Sunday, December 05, 2010

Some Weekly Numbers

I took a look to see what new stocks were added to Mechanical portfolios this week. There was a new name, that was an old name. Good old Dell. They were last on the list February 21, 2009 and the bargain price of 8.41 and closed out a year later for a nice 60% gain. Of course you could have thrown a rock in February 2009 and ended up with a +60% stock. The S&P went up in the same year by 46%. I would not say not to buy Dell. But the tech stock I am really leaning towards in Microsoft. Everyone in talking about the Kinect, and they have a decent dividend.

MFI Index - Weekly and Y-T-D

Here is how my MFI Index did this week:

Stock Start Last Week Current YTD Change Weekly Change
amed 48.60 29.00 27.53 -43.4% -5.1%
ARO 22.70 26.90 23.09 1.7% -14.2%
CBI 20.22 28.18 30.60 51.3% 8.6%
CBPO 12.08 10.92 11.62 -3.8% 6.4%
CBST 18.97 23.34 21.54 13.5% -7.7%
CEU 6.12 4.41 3.45 -43.6% -21.8%
CF 90.38 122.81 126.83 40.3% 3.3%
CHKE 16.77 20.64 19.44 15.9% -5.8%
CYTK 2.91 2.23 2.18 -25.1% -2.2%
DLX 14.06 22.19 22.02 56.6% -0.8%
ELNK 7.87 9.08 9.14 16.1% 0.7%
EME 26.90 26.38 28.13 4.6% 6.6%
ENDP 20.52 35.35 36.50 77.9% 3.3%
EPAX 13.05 10.59 11.00 -15.7% 3.9%
ESI 95.96 59.99 59.74 -37.7% -0.4%
EXBD 22.56 34.27 36.60 62.2% 6.8%
FIX 12.17 11.35 12.06 -0.9% 6.3%
FLR 44.66 57.59 61.77 38.3% 7.3%
FRX 32.11 31.85 32.31 0.6% 1.4%
FWLT 29.44 28.78 31.11 5.7% 8.1%
GHM 20.62 17.01 17.12 -17.0% 0.6%
GME 21.94 20.50 21.33 -2.8% 4.0%
GTLS 16.52 28.45 33.18 100.8% 16.6%
IDCC 26.56 34.12 35.12 32.2% 2.9%
IMMU 3.21 3.20 3.35 4.4% 4.7%
JTX 4.40 0.83 0.77 -82.5% -7.2%
LO 76.95 83.52 81.75 6.2% -2.1%
NSR 23.04 26.66 26.21 13.8% -1.7%
PDLI 5.89 5.77 5.87 -0.3% 1.7%
PPD 41.08 61.86 65.58 59.6% 6.0%
PRGX 5.91 5.86 5.89 -0.3% 0.5%
PRIM 7.88 8.64 8.95 13.6% 3.6%
QCOR 4.75 14.73 14.08 196.4% -4.4%
RGR 9.49 16.10 15.90 67.5% -1.2%
RTN 50.37 46.48 47.43 -5.8% 2.0%
SNTA 5.06 4.13 4.88 -3.6% 18.2%
SOLR 5.56 7.09 7.96 43.2% 12.3%
TSRA 23.27 20.65 20.25 -13.0% -1.9%
ttt 10.01 14.62 15.86 58.4% 8.4%
UEPS 19.40 12.04 12.54 -35.4% 4.1%
UNTD 6.76 6.20 6.75 -0.1% 8.9%
USMO 10.43 16.70 18.07 73.3% 8.2%
UTA 10.56 6.26 6.21 -41.2% -0.8%
VALV 5.15 6.92 6.34 23.1% -8.4%
VCLK 10.12 15.76 16.27 60.8% 3.2%
VGR 13.09 18.65 16.74 27.9% -10.2%
WTW 28.61 34.36 35.49 24.0% 3.3%
Totals 9,666 11,162 11,383 17.8% 1.98%

Up about 2%, nothing to sneeze at and the 17.8% for the year is quite snappy.

My Inception to Date Chart

I was not so good on the week, actually down 1.3%. CEU being down 22% on the week hurt (though I dampened that by buying some at fire sale prices) and CCME was down 16% as it just moves all over the place.



Here is the same items in tabular format:

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 11.99% 11.20%



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 -2.76% 13.01%


Current Top 200

Here is my listing of the top 200 stocks:

Ticker Rank Date Stock Price Market Cap Earnings Yield ROIC Yahoo Yield
BDSI 1 12/5 2.68 64 75% 1295% 0.0%
MAIL 2 12/5 6.83 66 29% 1128% 18.7%
CCME 3 12/5 14.80 569 33% 769% 0.0%
PDLI 4 12/5 5.87 1,011 22% 310885% 17.0%
ELNK 5 12/5 9.14 1,001 30% 602% 6.6%
UEPS 6 12/5 12.54 569 26% 632% 0.0%
ARIA 7 12/5 4.10 454 22% 1228% 0.0%
IDCC 8 12/5 35.12 1,566 20% 2691% 0.0%
GAME 9 12/5 5.77 1,644 21% 1033% 0.0%
SOLR 10 12/5 7.96 1,201 21% 703% 0.0%
IPXL 11 12/5 18.11 1,186 54% 300% 0.0%
ESI 12 12/5 59.74 1,972 30% 306% 0.0%
BPI 13 12/5 15.60 926 26% 338% 0.0%
MRX 14 12/5 27.20 1,759 18% 893% 0.8%
AGX 15 12/5 8.77 120 18% 598% 0.0%
TNAV 16 12/5 6.77 304 43% 217% 0.0%
APOL 17 12/5 36.38 5,396 28% 227% 0.0%
FRX 18 12/5 32.31 9,289 23% 260% 0.0%
OSK 19 12/5 31.90 2,912 36% 206% 0.0%
CEU 20 12/5 3.45 108 63% 187% 0.0%
SCEI 21 12/5 6.72 126 30% 206% 0.0%
PRSC 22 12/5 17.37 231 18% 380% 0.0%
USMO 23 12/5 18.07 404 22% 219% 11.3%
AMED 24 12/5 27.53 785 25% 186% 0.0%
HRB 25 12/5 13.16 4,207 18% 272% 4.5%
CRME 26 12/5 5.12 316 20% 207% 0.0%
UIS 27 12/5 24.56 1,063 26% 166% 0.0%
SUPG 28 12/5 2.66 161 18% 252% 0.0%
LO 29 12/5 81.75 12,388 13% 707% 5.2%
ASGR 30 12/5 15.02 134 18% 202% 1.6%
VPHM 31 12/5 15.96 1,438 17% 225% 0.0%
AFAM 32 12/5 33.53 313 19% 178% 0.0%
CNET 33 12/5 3.95 83 22% 142% 0.0%
CNXT 34 12/5 1.46 120 18% 184% 0.0%
INSP 35 12/5 7.65 275 20% 157% 0.0%
PPD 36 12/5 65.58 647 16% 227% 0.0%
TTT 37 12/5 8.51 274 32% 117% 26.6%
NEWN 38 12/5 7.73 98 20% 152% 0.0%
SNDK 39 12/5 48.31 11,629 14% 320% 0.0%
DJCO 40 12/5 72.00 99 25% 121% 0.0%
CBST 41 12/5 21.54 1,503 16% 212% 0.0%
CYOU 42 12/5 30.32 1,611 14% 352% 0.0%
DLX 43 12/5 22.02 1,131 15% 240% 4.5%
CMM 44 12/5 3.34 88 48% 99% 0.0%
CECO 45 12/5 18.76 1,497 27% 110% 0.0%
CSGS 46 12/5 18.76 612 18% 139% 0.0%
MPAA 47 12/5 11.80 144 15% 198% 0.0%
TSRA 48 12/5 20.25 1,022 15% 182% 0.0%
RDA 49 12/5 14.83 128 15% 205% 0.0%
CSKI 50 12/5 7.03 118 92% 89% 0.0%
GA 51 12/5 7.17 1,674 12% 476% 2.5%
MSFT 52 12/5 27.02 234,939 13% 345% 2.1%
ARO 53 12/5 23.09 2,145 21% 109% 0.0%
VALU 54 12/5 14.35 143 13% 363% 2.8%
RTN 55 12/5 47.43 17,763 17% 147% 3.0%
SNTS 56 12/5 2.88 169 12% 2044% 0.0%
AZN 57 12/5 48.23 70,319 18% 121% 5.0%
LIWA 58 12/5 11.51 345 18% 117% 0.0%
SPNS 59 12/5 2.47 56 12% 656% 0.0%
LOV 60 12/5 2.96 61 13% 286% 0.0%
UNTD 61 12/5 6.75 588 14% 194% 5.8%
ZSTN 62 12/5 7.25 84 46% 80% 0.0%
DELL 63 12/5 13.69 26,682 14% 170% 0.0%
NOK 64 12/5 10.00 37,118 14% 170% 5.7%
UTA 65 12/5 6.21 127 42% 79% 0.0%
COCO 66 12/5 4.43 390 43% 78% 0.0%
CBPO 67 12/5 11.62 309 22% 90% 0.0%
GME 68 12/5 21.33 3,269 19% 99% 0.0%
LPS 69 12/5 31.12 2,884 14% 173% 1.3%
LHCG 70 12/5 24.74 451 18% 103% 0.0%
EME 71 12/5 28.13 1,868 16% 120% 0.0%
CHKE 72 12/5 19.44 172 11% 592% 7.7%
KLIC 73 12/5 7.12 507 35% 76% 0.0%
