Mechanical Updates

Quick update on my top 30 and top 50 mechanical portfolios. The average open top 50 stock is up 55%! Astounding. That includes RST and BPI which I identified at the time as not being MFI stocks as they had just gone through IPOs and financials did not reflect correct market caps. Only one new stock this week, WTW. I am tempted to buy them, I mean who doesn't want to try to lose weight? Other possibility is jcom, another relatively recent addition.

Top 50:

Symbol		Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
DELL	9/20/08	16.63	16.60	-	124.12	2.49	-0.2%	-13.6%	13.4%
NGA	9/20/08	6.50	5.46	-	124.12	2.49	-16.0%	-13.6%	-2.4%
TTWO	9/20/08	16.57	11.58	-	124.12	2.49	-30.1%	-13.6%	-16.5%
FWLT	10/5/08	31.91	32.57	-	110.34	1.80	2.1%	-3.4%	5.5%
MOS	10/5/08	40.88	52.26	0.05	110.34	1.80	28.0%	-3.4%	31.4%
WRLS	10/5/08	1.82	3.45	-	110.34	1.80	89.6%	-3.4%	93.0%
TSCM	10/5/08	5.09	2.69	0.03	110.34	1.80	-46.7%	-3.4%	-43.2%
CTCM	10/10/08	9.02	17.02	-	88.50	1.80	88.7%	20.4%	68.3%
DAR	10/10/08	7.55	8.13	-	88.50	1.80	7.7%	20.4%	-12.7%
NOV	10/10/08	23.42	39.17	-	88.50	1.80	67.3%	20.4%	46.8%
PRGX	10/10/08	4.69	5.80	-	88.50	1.80	23.7%	20.4%	3.3%
PCP	10/10/08	54.15	97.85	0.04	88.50	1.80	80.8%	20.4%	60.4%
ALDN	10/10/08	9.64	11.49	-	88.50	1.80	19.2%	20.4%	-1.2%
GPX	10/17/08	5.03	7.41	-	93.21	1.80	47.3%	14.3%	33.0%
BKE	11/1/08	26.34	28.44	0.20	96.83	1.80	8.7%	10.1%	-1.3%
CYNO	11/1/08	8.76	11.09	-	96.83	1.80	26.6%	10.1%	16.5%
DHX	11/1/08	4.06	6.22	-	96.83	1.80	53.2%	10.1%	43.1%
GES	11/1/08	21.77	36.41	0.10	96.83	1.80	67.7%	10.1%	57.7%
HWAY	11/1/08	10.10	15.69	-	96.83	1.80	55.3%	10.1%	45.3%
WBC	11/1/08	18.37	19.33	0.07	96.83	1.80	5.6%	10.1%	-4.4%
GTLS	11/7/08	11.62	20.05	-	93.86	1.80	72.5%	13.5%	59.0%
CDII	11/7/08	2.77	1.62	-	93.86	1.80	-41.5%	13.5%	-55.1%
IPHS	11/7/08	19.97	19.59	0.17	93.86	1.80	-1.1%	13.5%	-14.6%
MSPD	11/7/08	1.31	2.57	-	93.86	1.80	96.2%	13.5%	82.6%
QLGC	11/7/08	11.49	17.29	-	93.86	1.80	50.5%	13.5%	36.9%
SCHN	11/7/08	27.07	57.18	-	93.86	1.80	111.2%	13.5%	97.7%
SVR	11/7/08	8.92	19.18	-	93.86	1.80	115.0%	13.5%	101.5%
TDC	11/7/08	14.48	26.18	-	93.86	1.80	80.8%	13.5%	67.3%
EBAY	11/7/08	14.19	23.56	-	96.83	1.80	66.0%	10.1%	56.0%
TKTM	11/15/08	5.87	11.05	-	86.62	1.80	88.2%	23.0%	65.2%
ERES	11/15/08	4.65	6.40	-	86.62	1.80	37.6%	23.0%	14.6%
