Window of Opportunity?

There have been very few stocks new for my mechanical portfolio of late, so I remain 18% in cash (though it doesn't seem to be dragging down my performance). I did notice this morning, a new stock: FLR. I almost bought them, but then held off as my intent is only to do the buys based upon new stocks on the weekends, not mid-week (a technical difference I grant).

But FLR may zip off the list in the next few days. I suspect they were marginal (top 30 list that is). They were a hair under $48 this morning and they closed up 80 cents today. Then for some reason, after hours I see they're up another dollar. Very short window of opportunity.

My mechanical portfolios continue to smoke, beating the index by 26% overall and by 42% for open stocks. That is an absolute crush. My portfolio had a strong day, led by twin towers WILC and CKSW, both up around 200% for me and exhibits A & B on why one should not sell stocks too early.

Symbol		Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
FWLT	10/5/08	31.91	30.89	-	110.34	1.80	-3.2%	-2.5%	-0.7%
MOS	10/5/08	40.88	48.24	0.20	110.34	1.80	18.5%	-2.5%	21.0%
WRLS	10/5/08	1.82	3.27	-	110.34	1.80	79.7%	-2.5%	82.2%
TSCM	10/5/08	5.09	2.95	0.10	110.34	1.80	-40.1%	-2.5%	-37.6%
CTCM	10/10/08	9.02	16.53	-	88.50	1.80	83.3%	21.6%	61.7%
DAR	10/10/08	7.55	7.01	-	88.50	1.80	-7.2%	21.6%	-28.7%
NOV	10/10/08	23.42	43.94	-	88.50	1.80	87.6%	21.6%	66.0%
PRGX	10/10/08	4.69	5.94	-	88.50	1.80	26.7%	21.6%	5.1%
PCP	10/10/08	54.15	100.63	0.12	88.50	1.80	86.1%	21.6%	64.5%
ALDN	10/10/08	9.64	11.49	-	88.50	1.80	19.2%	21.6%	-2.4%
GPX	10/17/08	5.03	7.62	-	93.21	1.80	51.5%	15.4%	36.1%
BKE	11/1/08	26.34	35.70	0.20	96.83	1.80	36.3%	11.1%	25.2%
CYNO	11/1/08	8.76	11.97	-	96.83	1.80	36.6%	11.1%	25.5%
DHX	11/1/08	4.06	6.40	-	96.83	1.80	57.6%	11.1%	46.5%
GES	11/1/08	21.77	36.18	0.10	96.83	1.80	66.7%	11.1%	55.5%
HWAY	11/1/08	10.10	15.13	-	96.83	1.80	49.8%	11.1%	38.7%
WBC	11/1/08	18.37	22.63	0.07	96.83	1.80	23.6%	11.1%	12.5%
GTLS	11/7/08	11.62	21.70	-	93.86	1.80	86.7%	14.6%	72.1%
CDII	11/7/08	2.77	1.56	-	93.86	1.80	-43.7%	14.6%	-58.3%
IPHS	11/7/08	19.97	19.80	0.17	93.86	1.80	0.0%	14.6%	-14.6%
MSPD	11/7/08	1.31	3.37	-	93.86	1.80	157.3%	14.6%	142.6%
QLGC	11/7/08	11.49	17.83	-	93.86	1.80	55.2%	14.6%	40.5%
SCHN	11/7/08	27.07	52.55	-	93.86	1.80	94.1%	14.6%	79.5%
SVR	11/7/08	8.92	16.76	-	93.86	1.80	87.9%	14.6%	73.3%
TDC	11/7/08	14.48	27.61	-	93.86	1.80	90.7%	14.6%	76.0%
EBAY	11/7/08	14.19	24.35	-	96.83	1.80	71.6%	11.1%	60.5%
TKTM	11/15/08	5.87	12.46	-	86.62	1.80	112.3%	24.2%	88.0%
ERES	11/15/08	4.65	7.32	-	86.62	1.80	57.4%	24.2%	33.2%
