Monday, October 12, 2009

The Run Continues

Up another 0.65% today. Largely driven today by my Chinese connection: CHCG was up 22% on no news of note, QXM was up 5% as was CEU.

It was a quiet Monday, I didn't see any material m&a. Another week without any and I may begin to think we've hit the peak.

Here is my mechanical update (top 30) still crushing everything is sight (note MHP has started well at the bottom):

Symbol
Original Current Dividend S&P O S&P D Stock Chg S&P Chg Diff
TSCM 10/17/08 3.67 2.98 0.03 93.21 1.80 -18.1% 17.5% -35.6%
EME 11/1/08 17.77 24.84 - 96.83 1.80 39.8% 13.1% 26.7%
CTCM 11/1/08 7.40 17.48 - 96.83 1.80 136.2% 13.1% 123.2%
PRGX 11/1/08 4.24 6.31 - 96.83 1.80 48.8% 13.1% 35.8%
HLF 11/7/08 20.17 35.98 0.40 93.86 1.80 80.4% 16.6% 63.7%
GHM 11/7/08 13.60 16.41 0.02 93.86 1.80 20.8% 16.6% 4.2%
BIDZ 11/22/08 2.39 3.33 - 79.52 1.80 39.3% 37.7% 1.7%
KBR 11/22/08 10.45 23.17 0.10 79.52 1.80 122.7% 37.7% 85.0%
OPTV 11/22/08 0.94 1.57 - 79.52 1.80 67.0% 37.7% 29.3%
IBAS 11/22/08 1.21 2.30 - 79.52 1.80 90.1% 37.7% 52.4%
Vclk 11/29/08 6.17 13.47 - 90.09 1.80 118.3% 21.5% 96.8%
DIVX 12/8/08 4.37 5.27 - 87.93 1.80 20.6% 24.5% -3.9%
MAXY 12/8/08 5.80 6.51 - 87.93 1.80 12.2% 24.5% -12.3%
ESIC 12/13/08 1.13 1.74 - 88.99 1.80 54.0% 23.0% 31.0%
MSO 12/27/08 2.80 5.83 - 87.16 1.08 108.2% 24.8% 83.4%
TRMS 12/27/08 1.03 3.45 - 87.16 1.08 235.0% 24.8% 210.2%
WFR 12/27/08 13.43 16.44 - 87.16 1.08 22.4% 24.8% -2.4%
AHCI 1/3/09 1.15 3.13 - 92.96 1.08 172.2% 17.0% 155.2%
CKSW 1/3/09 1.99 7.29 - 92.96 1.08 266.1% 17.0% 249.1%
COH 2/14/09 13.97 34.50 - 82.76 1.08 147.0% 31.4% 115.5%
DELL 2/21/09 8.41 15.42 - 77.42 1.08 83.4% 40.5% 42.9%
SOLR 2/21/09 4.22 5.71 - 77.42 1.08 35.3% 40.5% -5.2%
DECK 2/28/09 41.27 85.22 - 73.93 1.08 106.5% 47.1% 59.4%
FWLT 2/28/09 15.04 31.57 - 73.93 1.08 109.9% 47.1% 62.8%
HCKT 2/28/09 2.56 3.08 - 73.93 1.08 20.3% 47.1% -26.8%
MWW 2/28/09 6.59 18.14 - 73.93 1.08 175.3% 47.1% 128.2%
PTIE 2/28/09 4.53 5.58 - 73.93 1.08 23.2% 47.1% -23.9%
TRLG 2/28/09 10.22 27.78 - 73.93 1.08 171.8% 47.1% 124.7%
qlti 3/6/09 1.41 3.81 - 68.92 1.08 170.2% 57.8% 112.4%
exbd 3/6/09 12.96 25.66 0.44 68.92 1.08 101.4% 57.8% 43.6%
