Great Balls of Fire!

Quite a day, I was up 3.8% which was my 4th best day of the year. Every stock was green. FSUMF and CKSW were each up around 9%. HCKT was almost up 10%. We'll see if the momentum continues, the talking heads were besides themselves gakking about how INTC and GS have sparked the rally. But I suspect the market will be only as good as the most recent earnings... so if a bellweather disappoints it could drop just as fast.

My quickie ADY play (which I didn't count as MFI) worked out quite satisfactorily (up 20% on Tuesday and another 5% today before I sold. Too bad the GRVY move hasn't been quite as good, but you can't always get instant satisfaction.

I thought I'd give a quick update on the top 50 mechanical portfolio. It is really smoking. The open stocks are up 25% (this goes back to July 2009) while the S&P is up a mere 1.6%. I need to stop over-thinking and just follow the mechanics. Great example, the most recent stocks to hit the mechanical portfolios are MTXX, JTX and SGR. I bought JTX... but the best two have been MTXX and SGR (up 15% already). There is still time. Without further ado, here is the mechanical portfolio:

Symbol	Date	Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
MSFT	7/20/08	25.86	24.12	0.26	125.98	2.49	-5.7%	-24.0%	18.3%
VCLK	7/20/08	10.20	10.87	-	125.98	2.49	6.6%	-24.0%	30.6%
SHFK.PK	7/26/08	27.50	14.12	-	125.48	2.49	-48.7%	-23.7%	-25.0%
IBAS	7/26/08	3.90	1.75	-	125.48	2.49	-55.1%	-23.7%	-31.4%
CF	8/8/08	134.65	71.22	0.20	129.37	2.49	-47.0%	-26.0%	-21.0%
ANF	8/8/08	50.38	25.08	0.35	129.37	2.49	-49.5%	-26.0%	-23.5%
AYSI.OB	8/8/08	1.77	0.42	-	129.37	2.49	-76.3%	-26.0%	-50.3%
DEIX	8/8/08	1.70	0.16	-	129.37	2.49	-90.6%	-26.0%	-64.6%
PRFT	8/8/08	7.36	6.91	-	129.37	2.49	-6.1%	-26.0%	19.9%
TEX	8/8/08	47.22	12.16	-	129.37	2.49	-74.2%	-26.0%	-48.3%
DBTK	8/8/08	11.20	8.33	-	129.37	2.49	-25.6%	-26.0%	0.4%
GRMN	8/8/08	37.09	23.65	0.38	129.37	2.49	-35.2%	-26.0%	-9.2%
KHD	8/8/08	25.26	8.96	-	129.37	2.49	-64.5%	-26.0%	-38.5%
LOOP	8/8/08	10.50	7.86	-	129.37	2.49	-25.1%	-26.0%	0.8%
LO	8/8/08	68.41	67.79	1.84	129.37	2.49	1.8%	-26.0%	27.8%
MPAA	8/8/08	6.60	4.29	-	129.37	2.49	-35.0%	-26.0%	-9.0%
