Sunday, May 16, 2010

New Mechanical Stocks -May 14th 2010

A few new stocks to the lists.

Top 30: CHOP
Top 50: CHOP, LIWA and FLL.

Here is how the two lists are doing.

Top 50 (note AAV - wish I had bought them - hit one year)
Symbol
Original Current Dividend S&P O S&P D Stock Chg S&P Chg Diff
AAV 5/15/09 3.41 6.48 - 88.71 2.10 90.0% 30.7% 59.3%
AMED 5/29/09 30.43 50.09 - 92.53 2.10 64.6% 25.3% 39.3%
UTA 5/29/09 7.90 8.88 - 92.53 2.10 12.4% 25.3% -12.9%
PFE 6/5/09 14.51 16.20 0.50 94.55 2.10 15.1% 22.7% -7.6%
VM 6/5/09 4.55 5.50 - 94.55 2.10 20.9% 22.7% -1.8%
ONTY 6/11/09 2.60 3.73 - 95.08 2.10 43.5% 22.0% 21.5%
BPI 6/19/09 16.74 23.92 - 92.04 1.58 42.9% 25.5% 17.4%
GME 6/19/09 22.95 21.85 - 92.04 1.58 -4.8% 25.5% -30.2%
SHAW 7/10/09 23.69 35.37 - 87.96 1.58 49.3% 31.3% 18.0%
RTN 7/24/09 45.39 56.32 1.00 98.06 1.58 26.3% 17.8% 8.5%
CBZ 7/31/09 6.54 6.72 - 98.81 1.58 2.8% 16.9% -14.1%
CBI 7/31/09 13.95 20.46 - 98.81 1.58 46.7% 16.9% 29.8%
DRC 7/31/09 29.11 32.52 - 98.81 1.58 11.7% 16.9% -5.1%
JEC 7/31/09 40.98 46.11 - 98.81 1.58 12.5% 16.9% -4.3%
NPSP 7/31/09 3.89 7.24 - 98.81 1.58 86.1% 16.9% 69.3%
ASGN 7/31/09 4.23 5.99 - 98.81 1.58 41.6% 16.9% 24.7%
AGX 8/7/09 12.35 11.15 - 98.81 1.58 -9.7% 16.9% -26.6%
BBND 8/7/09 4.00 2.85 - 98.81 1.58 -28.8% 16.9% -45.6%
LHCG 8/7/09 24.55 33.49 - 98.81 1.58 36.4% 16.9% 19.6%
RGR 8/7/09 11.45 17.25 0.28 98.81 1.58 53.1% 16.9% 36.2%
PRIM 8/7/09 6.95 7.72 0.08 100.79 1.58 12.2% 14.6% -2.4%
SEPR 8/7/09 18.12 23.00 - 100.79 1.58 26.9% 14.6% 12.4%
CEU 8/21/09 5.10 4.58 - 102.96 1.58 -10.2% 12.1% -22.3%
CYTK 8/21/09 3.04 2.97 - 102.96 1.58 -2.3% 12.1% -14.5%
CMFO 8/28/09 4.55 6.13 - 102.96 1.58 34.7% 12.1% 22.6%
NAVR 9/4/09 1.79 2.10 - 102.60 1.58 17.3% 12.5% 4.8%
WTW 9/11/09 26.00 27.68 0.53 104.77 1.58 8.5% 10.2% -1.7%
MIPS 9/18/09 3.72 4.45 - 106.72 1.58 19.6% 8.2% 11.4%
ESI 10/30/09 90.35 102.51 - 103.56 1.07 13.5% 11.0% 2.5%
VRSK 10/30/09 27.43 30.83 - 103.56 1.07 12.4% 11.0% 1.4%
APOL 11/6/09 55.99 52.78 - 107.13 1.07 -5.7% 7.3% -13.0%
CBST 11/6/09 17.60 21.56 - 107.13 1.07 22.5% 7.3% 15.2%
SNTA 11/6/09 3.20 3.36 - 107.13 1.07 5.0% 7.3% -2.3%
IMMU 11/6/09 3.61 3.87 - 107.13 1.07 7.2% 7.3% -0.1%
