Earnings Trifecta

Happy Veterans Day to everyone, especially those that have or are serving.

I had three of my companies report earnings either last night or this morning. I think I am just one for three, but we'll see what the markets say.

HCKT - They had a great day yesterday, up about 7%, making me up about 62% since I bought them. I didn't think their earnings were all that nifty (The Hackett Group Announces Third Quarter Results and Acquisition of Archstone Consulting), so it could be "watch out below".

WTW - Their report was pretty much as expected, and they tightened their 2009 guidance, but still decent. Never can tell, but I am not expecting anything extreme (Weight Watchers Announces Third Quarter 2009 Results).

WILC - Finally, my non-MFI MFI stock had a stellar quarter (G. Willi-Food Reports NET Income Of US$ 3.1 Million for Third Quarter 2009). If you think about $3m of income and that WILC has a 55m market cap, including 28m of cash, virtually all of it excess, they are a very cheap company. Currently at $5.40, they could easily rise 5% today. They also said the 4th quarter should be as good as this quarter. Hard to believe I got these guys (in part) at 1.48 last year with more shares added at 2.12.

Overall, while my portfolio is moving back towards breakeven, I am not going up as fast as the general market. I looked at my mechanical portfolio and all stocks added since August 1st have underperformed, so it isn't just me.

C'est la vie, at least the stocks are going up.