STX	8/8/08	15.00	10.87	0.12	129.37	2.49	-26.7%	-26.0%	-0.7%
BARE	8/26/08	12.81	7.91	-	127.39	2.49	-38.3%	-24.8%	-13.4%
EGN	8/26/08	53.56	38.14	0.25	127.39	2.49	-28.3%	-24.8%	-3.5%
PRM	8/26/08	3.02	1.90	0.07	127.39	2.49	-34.8%	-24.8%	-9.9%
LOV	8/26/08	4.26	2.45	-	127.39	2.49	-42.5%	-24.8%	-17.6%
SCMP	9/2/08	9.50	6.35	-	128.79	2.49	-33.2%	-25.7%	-7.5%
EGMI.OB	9/6/08	0.69	1.17	-	124.42	2.49	69.6%	-23.0%	92.6%
MLNX	9/6/08	10.61	12.50	-	124.42	2.49	17.8%	-23.0%	40.9%
WFR	9/15/08	34.34	17.83	-	126.09	2.49	-48.1%	-24.1%	-24.0%
KBR	9/15/08	19.17	18.11	0.05	126.09	2.49	-5.3%	-24.1%	18.8%
DELL	9/22/08	16.63	12.32	-	124.12	2.49	-25.9%	-22.9%	-3.1%
NGA	9/22/08	6.50	6.09	-	124.12	2.49	-6.3%	-22.9%	16.6%
TTWO	9/22/08	16.57	8.09	-	124.12	2.49	-51.2%	-22.9%	-28.3%
FWLT	10/6/08	31.91	20.69	-	110.34	1.80	-35.2%	-13.9%	-21.3%
MOS	10/6/08	40.88	44.55	0.05	110.34	1.80	9.1%	-13.9%	23.0%
WRLS	10/6/08	1.82	2.15	-	110.34	1.80	18.1%	-13.9%	32.0%
TSCM	10/6/08	5.09	2.04	0.03	110.34	1.80	-59.4%	-13.9%	-45.6%
CTCM	10/10/08	9.02	10.77	-	88.50	1.80	19.4%	7.4%	12.0%
DAR	10/10/08	7.55	6.87	-	88.50	1.80	-9.0%	7.4%	-16.4%
NOV	10/10/08	23.42	33.40	-	88.50	1.80	42.6%	7.4%	35.2%
PRGX	10/10/08	4.69	3.04	-	88.50	1.80	-35.2%	7.4%	-42.6%
PCP	10/10/08	54.15	75.66	0.04	88.50	1.80	39.8%	7.4%	32.4%
ALDN	10/10/08	9.64	11.49	-	88.50	1.80	19.2%	7.4%	11.8%
GPX	10/17/08	5.03	6.60	-	93.21	1.80	31.2%	2.0%	29.2%
BKE	10/31/08	26.34	31.71	0.20	96.83	1.80	21.1%	-1.8%	23.0%
CYNO	10/31/08	8.76	7.41	-	96.83	1.80	-15.4%	-1.8%	-13.6%
DHX	10/31/08	4.06	4.40	-	96.83	1.80	8.4%	-1.8%	10.2%
GES	10/31/08	21.77	25.94	0.10	96.83	1.80	19.6%	-1.8%	21.4%
HWAY	10/31/08	10.10	12.97	-	96.83	1.80	28.4%	-1.8%	30.2%
WBC	10/31/08	18.37	18.00	0.07	96.83	1.80	-1.6%	-1.8%	0.2%
GTLS	11/7/08	11.62	19.03	-	93.86	1.80	63.8%	1.3%	62.5%
CDII	11/7/08	2.77	1.53	-	93.86	1.80	-44.8%	1.3%	-46.0%
IPHS	11/7/08	19.97	16.95	0.17	93.86	1.80	-14.3%	1.3%	-15.5%
MSPD	11/7/08	1.31	2.31	-	93.86	1.80	76.3%	1.3%	75.1%
QLGC	11/7/08	11.49	13.56	-	93.86	1.80	18.0%	1.3%	16.7%
SCHN	11/7/08	27.07	52.86	-	93.86	1.80	95.3%	1.3%	94.0%
SVR	11/7/08	8.92	16.79	-	93.86	1.80	88.2%	1.3%	87.0%
