Cruncher = Profits?

A couple weeks ago I posted on my running a bunch of Chinese stocks through my Cruncher. I had sorted them andthen I set up a watch list in Yahoo to track them. Over the next week, the top 6 dropped about 15%... I actually decided on Monday to pull the trigger and bought a basket of 7 of the best ranked stocks (LTUS, STV, CHOP, CNOA, DYP, SPU and TPI). While many of these would or could be MFI stocks based on their EY and ROIC, they are not on the list for various reasons.

I have not included these in my MFI portfolio, but they're up about 10% in the 3 days since I bought them. It has brought a little February cheer to my portfolio. I think they have substantial more upside.

Here is the list again:

Row Labels	EY	ROC	Total	Mkt Cap
CMM	59%	147%	21	83
SNDA	15%	403%	30	3,439
CHOP	21%	116%	32	265
ltus	24%	99%	35	84
UTA	18%	111%	35	158
LTON	651%	62%	36	71
CCME	13%	321%	36	329
STV	16%	132%	39	373
QXM	3795%	54%	40	152
CEU	13%	207%	41	158
GA	12%	470%	42	1,743
CSKI	18%	81%	42	314
chcg	676%	50%	44	26
GAME	10%	1129%	47	2,498
SOHU	11%	237%	49	2,189
CPC	29%	48%	52	241
CYOU	10%	1430%	54	1,749
CBEH	15%	60%	57	260
LIWA	13%	67%	59	197
SHE	10%	199%	59	225
ZSTN	14%	56%	62	90
CHBT	12%	71%	63	268
AOB	17%	46%	66	380

Then I will note that PFE announced earnings this morning. They were pretty ho-hum. Finally, here is a comparison of how stocks I have bought (via the Mechanical approach) in my MFI portfolio have fared against the S&P 500.

		Values
Symbol	Date	Bought	Price	Pct Gain	IWV Gain	Pct Diff
AGX	10/22/09	$12.31	$14.85	20.6%	0.6%	20.0%
AMED	9/8/09	$35.86	$57.70	60.9%	7.0%	53.9%
BIOC	7/30/09	$3.70	$4.30	16.2%	12.1%	4.1%
BKE	8/17/09	$26.66	$31.77	27.4%	12.1%	15.3%
BR	7/30/09	$16.53	$21.97	34.6%	12.1%	22.5%
CBI	7/30/09	$13.62	$21.62	58.7%	12.1%	46.6%
CBPO	12/4/09	$9.15	$10.66	16.5%	-0.4%	17.0%
CEU	8/26/09	$5.40	$6.34	17.4%	6.8%	10.6%
CMFO	10/30/09	$4.30	$6.65	54.7%	6.6%	48.1%
CYTK	12/21/09	$2.59	$2.99	15.4%	-1.7%	17.1%
ESI	11/3/09	$93.61	$98.66	5.4%	5.5%	-0.1%
FRX	6/9/09	$23.10	$29.99	29.8%	17.7%	12.1%
GIGM	7/27/09	$5.02	$3.06	-39.0%	12.6%	-51.6%
GTLS	8/27/09	$19.50	$17.03	-12.7%	6.7%	-19.4%
GXDX	1/29/2010	$31.69	$31.05	-2.0%	0.5%	-2.6%
HCKT	5/7/09	$2.30	$2.62	14.0%	23.2%	-9.2%
IDCC	11/17/09	$23.62	$25.03	6.0%	-0.8%	6.7%
JCOM	9/30/09	$23.00	$21.10	-8.3%	3.8%	-12.1%
JTX	6/29/09	$5.55	$2.88	-48.1%	19.8%	-67.9%
	6/30/09	$5.41	$2.88	-46.7%	20.6%	-67.3%
PFE	6/9/09	$14.13	$18.62	34.0%	17.7%	16.3%
PRIM	9/30/09	$7.30	$7.95	9.2%	3.8%	5.4%
PVSW	8/18/09	$4.96	$5.03	1.4%	11.0%	-9.6%
QKLS	11/20/09	$5.75	$5.90	2.6%	1.1%	1.5%
RAI	1/20/2010	$53.55	$54.11	1.0%	-4.4%	5.4%
RGR	10/30/09	$10.59	$10.61	1.1%	6.6%	-5.5%
RTN	7/27/09	$45.61	$54.82	21.6%	12.6%	9.0%
SHE	1/5/10	$5.31	$8.55	61.0%	-3.3%	64.3%
TRMS	1/14/2010	$2.46	$2.41	-2.0%	-4.4%	2.3%
UTA	5/29/09	$7.90	$9.67	22.4%	20.7%	1.7%
WTW	9/21/09	$26.00	$29.25	13.8%	2.5%	11.3%
Average Open				12.5%	7.8%	4.7%
Still Own	0
		Values
Symbol	Date	Bought	Sold	Pct Gain	IWV Gain	Pct Diff
AHCI	1/5/09	$1.11	$1.73	55.9%	0.2%	55.7%
CKSW	1/5/09	$1.99	$5.52	177.4%	26.7%	150.7%
DBTK	3/16/09	$6.70	$7.05	5.2%	14.7%	-9.5%
DELL	2/23/09	$8.55	$9.52	11.3%	6.5%	4.9%
	2/27/09	$8.66	$9.52	10.0%	7.4%	2.5%
FRX	6/9/09	$23.10	$29.08	25.9%	11.1%	14.8%
GME	6/22/09	$22.64	$25.76	13.8%	24.5%	-10.7%
	6/23/09	$20.63	$22.65	9.8%	16.5%	-6.7%
PFE	6/5/09	$14.46	$16.27	13.6%	11.2%	2.4%
RST	5/7/09	$29.72	$27.00	-9.2%	0.2%	-9.3%
	5/8/10	$28.78	$27.00	-6.2%	0.2%	-6.4%
SEPR	8/17/09	$17.86	$23.09	29.3%	1.4%	27.9%
SOLR	2/23/09	$4.70	$8.09	72.1%	6.5%	65.7%
UTA	6/23/09	$8.37	$10.90	30.2%	2.7%	27.5%
VM	6/5/09	$4.38	$5.18	18.3%	4.5%	13.8%
	6/23/09	$3.11	$4.33	39.2%	2.7%	36.5%
	6/6/09	$4.23	$5.18	22.5%	4.5%	18.0%
Average Closed				30.5%	8.3%	22.2%
Open and Closed				18.9%	8.0%	10.9%