Game Plan

I took a longer look at the aging of my portfolio and the continuing transition. I figured out that I need to buy 6 stocks between now and the end of May. Then in April, May and June I have 9 stocks that will be hitting their one year. I am going to be increasing slightly my $ per stock. Of the 9 stocks, I think I will hold the following for another year: UTA, ENDP, UEPS and FRX... I may (should) rebalance these to my new target investment per stock... I will be selling HCKT, JTX, PFE, CHCG and WILC. So I will need 5 additional stocks in that stretch.

Speaking of UTA, they officially announce their earnings on Monday, but they released their 10-K on Friday and I was not pleased. Their revenues were higher than a year ago, but income was flat. They were clearly discounting to gain market share. These Chinese stocks are ultra sensitive to so-so earnings, so I expect a blood bath on Monday.

Finally, I show my mechanical portfolio (top 50 below). The stocks from March 6th 2009 close out, it was an ungodly group. Six stock (4 in top 50 and 2 in top 30) up an average of 142%, compared to 69% for S&P, outperformance of 73%!

Symbol		Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
EXBD	3/6/09	12.96	26.21	0.74	68.92	2.18	105.6%	68.9%	36.7%
DISH	3/6/09	9.27	21.18	-	68.92	2.18	128.5%	68.9%	59.6%
QLTI	3/6/09	1.41	4.90	-	68.92	2.18	247.5%	68.9%	178.6%
SRDX	3/6/09	16.87	19.87	-	68.92	2.18	17.8%	68.9%	-51.1%
INFI	4/16/09	5.83	6.28	-	87.08	1.62	7.7%	33.1%	-25.3%
CRAY	5/1/09	3.98	5.94	-	87.89	1.62	49.2%	31.8%	17.4%
TWX	5/1/09	22.84	30.54	-	87.89	1.62	33.7%	31.8%	1.9%
RST	5/1/09	29.83	21.80	-	87.89	1.62	-26.9%	31.8%	-58.7%
ulcm	5/1/09	8.72	9.94	-	87.89	1.62	14.0%	31.8%	-17.8%
AAV	5/15/09	3.41	7.38	-	88.71	1.62	116.4%	30.6%	85.8%
AMED	5/29/09	30.43	60.06	-	92.53	1.62	97.4%	25.2%	72.2%
UTA	5/29/09	7.90	10.85	-	92.53	1.62	37.3%	25.2%	12.1%
PFE	6/5/09	14.51	17.48	-	94.55	1.62	20.5%	22.5%	-2.1%
VM	6/5/09	4.55	5.50	-	94.55	1.62	20.9%	22.5%	-1.7%
ONTY	6/11/09	2.60	4.95	-	95.08	1.62	90.4%	21.9%	68.5%
BPI	6/19/09	16.74	20.43	-	92.04	1.10	22.0%	25.3%	-3.3%
GME	6/19/09	22.95	18.08	-	92.04	1.10	-21.2%	25.3%	-46.5%
SHAW	7/10/09	23.69	35.29	-	87.96	1.10	49.0%	31.1%	17.8%
RTN	7/24/09	45.39	57.11	0.62	98.06	1.10	27.2%	17.6%	9.6%
CBZ	7/31/09	6.54	6.39	-	98.81	1.10	-2.3%	16.7%	-19.0%
CBI	7/31/09	13.95	22.35	-	98.81	1.10	60.2%	16.7%	43.5%
