Very Quickie

I have limited internet access until Tuesday (hopefully) so this will be a quickie. It was a great week (obviously) My companies with earnings (PFE & CKSW) did very well. New into my mechanical portfolio on Monday will be GIGM and RTN (talk about polar opposites!). As my mechanical portfolio are doing so well, I will be buying them both on Monday. I am up over 60% on the year, so am definitely doing something right. Here is the mechanical top 50 portfolio, it is up about 35% and is crushing the benchmark (the most recent pick, SGR is already up about 25%):

Symbol	Date	Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
SHFK.PK	7/26/08	27.50	15.25	-	125.48	2.49	-44.5%	-19.9%	-24.7%
IBAS	7/26/08	3.90	1.86	-	125.48	2.49	-52.3%	-19.9%	-32.4%
CF	8/8/08	134.65	78.07	0.20	129.37	2.49	-41.9%	-22.3%	-19.6%
ANF	8/8/08	50.38	28.15	0.35	129.37	2.49	-43.4%	-22.3%	-21.2%
AYSI.OB	8/8/08	1.77	0.47	-	129.37	2.49	-73.4%	-22.3%	-51.2%
DEIX	8/8/08	1.70	0.16	-	129.37	2.49	-90.6%	-22.3%	-68.3%
PRFT	8/8/08	7.36	7.10	-	129.37	2.49	-3.5%	-22.3%	18.7%
TEX	8/8/08	47.22	14.15	-	129.37	2.49	-70.0%	-22.3%	-47.8%
DBTK	8/8/08	11.20	8.52	-	129.37	2.49	-23.9%	-22.3%	-1.6%
GRMN	8/8/08	37.09	27.65	0.38	129.37	2.49	-24.4%	-22.3%	-2.2%
KHD	8/8/08	25.26	9.29	-	129.37	2.49	-63.2%	-22.3%	-40.9%
LOOP	8/8/08	10.50	8.00	-	129.37	2.49	-23.8%	-22.3%	-1.5%
LO	8/8/08	68.41	71.90	1.84	129.37	2.49	7.8%	-22.3%	30.1%
MPAA	8/8/08	6.60	4.07	-	129.37	2.49	-38.3%	-22.3%	-16.1%
STX	8/8/08	15.00	11.53	0.12	129.37	2.49	-22.3%	-22.3%	-0.1%
BARE	8/26/08	12.81	7.57	-	127.39	2.49	-40.9%	-21.1%	-19.8%
EGN	8/26/08	53.56	41.72	0.25	127.39	2.49	-21.6%	-21.1%	-0.6%
PRM	8/26/08	3.02	2.31	0.07	127.39	2.49	-21.2%	-21.1%	-0.1%
LOV	8/26/08	4.26	2.38	-	127.39	2.49	-44.1%	-21.1%	-23.1%
SCMP	9/2/08	9.50	6.50	-	128.79	2.49	-31.6%	-21.9%	-9.6%
EGMI.OB	9/6/08	0.69	1.59	-	124.42	2.49	130.4%	-19.2%	149.6%
MLNX	9/6/08	10.61	14.24	-	124.42	2.49	34.2%	-19.2%	53.4%
WFR	9/15/08	34.34	18.72	-	126.09	2.49	-45.5%	-20.3%	-25.2%
KBR	9/15/08	19.17	19.88	0.05	126.09	2.49	4.0%	-20.3%	24.2%
DELL	9/22/08	16.63	13.50	-	124.12	2.49	-18.8%	-19.0%	0.2%
NGA	9/22/08	6.50	5.36	-	124.12	2.49	-17.5%	-19.0%	1.5%
TTWO	9/22/08	16.57	9.22	-	124.12	2.49	-44.4%	-19.0%	-25.4%
FWLT	10/6/08	31.91	23.32	-	110.34	1.80	-26.9%	-9.5%	-17.4%
MOS	10/6/08	40.88	53.45	0.05	110.34	1.80	30.9%	-9.5%	40.4%
WRLS	10/6/08	1.82	2.38	-	110.34	1.80	30.7%	-9.5%	40.2%
TSCM	10/6/08	5.09	2.06	0.03	110.34	1.80	-59.0%	-9.5%	-49.5%
CTCM	10/10/08	9.02	11.63	-	88.50	1.80	28.9%	12.8%	16.1%
DAR	10/10/08	7.55	7.12	-	88.50	1.80	-5.7%	12.8%	-18.5%
NOV	10/10/08	23.42	37.60	-	88.50	1.80	60.5%	12.8%	47.7%
PRGX	10/10/08	4.69	3.52	-	88.50	1.80	-24.9%	12.8%	-37.8%