FEED	11/15/08	1.76	5.19	-	86.62	1.80	194.9%	23.0%	171.9%
HCKT	11/15/08	2.57	3.00	-	86.62	1.80	16.7%	23.0%	-6.3%
FLR	11/15/08	35.73	54.28	0.13	86.62	1.80	52.3%	23.0%	29.2%
GTI	11/15/08	4.79	14.72	-	86.62	1.80	207.3%	23.0%	184.3%
INTX	11/15/08	4.10	4.39	-	86.62	1.80	7.1%	23.0%	-16.0%
MSO	11/15/08	3.91	6.76	-	86.62	1.80	72.9%	23.0%	49.9%
JCG	11/15/08	11.22	34.07	-	86.62	1.80	203.7%	23.0%	180.6%
MDR	11/15/08	7.80	27.48	-	86.62	1.80	252.3%	23.0%	229.3%
ABAT	11/22/08	1.34	3.91	-	79.52	1.80	191.8%	34.0%	157.8%
ADSK	11/22/08	14.37	24.19	-	79.52	1.80	68.3%	34.0%	34.3%
GIGM	11/22/08	3.79	4.88	-	79.52	1.80	28.8%	34.0%	-5.3%
OPTV	11/22/08	0.94	1.33	-	79.52	1.80	41.5%	34.0%	7.5%
PRO	11/22/08	4.14	7.35	-	79.52	1.80	77.5%	34.0%	43.5%
WTSLA	11/22/08	2.20	3.32	-	79.52	1.80	50.9%	34.0%	16.9%
AIRT	11/29/08	6.08	9.04	-	90.09	1.80	48.7%	18.3%	30.4%
BSQR	11/29/08	2.48	2.27	-	90.09	1.80	-8.5%	18.3%	-26.8%
CKSW	11/29/08	2.20	6.77	-	90.09	1.80	207.7%	18.3%	189.4%
IILG	11/29/08	5.30	11.70	-	90.09	1.80	120.8%	18.3%	102.5%
PBSO.PK	11/29/08	0.39	0.70	-	90.09	1.80	79.5%	18.3%	61.2%
DIVX	12/8/08	4.37	5.22	-	87.93	1.80	19.5%	21.2%	-1.7%
GSIT	12/8/08	2.94	3.67	-	87.93	1.80	24.8%	21.2%	3.6%
HGRD	12/8/08	1.35	4.56	-	87.93	1.80	237.8%	21.2%	216.6%
ISIL	12/8/08	7.92	16.15	0.12	87.93	1.80	105.4%	21.2%	84.2%
MAXY	12/8/08	5.80	7.17	-	87.93	1.80	23.6%	21.2%	2.4%
PVSW	12/8/08	3.80	4.78	-	87.93	1.80	25.8%	21.2%	4.6%
DDMX	12/13/08	11.13	16.67	-	88.99	1.80	49.8%	19.8%	30.0%
PSOF	12/13/08	2.74	4.75	-	88.99	1.80	73.4%	19.8%	53.6%
ITWO	12/27/08	5.61	16.44	-	87.16	1.08	193.0%	21.4%	171.6%
JOYG	12/27/08	21.95	41.78	-	87.16	1.08	90.3%	21.4%	68.9%
TRMS	12/27/08	1.03	2.51	-	87.16	1.08	143.7%	21.4%	122.2%
CTGX	1/3/09	3.18	7.45	-	92.96	1.08	134.3%	13.9%	120.4%
PMD	1/3/09	6.44	6.66	-	92.96	1.08	3.4%	13.9%	-10.5%
HPY	1/24/09	8.54	13.54	-	83.11	1.08	58.5%	27.4%	31.2%
HLIT	1/31/09	5.15	6.89	-	82.83	1.08	33.8%	27.8%	6.0%
HGT	1/31/09	13.06	17.52	-	82.83	1.08	34.2%	27.8%	6.4%
CNU	2/8/09	1.96	2.99	-	86.98	1.08	52.6%	21.7%	30.9%
SJT	2/8/09	19.05	17.88	-	86.98	1.08	-6.1%	21.7%	-27.8%
SGU	2/8/09	2.55	3.71	0.07	86.98	1.08	48.2%	21.7%	26.5%
TC	2/8/09	4.33	12.55	-	86.98	1.08	189.8%	21.7%	168.1%
bioc	2/14/09	3.72	3.52	-	82.76	1.08	-5.4%	27.9%	-33.3%
FORR	2/14/09	17.56	22.96	-	82.76	1.08	30.8%	27.9%	2.9%
