New Mechanical Stocks 2/5/10

Largest turnover on the lists in quite a while. The top 30 list had not seen a new stock since 12/31, when SHE hit the list (up 47% since then with S&P down 4%). The new stocks on the top 30 list are SMED, SPMD and XOMA. Let me tell you, I have a hard time getting excited about any of these. SMED is the resurrection of Idearc, which is easily my worst MFI stock ever (they filed for bankruptcy and I essentially lost 100%). I won't be buying them. SPMD is some sort of medical waste disposal company. For some reason, they made a lot of money the past 12 months due to the H1N1 epidemic. That income is projected to go away, so they actually seem pricey to me. Then XOMA, which is a biotech company that has fallen 42% since hitting the top 50 list. I guess of the 3, XOMA is the only one I'd consider.

There were also three new stocks on the top 50 list. The two repeat losers, SPMD and SMED and then UIS, the old competitor of IBM. Actually, of the stocks that are new, UIS is the one that interests me, I will likely buy Monday. Here are their stats:

		uis
+	Operating Income After Depreciation	339.80
-	Minority Interest - Income Account	3.70
=	Income for Calculation	336.10
	Diluted Shares Outstanding	43.307
	Share Price	34.25
+	Market Cap Calc	1,483.26
+	Preferred Capital	-
+	Debt in Current Liabilities	65.80
+	Long-Term Debt	845.90
	Cash and Short-Term Investments	647.60
-	Excess Cash	374.40
=	Enterprise Value	2,020.56
+	Property Plant and Equipment - Net	227.90
+	Receivables	790.70
+	Inventories	100.50
+	Other Current Assests	164.60
+	Working Cash	273.20
-	Accounts Payable	307.40
-	Current Liabilities - Other	1,021.60
=	Invested Capital	227.90
	Earnings Yield	17%
	ROIC	147%

Four stocks called it a "wrap" this weekend, a year ago was a good time to buy.

Symbol		Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
CNU	2/8/09	1.96	4.02	-	86.98	2.18	105.1%	25.1%	80.0%
SJT	2/8/09	19.05	20.40	0.55	86.98	2.18	10.0%	25.1%	-15.1%
SGU	2/8/09	2.55	4.14	0.20	86.98	2.18	70.4%	25.1%	45.2%
TC	2/8/09	4.33	11.75	-	86.98	2.18	171.4%	25.1%	146.2%

Here is the top 30 list of open stocks:

