Greetings from Louisville

Hello to my faithful 30 readers. I am actually quite excited today as I am in Louisville Kentucky to see my 1st ever Kentucky Derby. Looks like a miserable day here, but that is okay. We'll see if I can find a "magic formula" to pick a few winners. It is interesting looking at the racing form, there are a LOT of other big races today, 2 other Grade I races besides the Derby.

I had another strong week and a fabulous day yesterday as ICO (which I counted as an MFI stock) went up 25%, TC went up 5%, SOLR was up 5%... sadly I had sold out of CAST, which was up over 10%. My mechanical portfolio continues to kick the derriere of the S&P 500, now up 17%, with open stocks up 21% led by MWW, which is a rocket stock. The portfolios are making real money as well.

It looks like 2 stocks "may" get added on Monday: RST and ULCM. As I am traveling, I am not sure if they meet the criteria (new in past year), but I think they do. (actually I checked and there are 5 new stocks: RST, ULCM, CRAY, TYPE and TSRA. ULCM looks to be a mistake (they just paid a large one-time divdend that isn't in the calc). I will review the others and comment later.

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	2.73	-	139.60	2.64	-56.4%	-36.0%	-20.4%
MDP	5/9/08	33.79	25.71	0.65	138.90	2.64	-22.0%	-34.8%	12.8%
OMPI	5/9/08	7.11	6.16	-	138.90	2.64	-13.4%	-34.8%	21.5%
PPD	5/9/08	43.45	38.69	-	138.90	2.64	-11.0%	-34.8%	23.9%
ELNK	5/25/08	9.21	7.56	-	137.64	2.64	-17.9%	-34.2%	16.3%
FTAR.ob	5/25/08	4.37	2.51	1.00	137.64	2.64	-19.7%	-34.2%	14.5%
CHKE	5/31/08	27.25	18.30	1.50	140.35	2.64	-27.3%	-35.5%	8.2%
APKT	7/5/08	4.62	9.02	-	126.31	1.97	95.2%	-28.9%	124.1%
CSKI	7/5/08	11.06	13.87	-	126.31	1.97	25.4%	-28.9%	54.3%
VALU	7/5/08	32.00	28.38	1.20	126.31	1.97	-7.6%	-28.9%	21.3%
QCOR	7/26/08	4.84	4.49	-	125.48	1.97	-7.2%	-28.4%	21.2%
MSTR	8/1/08	60.56	38.84	-	126.16	1.97	-35.9%	-28.8%	-7.1%
NVDA	8/8/08	11.00	11.67	-	129.37	1.97	6.1%	-30.5%	36.6%
SWIR	8/8/08	12.41	5.94	-	129.37	1.97	-52.1%	-30.5%	-21.6%
CF	8/8/08	134.65	74.86	0.10	129.37	1.97	-44.3%	-30.5%	-13.8%
SIGM	8/8/08	15.93	13.13	-	129.37	1.97	-17.6%	-30.5%	13.0%
EGMI.OB	9/5/08	0.69	0.77	-	124.42	1.97	11.6%	-27.8%	39.4%
KHD	9/15/08	20.68	8.79	-	126.09	1.97	-57.5%	-28.7%	-28.8%
TTWO	9/22/08	16.57	8.85	-	124.12	1.97	-46.6%	-27.6%	-19.0%
SCMP	9/29/08	8.29	6.70	-	120.85	1.28	-19.2%	-26.2%	7.0%