FIX 3/13/09 9.73 11.10
76.09 1.08 14.1% 42.9% -28.9%
DBTK 3/13/09 6.65 10.29 - 76.09 1.08 54.7% 42.9% 11.8%
LOOP 3/13/09 5.77 9.81 - 76.09 1.08 70.0% 42.9% 27.1%
PRO 3/27/09 4.29 9.00 - 81.61 0.52 109.8% 32.6% 77.2%
ACN 4/9/09 27.71 39.51 - 85.81 0.52 42.6% 26.1% 16.5%
INFI 4/16/09 5.83 5.85 - 87.08 0.52 0.3% 24.3% -23.9%
TSRA 5/1/09 14.52 31.05 - 87.89 0.52 113.8% 23.1% 90.7%
RST 5/1/09 29.83 22.30 - 87.89 0.52 -25.2% 23.1% -48.3%
ULCM.pk 5/1/09 2.18 2.80 - 87.89 0.52 28.4% 23.1% 5.3%
TYPE 5/1/09 3.80 8.61 - 87.89 0.52 126.6% 23.1% 103.5%
CRAY 5/1/09 3.98 8.28 - 87.89 0.52 108.0% 23.1% 84.9%
INT 5/8/09 41.90 50.85 - 92.98 0.52 21.4% 16.4% 5.0%
IPHS 5/15/09 15.03 20.83 - 88.71 0.52 38.6% 22.0% 16.6%
GNI 5/29/09 86.75 91.92 1.80 92.53 0.52 8.0% 16.9% -8.9%
UTA 5/29/09 7.90 14.70 - 92.53 0.52 86.1% 16.9% 69.1%
FRX 6/5/09 23.66 30.05 - 94.55 0.52 27.0% 14.4% 12.6%
ONTY 6/11/09 2.60 4.73 - 95.08 0.52 81.9% 13.8% 68.1%
VM 6/11/09 4.24 4.75 - 95.08 0.52 12.0% 13.8% -1.8%
BPI 6/19/09 16.74 16.87 - 92.04 - 0.8% 17.0% -16.2%
MTXX 7/2/09 5.77 5.56 - 91.84 - -3.6% 17.2% -20.9%
JTX 7/2/09 5.74 5.03 - 91.84 - -12.4% 17.2% -29.6%
GIGM 7/24/09 4.98 4.89 - 98.06 - -1.8% 9.8% -11.6%
CBI 7/31/09 13.95 19.29 - 98.81 - 38.3% 9.0% 29.3%
BR 7/31/09 17.27 20.72 - 98.81 - 20.0% 9.0% 11.0%
LO 7/31/09 73.72 77.99 - 98.81 - 5.8% 9.0% -3.2%
ITWO 8/7/09 14.36 16.26 - 101.20 - 13.2% 6.4% 6.8%
BKE 8/14/09 26.54 36.99 - 100.79 - 39.4% 6.8% 32.5%
GTLS 8/14/09 20.73 22.42 - 100.79 - 8.2% 6.8% 1.3%
PRIM 8/14/09 6.95 7.19 - 100.79 - 3.5% 6.8% -3.4%
SEPR 8/14/09 18.12 22.99 - 100.79 - 26.9% 6.8% 20.0%
PVSW 8/14/09 5.00 5.25 - 100.79 - 5.0% 6.8% -1.8%
CEU 8/21/09 5.10 5.65 - 102.96 - 10.8% 4.6% 6.2%
cytk 8/28/09 3.04 5.12 - 103.38 - 68.4% 4.2% 64.3%
jcom 8/28/09 22.14 21.69 - 103.38 - -2.0% 4.2% -6.2%
AMED 9/4/09 35.00 44.98 - 102.06 - 28.5% 5.5% 23.0%
MIPS 9/18/09 3.72 4.06 - 106.72 - 9.1% 0.9% 8.2%
MHP 9/25/09 23.67 28.43 - 104.45 - 20.1% 3.1% 17.0%
















Totals 31.4% 3.7% 27.7%
70.2% of stocks beat the S&P 500 Benchmark
Closed -13.1% -27.2% 14.1%
S&P C

107.68

Open 59.3% 23.1% 36.3%

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