DRC	7/31/09	29.11	31.04	-	98.81	1.10	6.6%	16.7%	-10.1%
JEC	7/31/09	40.98	41.44	-	98.81	1.10	1.1%	16.7%	-15.6%
NPSP	7/31/09	3.89	3.99	-	98.81	1.10	2.6%	16.7%	-14.2%
ASGN	7/31/09	4.23	6.98	-	98.81	1.10	65.0%	16.7%	48.3%
AGX	8/7/09	12.35	15.56	-	98.81	1.10	26.0%	16.7%	9.3%
BBND	8/7/09	4.00	2.98	-	98.81	1.10	-25.5%	16.7%	-42.2%
LHCG	8/7/09	24.55	31.61	-	98.81	1.10	28.8%	16.7%	12.0%
RGR	8/7/09	11.45	12.55	-	98.81	1.10	9.6%	16.7%	-7.1%
PRIM	8/7/09	6.95	8.72	0.05	100.79	1.10	26.2%	14.4%	11.7%
SEPR	8/7/09	18.12	23.00	-	100.79	1.10	26.9%	14.4%	12.5%
CEU	8/21/09	5.10	6.15	-	102.96	1.10	20.6%	12.0%	8.6%
CYTK	8/21/09	3.04	3.38	-	102.96	1.10	11.2%	12.0%	-0.8%
CMFO	8/28/09	4.55	6.36	-	102.96	1.10	39.8%	12.0%	27.7%
NAVR	9/4/09	1.79	2.03	-	102.60	1.10	13.4%	12.4%	1.0%
WTW	9/11/09	26.00	24.67	0.35	104.77	1.10	-3.8%	10.1%	-13.9%
MIPS	9/18/09	3.72	4.25	-	106.72	1.10	14.2%	8.1%	6.2%
ESI	10/30/09	90.35	110.92	-	103.56	0.59	22.8%	10.9%	11.9%
VRSK	10/30/09	27.43	27.38	-	103.56	0.59	-0.2%	10.9%	-11.1%
APOL	11/6/09	55.99	62.39	-	107.13	0.59	11.4%	7.2%	4.2%
CBST	11/6/09	17.60	21.75	-	107.13	0.59	23.6%	7.2%	16.4%
SNTA	11/6/09	3.20	4.42	-	107.13	0.59	38.1%	7.2%	30.9%
IMMU	11/6/09	3.61	3.56	-	107.13	0.59	-1.4%	7.2%	-8.6%
PBH	11/13/09	6.95	8.55	-	109.62	0.59	23.0%	4.8%	18.3%
IDCC	11/20/09	23.56	25.78	-	109.43	0.59	9.4%	4.9%	4.5%
PDLI	11/27/09	6.63	7.04	-	109.57	0.59	6.2%	4.8%	1.4%
CBPO	12/4/09	9.06	9.59	-	111.01	0.59	5.8%	3.5%	2.4%
XOMA	12/4/09	0.72	0.50	-	111.01	0.59	-30.1%	3.5%	-33.5%
SHE	12/31/09	5.15	9.09	-	111.44	-	76.5%	2.5%	74.0%
RAI	1/15/10	53.81	54.74	-	113.64	-	1.7%	0.5%	1.2%
TRMS	1/15/10	2.45	2.42	-	113.64	-	-1.2%	0.5%	-1.8%
SAI	1/15/10	18.90	19.31	-	113.64	-	2.2%	0.5%	1.6%
NATH	1/28/10	14.70	15.73	-	108.57	-	7.0%	5.2%	1.8%
SMED	2/5/10	6.74	6.91	-	106.66	-	2.5%	7.1%	-4.6%
SPMD	2/5/10	36.63	41.00	-	106.66	-	11.9%	7.1%	4.8%
UIS	2/5/10	34.25	38.93	-	106.66	-	13.7%	7.1%	6.5%
QKLS	2/12/10	5.69	6.21	-	108.04	-	9.1%	5.7%	3.4%
MGIC	2/12/10	1.78	1.82	-	108.04	-	2.2%	5.7%	-3.5%
ESIC	2/19/10	2.07	2.10	-	111.14	-	1.4%	2.8%	-1.3%
ODSY	2/19/10	17.89	17.69	-	111.14	-	-1.1%	2.8%	-3.9%
HRB	2/26/10	17.28	16.69	-	110.74	-	-3.4%	3.2%	-6.6%
TNDM	2/26/10	16.12	17.55	-	110.74	-	8.9%	3.2%	5.7%
DEXO	2/26/10	29.80	30.00	-	110.74	-	0.7%	3.2%	-2.5%
						Top 50 Portfolio
						Totals	21.5%	2.5%	19.1%
54.8% of stocks beat the S&P 500 Benchmark						Closed	20.2%	-2.7%	22.9%
S&P C			114.25			Open	36.6%	22.5%	14.2%