Top 30 Screen: IPXL and SUPG
Top 50 screen: CJJD and FSYS
Not sure I'll be a buyer on any of these (I do own IPXL already). FSYS looks intriguing and I do like IPXL. Here is how the mechanical top 30 (open positions) is faring. Been tough sledding of late:
| Symbol | Original | Current | Dividend | S&P O | S&P D | Stock Chg | S&P Chg | Diff | |
| BKE | 8/14/09 | 26.54 | 26.23 | 2.60 | 100.79 | 3.69 | 8.6% | 15.2% | -6.5% |
| GTLS | 8/14/09 | 20.73 | 17.24 | - | 100.79 | 3.69 | -16.8% | 15.2% | -32.0% |
| PRIM | 8/14/09 | 6.95 | 7.06 | 0.08 | 100.79 | 3.69 | 2.7% | 15.2% | -12.5% |
| SEPR | 8/14/09 | 18.12 | 23.00 | - | 100.79 | 3.69 | 26.9% | 15.2% | 11.8% |
| PVSW | 8/14/09 | 5.00 | 4.84 | - | 100.79 | 3.69 | -3.2% | 15.2% | -18.4% |
| CEU | 8/21/09 | 5.10 | 4.05 | - | 102.96 | 3.69 | -20.6% | 12.7% | -33.3% |
| cytk | 8/28/09 | 3.04 | 2.26 | - | 103.38 | 3.69 | -25.7% | 12.3% | -37.9% |
| jcom | 8/28/09 | 22.14 | 24.25 | - | 103.38 | 3.69 | 9.5% | 12.3% | -2.8% |
| AMED | 9/4/09 | 35.00 | 26.79 | - | 102.06 | 3.69 | -23.5% | 13.7% | -37.2% |
| MIPS | 9/18/09 | 3.72 | 6.49 | - | 106.72 | 3.69 | 74.5% | 8.8% | 65.7% |
| MHP | 9/25/09 | 23.67 | 30.58 | 0.46 | 104.45 | 1.60 | 31.1% | 9.1% | 22.0% |
| AGX | 10/16/09 | 12.50 | 8.50 | - | 108.89 | 1.60 | -32.0% | 4.7% | -36.7% |
| BBND | 10/30/09 | 3.70 | 2.91 | - | 103.56 | 1.60 | -21.4% | 10.1% | -31.4% |
| FLR | 10/30/09 | 44.42 | 48.75 | - | 103.56 | 1.60 | 9.7% | 10.1% | -0.3% |
| RGR | 10/30/09 | 10.62 | 14.35 | 0.28 | 103.56 | 1.60 | 37.7% | 10.1% | 27.7% |
| RTN | 10/30/09 | 45.28 | 46.14 | 0.69 | 103.56 | 1.60 | 3.4% | 10.1% | -6.7% |
| VRSK | 10/30/09 | 27.43 | 28.50 | - | 103.56 | 1.60 | 3.9% | 10.1% | -6.2% |
| immu | 11/6/09 | 3.61 | 3.18 | - | 107.13 | 1.60 | -11.9% | 6.4% | -18.3% |
| cbst | 11/6/09 | 17.60 | 22.62 | - | 107.13 | 1.60 | 28.5% | 6.4% | 22.1% |
| snta | 11/6/09 | 3.20 | 3.03 | - | 107.13 | 1.60 | -5.3% | 6.4% | -11.7% |
| CNU | 11/13/09 | 3.10 | 3.60 | - | 109.62 | 1.60 | 16.1% | 4.0% | 12.1% |
| IDCC | 11/20/09 | 23.56 | 26.90 | - | 109.43 | 1.60 | 14.2% | 4.2% | 10.0% |
| PDLI | 11/27/09 | 6.63 | 6.43 | 0.50 | 109.57 | 1.60 | 4.5% | 4.0% | 0.5% |
| ARO | 12/4/09 | 28.95 | 37.29 | - | 111.01 | 1.60 | 28.8% | 2.7% | 26.1% |
| CBPO | 12/4/09 | 9.06 | 12.81 | - | 111.01 | 1.60 | 41.4% | 2.7% | 38.7% |
