob	$ 2.51	$ 0.29	$ -	-88.3%
Impossibled	hem.to	$ 4.36	$ 1.25	$ -	-71.3%
Impossibled	hsii	$ 27.64	$ 18.35	$ 0.52	-31.7%
Impossibled	hbm.to	$ 14.17	$ 8.02	$ -	-43.4%
Impossibled	tirtz.ob	$ 29.00	$ 20.00	$ 2.51	-22.4%
Impossibled	elos	$ 16.44	$ 7.21	$ -	-56.1%
Impossibled	ksw	$ 4.76	$ 2.72	$ -	-42.9%
Impossibled	cast	$ 4.19	$ 5.79	$ -	38.2%
Impossibled	Totals	$ -	$ -	#N/A	-38.3%
Wynona	kfy	$ 16.22	$ 11.09	$ -	-31.6%
Wynona	elnk	$ 8.60	$ 7.84	$ -	-8.8%
Wynona	bvf	$ 9.75	$ 12.72	$ 1.22	42.9%
Wynona	icfi	$ 16.54	$ 26.60	$ -	60.8%
Wynona	egy	$ 8.56	$ 4.56	$ -	-46.7%
Wynona	fuqi	$ 8.90	$ 12.21	$ -	37.2%
Wynona	homb	$ 22.19	$ 19.89	$ -	-10.4%
Wynona	inxi	$ 10.22	$ 4.49	$ -	-56.1%
Wynona	ntri	$ 13.61	$ 13.70	$ 0.70	5.8%
Wynona	jade	$ 2.53	$ 1.67	$ -	-34.0%
Wynona	manh	$ 24.33	$ 17.59	$ -	-27.7%
Wynona	nsys	$ 9.54	$ 2.76	$ -	-71.1%
Wynona	tdy	$ 49.59	$ 32.87	$ -	-33.7%
Wynona	valu	$ 32.18	$ 29.86	$ 1.20	-3.5%
Wynona	vphm	$ 11.47	$ 6.95	$ -	-39.4%
Wynona	Totals	$ -	$ -	#N/A	-14.4%
Newest	SWIR	$ 14.60	$ 6.50	$ -	-55.5%
Newest	SNCR	$ 9.03	$ 12.14	$ -	34.4%
Newest	BR	$ 21.05	$ 16.56	$ 0	-20.3%
Newest	PROJ	$ 7.58	$ 4.05	$ -	-46.6%
Newest	MD	$ 49.23	$ 40.50	$ -	-17.7%
Newest	NSR	$ 21.56	$ 20.05	$ -	-7.0%
Newest	SPSS	$ 36.37	$ 33.37	$ -	-8.2%
Newest	cski	$ 11.70	$ 14.74	$ -	26.0%
Newest	SIGM	$ 13.89	$ 15.46	$ -	11.3%
Newest	ZINC	$ 12.16	$ 7.18	$ -	-41.0%
Newest	DYII	$ 6.34	$ 3.68	$ -	-42.0%
Newest	ESIC	$ 3.38	$ 1.90	$ -	-43.8%
Newest	NCMI	$ 10.66	$ 12.51	$ -	17.4%
Newest	BIDZ	$ 8.71	$ 3.07	$ -	-64.8%
Newest	RMCF	$ 9.63	$ 8.30	$ -	-13.8%
Newest	Totals	$ 1,000	$ 818	$ 1	-18.1%
FortyDown	idar.pk	$ 2.35	$ -	$ -	-100.0%
FortyDown	lcav	$ 4.77	$ 6.21	$ -	30.2%
FortyDown	chcg.ob	$ 1.29	$ 1.08	$ -	-16.4%
FortyDown	iusa	$ 4.39	$ 5.60	$ -	27.6%
FortyDown	usmo	$ 7.55	$ 11.18	$ 2.00	74.6%
FortyDown	lojn	$ 7.96	$ 3.32	$ -	-58.3%
FortyDown	dlx	$ 17.82	$ 14.14	$ 1.00	-15.0%
FortyDown	lea	$ 14.18	$ 1.24	$ -	-91.3%
FortyDown	gci	$ 21.67	$ 4.77	$ 0.80	-74.3%
FortyDown	fto	$ 23.91	$ 17.47	$ 0.18	-26.2%
FortyDown	hlys	$ 4.06	$ 1.84	$ -	-54.7%
FortyDown	cutr	$ 9.03	$ 7.78	$ -	-13.8%
FortyDown	hhs	$ 11.45	$ 8.43	$ -	-26.4%
FortyDown	Totals	$ -	#N/A	#N/A	-26.5%
SteveH	ba	$ 66.73	$ 44.85	$ 1.64	-30.3%
SteveH	pcu	$ 34.83	$ 20.93	$ 1.07	-36.8%
SteveH	acn	$ 41.82	$ 29.93	$ 0.50	-27.2%
SteveH	mhp	$ 40.32	$ 30.09	$ 0.99	-22.9%
SteveH	frx	$ 35.94	$ 23.69	$ -	-34.1%
SteveH	coh	$ 29.82	$ 26.27	$ -	-11.9%
