I wish I had had the funds to act on the Schiff book, "The Little Book of Bull Moves in Bear Markets", he said you should be about 25% gold in your portfolio and since I read it, my gold stocks that I follow (GG and AEM) are both up over 10%. Oh well.
I did buy AMED today per the mechanical approach I am trying to use. Always a little nerve-wracking buying anything in the US healthcare space as you just don't know which way the wind will blow. That being said, my summer purchases of US pharmas has been pretty strong:
| ENDP | 35% |
| PFE | 13% |
| FRX | 26% |
| AMED | 0% |
| BIOC | -5% |
Odd, I just saw that SCMP was up 21%... not that I own them. I have to admit, I am tempted to buy QCOR almost daily. I just checked, of the 73 open stocks in my top 30 mechanical portfolio, 14 are up over 100%. Cool. Here are all the stocks:
| Symbol | Original | Current | Dividend | S&P O | S&P D | Stock Chg | S&P Chg | Diff | |
| KHD | 9/13/08 | 20.68 | 9.25 | - | 126.09 | 2.49 | -55.3% | -16.4% | -38.9% |
| TTWO | 9/20/08 | 16.57 | 10.87 | - | 124.12 | 2.49 | -34.4% | -15.1% | -19.3% |
| SCMP | 9/26/08 | 8.29 | 5.55 | - | 120.85 | 1.80 | -33.1% | -13.3% | -19.7% |
| DTLK | 9/26/08 | 4.34 | 3.58 | - | 120.85 | 1.80 | -17.5% | -13.3% | -4.2% |
| TRA | 9/26/08 | 28.42 | 32.89 | 0.30 | 120.85 | 1.80 | 16.8% | -13.3% | 30.1% |
| MSB | 10/10/08 | 10.12 | 9.15 | 0.40 | 88.50 | 1.80 | -5.6% | 18.3% | -24.0% |
| UEPS | 10/10/08 | 14.58 | 20.74 | - | 88.50 | 1.80 | 42.2% | 18.3% | 23.9% |
| TSCM | 10/17/08 | 3.67 | 2.43 | 0.03 | 93.21 | 1.80 | -33.1% | 12.4% | -45.5% |
| EME | 11/1/08 | 17.77 | 23.83 | - | 96.83 | 1.80 | 34.1% | 8.2% | 25.9% |
| CTCM | 11/1/08 | 7.40 | 15.82 | - | 96.83 | 1.80 | 113.8% | 8.2% | 105.6% |
| PRGX | 11/1/08 | 4.24 | 5.60 | - | 96.83 | 1.80 | 32.1% | 8.2% | 23.9% |
| HLF | 11/7/08 | 20.17 | 31.08 | 0.40 | 93.86 | 1.80 | 56.1% | 11.6% | 44.5% |
| GHM | 11/7/08 | 13.60 | 13.09 | 0.02 | 93.86 | 1.80 | -3.6% | 11.6% | -15.2% |
| BIDZ | 11/22/08 | 2.39 | 3.90 | - | 79.52 | 1.80 | 63.2% | 31.7% | 31.5% |
| KBR | 11/22/08 | 10.45 | 23.15 | 0.10 | 79.52 | 1.80 | 122.5% | 31.7% | 90.8% |
| OPTV | 11/22/08 | 0.94 | 1.30 | - | 79.52 | 1.80 | 38.3% | 31.7% | 6.6% |