ZYXI.OB	2/14/09	1.20	1.10	-	82.76	1.08	-8.3%	27.9%	-36.2%
FRD	2/21/09	4.95	5.88	-	77.42	1.08	18.8%	36.7%	-17.9%
SOLR	2/21/09	4.22	5.35	-	77.42	1.08	26.8%	36.7%	-9.9%
MTXX	2/21/09	17.90	5.85	-	77.42	1.08	-67.3%	36.7%	-104.0%
TYPE	2/21/09	3.02	8.42	-	77.42	1.08	178.8%	36.7%	142.1%
PTIE	2/21/09	5.41	5.23	-	77.42	1.08	-3.3%	36.7%	-40.0%
PDO	2/21/09	3.19	4.84	-	77.42	1.08	51.8%	36.7%	15.0%
SAPE	2/21/09	3.38	7.86	-	77.42	1.08	132.5%	36.7%	95.8%
VDSI	2/21/09	5.25	8.31	-	77.42	1.08	58.3%	36.7%	21.6%
IGTE	2/21/09	2.99	7.49	-	77.42	1.08	150.5%	36.7%	113.8%
DECK	2/28/09	41.27	70.21	-	73.93	1.08	70.1%	43.2%	27.0%
KTII	2/28/09	55.48	85.94	-	73.93	1.08	54.9%	43.2%	11.7%
INT	2/28/09	29.01	49.50	-	73.93	1.08	70.6%	43.2%	27.5%
ICAD	2/28/09	0.90	2.24	-	77.42	1.08	148.9%	36.7%	112.2%
EXBD	3/6/09	12.96	24.49	-	68.92	1.08	89.0%	53.6%	35.4%
DISH	3/6/09	9.27	17.56	-	68.92	1.08	89.4%	53.6%	35.8%
QLTI	3/6/09	1.41	4.28	-	68.92	1.08	203.5%	53.6%	150.0%
SRDX	3/6/09	16.87	23.93	-	68.92	1.08	41.8%	53.6%	-11.7%
INFI	4/16/09	5.83	6.91	-	87.08	0.52	18.5%	20.9%	-2.4%
CRAY	5/1/09	3.98	8.18	-	87.89	0.52	105.5%	19.8%	85.7%
TWX	5/1/09	22.84	29.30	-	87.89	0.52	28.3%	19.8%	8.5%
RST	5/1/09	29.83	23.13	-	87.89	0.52	-22.5%	19.8%	-42.3%
ULCM.PK	5/1/09	2.18	2.20	-	87.89	0.52	0.9%	19.8%	-18.9%
AAV	5/15/09	3.41	6.25	-	88.71	0.52	83.3%	18.7%	64.6%
AMED	5/29/09	30.43	39.55	-	92.53	0.52	30.0%	13.8%	16.2%
UTA	5/29/09	7.90	11.87	-	92.53	0.52	50.3%	13.8%	36.5%
PFE	6/5/09	14.51	16.25	-	94.55	0.52	12.0%	11.4%	0.6%
VM	6/5/09	4.55	4.81	-	94.55	0.52	5.7%	11.4%	-5.6%
ONTY	6/11/09	2.60	5.77	-	95.08	0.52	121.9%	10.7%	111.2%
BPI	6/19/09	16.74	16.26	-	92.04	-	-2.9%	13.8%	-16.7%
GME	6/19/09	22.95	24.70	-	92.04	-	7.6%	13.8%	-6.2%
SHAW	7/10/09	23.69	31.52	-	87.96	-	33.1%	19.1%	13.9%
RTN	7/24/09	45.39	46.56	-	98.06	-	2.6%	6.8%	-4.3%
CBZ	7/31/09	6.54	7.15	-	98.81	-	9.3%	6.0%	3.3%
CBI	7/31/09	13.95	17.64	-	98.81	-	26.5%	6.0%	20.4%
DRC	7/31/09	29.11	31.14	-	98.81	-	7.0%	6.0%	0.9%
JEC	7/31/09	40.98	46.64	-	98.81	-	13.8%	6.0%	7.8%
NPSP	7/31/09	3.89	4.81	-	98.81	-	23.7%	6.0%	17.6%
ASGN	7/31/09	4.23	5.23	-	98.81	-	23.6%	6.0%	17.6%
AGX	8/7/09	12.35	13.00	-	98.81	-	5.3%	6.0%	-0.8%
BBND	8/7/09	4.00	3.92	-	98.81	-	-2.0%	6.0%	-8.0%
LHCG	8/7/09	24.55	29.53	-	98.81	-	20.3%	6.0%	14.3%
RGR	8/7/09	11.45	12.30	-	98.81	-	7.4%	6.0%	1.4%
