New Mechanical Stocks - December 4th

Relatively busy weekend for new mechanical stocks

CBPO was added to both top 30 and top 50 screens. This is a Chinese company that is new to the Nasdaq. Companies like this have generally had sharp run-ups of late. I did buy-in yesterday.

XOMA is a small bio-tech added to the top 50. I won't be buying thought some of these bio-techs have done well.

ARO - teen retailer, hits the top 30 list. I will consider buying. Here are my stats for the 3 companies.

		aro	cbpo	xoma
+	Operating Income After Depreciation	337.00	45.31	26.02
-	Minority Interest - Income Account	-	11.72	-
=	Income for Calculation	337.00	33.59	26.02
	Diluted Shares Outstanding	67.991	21.633	172.762
	Share Price	28.95	9.06	0.72
+	Market Cap Calc	1,968.34	195.99	124.30
+	Preferred Capital	-	-	0.00
+	Debt in Current Liabilities	-	18.58	-
+	Long-Term Debt	-	0.05	13.13
	Cash and Short-Term Investments	285.63	50.35	27.73
-	Excess Cash	283.76	50.35	7.17
=	Enterprise Value	1,684.58	164.27	130.26
+	Property Plant and Equipment - Net	262.33	27.85	21.79
+	Receivables	-	2.44	3.20
+	Inventories	221.52	33.22	-
+	Other Current Assests	43.24	1.58	1.33
+	Working Cash	1.86	-	20.56
-	Accounts Payable	144.56	3.61	2.66
-	Current Liabilities - Other	122.05	33.56	22.43
=	Invested Capital	262.33	27.93	21.79
	Earnings Yield	20%	20%	20%
	ROIC	128%	120%	119%

Here is an update on my top 50 list:

Symbol		Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
DDMX	12/13/08	11.13	18.35	-	88.99	2.31	64.9%	27.3%	37.5%
PSOF	12/13/08	2.74	5.11	-	88.99	2.31	86.5%	27.3%	59.2%
ITWO	12/27/08	5.61	18.74	-	87.16	1.59	234.0%	29.2%	204.9%
JOYG	12/27/08	21.95	53.00	-	87.16	1.59	141.5%	29.2%	112.3%
TRMS	12/27/08	1.03	3.31	-	87.16	1.59	221.4%	29.2%	192.2%
CTGX	1/3/09	3.18	6.94	-	92.96	1.59	118.2%	21.1%	97.1%
PMD	1/3/09	6.44	5.65	-	92.96	1.59	-12.3%	21.1%	-33.4%
HPY	1/24/09	8.54	11.54	-	83.11	1.59	35.1%	35.5%	-0.3%
HLIT	1/31/09	5.15	5.55	-	82.83	1.59	7.8%	35.9%	-28.2%
HGT	1/31/09	13.06	16.04	0.36	82.83	1.59	25.6%	35.9%	-10.4%
CNU	2/8/09	1.96	3.40	-	86.98	1.59	73.5%	29.4%	44.0%
SJT	2/8/09	19.05	17.12	0.29	86.98	1.59	-8.6%	29.4%	-38.1%
SGU	2/8/09	2.55	3.83	0.07	86.98	1.59	52.9%	29.4%	23.4%
TC	2/8/09	4.33	11.63	-	86.98	1.59	168.6%	29.4%	139.1%
bioc	2/14/09	3.72	3.99	-	82.76	1.59	7.3%	36.1%	-28.8%
FORR	2/14/09	17.56	25.09	-	82.76	1.59	42.9%	36.1%	6.8%
ZYXI.OB	2/14/09	1.20	1.25	-	82.76	1.59	4.2%	36.1%	-31.9%
FRD	2/21/09	4.95	5.79	-	77.42	1.59	17.0%	45.4%	-28.5%
SOLR	2/21/09	4.22	5.01	-	77.42	1.59	18.7%	45.4%	-26.7%
MTXX	2/21/09	17.90	4.16	-	77.42	1.59	-76.8%	45.4%	-122.2%
TYPE	2/21/09	3.02	8.00	-	77.42	1.59	164.9%	45.4%	119.5%
PTIE	2/21/09	5.41	5.27	-	77.42	1.59	-2.6%	45.4%	-48.0%
PDO	2/21/09	3.19	4.61	-	77.42	1.59	44.5%	45.4%	-0.9%
SAPE	2/21/09	3.38	7.52	-	77.42	1.59	122.5%	45.4%	77.1%
VDSI	2/21/09	5.25	6.71	-	77.42	1.59	27.8%	45.4%	-17.6%
IGTE	2/21/09	2.99	9.45	-	77.42	1.59	216.1%	45.4%	170.6%
DECK	2/28/09	41.27	97.81	-	73.93	1.59	137.0%	52.3%	84.7%
KTII	2/28/09	55.48	102.10	-	73.93	1.59	84.0%	52.3%	31.7%
INT	2/28/09	29.01	52.59	-	73.93	1.59	81.3%	52.3%	29.0%
ICAD	2/28/09	0.90	1.55	-	77.42	1.59	72.2%	45.4%	26.8%
EXBD	3/6/09	12.96	21.58	-	68.92	1.59	66.5%	63.4%	3.1%
DISH	3/6/09	9.27	21.20	-	68.92	1.59	128.7%	63.4%	65.3%
QLTI	3/6/09	1.41	4.73	-	68.92	1.59	235.5%	63.4%	172.1%
SRDX	3/6/09	16.87	23.09	-	68.92	1.59	36.9%	63.4%	-26.5%
INFI	4/16/09	5.83	6.08	-	87.08	1.03	4.3%	28.7%	-24.4%
CRAY	5/1/09	3.98	6.99	-	87.89	1.03	75.6%	27.5%	48.2%
TWX	5/1/09	22.84	31.42	-	87.89	1.03	37.6%	27.5%	10.1%
RST	5/1/09	29.83	18.05	-	87.89	1.03	-39.5%	27.5%	-67.0%
ulcm	5/1/09	8.72	8.60	-	87.89	1.03	-1.4%	27.5%	-28.8%
AAV	5/15/09	3.41	5.61	-	88.71	1.03	64.5%	26.3%	38.2%
AMED	5/29/09	30.43	38.30	-	92.53	1.03	25.9%	21.1%	4.8%
UTA	5/29/09	7.90	10.50	-	92.53	1.03	32.9%	21.1%	11.8%
PFE	6/5/09	14.51	18.49	-	94.55	1.03	27.4%	18.5%	8.9%
VM	6/5/09	4.55	5.50	-	94.55	1.03	20.9%	18.5%	2.4%
ONTY	6/11/09	2.60	4.85	-	95.08	1.03	86.5%	17.8%	68.7%
BPI	6/19/09	16.74	14.49	-	92.04	0.51	-13.4%	21.2%	-34.6%
GME	6/19/09	22.95	21.33	-	92.04	0.51	-7.1%	21.2%	-28.2%
SHAW	7/10/09	23.69	28.88	-	87.96	0.51	21.9%	26.8%	-4.9%
RTN	7/24/09	45.39	52.65	-	98.06	0.51	16.0%	13.7%	2.3%
CBZ	7/31/09	6.54	7.21	-	98.81	0.51	10.2%	12.9%	-2.6%
CBI	7/31/09	13.95	17.79	-	98.81	0.51	27.5%	12.9%	14.7%
DRC	7/31/09	29.11	28.12	-	98.81	0.51	-3.4%	12.9%	-16.3%
JEC	7/31/09	40.98	34.94	-	98.81	0.51	-14.7%	12.9%	-27.6%
NPSP	7/31/09	3.89	3.48	-	98.81	0.51	-10.5%	12.9%	-23.4%
ASGN	7/31/09	4.23	6.92	-	98.81	0.51	63.6%	12.9%	50.7%
AGX	8/7/09	12.35	12.83	-	98.81	0.51	3.9%	12.9%	-9.0%
BBND	8/7/09	4.00	3.43	-	98.81	0.51	-14.3%	12.9%	-27.1%
LHCG	8/7/09	24.55	31.59	-	98.81	0.51	28.7%	12.9%	15.8%
RGR	8/7/09	11.45	10.64	-	98.81	0.51	-7.1%	12.9%	-19.9%
PRIM	8/7/09	6.95	7.91	-	100.79	0.51	13.8%	10.6%	3.2%
SEPR	8/7/09	18.12	23.00	-	100.79	0.51	26.9%	10.6%	16.3%
CEU	8/21/09	5.10	6.00	-	102.96	0.51	17.6%	8.3%	9.3%
CYTK	8/21/09	3.04	3.25	-	102.96	0.51	6.9%	8.3%	-1.4%
CMFO	8/28/09	4.55	7.14	-	102.96	0.51	56.9%	8.3%	48.6%
NAVR	9/4/09	1.79	2.18	-	102.60	0.51	22.0%	8.7%	13.3%
WTW	9/11/09	26.00	28.01	-	104.77	0.51	7.7%	6.4%	1.3%
MIPS	9/18/09	3.72	3.82	-	106.72	0.51	2.7%	4.5%	-1.8%
ESI	10/30/09	90.35	85.88	-	103.56	-	-4.9%	7.2%	-12.1%
VRSK	10/30/09	27.43	28.43	-	103.56	-	3.6%	7.2%	-3.5%
APOL	11/6/09	55.99	54.76	-	107.13	-	-2.2%	3.6%	-5.8%
CBST	11/6/09	17.60	18.18	-	107.13	-	3.3%	3.6%	-0.3%
SNTA	11/6/09	3.20	4.46	-	107.13	-	39.4%	3.6%	35.8%
IMMU	11/6/09	3.61	3.41	-	107.13	-	-5.5%	3.6%	-9.2%
PBH	11/13/09	6.95	7.16	-	109.62	-	3.0%	1.3%	1.8%
IDCC	11/20/09	23.56	25.29	-	109.43	-	7.3%	1.4%	5.9%
PDLI	11/27/09	6.63	6.37	-	109.57	-	-3.9%	1.3%	-5.2%
CBPO	12/4/09	9.06	9.06	-	111.01	-	0.0%	0.0%	0.0%
XOMA	12/4/09	0.72	0.72	-	111.01	-	0.0%	0.0%	0.0%
						Top 50 Portfolio
						Totals	19.0%	1.3%	17.6%
51.6% of stocks beat the S&P 500 Benchmark						Closed	6.9%	-11.2%	18.1%
S&P C			111.01			Open	41.9%	25.1%	16.8%