SteveH	nvda	$ 12.93	$ 10.43	$ -	-19.3%
SteveH	abc	$ 40.41	$ 37.10	$ 0.38	-7.3%
SteveH	fto	$ 23.00	$ 17.47	$ 0.18	-23.3%
SteveH	mdp	$ 28.02	$ 26.96	$ 0.66	-1.4%
SteveH	Totals	$ -	#N/A	#N/A	-21.5%
MFI >100m	bbsi	$ 11.83	$ 10.22	$ 0.24	-11.6%
MFI >100m	citp	$ 9.12	$ 5.06	$ -	-44.5%
MFI >100m	cast	$ 4.19	$ 5.79	$ -	38.2%
MFI >100m	dlx	$ 17.82	$ 14.14	$ 1.00	-15.0%
MFI >100m	depo	$ 3.21	$ 2.15	$ -	-33.0%
MFI >100m	dtpi	$ 5.21	$ 3.75	$ 0.35	-21.3%
MFI >100m	elnk	$ 8.65	$ 7.84	$ -	-9.4%
MFI >100m	hlys	$ 4.06	$ 1.84	$ -	-54.7%
MFI >100m	hsii	$ 27.64	$ 18.35	$ 0.52	-31.7%
MFI >100m	icfi	$ 16.62	$ 26.60	$ -	60.0%
MFI >100m	idar.pk	$ 2.35	$ -	$ -	-100.0%
MFI >100m	kg	$ 10.47	$ 9.46	$ -	-9.6%
MFI >100m	kfy	$ 15.73	$ 11.09	$ -	-29.5%
MFI >100m	mrx	$ 20.78	$ 15.72	$ 0.12	-23.8%
MFI >100m	mdp	$ 28.29	$ 26.96	$ 0.66	-2.4%
MFI >100m	ntri	$ 14.14	$ 13.70	$ 0.70	1.8%
MFI >100m	pcr	$ 33.05	$ 20.65	$ -	-37.5%
MFI >100m	ppd	$ 40.62	$ 42.36	$ -	4.3%
MFI >100m	tzoo	$ 8.57	$ 10.18	$ -	18.8%
MFI >100m	trid	$ 3.65	$ 1.72	$ -	-52.9%
MFI >100m	usmo	$ 7.55	$ 11.18	$ 2.00	74.6%
MFI >100m	untd	$ 10.03	$ 6.40	$ 0.40	-32.2%
MFI >100m	valu	$ 33.25	$ 29.86	$ 1.20	-6.6%
MFI >100m	vphm	$ 11.06	$ 6.95	$ -	-37.2%
MFI >100m	iusa	$ 4.39	$ 5.60	$ -	27.6%
MFI >100m	Totals	$ -	#N/A	#N/A	-13.1%
MFI>2b	acn	$ 40.72	$ 29.93	$ 0.50	-25.3%
MFI>2b	ayi	$ 48.08	$ 27.18	$ 0.52	-42.4%
MFI>2b	aeo	$ 13.63	$ 14.81	$ 0.40	11.6%
MFI>2b	abc	$ 39.99	$ 37.10	$ 0.38	-6.3%
MFI>2b	ba	$ 65.72	$ 44.85	$ 1.64	-29.3%
MFI>2b	br	$ 21.05	$ 16.56	$ 0.21	-20.3%
MFI>2b	gib	$ 9.97	$ 9.33	$ -	-6.4%
MFI>2b	coh	$ 28.88	$ 26.27	$ -	-9.0%
MFI>2b	frx	$ 34.74	$ 23.69	$ -	-31.8%
MFI>2b	fto	$ 23.91	$ 17.47	$ 0.18	-26.2%
MFI>2b	gci	$ 21.67	$ 4.77	$ 0.80	-74.3%
MFI>2b	hlf	$ 38.75	$ 29.21	$ 0.80	-22.6%
MFI>2b	klac	$ 40.71	$ 27.00	$ 0.60	-32.2%
MFI>2b	kci	$ 39.91	$ 25.93	$ -	-35.0%
MFI>2b	kg	$ 10.47	$ 9.46	$ -	-9.6%
MFI>2b	lrcx	$ 36.15	$ 26.19	$ -	-27.6%
MFI>2b	lncr	$ 28.40	$ 21.78	$ -	-23.3%
MFI>2b	mtw	$ 32.53	$ 6.52	$ 0.06	-79.8%
MFI>2b	mhp	$ 40.12	$ 30.09	$ 0.99	-22.5%
MFI>2b	MD	$ 49.23	$ 40.50	$ -	-17.7%
MFI>2b	rhi	$ 23.97	$ 21.39	$ 0.46	-8.8%
MFI>2b	rok	$ 43.73	$ 30.69	$ 0.87	-27.8%
MFI>2b	pcu	$ 35.54	$ 20.93	$ 1.07	-38.1%
MFI>2b	tra	$ 49.35	$ 27.79	$ 0.40	-42.9%
MFI>2b	via-b	$ 30.54	$ 22.17	$ -	-27.4%
MFI>2b	Totals	$ -	#N/A	#N/A	-27.0%
S&P 500	Totals	$ 127.98	$ 92.53	$ 1.97	-26.2%
Russell Value	Totals	$ 63.72	$ 46.60	$ 0.93	-25.4%