FEED	11/15/08	1.76	5.31	-	86.62	1.80	201.7%	24.2%	177.5%
HCKT	11/15/08	2.57	2.93	-	86.62	1.80	14.0%	24.2%	-10.2%
FLR	11/15/08	35.73	48.78	0.13	86.62	1.80	36.9%	24.2%	12.7%
GTI	11/15/08	4.79	14.07	-	86.62	1.80	193.7%	24.2%	169.5%
INTX	11/15/08	4.10	5.97	-	86.62	1.80	45.6%	24.2%	21.4%
MSO	11/15/08	3.91	5.82	-	86.62	1.80	48.8%	24.2%	24.6%
JCG	11/15/08	11.22	35.35	-	86.62	1.80	215.1%	24.2%	190.8%
MDR	11/15/08	7.80	25.85	-	86.62	1.80	231.4%	24.2%	207.2%
ABAT	11/22/08	1.34	4.03	-	79.52	1.80	200.7%	35.3%	165.4%
ADSK	11/22/08	14.37	23.86	-	79.52	1.80	66.0%	35.3%	30.7%
GIGM	11/22/08	3.79	4.79	-	79.52	1.80	26.4%	35.3%	-8.9%
OPTV	11/22/08	0.94	1.58	-	79.52	1.80	68.1%	35.3%	32.8%
PRO	11/22/08	4.14	8.81	-	79.52	1.80	112.8%	35.3%	77.5%
WTSLA	11/22/08	2.20	3.53	-	79.52	1.80	60.5%	35.3%	25.1%
AIRT	11/29/08	6.08	10.35	-	90.09	1.80	70.2%	19.4%	50.8%
BSQR	11/29/08	2.48	2.46	-	90.09	1.80	-0.8%	19.4%	-20.2%
CKSW	11/29/08	2.20	6.88	-	90.09	1.80	212.7%	19.4%	193.3%
IILG	11/29/08	5.30	13.03	-	90.09	1.80	145.8%	19.4%	126.4%
PBSO.PK	11/29/08	0.39	0.71	-	90.09	1.80	82.1%	19.4%	62.6%
DIVX	12/8/08	4.37	5.28	-	87.93	1.80	20.8%	22.4%	-1.5%
GSIT	12/8/08	2.94	4.12	-	87.93	1.80	40.1%	22.4%	17.8%
HGRD	12/8/08	1.35	4.97	-	87.93	1.80	268.1%	22.4%	245.8%
ISIL	12/8/08	7.92	14.11	0.12	87.93	1.80	79.7%	22.4%	57.3%
MAXY	12/8/08	5.80	6.81	-	87.93	1.80	17.4%	22.4%	-5.0%
PVSW	12/8/08	3.80	5.50	-	87.93	1.80	44.7%	22.4%	22.4%
DDMX	12/13/08	11.13	18.02	-	88.99	1.80	61.9%	20.9%	41.0%
PSOF	12/13/08	2.74	6.90	-	88.99	1.80	151.8%	20.9%	130.8%
ITWO	12/27/08	5.61	16.00	-	87.16	1.08	185.2%	22.6%	162.6%
JOYG	12/27/08	21.95	48.86	-	87.16	1.08	122.6%	22.6%	100.0%
TRMS	12/27/08	1.03	3.55	-	87.16	1.08	244.7%	22.6%	222.0%
CTGX	1/3/09	3.18	8.09	-	92.96	1.08	154.4%	15.0%	139.4%
PMD	1/3/09	6.44	5.47	-	92.96	1.08	-15.1%	15.0%	-30.0%
HPY	1/24/09	8.54	14.08	-	83.11	1.08	64.9%	28.6%	36.3%
HLIT	1/31/09	5.15	6.25	-	82.83	1.08	21.4%	29.0%	-7.7%
HGT	1/31/09	13.06	17.39	0.36	82.83	1.08	35.9%	29.0%	6.9%
CNU	2/8/09	1.96	2.90	-	86.98	1.08	48.0%	22.9%	25.1%
SJT	2/8/09	19.05	18.02	0.29	86.98	1.08	-3.9%	22.9%	-26.8%
SGU	2/8/09	2.55	3.68	0.07	86.98	1.08	47.0%	22.9%	24.1%
TC	2/8/09	4.33	12.48	-	86.98	1.08	188.2%	22.9%	165.3%
bioc	2/14/09	3.72	4.30	-	82.76	1.08	15.6%	29.1%	-13.6%
FORR	2/14/09	17.56	26.52	-	82.76	1.08	51.0%	29.1%	21.9%
ZYXI.OB	2/14/09	1.20	1.23	-	82.76	1.08	2.5%	29.1%	-26.6%
FRD	2/21/09	4.95	6.05	-	77.42	1.08	22.2%	38.0%	-15.8%
SOLR	2/21/09	4.22	5.84	-	77.42	1.08	38.4%	38.0%	0.3%
MTXX	2/21/09	17.90	5.61	-	77.42	1.08	-68.7%	38.0%	-106.7%
TYPE	2/21/09	3.02	8.40	-	77.42	1.08	178.1%	38.0%	140.1%
PTIE	2/21/09	5.41	5.38	-	77.42	1.08	-0.6%	38.0%	-38.6%
