One New Stock

The top 30 Mechanical Stock list adds a new stock this weekend: AGX. The last new stock, MHP, is already up 25% since 9/25. There are no new stocks in the top 50 list... it has been static since 9/18. I will do some research, but will likely buy AGX.

I actually had a pretty good week, all things considered. I am within one percent of breakeven, even had a good day on Friday with CHCG and CMED up strongly. Also, CBI got a nice upgrade (Pops & Drops: Chicago Bridge & Iron, ).

Here are the stats on AGX:

		agx
+	Operating Income After Depreciation	13.48
-	Minority Interest - Income Account	-
=	Income for Calculation	13.48
	Diluted Shares Outstanding	13.771
	Share Price	12.50
+	Market Cap Calc	172.14
+	Preferred Capital	-
+	Debt in Current Liabilities	2.04
+	Long-Term Debt	0.83
	Cash and Short-Term Investments	62.12
-	Excess Cash	60.87
=	Enterprise Value	114.15
+	Property Plant and Equipment - Net	1.07
+	Receivables	23.84
+	Inventories	12.37
+	Other Current Assests	2.45
+	Working Cash	1.25
-	Accounts Payable	29.81
-	Current Liabilities - Other	10.10
=	Invested Capital	1.07
	Earnings Yield	12%
	ROIC	1259%

Here is how my top 50 list is doing. Notice the average (open and closed stock) is up 25% and the average open is up 68%.

