Type(o)?

Darn it! I hate it when being greedy costs me. With my analysis of the 4 new stocks to my mechanical portfolio this weekend, I had decided to buy TYPE. On Monday I put in an order to buy about a nickel below where it was (I think $3.75 or $3.70). It never got filled. Then Tuesday they announced very good earnings (Monotype Imaging Announces First Quarter 2009 Results) and are up essentially 48% this week. That is the 2nd time that has happened to me in two weeks, The other time was GTLS, which I tried to get around $12 and is now north of $19. I will say the MFI stocks seem to be popping pretty regularly on their earnings.

One stock I do own and had strong earnings today was CKSW (ClickSoftware Reports 13% Revenue Growth and 18% Operating Margin for the First Quarter Ended March 31, 2009). They went up 20% today which was very nice.

CHCG has also been on an absolute tear in my portfolio, which is enfuego despite a few missed opportunities. Since April 1st they have gone from 89 cents to $1.69.

Another Chinese stock, QXM, reports earnings next week. I am as nervous as a long-tailed cat in a room full of rocking chairs as I wait. I do have quite a few shares, with a big slug bought at $1.83 (now at $2.99).

I am also watching CMED quite closely. It is not on any MFI screens that I have seen, but they look great (recommended by Jubak and currently just north of $20). Here are their stats when I run through my screen:

		cmed
+	Operating Income After Depreciation	76.87
-	Minority Interest - Income Account	-
=	Income for Calculation	76.87
	Market Cap Yahoo	662,350
	Share Price	20.63
+	Market Cap Calc	662.35
+	Preferred Capital	-
+	Debt in Current Liabilities	-
+	Long-Term Debt	426.00
	Cash and Short-Term Investments	284.88
-	Excess Cash	146.75
=	Enterprise Value	941.60
+	Property Plant and Equipment - Net	23.72
+	Receivables	41.67
+	Inventories	4.11
+	Other Current Assests	34.09
+	Working Cash	138.13
-	Accounts Payable	3.10
-	Current Liabilities - Other	214.89
=	Invested Capital	23.72
	Earnings Yield	8%
	ROIC	324%

Not super cheap, but they have grown revenues 50% in past year. We'll see, i am waiting for a pullback, which I am starting to think may never happen.