Pretty funny, in my mechanical portfolio (top 50) there were 10 new stocks added 11/15. Of the ten new stocks, four are up over 200% and an average of 119%. I am still 21% in cash, but have been up 9 straight sessions and have beaten the benchmark during that stretch. Still not to break-even though and am also still underneath my 2009 high set on August 4th.
No new stock ideas recently, nor any new stocks hitting the mechanical screen mid-week. I did buy POT the other day, which had been on the list, but I am not calling it an MFI stock as it isn't on the list. Here are my current holdings and their gains:
| FSUMF | 162% |
| WILC | 133% |
| UEPS | 65% |
| CKSW | 234% |
| UTA | 66% |
| QXM | 13% |
| HCKT | 31% |
| ENDP | 38% |
| CBI | 29% |
| BR | 29% |
| AIRV | 13% |
| WH | 13% |
| PFE | 15% |
| GME | 12% |
| FRX | 25% |
| GTLS | 8% |
| AMED | 8% |
| BKE | 6% |
| BIOC | 1% |
| RTN | 1% |
| CEU | -1% |
| PVSW | -4% |
| GIGM | -3% |
| JTX | -17% |
| KHD | -13% |
| CHCG | -35% |
| CMED | -24% |
I did see some rumors running around about BBY buying GME. That would re-inforce my point about increasing M&A (GameStop Rises On Rumor BBY May Bid).
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