PCP	10/10/08	54.15	78.37	0.04	88.50	1.80	44.8%	12.8%	32.0%
ALDN	10/10/08	9.64	11.49	-	88.50	1.80	19.2%	12.8%	6.4%
GPX	10/17/08	5.03	7.08	-	93.21	1.80	40.8%	7.1%	33.6%
BKE	10/31/08	26.34	31.93	0.20	96.83	1.80	22.0%	3.1%	18.9%
CYNO	10/31/08	8.76	7.66	-	96.83	1.80	-12.6%	3.1%	-15.7%
DHX	10/31/08	4.06	4.51	-	96.83	1.80	11.1%	3.1%	8.0%
GES	10/31/08	21.77	29.22	0.10	96.83	1.80	34.7%	3.1%	31.6%
HWAY	10/31/08	10.10	15.86	-	96.83	1.80	57.0%	3.1%	53.9%
WBC	10/31/08	18.37	20.19	0.07	96.83	1.80	10.3%	3.1%	7.2%
GTLS	11/7/08	11.62	20.34	-	93.86	1.80	75.0%	6.4%	68.7%
CDII	11/7/08	2.77	1.75	-	93.86	1.80	-36.8%	6.4%	-43.2%
IPHS	11/7/08	19.97	18.37	0.17	93.86	1.80	-7.2%	6.4%	-13.6%
MSPD	11/7/08	1.31	2.20	-	93.86	1.80	67.8%	6.4%	61.4%
QLGC	11/7/08	11.49	13.38	-	93.86	1.80	16.4%	6.4%	10.1%
SCHN	11/7/08	27.07	54.72	-	93.86	1.80	102.1%	6.4%	95.8%
SVR	11/7/08	8.92	17.50	-	93.86	1.80	96.2%	6.4%	89.8%
TDC	11/7/08	14.48	24.66	-	93.86	1.80	70.3%	6.4%	63.9%
EBAY	10/31/08	14.19	21.24	-	96.83	1.80	49.7%	3.1%	46.6%
TKTM	11/14/08	5.87	8.07	-	86.62	1.80	37.5%	15.3%	22.2%
ERES	11/14/08	4.65	6.00	-	86.62	1.80	29.0%	15.3%	13.8%
FEED	11/14/08	1.76	5.75	-	86.62	1.80	226.7%	15.3%	211.4%
HCKT	11/14/08	2.57	2.98	-	86.62	1.80	16.0%	15.3%	0.7%
FLR	11/14/08	35.73	53.40	0.13	86.62	1.80	49.8%	15.3%	34.5%
GTI	11/14/08	4.79	12.31	-	86.62	1.80	157.0%	15.3%	141.7%
INTX	11/14/08	4.10	4.39	-	86.62	1.80	7.1%	15.3%	-8.2%
MSO	11/14/08	3.91	3.27	-	86.62	1.80	-16.4%	15.3%	-31.6%
JCG	11/14/08	11.22	28.91	-	86.62	1.80	157.7%	15.3%	142.4%
MDR	11/14/08	7.80	20.20	-	86.62	1.80	159.0%	15.3%	143.7%
ABAT	11/21/08	1.34	4.24	-	79.52	1.80	216.4%	25.6%	190.8%
ADSK	11/21/08	14.37	22.30	-	79.52	1.80	55.2%	25.6%	29.6%
GIGM	11/21/08	3.79	4.98	-	79.52	1.80	31.4%	25.6%	5.8%
OPTV	11/21/08	0.94	1.32	-	79.52	1.80	40.4%	25.6%	14.9%
PRO	11/21/08	4.14	8.00	-	79.52	1.80	93.2%	25.6%	67.7%
WTSLA	11/21/08	2.20	3.27	-	79.52	1.80	48.6%	25.6%	23.1%
AIRT	11/28/08	6.08	8.27	-	90.09	1.80	36.0%	10.8%	25.2%
BSQR	11/28/08	2.48	2.74	-	90.09	1.80	10.5%	10.8%	-0.4%
CKSW	11/28/08	2.20	8.37	-	90.09	1.80	280.5%	10.8%	269.6%
IILG	11/28/08	5.30	10.85	-	90.09	1.80	104.7%	10.8%	93.9%
PBSO.PK	11/28/08	0.39	0.16	-	90.09	1.80	-59.0%	10.8%	-69.8%
DIVX	12/8/08	4.37	5.44	-	87.93	1.80	24.5%	13.6%	10.9%
GSIT	12/8/08	2.94	4.23	-	87.93	1.80	43.9%	13.6%	30.3%
HGRD	12/8/08	1.35	4.26	-	87.93	1.80	215.6%	13.6%	202.0%
ISIL	12/8/08	7.92	13.70	0.12	87.93	1.80	74.5%	13.6%	60.9%
MAXY	12/8/08	5.80	7.10	-	87.93	1.80	22.4%	13.6%	8.8%
PVSW	12/8/08	3.80	5.31	-	87.93	1.80	39.7%	13.6%	26.2%
DDMX	12/14/08	11.13	15.45	-	88.99	1.80	38.8%	12.2%	26.6%
PSOF	12/14/08	2.74	4.70	-	88.99	1.80	71.5%	12.2%	59.3%
