Monday, October 05, 2009

More Pin Action

I missed another M&A on a MFI stock at the end of last week: TRMS. This is another of those biio-tech companies with a one time earnings pop that made the list. Like all the others, I blew them off when they hit my mechanical lists last December.

On Friday, they got a buyout offer at $3.60 (Arigene Co., Ltd. to Acquire Trimeris, Inc.). That means they are up 246% since hitting my screen.

Other mechanical stocks also got news: IBAS got a newer higher offer from KPN (KPN ups iBasis offer price to $2.25 a share). Funny, their price went to $2.30 (the last offer by KPN was $1.75). They are now up 90% since hitting my top 30 screen.

Finally, OPTV got an increased offer today as well (Kudelski Commences Tender Offer to Acquire OpenTV for US$1.55 Per Share in Cash). They were up a snappy 15%.

Here is my top 30 mechanical list

Symbol
Original Current Dividend S&P O S&P D Stock Chg S&P Chg Diff
MSB 10/10/08 10.12 10.00 0.40 88.50 1.80 2.8% 19.6% -16.8%
UEPS 10/10/08 14.58 20.90 - 88.50 1.80 43.3% 19.6% 23.8%
TSCM 10/17/08 3.67 2.86 0.03 93.21 1.80 -21.4% 13.5% -34.9%
EME 11/1/08 17.77 23.90 - 96.83 1.80 34.5% 9.3% 25.2%
CTCM 11/1/08 7.40 15.66 - 96.83 1.80 111.6% 9.3% 102.3%
PRGX 11/1/08 4.24 5.96 - 96.83 1.80 40.6% 9.3% 31.3%
HLF 11/7/08 20.17 33.37 0.40 93.86 1.80 67.4% 12.7% 54.7%
GHM 11/7/08 13.60 14.76 0.02 93.86 1.80 8.7% 12.7% -4.1%
BIDZ 11/22/08 2.39 3.24 - 79.52 1.80 35.6% 33.1% 2.5%
KBR 11/22/08 10.45 22.68 0.10 79.52 1.80 118.0% 33.1% 84.9%
OPTV 11/22/08 0.94 1.54 - 79.52 1.80 63.8% 33.1% 30.8%
IBAS 11/22/08 1.21 2.30 - 79.52 1.80 90.1% 33.1% 57.0%
Vclk 11/29/08 6.17 12.94 - 90.09 1.80 109.7% 17.5% 92.3%
DIVX 12/8/08 4.37 5.45 - 87.93 1.80 24.7% 20.3% 4.4%
MAXY 12/8/08 5.80 6.32 - 87.93 1.80 9.0% 20.3% -11.4%
ESIC 12/13/08 1.13 1.59 - 88.99 1.80 40.7% 18.9% 21.8%
MSO 12/27/08 2.80 5.86 - 87.16 1.08 109.3% 20.6% 88.7%
TRMS 12/27/08 1.03 3.57 - 87.16 1.08 246.6% 20.6% 226.0%
WFR 12/27/08 13.43 15.83 - 87.16 1.08 17.9% 20.6% -2.7%
AHCI 1/3/09 1.15 2.88 - 92.96 1.08 150.4% 13.1% 137.4%
CKSW 1/3/09 1.99 6.29 - 92.96 1.08 216.1% 13.1% 203.0%
COH 2/14/09 13.97 32.25 - 82.76 1.08 130.9% 27.0% 103.9%
DELL 2/21/09 8.41 15.15 - 77.42 1.08 80.1% 35.8% 44.4%
SOLR 2/21/09 4.22 5.58 - 77.42 1.08 32.2% 35.8% -3.5%
DECK 2/28/09 41.27 79.84 - 73.93 1.08 93.5% 42.2% 51.3%
FWLT 2/28/09 15.04 30.57 - 73.93 1.08 103.3% 42.2% 61.1%
HCKT 2/28/09 2.56 2.83 - 73.93 1.08 10.5% 42.2% -31.6%