| IBAS | 11/22/08 | 1.21 | 2.23 | - | 79.52 | 1.80 | 84.3% | 31.7% | 52.6% |
| Vclk | 11/29/08 | 6.17 | 10.49 | - | 90.09 | 1.80 | 70.0% | 16.3% | 53.8% |
| DIVX | 12/8/08 | 4.37 | 5.12 | - | 87.93 | 1.80 | 17.2% | 19.1% | -2.0% |
| MAXY | 12/8/08 | 5.80 | 7.07 | - | 87.93 | 1.80 | 21.9% | 19.1% | 2.8% |
| ESIC | 12/13/08 | 1.13 | 1.71 | - | 88.99 | 1.80 | 51.3% | 17.7% | 33.6% |
| MSO | 12/27/08 | 2.80 | 6.53 | - | 87.16 | 1.08 | 133.2% | 19.3% | 113.9% |
| TRMS | 12/27/08 | 1.03 | 2.43 | - | 87.16 | 1.08 | 135.9% | 19.3% | 116.6% |
| WFR | 12/27/08 | 13.43 | 15.98 | - | 87.16 | 1.08 | 19.0% | 19.3% | -0.4% |
| AHCI | 1/3/09 | 1.15 | 2.56 | - | 92.96 | 1.08 | 122.6% | 11.9% | 110.7% |
| CKSW | 1/3/09 | 1.99 | 6.38 | - | 92.96 | 1.08 | 220.6% | 11.9% | 208.7% |
| COH | 2/14/09 | 13.97 | 30.42 | - | 82.76 | 1.08 | 117.8% | 25.7% | 92.1% |
| DELL | 2/21/09 | 8.41 | 15.96 | - | 77.42 | 1.08 | 89.8% | 34.4% | 55.4% |
| SOLR | 2/21/09 | 4.22 | 5.43 | - | 77.42 | 1.08 | 28.7% | 34.4% | -5.7% |
| DECK | 2/28/09 | 41.27 | 65.54 | - | 73.93 | 1.08 | 58.8% | 40.7% | 18.1% |
| FWLT | 2/28/09 | 15.04 | 31.11 | - | 73.93 | 1.08 | 106.8% | 40.7% | 66.2% |
| HCKT | 2/28/09 | 2.56 | 2.82 | - | 73.93 | 1.08 | 10.2% | 40.7% | -30.5% |
| MWW | 2/28/09 | 6.59 | 16.61 | - | 73.93 | 1.08 | 152.0% | 40.7% | 111.4% |
| PTIE | 2/28/09 | 4.53 | 5.29 | - | 73.93 | 1.08 | 16.8% | 40.7% | -23.9% |
| TRLG | 2/28/09 | 10.22 | 22.85 | - | 73.93 | 1.08 | 123.6% | 40.7% | 82.9% |
| qlti | 3/6/09 | 1.41 | 4.31 | - | 68.92 | 1.08 | 205.7% | 50.9% | 154.7% |
| exbd | 3/6/09 | 12.96 | 23.89 | 0.44 | 68.92 | 1.08 | 87.7% | 50.9% | 36.8% |
| FIX | 3/13/09 | 9.73 | 11.05 | 76.09 | 1.08 | 13.6% | 36.7% | -23.1% | |
| DBTK | 3/13/09 | 6.65 | 8.99 | - | 76.09 | 1.08 | 35.2% | 36.7% | -1.5% |
| LOOP | 3/13/09 | 5.77 | 8.01 | - | 76.09 | 1.08 | 38.8% | 36.7% | 2.1% |
| PRO | 3/27/09 | 4.29 | 7.36 | - | 81.61 | 0.52 | 71.6% | 26.8% | 44.8% |
| ACN | 4/9/09 | 27.71 | 34.50 | - | 85.81 | 0.52 | 24.5% | 20.6% | 3.9% |
| INFI | 4/16/09 | 5.83 | 6.72 | - | 87.08 | 0.52 | 15.3% | 18.8% | -3.5% |
| TSRA | 5/1/09 | 14.52 | 25.37 | - | 87.89 | 0.52 | 74.7% | 17.7% | 57.0% |
| RST | 5/1/09 | 29.83 | 22.72 | - | 87.89 | 0.52 | -23.8% | 17.7% | -41.5% |
