Decent Up Day

Up about 0.77% today. Here is a quick peek at how I have done... note I am catching up for 2010.

MFI Annual Performance
	ITD	Annual
2006	10.74%	10.74%
2007	-6.57%	-15.63%
2008	-41.60%	-37.50%
2009	0.71%	72.47%
2010	7.05%	6.29%
IWV Annual Performance
	ITD	Annual
2006	11.23%	11.23%
2007	4.65%	-5.91%
2008	-30.54%	-33.63%
2009	-13.95%	23.87%
2010	-7.30%	7.73%

I have a stock coming up on its one year anniversary next week: CMFO. I have been ignoring the one year rule to a large extent and have held KSW and TTT past their anniversaries. CMFO is up a snappy 47%. I will likely use it to increase my position in a current holding, we'll see which one next week. But I am slowly trying to switch to dividend stocks.

Symbol	Initial	Current	Pct Gain	R3K Change	Yield
CCME	$9.49	$15.74	65.8%	9.7%	0.0%
CEL	$26.22	$33.27	30.0%	10.9%	7.5%
CEU	$4.61	$5.25	13.9%	2.1%	0.0%
CHKE	$18.18	$18.88	7.1%	10.5%	8.1%
CMFO	$5.09	$6.41	25.8%	7.8%	0.0%
CMTL	$26.66	$30.77	16.4%	3.9%	3.2%
EESC	$2.60	$2.11	-18.8%	7.8%	0.0%
FLL	$3.15	$3.51	11.4%	7.4%	0.0%
INTC	$18.97	$19.74	4.0%	4.8%	3.2%
KSW	$3.64	$3.09	-13.2%	7.5%	3.2%
MAIL	$6.09	$6.16	7.1%	5.4%	7.3%
NEWN	$6.53	$6.65	1.8%	1.7%	0.0%
PETS	$16.40	$15.68	-4.4%	1.1%	3.2%
PM	$44.30	$57.69	33.0%	9.2%	4.4%
RAI	$53.55	$62.52	21.8%	4.6%	6.3%
SNDK	$38.75	$37.93	-2.1%	1.3%	0.0%
STRA	$129.00	$129.33	0.3%	1.2%	2.3%
TTT	$9.42	$14.84	60.6%	21.2%	1.7%
UNTD	$5.90	$5.78	2.1%	10.7%	6.9%
UTA	$4.52	$5.45	14.3%	7.5%	0.0%
VALU	$14.70	$5.78	-0.5%	11.3%	6.9%
Grand Total			15.7%	5.8%	2.5%

Finally got decent earnings on SNDK this evening (SanDisk Profit Tops Analysts' Estimates; Shares Rise). This is an extremely cheap stock when you consider their income was up 39% YoY and even +5% sequentially. Clearly the market doesn't think they can continue their pace. We'll see a year from now. If they don't pop, I may add more when I sell the CMFO.