TDC	11/7/08	14.48	23.85	-	93.86	1.80	64.7%	1.3%	63.4%
EBAY	10/31/08	14.19	17.83	-	96.83	1.80	25.7%	-1.8%	27.5%
TKTM	11/14/08	5.87	7.09	-	86.62	1.80	20.8%	9.7%	11.0%
ERES	11/14/08	4.65	5.77	-	86.62	1.80	24.1%	9.7%	14.3%
FEED	11/14/08	1.76	5.69	-	86.62	1.80	223.3%	9.7%	213.6%
HCKT	11/14/08	2.57	2.55	-	86.62	1.80	-0.8%	9.7%	-10.5%
FLR	11/14/08	35.73	49.09	0.13	86.62	1.80	37.7%	9.7%	28.0%
GTI	11/14/08	4.79	11.70	-	86.62	1.80	144.3%	9.7%	134.5%
INTX	11/14/08	4.10	4.07	-	86.62	1.80	-0.7%	9.7%	-10.5%
MSO	11/14/08	3.91	3.17	-	86.62	1.80	-18.9%	9.7%	-28.7%
JCG	11/14/08	11.22	27.41	-	86.62	1.80	144.3%	9.7%	134.6%
MDR	11/14/08	7.80	18.40	-	86.62	1.80	135.9%	9.7%	126.2%
ABAT	11/21/08	1.34	3.91	-	79.52	1.80	191.8%	19.5%	172.3%
ADSK	11/21/08	14.37	18.46	-	79.52	1.80	28.5%	19.5%	8.9%
GIGM	11/21/08	3.79	5.43	-	79.52	1.80	43.3%	19.5%	23.7%
OPTV	11/21/08	0.94	1.35	-	79.52	1.80	43.6%	19.5%	24.1%
PRO	11/21/08	4.14	8.05	-	79.52	1.80	94.4%	19.5%	74.9%
WTSLA	11/21/08	2.20	2.97	-	79.52	1.80	35.0%	19.5%	15.5%
AIRT	11/28/08	6.08	8.53	-	90.09	1.80	40.3%	5.5%	34.8%
BSQR	11/28/08	2.48	2.78	-	90.09	1.80	12.1%	5.5%	6.6%
CKSW	11/28/08	2.20	6.30	-	90.09	1.80	186.4%	5.5%	180.9%
IILG	11/28/08	5.30	10.76	-	90.09	1.80	103.0%	5.5%	97.5%
PBSO.PK	11/28/08	0.39	0.40	-	90.09	1.80	1.3%	5.5%	-4.2%
DIVX	12/8/08	4.37	5.65	-	87.93	1.80	29.3%	8.1%	21.2%
GSIT	12/8/08	2.94	4.04	-	87.93	1.80	37.4%	8.1%	29.3%
HGRD	12/8/08	1.35	4.53	-	87.93	1.80	235.6%	8.1%	227.5%
ISIL	12/8/08	7.92	13.52	0.12	87.93	1.80	72.2%	8.1%	64.1%
MAXY	12/8/08	5.80	7.00	-	87.93	1.80	20.7%	8.1%	12.6%
PVSW	12/8/08	3.80	5.65	-	87.93	1.80	48.7%	8.1%	40.6%
DDMX	12/14/08	11.13	15.50	-	88.99	1.80	39.3%	6.8%	32.4%
PSOF	12/14/08	2.74	4.11	-	88.99	1.80	50.0%	6.8%	43.2%
ITWO	12/29/08	5.61	12.59	-	87.16	1.08	124.4%	8.2%	116.2%
JOYG	12/29/08	21.95	34.44	-	87.16	1.08	56.9%	8.2%	48.7%
TRMS	12/29/08	1.03	2.00	-	87.16	1.08	94.2%	8.2%	85.9%
CTGX	1/5/09	3.18	6.58	-	92.96	1.08	106.9%	1.5%	105.4%
PMD	1/5/09	6.44	6.70	-	92.96	1.08	4.0%	1.5%	2.6%
HPY	1/26/09	8.54	9.55	-	83.11	1.08	11.8%	13.5%	-1.7%
HLIT	1/31/09	5.15	5.89	-	82.83	1.08	14.4%	13.9%	0.5%
HGT	1/31/09	13.06	12.50	-	82.83	1.08	-4.3%	13.9%	-18.2%
CNU	2/9/09	1.96	2.77	-	86.98	1.08	41.3%	8.5%	32.9%