| VALV | 12/31/09 | 5.15 | 7.95 | - | 111.44 | 1.01 | 54.4% | 1.8% | 52.6% |
| SMED | 2/5/10 | 6.74 | 5.32 | - | 106.66 | 1.01 | -21.1% | 6.3% | -27.4% |
| SPMD | 2/5/10 | 36.63 | 17.91 | - | 106.66 | 1.01 | -51.1% | 6.3% | -57.4% |
| XOMA | 2/5/10 | 0.42 | 0.29 | - | 106.66 | 1.01 | -30.8% | 6.3% | -37.1% |
| MGIC | 2/19/10 | 1.77 | 2.70 | - | 111.14 | 1.01 | 52.5% | 2.0% | 50.5% |
| UIS | 2/26/10 | 34.91 | 24.82 | - | 110.74 | 1.01 | -28.9% | 2.4% | -31.3% |
| SNTS | 3/5/10 | 4.87 | 2.47 | - | 114.25 | 1.01 | -49.3% | -0.7% | -48.5% |
| PRSC | 3/12/10 | 14.18 | 14.89 | - | 115.46 | 1.01 | 5.0% | -1.8% | 6.8% |
| WTW | 3/19/10 | 25.20 | 29.23 | - | 115.97 | 0.53 | 16.0% | -2.6% | 18.6% |
| QDEL | 3/25/10 | 13.73 | 12.82 | - | 116.58 | 0.53 | -6.6% | -3.1% | -3.5% |
| BDSI | 4/16/10 | 4.12 | 2.40 | - | 119.36 | 0.53 | -41.7% | -5.4% | -36.4% |
| ABC | 4/23/10 | 31.13 | 30.24 | - | 121.81 | 0.53 | -2.9% | -7.3% | 4.4% |
| APOL | 4/30/10 | 57.41 | 42.49 | - | 118.81 | 0.53 | -26.0% | -5.0% | -21.0% |
| SVA | 4/30/10 | 5.79 | 4.25 | - | 118.81 | 0.53 | -26.6% | -5.0% | -21.6% |
| OSK | 4/30/10 | 38.62 | 30.48 | - | 118.81 | 0.53 | -21.1% | -5.0% | -16.1% |
| VPHM | 5/7/10 | 12.06 | 13.20 | - | 111.26 | 0.53 | 9.5% | 1.5% | 8.0% |
| CHOP | 5/14/10 | 6.54 | 5.56 | - | 113.89 | 0.53 | -15.0% | -0.8% | -14.1% |
| MRX | 5/21/10 | 22.50 | 27.69 | - | 107.71 | 0.53 | 23.1% | 4.8% | 18.2% |
| CRXX | 6/4/10 | 1.53 | 1.52 | - | 106.82 | 0.53 | -0.7% | 5.7% | -6.4% |
| TNAV | 6/4/10 | 8.53 | 5.00 | - | 106.82 | 0.53 | -41.4% | 5.7% | -47.1% |
| JGBO | 6/11/10 | 8.45 | 9.35 | - | 109.68 | 0.53 | 10.7% | 3.0% | 7.7% |
| VALU | 6/11/10 | 17.84 | 15.41 | - | 109.68 | 0.53 | -13.6% | 3.0% | -16.6% |
| DRWI | 7/16/10 | 5.23 | 6.00 | - | 106.66 | - | 14.7% | 5.4% | 9.3% |
| DJCO | 7/30/10 | 79.63 | 70.00 | - | 112.46 | - | -12.1% | -0.1% | -12.0% |
| SCEI | 7/30/10 | 5.35 | 6.00 | - | 112.46 | - | 12.1% | -0.1% | 12.2% |
| SNDK | 7/30/10 | 45.27 | 45.14 | - | 112.46 | - | -0.3% | -0.1% | -0.2% |
| IPXL | 8/6/10 | 17.00 | 17.00 | - | 112.39 | - | 0.0% | 0.0% | 0.0% |
| SUPG | 8/6/10 | 1.99 | 1.99 | - | 112.39 | - | 0.0% | 0.0% | 0.0% |
| Totals | 18.0% | 6.4% | 11.6% | ||||||
| 53.9% of stocks beat the S&P 500 Benchmark | Closed | 27.8% | 7.3% | 20.6% | |||||
| S&P C | 112.39 | Open | -0.2% | 4.8% | -5.0% | ||||
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