Wow, the market sure rocketed today. I can't say I really know why. Let us see what the "experts" say:- US STOCKS-Wall St soars to near 5-month high on stimulus hopes
- Market Snapshot: U.S. stocks jump higher with economic data
I guess as Warren Buffet famously said, "At the start of the party the punch is flowing and everything's going well, but you know at midnight it's all going to turn into pumpkins and mice. People think they'll be able to get out just before midnight, but everyone else thinks that too."
I am comfortable just doing nothing. I guess that is where I have been
trying to get to in my investing career. With my MFI portfolio being largely in dividend stocks (CHKE, CEL, UNTD, INTC, RAI, PM, VALU, CMTL, MAIL and TTT) I know that even if the market crashes that I will simply be reinvesting dividends in good companies to buy more shares. It takes the panic away for me. All these companies have strong balance sheets and maintained their dividends in 2008 and 2009.The only question is when to put the cash to work that I have kept on the sidelines? I do not know the answer, but I suspect if I meditate (and watch the markets) the answer will present itself. Patience Grasshopper.
Top 50 List (based on my Calcs)
| Rank | Stock | Market Cap | EY | ROC | Yield |
| 1 | SNTA | 157.34 | 77% | 3076% | 0.00% |
| 2 | BDSI | 70.68 | 69% | 1186% | 0.00% |
| 3 | SNTS | 182.27 | 31% | 4769% | 0.00% |
| 4 | 57.79 | 39% | 631% | 21.40% | |
| 5 | ARIA | 446.90 | 27% | 1068% | 0.00% |
| 6 | ELNK | 939.70 | 31% | 614% | 6.96% |
| 7 | JGBO | 112.49 | 248% | 363% | 0.00% |
| 8 | PDLI | 917.28 | 21% | 259717% | 42.14% |
| 9 | UEPS | 529.41 | 29% | 426% | 0.00% |
| 10 | IDCC | 1,333.14 | 26% | 475% | 0.00% |
| 11 | GAME | 1,643.39 | 18% | 1050% | 0.00% |
| 12 | CEU | 138.63 | 28% | 271% | 0.00% |
| 13 | BPI | 923.07 | 23% | 326% | 0.00% |
| 14 | TNAV | 217.74 | 65% | 209% | 0.00% |
| 15 | OSK | 2,612.23 | 36% | 215% | 0.00% |
| 16 | ESI | 2,365.65 | 24% | 296% | 0.00% |
| 17 | AMED | 690.90 | 30% | 217% | 0.00% |
| 18 | FRX | 9,425.12 | 21% | 313% | 0.00% |
| 19 | IPXL | 1,362.56 | 32% | 193% | 0.00% |
| 20 | IMMU | 254.46 | 15% | 784% | 0.00% |
| 21 | SOLR | 1,233.35 | 15% | 789% | 0.00% |
| 22 | HRB | 4,063.26 | 18% | 272% | 4.83% |
| 23 | SCEI | 117.60 | 27% | 170% | 0.00% |
| 24 | UIS | 1,233.14 | 24% | 183% | 0.00% |
| 25 | USMO | 374.38 | 23% | 189% | 6.25% |
| 26 | TRMS | 54.92 | 35% | 145% | 0.00% |
| 27 | SUPG | 128.22 | 24% | 171% | 0.00% |
| 28 | APOL | 7,689.17 | 18% | 228% | 0.00% |
| 29 | SNDK | 9,026.11 | 17% | 268% | 0.00% |
| 30 | PRSC | 257.25 | 16% | 299% | 0.00% |
| 31 | SMED | 78.18 | 24% | 157% | 0.00% |
| 32 | AGX | 133.43 | 14% | 598% | 0.00% |
| 33 | SNDA | 2,429.73 | 16% | 264% | 0.00% |
| 34 | CBP | 66.33 | 48% | 115% | 0.00% |
| 35 | DRWI | 237.45 | 34% | 118% | 0.00% |
| 36 | CSKI | 124.25 | 82% | 110% | 0.00% |
| 37 | AFAM | 276.11 | 20% | 154% | 0.00% |
| 38 | CSGS | 595.88 | 18% | 178% | 0.00% |
| 39 | PPD | 580.46 | 16% | 204% | 0.00% |
| 40 | CYOU | 1,486.63 | 14% | 334% | 0.00% |
| 41 | LO | 12,104.53 | 13% | 682% | 5.24% |
| 42 | DJCO | 100.98 | 24% | 121% | 0.00% |
| 43 | UNTD | 515.28 | 16% | 202% | 7.02% |
| 44 | VPHM | 1,332.03 | 15% | 224% | 0.00% |
| 45 | ARO | 2,240.81 | 21% | 135% | 0.00% |
| 46 | MRX | 1,964.69 | 13% | 806% | 0.75% |
| 47 | PSDV | 88.40 | 13% | 21142% | 0.00% |
| 48 | GA | 1,493.49 | 13% | 484% | 2.83% |
| 49 | CNU | 245.47 | 17% | 146% | 0.00% |
| 50 | ASGR | 136.05 | 15% | 192% | 1.53% |
Hi, this is "Marsh_Gerda's" daughter. I just want o say my dad is the best dad in the world. Don't you forget it. This means you!!!
Posts
2 comments:
Dear Marsh,
Not sure what your e-mail address is, so I'll just leave this here and hope you read comments.
Thanks for this blog. I've been MFIing for a year and am a regular reader of your blog. I greatly appreciate what you're doing here.
An idea: Have you thought about putting together (and publishing every so often!) a list of the top-50 dividend paying stocks (yield over 2.4% or something like that), ranked by MFI scores? So the #1 spot on the list would be the dividend payer with the best composite score on earnings yield and ROIC, and so forth.
Research on the South African stock market at http://www.powerstocks.co.za/, and your own backtesting, suggests that mimicking the MFI strategy, but using a list of MFI-ranked dividend payers instead of the orthodox MFI list might be a good strategy.
Well, thanks for any thoughts and for your fine work on this blog.
Yours sincerely,
Tom Crisp
Dear Marsh_Gerda's daughter:
Your Dad seems like a good guy, and he does a lot for strangers by keeping track of these companies and writing about them for us. So I, for one, am thankful he does it.
Post a Comment