PDO	2/21/09	3.19	4.74	-	77.42	1.08	48.6%	38.0%	10.5%
SAPE	2/21/09	3.38	8.02	-	77.42	1.08	137.3%	38.0%	99.2%
VDSI	2/21/09	5.25	7.63	-	77.42	1.08	45.3%	38.0%	7.3%
IGTE	2/21/09	2.99	8.82	-	77.42	1.08	195.0%	38.0%	156.9%
DECK	2/28/09	41.27	81.72	-	73.93	1.08	98.0%	44.6%	53.4%
KTII	2/28/09	55.48	97.88	-	73.93	1.08	76.4%	44.6%	31.9%
INT	2/28/09	29.01	49.30	-	73.93	1.08	69.9%	44.6%	25.4%
ICAD	2/28/09	0.90	1.94	-	77.42	1.08	115.6%	38.0%	77.5%
EXBD	3/6/09	12.96	23.89	-	68.92	1.08	84.3%	55.1%	29.3%
DISH	3/6/09	9.27	19.69	-	68.92	1.08	112.4%	55.1%	57.3%
QLTI	3/6/09	1.41	3.80	-	68.92	1.08	169.5%	55.1%	114.4%
SRDX	3/6/09	16.87	29.06	-	68.92	1.08	72.3%	55.1%	17.2%
INFI	4/16/09	5.83	6.20	-	87.08	0.52	6.3%	22.1%	-15.7%
CRAY	5/1/09	3.98	8.23	-	87.89	0.52	106.8%	21.0%	85.8%
TWX	5/1/09	22.84	30.05	-	87.89	0.52	31.6%	21.0%	10.6%
RST	5/1/09	29.83	23.11	-	87.89	0.52	-22.5%	21.0%	-43.5%
ULCM.PK	5/1/09	2.18	2.75	-	87.89	0.52	26.1%	21.0%	5.2%
AAV	5/15/09	3.41	6.55	-	88.71	0.52	92.1%	19.8%	72.2%
AMED	5/29/09	30.43	42.23	-	92.53	0.52	38.8%	14.9%	23.9%
UTA	5/29/09	7.90	13.49	-	92.53	0.52	70.8%	14.9%	55.9%
PFE	6/5/09	14.51	16.69	-	94.55	0.52	15.0%	12.4%	2.6%
VM	6/5/09	4.55	4.84	-	94.55	0.52	6.4%	12.4%	-6.1%
ONTY	6/11/09	2.60	4.88	-	95.08	0.52	87.7%	11.8%	75.9%
BPI	6/19/09	16.74	15.93	-	92.04	-	-4.8%	15.0%	-19.8%
GME	6/19/09	22.95	26.24	-	92.04	-	14.3%	15.0%	-0.6%
SHAW	7/10/09	23.69	31.05	-	87.96	-	31.1%	20.3%	10.8%
RTN	7/24/09	45.39	45.78	-	98.06	-	0.9%	7.9%	-7.0%
CBZ	7/31/09	6.54	7.59	-	98.81	-	16.1%	7.1%	9.0%
CBI	7/31/09	13.95	18.78	-	98.81	-	34.6%	7.1%	27.5%
DRC	7/31/09	29.11	31.70	-	98.81	-	8.9%	7.1%	1.8%
JEC	7/31/09	40.98	44.17	-	98.81	-	7.8%	7.1%	0.7%
NPSP	7/31/09	3.89	3.79	-	98.81	-	-2.6%	7.1%	-9.6%
ASGN	7/31/09	4.23	6.19	-	98.81	-	46.3%	7.1%	39.3%
AGX	8/7/09	12.35	12.77	-	98.81	-	3.4%	7.1%	-3.7%
BBND	8/7/09	4.00	4.23	-	98.81	-	5.8%	7.1%	-1.3%
LHCG	8/7/09	24.55	29.75	-	98.81	-	21.2%	7.1%	14.1%
RGR	8/7/09	11.45	12.60	-	98.81	-	10.0%	7.1%	3.0%
PRIM	8/7/09	6.95	7.16	-	100.79	-	3.0%	5.0%	-1.9%
SEPR	8/7/09	18.12	22.94	-	100.79	-	26.6%	5.0%	21.6%
CEU	8/21/09	5.10	5.31	-	102.96	-	4.1%	2.8%	1.4%
CYTK	8/21/09	3.04	4.80	-	102.96	-	57.9%	2.8%	55.1%
CMFO	8/28/09	4.55	4.95	-	102.96	-	8.8%	2.8%	6.0%
NAVR	9/4/09	1.79	2.15	-	102.60	-	20.1%	3.1%	17.0%
WTW	9/11/09	26.00	26.45	-	104.77	-	1.7%	1.0%	0.7%
MIPS	9/18/09	3.72	3.98	-	106.72	-	7.0%	-0.9%	7.9%
						Top 50 Portfolio
						Totals	23.5%	-1.8%	25.3%
58.3% of stocks beat the S&P 500 Benchmark						Closed	-25.7%	-30.7%	4.9%
S&P C			105.80			Open	62.5%	20.8%	41.7%
						Top 30 Portfolio
						Totals	29.2%	2.3%	26.9%
						Closed	-15.1%	-29.8%	14.6%
MFLO39473	77.6%					Open	54.9%	21.0%	34.0%