A Very Good Week - A Year Ago

Like a fine wine, the stocks "bought" in my mechanical portfolio November 15th last year came of age today. You would have done very well to have bought this basket of stocks which are up on average over 100% versus the broader market being up 29%:

Symbol		Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
TKTM	11/15/08	5.87	11.00	-	86.62	2.31	87.4%	29.2%	58.2%
ERES	11/15/08	4.65	6.25	-	86.62	2.31	34.4%	29.2%	5.2%
FEED	11/15/08	1.76	4.17	-	86.62	2.31	136.9%	29.2%	107.7%
HCKT	11/15/08	2.57	2.88	-	86.62	2.31	12.1%	29.2%	-17.2%
FLR	11/15/08	35.73	43.24	0.13	86.62	2.31	21.4%	29.2%	-7.8%
GTI	11/15/08	4.79	14.78	-	86.62	2.31	208.6%	29.2%	179.3%
INTX	11/15/08	4.10	4.55	-	86.62	2.31	11.0%	29.2%	-18.2%
MSO	11/15/08	3.91	5.22	-	86.62	2.31	33.5%	29.2%	4.3%
JCG	11/15/08	11.22	43.09	-	86.62	2.31	284.0%	29.2%	254.8%
MDR	11/15/08	7.80	23.05	-	86.62	2.31	195.5%	29.2%	166.3%

J Crew was the stunner, up 284%. Wow.

A solid day for my stocks today. AIRV got some good news that had them pop about 9% (Airvana to Receive $39.6 Million Payment for Nortel Pre-Bankruptcy Filing Receivables).

Then UTA was up another 9% as people are clearly trading ahead of their earnings next week. The stock is up 35% since November 3rd. Actually a bunch of my Chinese stocks report next week (UTA, LIWA, CSKI and CEU to name a few). And that is always nerve-wracking.

Onwards and upwards.