ITWO	12/29/08	5.61	13.34	-	87.16	1.08	137.8%	13.7%	124.0%
JOYG	12/29/08	21.95	38.54	-	87.16	1.08	75.6%	13.7%	61.8%
TRMS	12/29/08	1.03	2.01	-	87.16	1.08	95.1%	13.7%	81.4%
CTGX	1/5/09	3.18	6.82	-	92.96	1.08	114.5%	6.6%	107.8%
PMD	1/5/09	6.44	6.73	-	92.96	1.08	4.5%	6.6%	-2.1%
HPY	1/26/09	8.54	10.15	-	83.11	1.08	18.9%	19.3%	-0.4%
HLIT	1/31/09	5.15	6.14	-	82.83	1.08	19.2%	19.7%	-0.5%
HGT	1/31/09	13.06	12.95	-	82.83	1.08	-0.8%	19.7%	-20.5%
CNU	2/9/09	1.96	2.98	-	86.98	1.08	52.0%	14.0%	38.1%
SJT	2/9/09	19.05	13.82	-	86.98	1.08	-27.5%	14.0%	-41.4%
SGU	2/9/09	2.55	3.48	0.07	86.98	1.08	39.1%	14.0%	25.2%
TC	2/9/09	4.33	14.75	-	86.98	1.08	240.6%	14.0%	226.7%
bioc	2/16/09	3.72	3.65	-	82.76	1.08	-1.9%	19.8%	-21.7%
FORR	2/16/09	17.56	23.97	-	82.76	1.08	36.5%	19.8%	16.7%
ZYXI.OB	2/16/09	1.20	1.02	-	82.76	1.08	-15.0%	19.8%	-34.8%
FRD	2/23/09	4.95	5.61	-	77.42	1.08	13.3%	28.1%	-14.7%
SOLR	2/23/09	4.22	6.16	-	77.42	1.08	46.0%	28.1%	17.9%
MTXX	2/23/09	17.90	5.96	-	77.42	1.08	-66.7%	28.1%	-94.8%
TYPE	2/23/09	3.02	7.14	-	77.42	1.08	136.4%	28.1%	108.4%
PTIE	2/23/09	5.41	4.38	-	77.42	1.08	-19.0%	28.1%	-47.1%
PDO	2/23/09	3.19	5.30	-	77.42	1.08	66.1%	28.1%	38.1%
SAPE	2/23/09	3.38	6.78	-	77.42	1.08	100.6%	28.1%	72.5%
VDSI	2/23/09	5.25	7.55	-	77.42	1.08	43.8%	28.1%	15.8%
IGTE	2/23/09	2.99	6.81	-	77.42	1.08	127.8%	28.1%	99.7%
DECK	3/2/09	41.27	69.28	-	73.93	1.08	67.9%	34.1%	33.8%
KTII	3/2/09	55.48	91.00	-	73.93	1.08	64.0%	34.1%	29.9%
INT	3/2/09	29.01	41.41	-	73.93	1.08	42.7%	34.1%	8.6%
ICAD	3/2/09	0.90	1.22	-	77.42	1.08	35.6%	28.1%	7.5%
EXBD	3/9/09	12.96	17.89	-	68.92	1.08	38.0%	43.8%	-5.8%
DISH	3/9/09	9.27	16.83	-	68.92	1.08	81.6%	43.8%	37.7%
QLTI	3/9/09	1.41	3.01	-	68.92	1.08	113.5%	43.8%	69.6%
SRDX	3/9/09	16.87	24.90	-	68.92	1.08	47.6%	43.8%	3.8%
INFI	4/20/09	5.83	8.30	-	87.08	0.52	42.4%	13.2%	29.2%
CRAY	5/3/09	3.98	8.14	-	87.89	0.52	104.5%	12.2%	92.4%
TWX	5/3/09	22.84	27.58	-	87.89	0.52	20.8%	12.2%	8.6%
RST	5/3/09	29.83	26.91	-	87.89	0.52	-9.8%	12.2%	-21.9%
ULCM.PK	5/3/09	2.18	1.95	-	87.89	0.52	-10.6%	12.2%	-22.7%
AAV	5/18/09	3.41	5.21	-	88.71	0.52	52.8%	11.1%	41.7%
AMED	6/1/09	30.43	38.72	-	92.53	0.52	27.2%	6.5%	20.7%
UTA	6/1/09	7.90	11.14	-	92.53	0.52	41.0%	6.5%	34.5%
PFE	6/7/09	14.51	16.48	-	94.55	0.52	13.6%	4.3%	9.3%
VM	6/7/09	4.55	3.88	-	94.55	0.52	-14.7%	4.3%	-19.0%
ONTY	6/14/09	2.60	3.96	-	95.08	0.52	52.3%	3.7%	48.6%
BPI	6/21/09	16.74	18.27	-	92.04	-	9.1%	6.5%	2.6%
GME	6/21/09	22.95	24.15	-	92.04	-	5.2%	6.5%	-1.3%
SGR	7/13/09	23.69	29.86	-	87.96	-	26.0%	11.5%	14.6%
RTN	7/25/09	45.39	45.39	-	98.06	-	0.0%	0.0%	0.0%
						Totals	12.3%	-7.6%	19.9%
54.6% of stocks beat the S&P 500 Benchmark						Closed	-27.1%	-35.5%	8.3%
S&P C			98.06			Open	33.1%	7.2%	25.9%