PBH 11/13/09 6.95 7.90 - 109.62 1.07 13.7% 4.9% 8.8%
IDCC 11/20/09 23.56 26.32 - 109.43 1.07 11.7% 5.1% 6.7%
PDLI 11/27/09 6.63 5.75 0.50 109.57 1.07 -5.7% 4.9% -10.7%
CBPO 12/4/09 9.06 13.30 - 111.01 1.07 46.8% 3.6% 43.2%
XOMA 12/4/09 0.72 0.57 - 111.01 1.07 -21.3% 3.6% -24.9%
SHE 12/31/09 5.15 8.13 - 111.44 0.48 57.9% 2.6% 55.2%
RAI 1/15/10 53.81 53.40 0.90 113.64 0.48 0.9% 0.6% 0.3%
TRMS 1/15/10 2.45 2.37 - 113.64 0.48 -3.3% 0.6% -3.9%
SAI 1/15/10 18.90 17.22 - 113.64 0.48 -8.9% 0.6% -9.5%
NATH 1/28/10 14.70 15.30 - 108.57 0.48 4.1% 5.3% -1.3%
SMED 2/5/10 6.74 5.90 - 106.66 0.48 -12.5% 7.2% -19.7%
SPMD 2/5/10 36.63 37.87 - 106.66 0.48 3.4% 7.2% -3.8%
UIS 2/5/10 34.25 25.20 - 106.66 0.48 -26.4% 7.2% -33.7%
QKLS 2/12/10 5.69 5.36 - 108.04 0.48 -5.8% 5.9% -11.7%
MGIC 2/12/10 1.78 2.45 - 108.04 0.48 37.6% 5.9% 31.8%
ESIC 2/19/10 2.07 2.49 - 111.14 0.48 20.3% 2.9% 17.4%
ODSY 2/19/10 17.89 20.20 - 111.14 0.48 12.9% 2.9% 10.0%
HRB 2/26/10 17.28 16.97 0.15 110.74 0.48 -0.9% 3.3% -4.2%
TNDM 2/26/10 16.12 13.54 - 110.74 0.48 -16.0% 3.3% -19.3%
DEXO 2/26/10 29.80 24.15 - 110.74 0.48 -19.0% 3.3% -22.2%
AFAM 3/5/10 35.52 39.11 - 114.25 0.48 10.1% 0.1% 10.0%
DNB 3/5/10 69.95 74.98 - 114.25 0.48 7.2% 0.1% 7.1%
SNTS 3/5/10 4.87 3.13 - 114.25 0.48 -35.7% 0.1% -35.8%
KIRK 3/12/10 20.11 22.91 - 115.46 0.48 13.9% -0.9% 14.9%
PRSC 3/12/10 14.18 17.81 - 115.46 0.48 25.6% -0.9% 26.5%
QDEL 3/25/10 13.73 13.11 - 116.58 - -4.5% -2.3% -2.2%
SVA 4/9/10 5.83 4.41 - 119.55 - -24.4% -4.7% -19.6%
VALU 4/9/10 22.07 20.22 3.00 119.55 - 5.2% -4.7% 9.9%
BDSI 4/16/10 4.12 3.30 - 119.36 - -19.9% -4.6% -15.3%
LOV 4/23/10 3.45 3.40 - 121.81 - -1.4% -6.5% 5.1%
MD 4/23/10 57.02 58.28 - 121.81 - 2.2% -6.5% 8.7%
ABC 4/23/10 31.13 31.31 - 121.81 - 0.6% -6.5% 7.1%
SNDK 4/30/10 39.84 41.90 - 121.81 - 5.2% -6.5% 11.7%
OSK 4/30/10 38.62 38.34 - 121.81 - -0.7% -6.5% 5.8%
GXDX 5/7/10 27.89 29.51 - 111.26 - 5.8% 2.4% 3.4%
IPXL 5/7/10 16.66 19.83 - 111.26 - 19.0% 2.4% 16.7%
SOHU 5/7/10 44.19 45.93 - 111.26 - 3.9% 2.4% 1.6%
CHOP 5/14/10 6.54 6.54 - 113.89 - 0.0% 0.0% 0.0%
LIWA 5/14/10 8.24 8.24 - 113.89 - 0.0% 0.0% 0.0%
FLL 5/14/10 3.10 3.10 - 113.89 - 0.0% 0.0% 0.0%






