Mini Comeback?

Well, you know what they say about "the best laid plans"! I got stuck in Bermuda yesterday due to that nasty weather going up the US Seaboard. Won't get to leave until Wednesday as the planes are still pretty backed up.

I have mentioned several times that I like to use my monthly tacking portfolios as a barometer on MFI in general. This is because MFI has proved to be very streaky. It was starting to look like the streak was ending as about a month ago some of the more recent monthly portfolios were starting to lag the benchmark. But they're all ahead again. The most recent 20 months are all leading. I do think the uptick of M&A helped.

No news stocks added to my mechanical portfolios this weekend. The list is becoming relatively static again.

Thought I'd take a look at the performance of bio-tech stocks in my mechanical portfolio. They have outperformed the overall by a bit. Here are the numbers and the individual stocks:

	Stock Chg	S&P Chg	Diff
Biotech	36.1%	16.0%	20.2%
Totals Top 30	23.7%	5.4%	18.4%
Totals Top 50	19.7%	1.0%	18.8%

Symbol	Date	Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
OMPI	3/12/08	9.55	4.05	-	131.36	2.08	-57.6%	-46.0%	-11.6%
SCMP	8/31/08	9.50	5.92	-	128.79	2.49	-37.7%	-17.8%	-19.9%
ERES	11/15/08	4.65	6.25	-	86.62	2.31	34.4%	29.2%	5.2%
MAXY	12/8/08	5.80	5.54	-	87.93	2.31	-4.5%	28.9%	-33.4%
TRMS	12/27/08	1.03	3.30	-	87.16	1.59	220.4%	28.3%	192.1%
PTIE	2/21/09	5.41	5.30	-	77.42	1.59	-2.0%	44.4%	-46.4%
QLTI	3/6/09	1.41	4.75	-	68.92	1.59	236.9%	62.2%	174.7%
SRDX	3/6/09	16.87	24.28	-	68.92	1.59	43.9%	62.2%	-18.3%
INFI	4/16/09	5.83	6.29	-	87.08	1.03	7.9%	27.7%	-19.8%
ONTY	6/11/09	2.60	5.18	-	95.08	1.03	99.2%	17.0%	82.2%
NPSP	7/31/09	3.89	3.09	-	98.81	0.51	-20.6%	12.1%	-32.6%
SEPR	8/7/09	18.12	23.00	-	100.79	0.51	26.9%	9.8%	17.1%
CYTK	8/21/09	3.04	2.64	-	102.96	0.51	-13.2%	7.5%	-20.7%
SNTA	11/6/09	3.20	6.40	-	107.13	-	100.0%	2.9%	97.1%
IMMU	11/6/09	3.61	3.11	-	107.13	-	-13.9%	2.9%	-16.7%
PDLI	11/27/09	6.63	6.97	-	109.57	-	5.1%	0.6%	4.5%
XOMA	12/4/09	0.72	0.64	-	111.01	-	-11.0%	-0.7%	-10.3%