Wow

The incredible run continued yesterday. My MFI portfolio was up a staggering 2.4%. Lead by the Chinese portion of my portfolio, which I commented several weeks ago still had a ways to run.

• CCME was up 12%
• CEU was up 7.6%
• UTA was up 6.4%
• NEWN was up 5.2%

Here is a table showing how the Chinese stocks in my portfolio have fared since 9/24:

China	9/24/10	11/4/10	Change
CHCG	0.23	0.31	34.8%
UTA	4.22	6.28	48.8%
CEU	3.81	5.39	41.5%
eesc	2.30	2.02	-12.2%
CMFO	5.12	6.35	24.0%
NEWN	5.17	6.70	29.6%
CCME	8.48	18.72	120.8%
Combined			44.8%

Here is the table of my holdings:

Symbol	Initial	Current	Pct Gain
CCME	$9.49	$18.72	97.2%
CEL	$26.22	$33.14	29.5%
CEU	$4.61	$5.39	16.9%
CHKE	$18.18	$19.08	8.2%
CMFO	$5.29	$6.35	20.0%
CMTL	$26.66	$31.82	20.3%
EESC	$2.27	$2.02	-11.2%
FLL	$3.15	$3.58	13.7%
INTC	$18.97	$20.48	7.9%
KSW	$3.64	$3.20	-10.0%
MAIL	$6.09	$7.13	23.0%
NEWN	$6.53	$6.70	2.5%
NVMI	$5.94	$6.20	4.5%
PETS	$16.40	$16.16	-1.5%
PM	$44.30	$59.30	36.6%
RAI	$53.55	$65.48	27.3%
SNDK	$38.28	$38.10	-0.5%
STRA	$129.55	$135.05	4.2%
TTT	$9.42	$14.75	57.4%
UNTD	$5.90	$6.14	8.4%
UTA	$3.34	$6.28	88.3%
Grand Total			21.0%

UNTD announced decent earnings last night (United Online Reports Third Quarter Results). I do get a little nervous with UNTD as their fx adjusted revenues were down 6% and they do have a fair amount of debt. I'd feel better if at least the FTD business was growning.