New Mechanical Stock - Jan 28 2010

Kind of weird, the MFI website wasn't updated this weekend. They seem to be a little less on the ball of late. Hope that isn't a trend. My "Cruncher" really isn't ready to go live. So I ended up using Thursday's run and closing pricing for my Mechanical portfolio. With that approach, there was one new stock added (and it probably will drop off this week): NATH. While I love their hot dogs and am a fan of the stock (I owned it in the past once), it is a very low volume stock and even buying a relatively small amount is difficult. So I'll take a pass.

I don't think I commented on the most excellent earnings last week by RTN (Raytheon Reports Strong Fourth Quarter and Full-Year 2009 Results; Reaffirms Outlook for Continued Growth in 2010). I really like having some of these big cap stocks in my mix. Sure they're up "just" 17%, but it is (in my mind) a 17% that I am not likely to have to give back. They are super solid earnings, cash flows and dividends. A classic stock that MFI identified as the market going "nuts" on 10/30 when they hit the top 30 list at 45.28. Another one is Pfizer, which hit the top 50 list at 6/5/09 at 14.51 and is up about 30%.

I think that is why my mechanical portfolios are working better than other approaches as it identifies some really quality stocks when they bottom out... so you get them cheap. Here is the top 30 inforce list right now:

Symbol		Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
COH	2/14/09	13.97	35.27	-	82.76	2.18	152.5%	34.4%	118.1%
DELL	2/21/09	8.41	13.22	-	77.42	2.18	57.2%	43.7%	13.5%
SOLR	2/21/09	4.22	5.78	-	77.42	2.18	37.0%	43.7%	-6.7%
DECK	2/28/09	41.27	99.50	-	73.93	2.18	141.1%	50.5%	90.6%
FWLT	2/28/09	15.04	28.89	-	73.93	2.18	92.1%	50.5%	41.6%
HCKT	2/28/09	2.56	2.65	-	73.93	2.18	3.5%	50.5%	-46.9%
MWW	2/28/09	6.59	15.59	-	73.93	2.18	136.6%	50.5%	86.1%
PTIE	2/28/09	4.53	5.34	-	73.93	2.18	17.9%	50.5%	-32.6%
TRLG	2/28/09	10.22	19.36	-	73.93	2.18	89.4%	50.5%	39.0%
qlti	3/6/09	1.41	4.64	-	68.92	2.18	229.1%	61.4%	167.7%
exbd	3/6/09	12.96	23.64	0.74	68.92	2.18	88.1%	61.4%	26.7%
FIX	3/13/09	9.73	11.86		76.09	2.18	21.9%	46.2%	-24.3%
DBTK	3/13/09	6.65	10.39	-	76.09	2.18	56.2%	46.2%	10.1%
LOOP	3/13/09	5.77	9.41	-	76.09	2.18	63.1%	46.2%	16.9%
PRO	3/27/09	4.29	8.19	-	81.61	1.62	90.9%	35.6%	55.3%
ACN	4/9/09	27.71	41.19	-	85.81	1.62	48.6%	29.0%	19.7%
INFI	4/16/09	5.83	6.12	-	87.08	1.62	5.0%	27.1%	-22.1%
TSRA	5/1/09	14.52	17.25	-	87.89	1.62	18.8%	25.9%	-7.1%
RST	5/1/09	29.83	18.09	-	87.89	1.62	-39.4%	25.9%	-65.3%