SJT	2/9/09	19.05	12.51	-	86.98	1.08	-34.3%	8.5%	-42.8%
SGU	2/9/09	2.55	3.42	0.07	86.98	1.08	36.8%	8.5%	28.3%
TC	2/9/09	4.33	11.61	-	86.98	1.08	168.1%	8.5%	159.7%
bioc	2/16/09	3.72	3.76	-	82.76	1.08	1.1%	14.0%	-12.9%
FORR	2/16/09	17.56	24.16	-	82.76	1.08	37.6%	14.0%	23.6%
ZYXI.OB	2/16/09	1.20	0.95	-	82.76	1.08	-20.8%	14.0%	-34.8%
FRD	2/23/09	4.95	5.38	-	77.42	1.08	8.7%	21.9%	-13.2%
SOLR	2/23/09	4.22	5.50	-	77.42	1.08	30.3%	21.9%	8.5%
MTXX	2/23/09	17.90	6.09	-	77.42	1.08	-66.0%	21.9%	-87.8%
TYPE	2/23/09	3.02	7.13	-	77.42	1.08	136.1%	21.9%	114.2%
PTIE	2/23/09	5.41	4.53	-	77.42	1.08	-16.3%	21.9%	-38.1%
PDO	2/23/09	3.19	4.90	-	77.42	1.08	53.6%	21.9%	31.8%
SAPE	2/23/09	3.38	6.28	-	77.42	1.08	85.8%	21.9%	63.9%
VDSI	2/23/09	5.25	7.74	-	77.42	1.08	47.4%	21.9%	25.6%
IGTE	2/23/09	2.99	6.48	-	77.42	1.08	116.7%	21.9%	94.9%
DECK	3/2/09	41.27	70.00	-	73.93	1.08	69.6%	27.6%	42.0%
KTII	3/2/09	55.48	87.09	-	73.93	1.08	57.0%	27.6%	29.4%
INT	3/2/09	29.01	39.58	-	73.93	1.08	36.4%	27.6%	8.8%
ICAD	3/2/09	0.90	1.16	-	77.42	1.08	28.9%	21.9%	7.0%
EXBD	3/9/09	12.96	17.55	-	68.92	1.08	35.4%	36.9%	-1.5%
DISH	3/9/09	9.27	15.61	-	68.92	1.08	68.4%	36.9%	31.5%
QLTI	3/9/09	1.41	2.17	-	68.92	1.08	53.9%	36.9%	17.0%
SRDX	3/9/09	16.87	23.70	-	68.92	1.08	40.5%	36.9%	3.6%
INFI	4/20/09	5.83	5.93	-	87.08	0.52	1.7%	7.7%	-6.0%
CRAY	5/3/09	3.98	8.52	-	87.89	0.52	114.1%	6.7%	107.4%
TWX	5/3/09	22.84	25.71	-	87.89	0.52	12.6%	6.7%	5.9%
RST	5/3/09	29.83	26.71	-	87.89	0.52	-10.5%	6.7%	-17.2%
ULCM.PK	5/3/09	2.18	1.90	-	87.89	0.52	-12.8%	6.7%	-19.5%
AAV	5/18/09	3.41	4.93	-	88.71	0.52	44.6%	5.7%	38.9%
AMED	6/1/09	30.43	34.25	-	92.53	0.52	12.6%	1.3%	11.2%
UTA	6/1/09	7.90	9.49	-	92.53	0.52	20.1%	1.3%	18.8%
PFE	6/7/09	14.51	15.02	-	94.55	0.52	3.5%	-0.8%	4.3%
VM	6/7/09	4.55	3.85	-	94.55	0.52	-15.4%	-0.8%	-14.6%
ONTY	6/14/09	2.60	3.16	-	95.08	0.52	21.5%	-1.4%	22.9%
BPI	6/21/09	16.74	15.99	-	92.04	-	-4.5%	1.3%	-5.8%
GME	6/21/09	22.95	21.64	-	92.04	-	-5.7%	1.3%	-7.0%
SGR	7/13/09	23.69	27.10	-	87.96	-	14.4%	6.0%	8.4%
						Totals	7.1%	-11.0%	18.0%
55.3% of stocks beat the S&P 500 Benchmark						Closed	-28.1%	-35.8%	7.8%
S&P C			93.26			Open	24.9%	1.6%	23.2%