LIWA shot up 33%. I already had a chunk in my MFI portfolio, and I had added a second position (outside my MFI portfolio) after they mysteriously dipped post their 3q earnings. It'll be interesting to see what happens tomorrow.
With LIWA flying high, QXM up about 9% (I think due to their becoming independent from XING) and CMFO up 8% is was a huge day for my MFI portfolio, up about 2.2% in a flattish kind of day.
I did add a new stock Monday, TSRA. I like the space that they're in, even if they weren't new per my mechanical portfolio list (they were new May 1st and are up 70% since then). I also sold my GME last week (prematurely). I had been spooked by the Barron's article which insinuated that Video game stores would eventually go the way of CD stores and video rental stores as people get more and more directly online. Turned out to be a savvy move for the wrong reason as GME dropped 8% today as WalMart signaled a video game price war.
Here is my current portfolio, note I haven't added the TSRA position yet:
| QXM | 93% |
| WILC | 164% |
| UEPS | 52% |
| LIWA | 33% |
| KHD | 27% |
| CKSW | 170% |
| CMFO | 56% |
| UTA | 34% |
| BR | 38% |
| CBI | 31% |
| PFE | 35% |
| ENDP | 34% |
| CSKI | 33% |
| HCKT | 21% |
| FRX | 37% |
| RTN | 14% |
| AIRV | 7% |
| CEU | 13% |
| QKLS | 11% |
| BIOC | 7% |
| IDCC | 6% |
| WTW | 7% |
| PRIM | 7% |
| AMED | 6% |
| RGR | 5% |
| BKE | 12% |
| AGX | 2% |
| PVSW | 2% |
| KSW | -3% |
| ESI | -6% |
| JCOM | -12% |
| GTLS | -12% |
| QCOR | -20% |
| GIGM | -20% |
| WH | -20% |
| JTX | -22% |
| CHCG | -53% |
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2 comments:
Are you not counting M&A action? I assume you've owned a stock that was bought out for more than a 33% premium, right?
Al-I was talking about pure dollar gain. I have quite a few shares of LIWA.
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