DTLK	9/29/08	4.34	3.44	-	120.85	1.28	-20.7%	-26.2%	5.5%
TRA	9/29/08	28.42	27.13	0.10	120.85	1.28	-4.2%	-26.2%	22.0%
MSB	10/10/08	10.12	9.65	0.11	88.50	1.28	-3.6%	0.8%	-4.3%
UEPS	10/10/08	14.58	15.77	-	88.50	1.28	8.2%	0.8%	7.4%
TSCM	10/17/08	3.67	2.04	0.03	93.21	1.28	-43.7%	-4.3%	-39.4%
EME	10/31/08	17.77	20.37	-	96.83	1.28	14.6%	-7.9%	22.5%
CTCM	10/31/08	7.40	8.20	-	96.83	1.28	10.8%	-7.9%	18.7%
PRGX	10/31/08	4.24	3.06	-	96.83	1.28	-27.8%	-7.9%	-19.9%
HLF	11/7/08	20.17	20.31	0.40	93.86	1.28	2.7%	-5.0%	7.7%
GHM	11/7/08	13.60	12.60	0.02	93.86	1.28	-7.2%	-5.0%	-2.2%
BIDZ	11/21/08	2.39	4.02	-	79.52	1.28	68.2%	12.1%	56.1%
KBR	11/21/08	10.45	15.90	0.10	79.52	1.28	53.1%	12.1%	41.0%
OPTV	11/21/08	0.94	1.48	-	79.52	1.28	57.4%	12.1%	45.3%
IBAS	11/21/08	1.21	1.00	-	79.52	1.28	-17.4%	12.1%	-29.5%
Vclk	11/28/08	6.17	10.48	-	90.09	1.28	69.9%	-1.0%	70.9%
DIVX	12/8/08	4.37	5.23	-	87.93	1.28	19.7%	1.4%	18.3%
MAXY	12/8/08	5.80	5.65	-	87.93	1.28	-2.6%	1.4%	-4.0%
ESIC	12/14/08	1.13	1.84	-	88.99	1.28	62.8%	0.2%	62.6%
MSO	12/29/08	2.80	3.43	-	87.16	0.56	22.5%	1.5%	21.0%
TRMS	12/29/08	1.03	2.05	-	87.16	0.56	99.0%	1.5%	97.5%
WFR	12/29/08	13.43	16.55	-	87.16	0.56	23.2%	1.5%	21.8%
AHCI	1/5/09	1.15	1.55	-	92.96	0.56	34.8%	-4.9%	39.6%
CKSW	1/5/09	1.99	3.53	-	92.96	0.56	77.4%	-4.9%	82.2%
COH	2/16/09	13.97	24.85	-	82.76	0.56	77.9%	6.9%	71.0%
DELL	2/23/09	8.41	11.85	-	77.42	0.56	40.9%	14.2%	26.7%
SOLR	2/23/09	4.22	7.49	-	77.42	0.56	77.5%	14.2%	63.2%
DECK	3/2/09	41.27	56.11	-	73.93	0.56	36.0%	19.6%	16.3%
FWLT	3/2/09	15.04	21.57	-	73.93	0.56	43.4%	19.6%	23.8%
HCKT	3/2/09	2.56	2.19	-	73.93	0.56	-14.5%	19.6%	-34.1%
MWW	3/2/09	6.59	14.16	-	73.93	0.56	114.9%	19.6%	95.2%
PTIE	3/2/09	4.53	4.43	-	73.93	0.56	-2.2%	19.6%	-21.8%
TRLG	3/2/09	10.22	16.88	-	73.93	0.56	65.2%	19.6%	45.5%
qlti	3/9/09	1.41	2.07	-	68.92	0.56	46.8%	28.3%	18.5%
exbd	3/9/09	12.96	17.43	0.44	68.92	0.56	37.9%	28.3%	9.5%
FIX	3/16/09	9.73	9.78		76.09	0.56	0.5%	16.2%	-15.7%
DBTK	3/16/09	6.65	8.48	-	76.09	0.56	27.5%	16.2%	11.3%
LOOP	3/16/09	5.77	8.64	-	76.09	0.56	49.7%	16.2%	33.5%
PRO	3/30/09	4.29	6.23	-	81.61	-	45.2%	7.7%	37.5%
ACN	4/13/09	27.71	29.86	-	85.81	-	7.8%	2.4%	5.3%
INFI	4/20/09	5.83	6.21	-	87.08	-	6.5%	0.9%	5.6%
						Totals	3.1%	-13.9%	17.0%
75.3% of stocks beat the S&P 500 Benchmark						Closed	-34.5%	-38.1%	3.7%
S&P C			87.89			Open	15.2%	-6.1%	21.3%