New Mechanical Stocks - Feb 26 2010

First, we need to bid adieu to the stocks from a year ago. It was a very good year. Check 'em out!

Top 50

Symbol		Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
DECK	2/28/09	41.27	120.20	-	73.93	2.18	191.3%	52.7%	138.5%
KTII	2/28/09	55.48	149.46	-	73.93	2.18	169.4%	52.7%	116.7%
INT	2/28/09	29.01	52.84	0.15	68.92	2.18	82.7%	63.8%	18.8%
ICAD	2/28/09	0.90	1.47	-	77.42	2.18	63.3%	45.8%	17.5%

Top 30

Symbol		Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
DECK	2/28/09	41.27	120.20	-	73.93	2.18	191.3%	52.7%	138.5%
FWLT	2/28/09	15.04	24.63	-	73.93	2.18	63.8%	52.7%	11.0%
HCKT	2/28/09	2.56	2.75	-	73.93	2.18	7.4%	52.7%	-45.3%
MWW	2/28/09	6.59	13.95	-	73.93	2.18	111.7%	52.7%	59.0%
PTIE	2/28/09	4.53	6.05	-	73.93	2.18	33.6%	52.7%	-19.2%
TRLG	2/28/09	10.22	24.56	-	73.93	2.18	140.3%	52.7%	87.6%

If you had bought all ten (note Deck is in both), you'd be up a snappy 105%! S&P 500 was up 53%, so that is a 52 point drubbing. If you had bought all 50 of the MFI stocks greater than 100m, you'd be up about 93%. The mechanical approach continues to "win".

A lot of new stocks this weekend. New to the top 30 include UIS (weird, they were new to top 50 a couple weeks ago, have gone up in price and now make the top 30?). The top 50 has HRB, TNDM and DEXO. As I mentioned, I bought TNDM during past week. I would like to buy another stock next week as I am 20%+ in cash. After my JTX fiasco, I am not sure I have stomach for HRB. And DEXO, is just emerging from bankruptcy. I suppose I should at least look at them. I may come back to ODSY, the new stock from last week or else ARRS. I am actually tempted to double down on UIS with its recent addition to top 30 list... I like their profile and they were headlined in Barron's last week.

Tomorrow I'll profile the February 26 2009 monthly portfolio which came of age and was an all-time record setter!