Symbol		Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
COH	2/14/09	13.97	34.32	-	82.76	2.18	145.7%	31.5%	114.2%
DELL	2/21/09	8.41	13.24	-	77.42	2.18	57.4%	40.6%	16.9%
SOLR	2/21/09	4.22	5.97	-	77.42	2.18	41.5%	40.6%	0.9%
DECK	2/28/09	41.27	96.51	-	73.93	2.18	133.9%	47.2%	86.6%
FWLT	2/28/09	15.04	25.98	-	73.93	2.18	72.7%	47.2%	25.5%
HCKT	2/28/09	2.56	2.54	-	73.93	2.18	-0.8%	47.2%	-48.0%
MWW	2/28/09	6.59	14.32	-	73.93	2.18	117.3%	47.2%	70.1%
PTIE	2/28/09	4.53	5.45	-	73.93	2.18	20.3%	47.2%	-26.9%
TRLG	2/28/09	10.22	18.84	-	73.93	2.18	84.3%	47.2%	37.1%
qlti	3/6/09	1.41	4.51	-	68.92	2.18	219.9%	57.9%	161.9%
exbd	3/6/09	12.96	23.47	0.74	68.92	2.18	86.8%	57.9%	28.9%
FIX	3/13/09	9.73	11.59		76.09	2.18	19.1%	43.0%	-23.9%
DBTK	3/13/09	6.65	8.22	-	76.09	2.18	23.6%	43.0%	-19.4%
LOOP	3/13/09	5.77	9.37	-	76.09	2.18	62.4%	43.0%	19.4%
PRO	3/27/09	4.29	7.67	-	81.61	1.62	78.8%	32.7%	46.1%
ACN	4/9/09	27.71	40.54	-	85.81	1.62	46.3%	26.2%	20.1%
INFI	4/16/09	5.83	6.21	-	87.08	1.62	6.5%	24.3%	-17.8%
TSRA	5/1/09	14.52	17.02	-	87.89	1.62	17.2%	23.2%	-6.0%
RST	5/1/09	29.83	17.25	-	87.89	1.62	-42.2%	23.2%	-65.4%
ulcm	5/1/09	8.72	9.80	-	87.89	1.62	12.4%	23.2%	-10.8%
TYPE	5/1/09	3.80	8.98	-	87.89	1.62	136.3%	23.2%	113.1%
CRAY	5/1/09	3.98	4.87	-	87.89	1.62	22.4%	23.2%	-0.8%
INT	5/8/09	41.90	46.62	-	92.98	1.62	11.3%	16.4%	-5.2%
IPHS	5/15/09	15.03	18.51	-	88.71	1.62	23.2%	22.1%	1.1%
GNI	5/29/09	86.75	88.50	3.60	92.53	1.62	6.2%	17.0%	-10.8%
UTA	5/29/09	7.90	9.15	-	92.53	1.62	15.8%	17.0%	-1.2%
FRX	6/5/09	23.66	28.80	-	94.55	1.62	21.7%	14.5%	7.2%
ONTY	6/11/09	2.60	4.93	-	95.08	1.62	89.6%	13.9%	75.7%
VM	6/11/09	4.24	5.50	-	95.08	1.62	29.7%	13.9%	15.8%
BPI	6/19/09	16.74	14.27	-	92.04	0.51	-14.8%	16.4%	-31.2%
MTXX	7/2/09	5.77	4.63	-	91.84	0.51	-19.8%	16.7%	-36.4%
JTX	7/2/09	5.74	2.49	-	91.84	0.51	-56.6%	16.7%	-73.3%
GIGM	7/24/09	4.98	2.91	-	98.06	0.51	-41.6%	9.3%	-50.9%
CBI	7/31/09	13.95	20.13	-	98.81	0.51	44.3%	8.5%	35.8%
BR	7/31/09	17.27	21.50	0.28	98.81	0.51	26.1%	8.5%	17.7%
LO	7/31/09	73.72	74.50	-	98.81	0.51	1.1%	8.5%	-7.4%
ITWO	8/7/09	14.36	19.73	-	101.20	0.51	37.4%	5.9%	31.5%
BKE	8/14/09	26.54	28.47	2.00	100.79	0.51	14.8%	6.3%	8.5%
GTLS	8/14/09	20.73	16.45	-	100.79	0.51	-20.6%	6.3%	-27.0%
PRIM	8/14/09	6.95	7.85	0.05	100.79	0.51	13.7%	6.3%	7.3%
SEPR	8/14/09	18.12	23.00	-	100.79	0.51	26.9%	6.3%	20.6%
PVSW	8/14/09	5.00	4.94	-	100.79	0.51	-1.2%	6.3%	-7.5%
CEU	8/21/09	5.10	5.94	-	102.96	0.51	16.5%	4.1%	12.4%
cytk	8/28/09	3.04	3.01	-	103.38	0.51	-1.0%	3.7%	-4.7%
jcom	8/28/09	22.14	20.62	-	103.38	0.51	-6.9%	3.7%	-10.5%
AMED	9/4/09	35.00	52.80	-	102.06	0.51	50.9%	5.0%	45.9%
MIPS	9/18/09	3.72	3.70	-	106.72	0.51	-0.5%	0.4%	-1.0%
MHP	9/25/09	23.67	34.22	0.23	104.45	0.59	45.5%	2.7%	42.8%
AGX	10/16/09	12.50	15.22	-	108.89	0.59	21.8%	-1.5%	23.3%
BBND	10/30/09	3.70	2.93	-	103.56	0.59	-20.8%	3.6%	-24.4%
FLR	10/30/09	44.42	43.06	-	103.56	0.59	-3.1%	3.6%	-6.6%
RGR	10/30/09	10.62	10.46	-	103.56	0.59	-1.5%	3.6%	-5.1%
RTN	10/30/09	45.28	53.41	0.31	103.56	0.59	18.6%	3.6%	15.1%
VRSK	10/30/09	27.43	27.70	-	103.56	0.59	1.0%	3.6%	-2.6%
immu	11/6/09	3.61	3.00	-	107.13	0.59	-16.9%	0.1%	-17.0%
cbst	11/6/09	17.60	20.26	-	107.13	0.59	15.1%	0.1%	15.0%
snta	11/6/09	3.20	4.09	-	107.13	0.59	27.8%	0.1%	27.7%
CNU	11/13/09	3.10	4.02	-	109.62	0.59	29.7%	-2.2%	31.8%
IDCC	11/20/09	23.56	24.23	-	109.43	0.59	2.8%	-2.0%	4.8%
PDLI	11/27/09	6.63	6.52	-	109.57	0.59	-1.7%	-2.1%	0.5%
ARO	12/4/09	28.95	33.73	-	111.01	0.59	16.5%	-3.4%	19.9%
CBPO	12/4/09	9.06	10.02	-	111.01	0.59	10.6%	-3.4%	14.0%
SHE	12/31/09	5.15	7.57	-	111.44	-	47.0%	-4.3%	51.3%
SMED	2/5/10	6.74	6.74	-	106.66	-	0.0%	0.0%	0.0%
SPMD	2/5/10	36.63	36.63	-	106.66	-	0.0%	0.0%	0.0%
XOMA	2/5/10	0.42	0.42	-	106.66	-	0.0%	0.0%	0.0%
						Totals	20.0%	3.2%	16.8%
59.4% of stocks beat the S&P 500 Benchmark						Closed	11.8%	-11.2%	23.0%
S&P C			106.66			Open	27.6%	16.6%	11.0%

Tomorrow, if I get time I'll update my portfolio, which has tanked a bit with the recent correction.