Another Quick Update

Traveling back from vacation. Two new stocks this weekend to top 50 mechanical portfolios: VALU and SVA. I doubt I will buy either. VALU is extremely thinly traded. SVA seems to me to be the 3rd company to hit the list with inflated non recurring revenues from H1N1 (QDEL and SMED were the other two) and thus I'll take a pass. Open stocks are starting to just marginally outperform the benchmarks, MFI does seem a bit streaky. Here's the current top 50 open stocks:

Symbol		Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
INFI	4/16/09	5.83	6.09	-	87.08	1.62	4.5%	39.1%	-34.7%
CRAY	5/1/09	3.98	6.37	-	87.89	1.62	60.1%	37.9%	22.2%
TWX	5/1/09	22.84	32.63	0.78	87.89	1.62	46.3%	37.9%	8.4%
RST	5/1/09	29.83	24.98	-	87.89	1.62	-16.3%	37.9%	-54.1%
ulcm	5/1/09	8.72	10.10	-	87.89	1.62	15.8%	37.9%	-22.0%
AAV	5/15/09	3.41	7.02	-	88.71	1.62	105.9%	36.6%	69.3%
AMED	5/29/09	30.43	57.47	-	92.53	1.62	88.9%	30.9%	57.9%
UTA	5/29/09	7.90	9.86	-	92.53	1.62	24.8%	30.9%	-6.1%
PFE	6/5/09	14.51	17.25	-	94.55	1.62	18.9%	28.1%	-9.3%
VM	6/5/09	4.55	5.50	-	94.55	1.62	20.9%	28.1%	-7.3%
ONTY	6/11/09	2.60	3.61	-	95.08	1.62	38.8%	27.4%	11.4%
BPI	6/19/09	16.74	23.60	-	92.04	1.10	41.0%	31.1%	9.9%
GME	6/19/09	22.95	23.30	-	92.04	1.10	1.5%	31.1%	-29.6%
SHAW	7/10/09	23.69	35.13	-	87.96	1.10	48.3%	37.2%	11.1%
RTN	7/24/09	45.39	57.53	0.62	98.06	1.10	28.1%	23.0%	5.1%
CBZ	7/31/09	6.54	6.61	-	98.81	1.10	1.1%	22.1%	-21.0%
CBI	7/31/09	13.95	23.95	-	98.81	1.10	71.7%	22.1%	49.6%
DRC	7/31/09	29.11	33.99	-	98.81	1.10	16.8%	22.1%	-5.3%
JEC	7/31/09	40.98	47.61	-	98.81	1.10	16.2%	22.1%	-5.9%
NPSP	7/31/09	3.89	5.27	-	98.81	1.10	35.5%	22.1%	13.4%
ASGN	7/31/09	4.23	7.07	-	98.81	1.10	67.1%	22.1%	45.0%
AGX	8/7/09	12.35	13.19	-	98.81	1.10	6.8%	22.1%	-15.3%
BBND	8/7/09	4.00	3.50	-	98.81	1.10	-12.5%	22.1%	-34.6%
LHCG	8/7/09	24.55	33.74	-	98.81	1.10	37.4%	22.1%	15.3%
RGR	8/7/09	11.45	13.47	-	98.81	1.10	17.6%	22.1%	-4.5%
PRIM	8/7/09	6.95	8.13	0.05	100.79	1.10	17.7%	19.7%	-2.0%
SEPR	8/7/09	18.12	23.00	-	100.79	1.10	26.9%	19.7%	7.2%
CEU	8/21/09	5.10	5.45	-	102.96	1.10	6.9%	17.2%	-10.3%
CYTK	8/21/09	3.04	3.49	-	102.96	1.10	14.8%	17.2%	-2.4%