Symbol		Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
BKE	11/1/08	26.34	33.22	2.60	96.83	2.31	36.0%	14.8%	21.2%
CYNO	11/1/08	8.76	11.97	-	96.83	2.31	36.6%	14.8%	21.8%
DHX	11/1/08	4.06	6.53	-	96.83	2.31	60.8%	14.8%	46.0%
GES	11/1/08	21.77	38.97	0.10	96.83	2.31	79.5%	14.8%	64.6%
HWAY	11/1/08	10.10	16.94	-	96.83	2.31	67.7%	14.8%	52.9%
WBC	11/1/08	18.37	22.06	0.07	96.83	2.31	20.5%	14.8%	5.6%
GTLS	11/7/08	11.62	22.84	-	93.86	2.31	96.6%	18.5%	78.1%
CDII	11/7/08	2.77	1.60	-	93.86	2.31	-42.2%	18.5%	-60.7%
IPHS	11/7/08	19.97	20.89	0.17	93.86	2.31	5.5%	18.5%	-13.0%
MSPD	11/7/08	1.31	3.54	-	93.86	2.31	170.2%	18.5%	151.8%
QLGC	11/7/08	11.49	18.47	-	93.86	2.31	60.7%	18.5%	42.3%
SCHN	11/7/08	27.07	54.00	-	93.86	2.31	99.5%	18.5%	81.0%
SVR	11/7/08	8.92	18.35	-	93.86	2.31	105.7%	18.5%	87.2%
TDC	11/7/08	14.48	28.60	-	93.86	2.31	97.5%	18.5%	79.0%
EBAY	11/7/08	14.19	24.49	-	96.83	2.31	72.6%	14.8%	57.7%
TKTM	11/15/08	5.87	11.12	-	86.62	2.31	89.4%	28.4%	61.1%
ERES	11/15/08	4.65	7.40	-	86.62	2.31	59.1%	28.4%	30.8%
FEED	11/15/08	1.76	5.14	-	86.62	2.31	192.0%	28.4%	163.7%
HCKT	11/15/08	2.57	3.25	-	86.62	2.31	26.5%	28.4%	-1.9%
FLR	11/15/08	35.73	50.24	0.13	86.62	2.31	41.0%	28.4%	12.6%
GTI	11/15/08	4.79	14.09	-	86.62	2.31	194.2%	28.4%	165.8%
INTX	11/15/08	4.10	5.87	-	86.62	2.31	43.2%	28.4%	14.8%
MSO	11/15/08	3.91	6.00	-	86.62	2.31	53.5%	28.4%	25.1%
JCG	11/15/08	11.22	38.38	-	86.62	2.31	242.1%	28.4%	213.7%
MDR	11/15/08	7.80	25.50	-	86.62	2.31	226.9%	28.4%	198.5%
ABAT	11/22/08	1.34	4.01	-	79.52	2.31	199.3%	39.8%	159.4%
ADSK	11/22/08	14.37	25.49	-	79.52	2.31	77.4%	39.8%	37.5%
GIGM	11/22/08	3.79	4.87	-	79.52	2.31	28.5%	39.8%	-11.3%
OPTV	11/22/08	0.94	1.55	-	79.52	2.31	64.9%	39.8%	25.1%
PRO	11/22/08	4.14	9.02	-	79.52	2.31	117.9%	39.8%	78.0%
WTSLA	11/22/08	2.20	3.73	-	79.52	2.31	69.5%	39.8%	29.7%
AIRT	11/29/08	6.08	11.07	-	90.09	2.31	82.1%	23.4%	58.6%
BSQR	11/29/08	2.48	2.40	-	90.09	2.31	-3.2%	23.4%	-26.6%
CKSW	11/29/08	2.20	7.21	-	90.09	2.31	227.7%	23.4%	204.3%
IILG	11/29/08	5.30	12.45	-	90.09	2.31	134.9%	23.4%	111.5%
PBSO.PK	11/29/08	0.39	0.72	-	90.09	2.31	84.6%	23.4%	61.2%
DIVX	12/8/08	4.37	5.13	-	87.93	2.31	17.4%	26.5%	-9.1%
GSIT	12/8/08	2.94	4.04	-	87.93	2.31	37.4%	26.5%	11.0%
HGRD	12/8/08	1.35	4.50	-	87.93	2.31	233.3%	26.5%	206.9%
ISIL	12/8/08	7.92	14.09	0.12	87.93	2.31	79.4%	26.5%	53.0%
MAXY	12/8/08	5.80	6.66	-	87.93	2.31	14.8%	26.5%	-11.6%
PVSW	12/8/08	3.80	5.69	-	87.93	2.31	49.7%	26.5%	23.3%
DDMX	12/13/08	11.13	18.49	-	88.99	2.31	66.1%	25.0%	41.2%
PSOF	12/13/08	2.74	7.05	-	88.99	2.31	157.3%	25.0%	132.3%
ITWO	12/27/08	5.61	17.12	-	87.16	1.59	205.2%	26.7%	178.4%
JOYG	12/27/08	21.95	52.04	-	87.16	1.59	137.1%	26.7%	110.3%
TRMS	12/27/08	1.03	3.46	-	87.16	1.59	235.9%	26.7%	209.2%
CTGX	1/3/09	3.18	7.96	-	92.96	1.59	150.3%	18.8%	131.5%
PMD	1/3/09	6.44	5.60	-	92.96	1.59	-13.0%	18.8%	-31.9%
HPY	1/24/09	8.54	13.78	-	83.11	1.59	61.4%	32.9%	28.4%
HLIT	1/31/09	5.15	6.65	-	82.83	1.59	29.1%	33.4%	-4.2%
HGT	1/31/09	13.06	17.85	0.36	82.83	1.59	39.4%	33.4%	6.1%
CNU	2/8/09	1.96	2.95	-	86.98	1.59	50.5%	27.0%	23.5%
SJT	2/8/09	19.05	18.75	0.29	86.98	1.59	-0.1%	27.0%	-27.1%
SGU	2/8/09	2.55	3.80	0.07	86.98	1.59	51.7%	27.0%	24.7%