MWW 2/28/09 6.59 16.86 - 73.93 1.08 155.8% 42.2% 113.7%
PTIE 2/28/09 4.53 5.28 - 73.93 1.08 16.6% 42.2% -25.6%
TRLG 2/28/09 10.22 25.83 - 73.93 1.08 152.7% 42.2% 110.6%
qlti 3/6/09 1.41 3.87 - 68.92 1.08 174.5% 52.5% 122.0%
exbd 3/6/09 12.96 23.03 0.44 68.92 1.08 81.1% 52.5% 28.6%
FIX 3/13/09 9.73 11.14
76.09 1.08 14.5% 38.1% -23.6%
DBTK 3/13/09 6.65 9.92 - 76.09 1.08 49.2% 38.1% 11.0%
LOOP 3/13/09 5.77 9.27 - 76.09 1.08 60.7% 38.1% 22.5%
PRO 3/27/09 4.29 8.49 - 81.61 0.52 97.9% 28.1% 69.8%
ACN 4/9/09 27.71 37.99 - 85.81 0.52 37.1% 21.8% 15.3%
INFI 4/16/09 5.83 6.29 - 87.08 0.52 7.9% 20.0% -12.2%
TSRA 5/1/09 14.52 26.56 - 87.89 0.52 82.9% 18.9% 64.0%
RST 5/1/09 29.83 23.72 - 87.89 0.52 -20.5% 18.9% -39.4%
ULCM.pk 5/1/09 2.18 2.80 - 87.89 0.52 28.4% 18.9% 9.5%
TYPE 5/1/09 3.80 8.23 - 87.89 0.52 116.6% 18.9% 97.6%
CRAY 5/1/09 3.98 8.31 - 87.89 0.52 108.8% 18.9% 89.9%
INT 5/8/09 41.90 48.38 - 92.98 0.52 15.5% 12.4% 3.0%
IPHS 5/15/09 15.03 19.03 - 88.71 0.52 26.6% 17.8% 8.8%
GNI 5/29/09 86.75 90.00 1.80 92.53 0.52 5.8% 13.0% -7.2%
UTA 5/29/09 7.90 12.76 - 92.53 0.52 61.5% 13.0% 48.5%
FRX 6/5/09 23.66 28.86 - 94.55 0.52 22.0% 10.6% 11.4%
ONTY 6/11/09 2.60 5.08 - 95.08 0.52 95.4% 9.9% 85.4%
VM 6/11/09 4.24 4.89 - 95.08 0.52 15.3% 9.9% 5.4%
BPI 6/19/09 16.74 14.94 - 92.04 - -10.8% 13.0% -23.8%
MTXX 7/2/09 5.77 5.57 - 91.84 - -3.5% 13.3% -16.7%
JTX 7/2/09 5.74 4.76 - 91.84 - -17.1% 13.3% -30.3%
GIGM 7/24/09 4.98 4.80 - 98.06 - -3.6% 6.1% -9.7%
CBI 7/31/09 13.95 17.98 - 98.81 - 28.9% 5.3% 23.6%
BR 7/31/09 17.27 20.14 - 98.81 - 16.6% 5.3% 11.3%
LO 7/31/09 73.72 75.00 - 98.81 - 1.7% 5.3% -3.5%
ITWO 8/7/09 14.36 15.83 - 101.20 - 10.2% 2.8% 7.5%
BKE 8/14/09 26.54 34.60 - 100.79 - 30.4% 3.2% 27.2%
GTLS 8/14/09 20.73 21.21 - 100.79 - 2.3% 3.2% -0.9%
PRIM 8/14/09 6.95 7.25 - 100.79 - 4.3% 3.2% 1.1%
SEPR 8/14/09 18.12 22.93 - 100.79 - 26.5% 3.2% 23.3%
PVSW 8/14/09 5.00 5.87 - 100.79 - 17.4% 3.2% 14.2%
CEU 8/21/09 5.10 5.28 - 102.96 - 3.5% 1.0% 2.5%
cytk 8/28/09 3.04 4.91 - 103.38 - 61.5% 0.6% 60.9%
jcom 8/28/09 22.14 21.91 - 103.38 - -1.0% 0.6% -1.7%
AMED 9/4/09 35.00 42.65 - 102.06 - 21.9% 1.9% 19.9%
MIPS 9/18/09 3.72 3.80 - 106.72 - 2.2% -2.5% 4.7%
MHP 9/25/09 23.67 25.27 - 104.45 - 6.8% -0.4% 7.2%
















Totals 27.2% 1.1% 26.2%
72.1% of stocks beat the S&P 500 Benchmark
Closed -15.1% -29.8% 14.6%
S&P C

104.02

Open 51.8% 18.9% 32.9%

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