CMFO	8/28/09	4.55	6.72	-	102.96	1.10	47.7%	17.2%	30.5%
NAVR	9/4/09	1.79	2.17	-	102.60	1.10	21.2%	17.6%	3.6%
WTW	9/11/09	26.00	27.03	0.35	104.77	1.10	5.3%	15.2%	-9.8%
MIPS	9/18/09	3.72	4.61	-	106.72	1.10	23.9%	13.1%	10.9%
ESI	10/30/09	90.35	109.92	-	103.56	0.59	21.7%	16.0%	5.7%
VRSK	10/30/09	27.43	27.98	-	103.56	0.59	2.0%	16.0%	-14.0%
APOL	11/6/09	55.99	63.14	-	107.13	0.59	12.8%	12.1%	0.6%
CBST	11/6/09	17.60	23.02	-	107.13	0.59	30.8%	12.1%	18.7%
SNTA	11/6/09	3.20	4.42	-	107.13	0.59	38.1%	12.1%	26.0%
IMMU	11/6/09	3.61	3.57	-	107.13	0.59	-1.1%	12.1%	-13.3%
PBH	11/13/09	6.95	9.01	-	109.62	0.59	29.6%	9.6%	20.0%
IDCC	11/20/09	23.56	29.11	-	109.43	0.59	23.6%	9.8%	13.8%
PDLI	11/27/09	6.63	6.39	-	109.57	0.59	-3.6%	9.6%	-13.3%
CBPO	12/4/09	9.06	10.85	-	111.01	0.59	19.8%	8.2%	11.5%
XOMA	12/4/09	0.72	0.61	-	111.01	0.59	-15.1%	8.2%	-23.3%
SHE	12/31/09	5.15	8.23	-	111.44	-	59.8%	7.3%	52.5%
RAI	1/15/10	53.81	54.47	-	113.64	-	1.2%	5.2%	-4.0%
TRMS	1/15/10	2.45	2.33	-	113.64	-	-4.9%	5.2%	-10.1%
SAI	1/15/10	18.90	17.51	-	113.64	-	-7.4%	5.2%	-12.6%
NATH	1/28/10	14.70	15.31	-	108.57	-	4.1%	10.1%	-6.0%
SMED	2/5/10	6.74	6.67	-	106.66	-	-1.1%	12.1%	-13.2%
SPMD	2/5/10	36.63	42.10	-	106.66	-	14.9%	12.1%	2.8%
UIS	2/5/10	34.25	37.39	-	106.66	-	9.2%	12.1%	-2.9%
QKLS	2/12/10	5.69	5.87	-	108.04	-	3.2%	10.7%	-7.5%
MGIC	2/12/10	1.78	2.37	-	108.04	-	33.1%	10.7%	22.5%
ESIC	2/19/10	2.07	2.62	-	111.14	-	26.6%	7.6%	19.0%
ODSY	2/19/10	17.89	18.56	-	111.14	-	3.7%	7.6%	-3.8%
HRB	2/26/10	17.28	18.33	-	110.74	-	6.1%	8.0%	-1.9%
TNDM	2/26/10	16.12	16.15	-	110.74	-	0.2%	8.0%	-7.8%
DEXO	2/26/10	29.80	28.82	-	110.74	-	-3.3%	8.0%	-11.2%
AFAM	3/5/10	35.52	39.06	-	114.25	-	10.0%	4.6%	5.3%
DNB	3/5/10	69.95	74.49	-	114.25	-	6.5%	4.6%	1.9%
SNTS	3/5/10	4.87	5.32	-	114.25	-	9.2%	4.6%	4.6%
KIRK	3/12/10	20.11	23.02	-	115.46	-	14.5%	3.5%	10.9%
PRSC	3/12/10	14.18	16.01	-	115.46	-	12.9%	3.5%	9.4%
QDEL	3/25/10	13.73	14.32	-	116.58	-	4.3%	2.5%	1.7%
SVA	4/9/10	5.83	5.83	-	119.55	-	0.0%	0.0%	0.0%
VALU	4/9/10	22.07	22.07	-	119.55	-	0.0%	0.0%	0.0%
						Top 50 Portfolio
						Totals	21.7%	3.3%	18.4%
52.8% of stocks beat the S&P 500 Benchmark						Closed	22.5%	-1.7%	24.2%
S&P C			119.55			Open	19.6%	16.9%	2.7%