ulcm	5/1/09	8.72	10.00	-	87.89	1.62	14.7%	25.9%	-11.2%
TYPE	5/1/09	3.80	9.12	-	87.89	1.62	140.0%	25.9%	114.1%
CRAY	5/1/09	3.98	4.71	-	87.89	1.62	18.3%	25.9%	-7.6%
INT	5/8/09	41.90	48.78	-	92.98	1.62	16.4%	19.0%	-2.6%
IPHS	5/15/09	15.03	20.18	-	88.71	1.62	34.3%	24.8%	9.5%
GNI	5/29/09	86.75	90.40	3.60	92.53	1.62	8.4%	19.6%	-11.3%
UTA	5/29/09	7.90	9.27	-	92.53	1.62	17.3%	19.6%	-2.3%
FRX	6/5/09	23.66	29.47	-	94.55	1.62	24.6%	17.1%	7.5%
ONTY	6/11/09	2.60	4.84	-	95.08	1.62	86.2%	16.4%	69.7%
VM	6/11/09	4.24	5.50	-	95.08	1.62	29.7%	16.4%	13.3%
BPI	6/19/09	16.74	14.65	-	92.04	0.51	-12.5%	19.0%	-31.5%
MTXX	7/2/09	5.77	4.70	-	91.84	0.51	-18.5%	19.3%	-37.8%
JTX	7/2/09	5.74	2.79	-	91.84	0.51	-51.4%	19.3%	-70.7%
GIGM	7/24/09	4.98	2.76	-	98.06	0.51	-44.6%	11.7%	-56.3%
CBI	7/31/09	13.95	20.72	-	98.81	0.51	48.5%	10.9%	37.6%
BR	7/31/09	17.27	21.86	0.28	98.81	0.51	28.2%	10.9%	17.3%
LO	7/31/09	73.72	76.73	-	98.81	0.51	4.1%	10.9%	-6.8%
ITWO	8/7/09	14.36	19.73	-	101.20	0.51	37.4%	8.3%	29.1%
BKE	8/14/09	26.54	31.50	2.00	100.79	0.51	26.2%	8.7%	17.5%
GTLS	8/14/09	20.73	16.46	-	100.79	0.51	-20.6%	8.7%	-29.3%
PRIM	8/14/09	6.95	8.11	0.05	100.79	0.51	17.4%	8.7%	8.7%
SEPR	8/14/09	18.12	23.00	-	100.79	0.51	26.9%	8.7%	18.2%
PVSW	8/14/09	5.00	5.15	-	100.79	0.51	3.0%	8.7%	-5.7%
CEU	8/21/09	5.10	5.88	-	102.96	0.51	15.3%	6.4%	8.9%
cytk	8/28/09	3.04	3.04	-	103.38	0.51	0.0%	6.0%	-6.0%
jcom	8/28/09	22.14	20.87	-	103.38	0.51	-5.7%	6.0%	-11.7%
AMED	9/4/09	35.00	57.07	-	102.06	0.51	63.1%	7.4%	55.7%
MIPS	9/18/09	3.72	3.88	-	106.72	0.51	4.3%	2.7%	1.6%
MHP	9/25/09	23.67	35.44	0.23	104.45	0.59	50.7%	5.0%	45.7%
AGX	10/16/09	12.50	14.50	-	108.89	0.59	16.0%	0.7%	15.3%
BBND	10/30/09	3.70	3.04	-	103.56	0.59	-17.8%	5.9%	-23.7%
FLR	10/30/09	44.42	45.96	-	103.56	0.59	3.5%	5.9%	-2.4%
RGR	10/30/09	10.62	10.70	-	103.56	0.59	0.8%	5.9%	-5.1%
RTN	10/30/09	45.28	52.96	0.31	103.56	0.59	17.6%	5.9%	11.8%
VRSK	10/30/09	27.43	28.41	-	103.56	0.59	3.6%	5.9%	-2.3%
immu	11/6/09	3.61	3.28	-	107.13	0.59	-9.1%	2.4%	-11.5%
cbst	11/6/09	17.60	20.61	-	107.13	0.59	17.1%	2.4%	14.7%
snta	11/6/09	3.20	4.34	-	107.13	0.59	35.6%	2.4%	33.3%
CNU	11/13/09	3.10	4.06	-	109.62	0.59	31.0%	0.0%	30.9%
IDCC	11/20/09	23.56	25.17	-	109.43	0.59	6.8%	0.2%	6.6%
PDLI	11/27/09	6.63	6.59	-	109.57	0.59	-0.6%	0.1%	-0.7%
ARO	12/4/09	28.95	33.99	-	111.01	0.59	17.4%	-1.2%	18.6%
CBPO	12/4/09	9.06	9.82	-	111.01	0.59	8.4%	-1.2%	9.6%
SHE	12/31/09	5.15	6.80	-	111.44	-	32.0%	-2.1%	34.2%
						Totals	22.2%	4.9%	17.3%
63.9% of stocks beat the S&P 500 Benchmark						Closed	11.8%	-10.8%	22.5%
S&P C			109.06			Open	32.3%	20.0%	12.3%