On the top 50 list, three new ones: GXDX, IPXL and SOHU. All three of these are interesting candidates for new money. I already own GXDX (it was crushed 24% on Friday... a bit unfairly IMHO). IPXL for some reason had huge earnings in 2010, and do not expect to repeat on 2011. But they are in the Generic business, which I think in today's world is a good space to be. I will certainly consider them. Then SOHU is a Chinese gaming company. They look dirt cheap as they have a ton of cash and are expecting growth. I feel a bit over-exposed to China right now, so I will likely lean to IPXL. I do intend to sell HCKT tomorrow.
I was really disappointed with QCOR on Friday. I didn't quite understand it, they got approved to roll out their drug to infants, which should increase revenues... but the stock tanked after being up 6% in pre-trading.
Here are my current overall holdings:
| Data | |||||
| Purchase Date | Symbol | Initial Price | Current Price | Avg of Gain | Avg of IWV Gain |
| 5/7/2009 | HCKT | $2.30 | $2.73 | 18.8% | 25.6% |
| 5/21/2009 | UEPS | $12.50 | $13.94 | 11.5% | 27.8% |
| 5/29/2009 | UTA | $7.90 | $7.64 | -3.3% | 23.1% |
| WILC | $2.12 | $5.42 | 155.7% | 23.1% | |
| 6/9/2009 | CHCG | $1.12 | $0.39 | -65.3% | 20.0% |
| FRX | $23.10 | $26.57 | 15.0% | 20.0% | |
| PFE | $14.13 | $16.46 | 21.3% | 20.0% | |
| 6/12/2009 | ENDP | $16.72 | $21.06 | 26.0% | 19.4% |
| 7/21/2009 | TTT | $8.92 | $13.42 | 50.5% | 18.3% |
| 7/27/2009 | GIGM | $5.02 | $2.42 | -51.8% | 14.8% |
| RTN | $45.61 | $55.17 | 23.1% | 14.8% | |
| 7/30/2009 | BIOC | $3.70 | $4.75 | 28.4% | 14.3% |
| BR | $16.53 | $22.67 | 39.7% | 14.3% | |
| CBI | $13.62 | $18.97 | 39.3% | 14.3% | |
| 8/14/2009 | BKE | $26.66 | $33.84 | 35.9% | 11.9% |
| 8/18/2009 | PVSW | $4.96 | $4.81 | -3.0% | 13.7% |
| 8/26/2009 | CEU | $5.40 | $4.39 | -18.7% | 9.3% |
| 8/27/2009 | GTLS | $19.50 | $18.74 | -3.9% | 9.3% |
| 9/8/2009 | AMED | $35.86 | $54.05 | 50.7% | 9.5% |
| 9/21/2009 | WTW | $26.00 | $26.27 | 3.1% | 5.0% |
| 9/22/2009 | QCOR | $5.42 | $8.60 | 58.7% | 4.3% |
| 9/28/2009 | TTT | $10.28 | $13.42 | 30.6% | 5.3% |
| 9/30/2009 | JCOM | $23.00 | $22.64 | -1.6% | 5.9% |
| PRIM | $7.30 | $7.25 | 0.0% | 5.9% | |
| 10/2/2009 | KSW | $3.60 | $3.32 | -5.0% | 9.2% |
| ######## | LIWA | $7.39 | $8.28 | 12.0% | 2.4% |
| ######## | AGX | $12.31 | $10.75 | -12.7% | 2.5% |
| ######## | CMFO | $4.30 | $6.18 | 43.7% | 8.7% |
| RGR | $10.59 | $16.58 | 58.0% | 8.7% | |
| 11/3/2009 | ESI | $93.61 | $101.19 | 8.1% | 7.6% |
| ######## | IDCC | $23.62 | $25.94 | 9.8% | 1.2% |
| ######## | QKLS | $5.75 | $5.04 | -12.3% | 3.1% |
| 12/2/2009 | TSRA | $23.92 | $18.50 | -22.7% | 1.4% |
| 12/4/2009 | CBPO | $9.15 | $11.83 | 29.3% | 1.5% |
| ######## | CF | $89.45 | $73.30 | -18.1% | 1.6% |
| ######## | CYTK | $2.59 | $2.91 | 12.4% | 1.6% |
| 1/5/2010 | SHE | $5.31 | $8.07 | 52.0% | -0.6% |
| 1/14/2010 | TRMS | $2.46 | $2.34 | -4.9% | -2.5% |
| 1/20/2010 | RAI | $53.55 | $52.17 | -0.9% | -2.5% |
| 1/29/2010 | GXDX | $31.69 | $27.89 | -12.0% | 2.5% |
| 2/5/2010 | UIS | $34.07 | $23.58 | -30.8% | 6.0% |
| 2/23/2010 | CSKI | $15.45 | $13.02 | -15.7% | 1.8% |
| 2/27/2010 | TNDM | $15.31 | $13.02 | -15.0% | 2.5% |
| 3/1/2010 | ODSY | $17.72 | $18.98 | 7.1% | 0.3% |
| UIS | $35.22 | $23.58 | -33.1% | 0.3% | |
| 3/8/2010 | DNB | $69.93 | $74.10 | 6.0% | -2.6% |
| 3/12/2010 | KSW | $3.90 | $3.32 | -12.3% | -3.7% |
| PRSC | $14.35 | $16.68 | 16.2% | -3.7% | |
| 3/18/2010 | KSW | $3.65 | $3.32 | -6.3% | -3.9% |
| 4/12/2010 | NEWN | $8.20 | $6.80 | -17.1% | -7.0% |
| 4/21/2010 | CCME | $12.57 | $10.96 | -12.8% | -8.3% |
| 4/30/2010 | OSK | $39.33 | $36.31 | -7.7% | -7.9% |
| Grand Total | $18.97 | $19.68 | 9.2% | 7.1% | |
| Actual Totals (adj as all purchase not equal $) | 7.0% | 6.1% | |||
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