New Format of Holdings

Crazy earnings week. I had TSRA, IDCC, ODSY and GTLS announced either Wednesday night or Thursday morning. It was two good (ODSY and TSRA) and two not so good (IDCC and GTLS). ODSY was up over 10%. Then last night QCOR and CYTK announced. I don't think either one was all that hot. QCOR wasn't that bad, but I think high expectations were baked in. We'll see today.

My stocks continue to underperform a bit in 2010. I am up just 5.3% versus 9.7% for the broader market. It isn't MFI per se ( you would be up 12.1% if you bought all 50 MFI stocks on 12/31/10), so it is just my stocks. Speaking of my stocks, here is my new formatted list... let's unveil it.

Own	1
		Data
Purchase Date	Symbol	Initial Price	Current Price	Avg of Gain	Avg of IWV Gain
5/7/2009	HCKT	$2.30	$2.91	26.6%	37.0%
5/21/2009	UEPS	$12.50	$16.57	32.6%	39.4%
5/29/2009	UTA	$7.90	$9.48	19.9%	34.3%
	WILC	$2.12	$5.94	180.2%	34.3%
6/9/2009	CHCG	$1.12	$0.43	-62.1%	30.9%
	FRX	$23.10	$27.19	17.7%	30.9%
	PFE	$14.13	$16.96	23.6%	30.9%
6/12/2009	ENDP	$16.72	$23.00	37.6%	30.3%
7/21/2009	TTT	$8.92	$16.32	83.0%	29.1%
7/27/2009	GIGM	$5.02	$3.05	-39.2%	25.2%
	RTN	$45.61	$59.37	32.4%	25.2%
7/30/2009	BIOC	$3.70	$5.09	37.6%	24.7%
	BR	$16.53	$23.76	46.3%	24.7%
	CBI	$13.62	$24.20	77.7%	24.7%
8/14/2009	BKE	$26.66	$39.05	55.5%	22.1%
8/18/2009	PVSW	$4.96	$5.17	4.1%	24.0%
8/26/2009	CEU	$5.40	$5.05	-6.5%	19.3%
8/27/2009	GTLS	$19.50	$23.62	21.1%	19.2%
9/8/2009	AMED	$35.86	$59.04	64.6%	19.5%
9/21/2009	WTW	$26.00	$26.35	3.4%	14.5%
9/22/2009	QCOR	$5.42	$8.77	61.8%	13.7%
9/28/2009	TTT	$10.28	$16.32	58.7%	14.9%
9/30/2009	JCOM	$23.00	$24.46	6.3%	15.5%
	PRIM	$7.30	$8.00	10.3%	15.5%
10/2/2009	KSW	$3.60	$3.74	6.7%	19.2%
10/14/2009	LIWA	$7.39	$8.95	21.1%	11.7%
10/22/2009	AGX	$12.31	$11.00	-10.7%	11.9%
10/30/2009	CMFO	$4.30	$6.17	43.5%	18.6%
	RGR	$10.59	$17.04	62.4%	18.6%
11/3/2009	ESI	$93.61	$102.38	9.4%	17.4%
11/17/2009	IDCC	$23.62	$27.58	16.8%	10.4%
11/20/2009	QKLS	$5.75	$6.06	5.4%	12.5%
12/2/2009	TSRA	$23.92	$21.81	-8.8%	10.6%
12/4/2009	CBPO	$9.15	$12.38	35.3%	10.8%
12/18/2009	CF	$89.45	$84.10	-6.0%	10.8%
12/21/2009	CYTK	$2.59	$3.14	21.2%	10.8%
1/5/2010	SHE	$5.31	$8.29	56.0%	8.5%
1/14/2010	TRMS	$2.46	$2.44	-0.8%	6.4%
1/20/2010	RAI	$53.55	$53.94	2.4%	6.4%
1/29/2010	GXDX	$31.69	$38.48	21.4%	11.8%
2/5/2010	UIS	$34.07	$29.79	-12.6%	15.7%
2/23/2010	CSKI	$15.45	$14.65	-5.1%	11.0%
2/27/2010	TNDM	$15.31	$17.33	13.2%	11.8%
3/1/2010	ODSY	$17.72	$21.32	20.3%	9.4%
	UIS	$35.22	$29.79	-15.4%	9.4%
3/8/2010	DNB	$69.93	$77.06	10.2%	6.3%
3/12/2010	KSW	$3.90	$3.74	-1.5%	5.0%
	PRSC	$14.35	$18.01	25.5%	5.0%
3/18/2010	KSW	$3.65	$3.74	5.2%	4.9%
4/12/2010	NEWN	$8.20	$8.24	0.5%	1.5%
4/21/2010	CCME	$12.57	$13.21	5.1%	0.1%
Grand Total		$18.57	$21.46	21.8%	17.2%
Actual Totals (adj as all purchase not equal $)				20.4%	16.1%