TC	2/8/09	4.33	12.91	-	86.98	1.59	198.2%	27.0%	171.1%
bioc	2/14/09	3.72	4.42	-	82.76	1.59	18.8%	33.5%	-14.7%
FORR	2/14/09	17.56	27.66	-	82.76	1.59	57.5%	33.5%	24.0%
ZYXI.OB	2/14/09	1.20	1.29	-	82.76	1.59	7.5%	33.5%	-26.0%
FRD	2/21/09	4.95	5.95	-	77.42	1.59	20.2%	42.7%	-22.5%
SOLR	2/21/09	4.22	5.51	-	77.42	1.59	30.6%	42.7%	-12.1%
MTXX	2/21/09	17.90	5.56	-	77.42	1.59	-68.9%	42.7%	-111.6%
TYPE	2/21/09	3.02	8.25	-	77.42	1.59	173.2%	42.7%	130.5%
PTIE	2/21/09	5.41	5.78	-	77.42	1.59	6.8%	42.7%	-35.9%
PDO	2/21/09	3.19	6.07	-	77.42	1.59	90.3%	42.7%	47.6%
SAPE	2/21/09	3.38	8.75	-	77.42	1.59	158.9%	42.7%	116.2%
VDSI	2/21/09	5.25	7.67	-	77.42	1.59	46.1%	42.7%	3.4%
IGTE	2/21/09	2.99	8.39	-	77.42	1.59	180.6%	42.7%	137.9%
DECK	2/28/09	41.27	87.64	-	73.93	1.59	112.4%	49.4%	62.9%
KTII	2/28/09	55.48	93.04	-	73.93	1.59	67.7%	49.4%	18.3%
INT	2/28/09	29.01	54.20	-	73.93	1.59	86.8%	49.4%	37.4%
ICAD	2/28/09	0.90	1.95	-	77.42	1.59	116.7%	42.7%	74.0%
EXBD	3/6/09	12.96	25.97	-	68.92	1.59	100.4%	60.3%	40.1%
DISH	3/6/09	9.27	18.48	-	68.92	1.59	99.4%	60.3%	39.1%
QLTI	3/6/09	1.41	3.98	-	68.92	1.59	182.3%	60.3%	122.0%
SRDX	3/6/09	16.87	29.32	-	68.92	1.59	73.8%	60.3%	13.5%
INFI	4/16/09	5.83	5.90	-	87.08	1.03	1.2%	26.2%	-25.0%
CRAY	5/1/09	3.98	8.15	-	87.89	1.03	104.8%	25.1%	79.7%
TWX	5/1/09	22.84	30.41	-	87.89	1.03	33.1%	25.1%	8.1%
RST	5/1/09	29.83	21.76	-	87.89	1.03	-27.1%	25.1%	-52.1%
ULCM.PK	5/1/09	2.18	2.65	-	87.89	1.03	21.6%	25.1%	-3.5%
AAV	5/15/09	3.41	7.55	-	88.71	1.03	121.4%	23.9%	97.5%
AMED	5/29/09	30.43	41.59	-	92.53	1.03	36.7%	18.8%	17.9%
UTA	5/29/09	7.90	14.09	-	92.53	1.03	78.4%	18.8%	59.6%
PFE	6/5/09	14.51	17.77	-	94.55	1.03	22.5%	16.3%	6.2%
VM	6/5/09	4.55	4.57	-	94.55	1.03	0.4%	16.3%	-15.8%
ONTY	6/11/09	2.60	4.77	-	95.08	1.03	83.5%	15.6%	67.9%
BPI	6/19/09	16.74	17.22	-	92.04	0.51	2.9%	18.9%	-16.0%
GME	6/19/09	22.95	27.73	-	92.04	0.51	20.8%	18.9%	2.0%
SHAW	7/10/09	23.69	28.20	-	87.96	0.51	19.0%	24.4%	-5.3%
RTN	7/24/09	45.39	46.55	-	98.06	0.51	2.6%	11.6%	-9.0%
CBZ	7/31/09	6.54	7.51	-	98.81	0.51	14.8%	10.7%	4.1%
CBI	7/31/09	13.95	20.12	-	98.81	0.51	44.2%	10.7%	33.5%
DRC	7/31/09	29.11	32.07	-	98.81	0.51	10.2%	10.7%	-0.5%
JEC	7/31/09	40.98	46.17	-	98.81	0.51	12.7%	10.7%	2.0%
NPSP	7/31/09	3.89	3.63	-	98.81	0.51	-6.7%	10.7%	-17.4%
ASGN	7/31/09	4.23	6.26	-	98.81	0.51	48.0%	10.7%	37.3%
AGX	8/7/09	12.35	12.50	-	98.81	0.51	1.2%	10.7%	-9.5%
BBND	8/7/09	4.00	4.26	-	98.81	0.51	6.5%	10.7%	-4.2%
LHCG	8/7/09	24.55	31.41	-	98.81	0.51	27.9%	10.7%	17.2%
RGR	8/7/09	11.45	12.46	-	98.81	0.51	8.8%	10.7%	-1.9%
PRIM	8/7/09	6.95	7.64	-	100.79	0.51	9.9%	8.5%	1.4%
SEPR	8/7/09	18.12	22.98	-	100.79	0.51	26.8%	8.5%	18.3%
CEU	8/21/09	5.10	5.97	-	102.96	0.51	17.1%	6.3%	10.8%
CYTK	8/21/09	3.04	5.13	-	102.96	0.51	68.8%	6.3%	62.5%
CMFO	8/28/09	4.55	5.16	-	102.96	0.51	13.4%	6.3%	7.2%
NAVR	9/4/09	1.79	2.93	-	102.60	0.51	63.7%	6.6%	57.1%
WTW	9/11/09	26.00	27.66	-	104.77	0.51	6.4%	4.4%	2.0%
MIPS	9/18/09	3.72	4.08	-	106.72	0.51	9.7%	2.5%	7.2%
						Top 50 Portfolio
						Totals	25.5%	0.4%	25.0%
57.4% of stocks beat the S&P 500 Benchmark						Closed	-18.9%	-25.6%	6.7%
S&P C			108.89			Open	68.7%	25.8%	42.9%