PRIM	8/7/09	6.95	7.12	-	100.79	-	2.4%	3.9%	-1.5%
SEPR	8/7/09	18.12	22.82	-	100.79	-	25.9%	3.9%	22.0%
CEU	8/21/09	5.10	5.61	-	102.96	-	10.0%	1.8%	8.2%
CYTK	8/21/09	3.04	3.34	-	102.96	-	9.9%	1.8%	8.1%
CMFO	8/28/09	4.55	5.24	-	102.96	-	15.2%	1.8%	13.4%
NAVR	9/4/09	1.79	1.82	-	102.60	-	1.7%	2.1%	-0.4%
WTW	9/11/09	26.00	26.00	-	104.77	-	0.0%	0.0%	0.0%
						Top 50 Portfolio
						Totals	20.1%	-2.5%	22.7%
56.2% of stocks beat the S&P 500 Benchmark						Closed	-26.1%	-31.1%	5.0%
S&P C			104.77			Open	55.0%	19.0%	36.0%

Top 30:

Symbol		Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
TTWO	9/20/08	16.57	11.58	-	124.12	2.49	-30.1%	-13.6%	-16.5%
SCMP	9/26/08	8.29	5.20	-	120.85	1.80	-37.3%	-11.8%	-25.5%
DTLK	9/26/08	4.34	3.57	-	120.85	1.80	-17.8%	-11.8%	-5.9%
TRA	9/26/08	28.42	33.10	0.30	120.85	1.80	17.5%	-11.8%	29.3%
MSB	10/10/08	10.12	10.03	0.40	88.50	1.80	3.1%	20.4%	-17.4%
UEPS	10/10/08	14.58	20.88	-	88.50	1.80	43.2%	20.4%	22.8%
TSCM	10/17/08	3.67	2.69	0.03	93.21	1.80	-26.0%	14.3%	-40.4%
EME	11/1/08	17.77	25.49	-	96.83	1.80	43.4%	10.1%	33.4%
CTCM	11/1/08	7.40	17.02	-	96.83	1.80	130.0%	10.1%	119.9%
PRGX	11/1/08	4.24	5.80	-	96.83	1.80	36.8%	10.1%	26.7%
HLF	11/7/08	20.17	31.93	0.40	93.86	1.80	60.3%	13.5%	46.7%
GHM	11/7/08	13.60	14.10	0.02	93.86	1.80	3.8%	13.5%	-9.7%
BIDZ	11/22/08	2.39	3.65	-	79.52	1.80	52.7%	34.0%	18.7%
KBR	11/22/08	10.45	24.19	0.10	79.52	1.80	132.4%	34.0%	98.4%
OPTV	11/22/08	0.94	1.33	-	79.52	1.80	41.5%	34.0%	7.5%
IBAS	11/22/08	1.21	2.05	-	79.52	1.80	69.4%	34.0%	35.4%
Vclk	11/29/08	6.17	10.96	-	90.09	1.80	77.6%	18.3%	59.3%
DIVX	12/8/08	4.37	5.22	-	87.93	1.80	19.5%	21.2%	-1.7%
MAXY	12/8/08	5.80	7.17	-	87.93	1.80	23.6%	21.2%	2.4%
ESIC	12/13/08	1.13	1.52	-	88.99	1.80	34.5%	19.8%	14.8%
MSO	12/27/08	2.80	6.76	-	87.16	1.08	141.4%	21.4%	120.0%
TRMS	12/27/08	1.03	2.51	-	87.16	1.08	143.7%	21.4%	122.2%
WFR	12/27/08	13.43	17.21	-	87.16	1.08	28.1%	21.4%	6.7%
AHCI	1/3/09	1.15	2.51	-	92.96	1.08	118.3%	13.9%	104.4%
CKSW	1/3/09	1.99	6.77	-	92.96	1.08	240.2%	13.9%	226.3%
COH	2/14/09	13.97	31.47	-	82.76	1.08	125.3%	27.9%	97.4%
DELL	2/21/09	8.41	16.60	-	77.42	1.08	97.4%	36.7%	60.7%
SOLR	2/21/09	4.22	5.35	-	77.42	1.08	26.8%	36.7%	-9.9%
DECK	2/28/09	41.27	70.21	-	73.93	1.08	70.1%	43.2%	27.0%
FWLT	2/28/09	15.04	32.57	-	73.93	1.08	116.6%	43.2%	73.4%
HCKT	2/28/09	2.56	3.00	-	73.93	1.08	17.2%	43.2%	-26.0%