Top 50 Portfolio







Totals 19.5% 1.9% 17.7%
53.4% of stocks beat the S&P 500 Benchmark
Closed 22.6% -0.6% 23.2%
S&P C

113.89

Open 11.8% 8.1% 3.7%

Top 30 (IPHS - wish I had bought them! turned a year old)

IPHS 5/15/09 15.03 30.19 0.68 88.71 2.10 105.4% 30.7% 74.6%
Symbol
Original Current Dividend S&P O S&P D Stock Chg S&P Chg Diff
GNI 5/29/09 86.75 93.50 8.20 92.53 2.10 17.2% 25.3% -8.1%
UTA 5/29/09 7.90 8.88 - 92.53 2.10 12.4% 25.3% -12.9%
FRX 6/5/09 23.66 26.54 - 94.55 2.10 12.2% 22.7% -10.5%
ONTY 6/11/09 2.60 3.73 - 95.08 2.10 43.5% 22.0% 21.5%
VM 6/11/09 4.24 5.50 - 95.08 2.10 29.7% 22.0% 7.7%
BPI 6/19/09 16.74 23.92 - 92.04 1.58 42.9% 25.5% 17.4%
MTXX 7/2/09 5.77 4.71 - 91.84 1.58 -18.4% 25.7% -44.1%
JTX 7/2/09 5.74 1.73 - 91.84 1.58 -69.9% 25.7% -95.6%
GIGM 7/24/09 4.98 2.49 - 98.06 1.58 -50.0% 17.8% -67.8%
CBI 7/31/09 13.95 20.46 - 98.81 1.58 46.7% 16.9% 29.8%
BR 7/31/09 17.27 21.60 0.42 98.81 1.58 27.5% 16.9% 10.6%
LO 7/31/09 73.72 78.83 3.00 98.81 1.58 11.0% 16.9% -5.9%
ITWO 8/7/09 14.36 19.73 - 101.20 1.58 37.4% 14.1% 23.3%
BKE 8/14/09 26.54 33.83 2.20 100.79 1.58 35.8% 14.6% 21.2%
GTLS 8/14/09 20.73 19.68 - 100.79 1.58 -5.1% 14.6% -19.6%
PRIM 8/14/09 6.95 7.72 0.08 100.79 1.58 12.2% 14.6% -2.4%
SEPR 8/14/09 18.12 23.00 - 100.79 1.58 26.9% 14.6% 12.4%
PVSW 8/14/09 5.00 4.98 - 100.79 1.58 -0.4% 14.6% -15.0%
CEU 8/21/09 5.10 4.58 - 102.96 1.58 -10.2% 12.1% -22.3%
cytk 8/28/09 3.04 2.97 - 103.38 1.58 -2.3% 11.7% -14.0%
jcom 8/28/09 22.14 23.65 - 103.38 1.58 6.8% 11.7% -4.9%
AMED 9/4/09 35.00 50.09 - 102.06 1.58 43.1% 13.1% 30.0%
MIPS 9/18/09 3.72 4.45 - 106.72 1.58 19.6% 8.2% 11.4%
MHP 9/25/09 23.67 28.98 0.46 104.45 1.07 24.4% 10.1% 14.3%
AGX 10/16/09 12.50 11.15 - 108.89 1.07 -10.8% 5.6% -16.4%
BBND 10/30/09 3.70 2.85 - 103.56 1.07 -23.0% 11.0% -34.0%
FLR 10/30/09 44.42 51.28 - 103.56 1.07 15.4% 11.0% 4.4%
RGR 10/30/09 10.62 17.25 0.28 103.56 1.07 65.1% 11.0% 54.0%
RTN 10/30/09 45.28 56.32 0.69 103.56 1.07 25.9% 11.0% 14.9%
VRSK 10/30/09 27.43 30.83 - 103.56 1.07 12.4% 11.0% 1.4%
immu 11/6/09 3.61 3.87 - 107.13 1.07 7.2% 7.3% -0.1%
cbst 11/6/09 17.60 21.56 - 107.13 1.07 22.5% 7.3% 15.2%
snta 11/6/09 3.20 3.36 - 107.13 1.07 5.0% 7.3% -2.3%
CNU 11/13/09 3.10 3.42 - 109.62 1.07 10.3% 4.9% 5.5%
IDCC 11/20/09 23.56 26.32 - 109.43 1.07 11.7% 5.1% 6.7%
PDLI 11/27/09 6.63 5.75 0.50 109.57 1.07 -5.7% 4.9% -10.7%
ARO 12/4/09 28.95 41.22 - 111.01 1.07 42.4% 3.6% 38.8%
CBPO 12/4/09 9.06 13.30 - 111.01 1.07 46.8% 3.6% 43.2%
SHE 12/31/09 5.15 8.13 - 111.44 0.48 57.9% 2.6% 55.2%
SMED 2/5/10 6.74 5.90 - 106.66 0.48 -12.5% 7.2% -19.7%
SPMD 2/5/10 36.63 37.87 - 106.66 0.48 3.4% 7.2% -3.8%
XOMA 2/5/10 0.42 0.57 - 106.66 0.48 35.1% 7.2% 27.9%
MGIC 2/19/10 1.77 2.45 - 111.14 0.48 38.4% 2.9% 35.5%
UIS 2/26/10 34.91 25.20 - 110.74 0.48 -27.8% 3.3% -31.1%
SNTS 3/5/10 4.87 3.13 - 114.25 0.48 -35.7% 0.1% -35.8%
PRSC 3/12/10 14.18 17.81 - 115.46 0.48 25.6% -0.9% 26.5%
WTW 3/19/10 25.20 27.68 - 115.97 - 9.8% -1.8% 11.6%
QDEL 3/25/10 13.73 13.11 - 116.58 - -4.5% -2.3% -2.2%
BDSI 4/16/10 4.12 3.30 - 119.36 - -19.9% -4.6% -15.3%
ABC 4/23/10 31.13 31.31 - 121.81 - 0.6% -6.5% 7.1%
APOL 4/30/10 57.41 52.78 - 118.81 - -8.1% -4.1% -3.9%
SVA 4/30/10 5.79 4.41 - 118.81 - -23.8% -4.1% -19.7%
OSK 4/30/10 38.62 38.34 - 118.81 - -0.7% -4.1% 3.4%
VPHM 5/7/10 12.06 13.40 - 111.26 - 11.1% 2.4% 8.7%
CHOP 5/14/10 6.54 6.54 - 113.89 - 0.0% 0.0% 0.0%
















Totals 22.9% 7.1% 15.8%
59.6% of stocks beat the S&P 500 Benchmark
Closed 31.0% 5.4% 25.6%
S&P C

113.89

Open 10.2% 9.3% 0.9%

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