| ULCM.pk | 5/1/09 | 2.18 | 2.15 | - | 87.89 | 0.52 | -1.4% | 17.7% | -19.1% |
| TYPE | 5/1/09 | 3.80 | 8.48 | - | 87.89 | 0.52 | 123.2% | 17.7% | 105.4% |
| CRAY | 5/1/09 | 3.98 | 7.53 | - | 87.89 | 0.52 | 89.2% | 17.7% | 71.5% |
| INT | 5/8/09 | 41.90 | 46.97 | - | 92.98 | 0.52 | 12.1% | 11.3% | 0.8% |
| IPHS | 5/15/09 | 15.03 | 18.95 | - | 88.71 | 0.52 | 26.1% | 16.6% | 9.5% |
| GNI | 5/29/09 | 86.75 | 88.62 | 1.80 | 92.53 | 0.52 | 4.2% | 11.8% | -7.6% |
| UTA | 5/29/09 | 7.90 | 11.14 | - | 92.53 | 0.52 | 41.0% | 11.8% | 29.2% |
| FRX | 6/5/09 | 23.66 | 29.08 | - | 94.55 | 0.52 | 22.9% | 9.4% | 13.5% |
| ONTY | 6/11/09 | 2.60 | 5.60 | - | 95.08 | 0.52 | 115.4% | 8.8% | 106.6% |
| VM | 6/11/09 | 4.24 | 4.84 | - | 95.08 | 0.52 | 14.2% | 8.8% | 5.3% |
| BPI | 6/19/09 | 16.74 | 15.87 | - | 92.04 | - | -5.2% | 11.8% | -17.0% |
| MTXX | 7/2/09 | 5.77 | 5.78 | - | 91.84 | - | 0.2% | 12.1% | -11.9% |
| JTX | 7/2/09 | 5.74 | 4.48 | - | 91.84 | - | -22.0% | 12.1% | -34.0% |
| GIGM | 7/24/09 | 4.98 | 4.83 | - | 98.06 | - | -3.0% | 5.0% | -8.0% |
| CBI | 7/31/09 | 13.95 | 16.11 | - | 98.81 | - | 15.5% | 4.2% | 11.3% |
| BR | 7/31/09 | 17.27 | 21.50 | - | 98.81 | - | 24.5% | 4.2% | 20.3% |
| LO | 7/31/09 | 73.72 | 73.99 | - | 98.81 | - | 0.4% | 4.2% | -3.8% |
| ITWO | 8/7/09 | 14.36 | 15.79 | - | 101.20 | - | 10.0% | 1.7% | 8.2% |
| BKE | 8/14/09 | 26.54 | 27.27 | - | 100.79 | - | 2.8% | 2.1% | 0.6% |
| GTLS | 8/14/09 | 20.73 | 19.41 | - | 100.79 | - | -6.4% | 2.1% | -8.5% |
| PRIM | 8/14/09 | 6.95 | 7.03 | - | 100.79 | - | 1.2% | 2.1% | -1.0% |
| SEPR | 8/14/09 | 18.12 | 22.84 | - | 100.79 | - | 26.0% | 2.1% | 23.9% |
| PVSW | 8/14/09 | 5.00 | 4.83 | - | 100.79 | - | -3.4% | 2.1% | -5.5% |
| CEU | 8/21/09 | 5.10 | 5.46 | - | 102.96 | - | 7.1% | 0.0% | 7.1% |
| cytk | 8/28/09 | 3.04 | 3.20 | - | 103.38 | - | 5.3% | -0.4% | 5.7% |
| jcom | 8/28/09 | 22.14 | 21.84 | - | 103.38 | - | -1.4% | -0.4% | -0.9% |
| AMED | 9/4/09 | 35.00 | 35.83 | - | 102.06 | - | 2.4% | 0.9% | 1.5% |
| Totals | 23.0% | 0.2% | 22.8% | ||||||
| 67.6% of stocks beat the S&P 500 Benchmark | Closed | -18.0% | -32.8% | 14.8% | |||||
| S&P C | 102.94 | Open | 42.1% | 15.6% | 26.5% | ||||
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