MWW	2/28/09	6.59	17.28	-	73.93	1.08	162.2%	43.2%	119.0%
PTIE	2/28/09	4.53	5.23	-	73.93	1.08	15.5%	43.2%	-27.7%
TRLG	2/28/09	10.22	23.05	-	73.93	1.08	125.5%	43.2%	82.4%
qlti	3/6/09	1.41	4.28	-	68.92	1.08	203.5%	53.6%	150.0%
exbd	3/6/09	12.96	24.49	0.44	68.92	1.08	92.4%	53.6%	38.8%
FIX	3/13/09	9.73	11.24		76.09	1.08	15.5%	39.1%	-23.6%
DBTK	3/13/09	6.65	8.97	-	76.09	1.08	34.9%	39.1%	-4.2%
LOOP	3/13/09	5.77	7.96	-	76.09	1.08	38.0%	39.1%	-1.2%
PRO	3/27/09	4.29	7.35	-	81.61	0.52	71.3%	29.0%	42.3%
ACN	4/9/09	27.71	35.70	-	85.81	0.52	28.8%	22.7%	6.1%
INFI	4/16/09	5.83	6.91	-	87.08	0.52	18.5%	20.9%	-2.4%
TSRA	5/1/09	14.52	26.42	-	87.89	0.52	82.0%	19.8%	62.2%
RST	5/1/09	29.83	23.13	-	87.89	0.52	-22.5%	19.8%	-42.3%
ULCM.pk	5/1/09	2.18	2.20	-	87.89	0.52	0.9%	19.8%	-18.9%
TYPE	5/1/09	3.80	8.42	-	87.89	0.52	121.6%	19.8%	101.8%
CRAY	5/1/09	3.98	8.18	-	87.89	0.52	105.5%	19.8%	85.7%
INT	5/8/09	41.90	49.50	-	92.98	0.52	18.1%	13.2%	4.9%
IPHS	5/15/09	15.03	19.59	-	88.71	0.52	30.3%	18.7%	11.7%
GNI	5/29/09	86.75	88.95	1.80	92.53	0.52	4.6%	13.8%	-9.2%
UTA	5/29/09	7.90	11.87	-	92.53	0.52	50.3%	13.8%	36.5%
FRX	6/5/09	23.66	29.09	-	94.55	0.52	23.0%	11.4%	11.6%
ONTY	6/11/09	2.60	5.77	-	95.08	0.52	121.9%	10.7%	111.2%
VM	6/11/09	4.24	4.81	-	95.08	0.52	13.4%	10.7%	2.7%
BPI	6/19/09	16.74	16.26	-	92.04	-	-2.9%	13.8%	-16.7%
MTXX	7/2/09	5.77	5.85	-	91.84	-	1.4%	14.1%	-12.7%
JTX	7/2/09	5.74	4.64	-	91.84	-	-19.2%	14.1%	-33.2%
GIGM	7/24/09	4.98	4.88	-	98.06	-	-2.0%	6.8%	-8.9%
CBI	7/31/09	13.95	17.64	-	98.81	-	26.5%	6.0%	20.4%
BR	7/31/09	17.27	21.55	-	98.81	-	24.8%	6.0%	18.8%
LO	7/31/09	73.72	74.80	-	98.81	-	1.5%	6.0%	-4.6%
ITWO	8/7/09	14.36	16.44	-	101.20	-	14.5%	3.5%	11.0%
BKE	8/14/09	26.54	28.44	-	100.79	-	7.2%	3.9%	3.2%
GTLS	8/14/09	20.73	20.05	-	100.79	-	-3.3%	3.9%	-7.2%
PRIM	8/14/09	6.95	7.12	-	100.79	-	2.4%	3.9%	-1.5%
SEPR	8/14/09	18.12	22.82	-	100.79	-	25.9%	3.9%	22.0%
PVSW	8/14/09	5.00	4.78	-	100.79	-	-4.4%	3.9%	-8.3%
CEU	8/21/09	5.10	5.61	-	102.96	-	10.0%	1.8%	8.2%
cytk	8/28/09	3.04	3.34	-	103.38	-	9.9%	1.3%	8.5%
jcom	8/28/09	22.14	22.43	-	103.38	-	1.3%	1.3%	0.0%
AMED	9/4/09	35.00	39.55	-	102.06	-	13.0%	2.7%	10.3%
						Totals	25.4%	1.6%	23.8%
67.6% of stocks beat the S&P 500 Benchmark						Closed	-15.2%	-31.9%	16.7%
S&P C			104.77			Open	46.0%	18.6%	27.4%