RIMG 74 12/5 15.28 147 26% 80% 0.0%
NEP 75 12/5 6.28 196 36% 76% 0.0%
ZLCS 76 12/5 1.27 113 14% 145% 0.0%
TNDM 77 12/5 15.26 511 19% 93% 0.0%
CMTL 78 12/5 30.97 1,055 18% 97% 0.8%
MHP 79 12/5 35.69 11,039 12% 258% 2.6%
AOL 80 12/5 25.18 2,702 21% 86% 0.0%
TER 81 12/5 12.73 2,920 16% 112% 0.0%
MFW 82 12/5 24.73 482 14% 145% 0.0%
CEPH 83 12/5 65.92 5,258 17% 98% 0.0%
CNU 84 12/5 4.76 295 14% 133% 0.0%
XRS 85 12/5 16.56 199 11% 358% 0.0%
GILD 86 12/5 37.25 31,559 13% 170% 0.0%
LINC 87 12/5 16.14 403 27% 73% 0.0%
DRWI 88 12/5 7.94 291 19% 84% 0.0%
BSPM 89 12/5 2.74 75 32% 71% 0.0%
DGW 90 12/5 12.53 309 30% 71% 0.0%
DV 91 12/5 43.76 3,136 15% 111% 0.5%
EGY 92 12/5 7.95 455 20% 79% 0.0%
GLPW 93 12/5 20.60 338 14% 122% 0.0%
NATH 94 12/5 15.99 91 14% 129% 0.0%
SNDA 95 12/5 38.97 2,289 12% 164% 0.0%
NVMI 96 12/5 7.64 202 12% 228% 0.0%
KIRK 97 12/5 13.89 285 22% 72% 0.0%
CHBT 98 12/5 11.51 281 27% 67% 0.0%
STRA 99 12/5 136.77 1,854 12% 202% 2.4%
AHCI 100 12/5 2.90 131 15% 93% 0.0%
CSFS 101 12/5 13.93 244 13% 140% 1.4%
NSR 102 12/5 26.21 1,993 12% 200% 0.0%
LMT 103 12/5 69.18 25,175 15% 96% 3.8%
STV 104 12/5 8.46 497 12% 182% 0.0%
PWER 105 12/5 10.57 1,524 14% 106% 0.0%
RAI 106 12/5 32.35 18,925 11% 250% 5.6%
RGR 107 12/5 15.90 306 18% 75% 2.1%
WSTG 108 12/5 11.41 51 15% 87% 5.1%
GXDX 109 12/5 17.09 310 25% 66% 0.0%
CHOP 110 12/5 5.71 277 27% 64% 0.0%
CRTX 111 12/5 5.76 150 10% 699% 0.0%
STX 112 12/5 14.98 7,295 24% 65% 0.0%
SCLN 113 12/5 3.79 186 15% 84% 0.0%
WDC 114 12/5 34.67 8,113 26% 63% 0.0%
INTC 115 12/5 21.69 123,503 15% 88% 2.9%
VECO 116 12/5 46.65 1,971 12% 130% 0.0%
HRS 117 12/5 45.57 5,819 15% 86% 2.1%
EK 118 12/5 4.73 1,270 58% 57% 0.0%
IVAC 119 12/5 14.16 324 17% 73% 0.0%
PETS 120 12/5 17.98 409 11% 209% 2.5%
UG 121 12/5 13.96 64 11% 177% 4.5%
PWRD 122 12/5 23.40 1,236 14% 88% 0.0%
CPLA 123 12/5 57.86 972 11% 202% 0.0%
TPI 124 12/5 2.89 87 27% 58% 0.9%
IOSP 125 12/5 21.13 528 19% 66% 0.0%
VG 126 12/5 2.35 498 13% 111% 0.0%
MD 127 12/5 64.16 3,046 10% 695% 0.0%
TOD 128 12/5 18.46 107 33% 57% 1.1%
MCK 129 12/5 67.01 17,557 12% 121% 1.0%
FLL 130 12/5 3.54 64 16% 74% 0.0%
CBEH 131 12/5 7.76 336 19% 64% 0.0%
PRM 132 12/5 5.10 226 11% 219% 5.5%
LTXC 133 12/5 8.45 422 13% 94% 0.0%
CSCO 134 12/5 19.07 108,222 11% 237% 0.0%
MANT 135 12/5 40.47 1,475 13% 92% 0.0%
MSPD 136 12/5 6.49 233 13% 105% 0.0%
RIMM 137 12/5 62.65 34,231 12% 109% 0.0%
MEDQ 138 12/5 8.95 336 11% 187% 52.2%
ARRS 139 12/5 10.48 1,338 16% 70% 0.0%
GRMN 140 12/5 31.84 6,219 15% 73% 4.9%
MO 141 12/5 23.81 49,525 10% 265% 6.0%
ABC 142 12/5 32.14 9,122 11% 152% 1.1%
LXK 143 12/5 37.84 3,016 20% 59% 0.0%
CVVT 144 12/5 9.35 330 21% 58% 0.0%
GD 145 12/5 67.58 25,852 14% 78% 2.4%
CPY 146 12/5 29.20 214 12% 101% 3.1%
AOSL 147 12/5 13.06 309 17% 64% 0.0%
RIGL 148 12/5 8.26 436 11% 156% 0.0%
CELM 149 12/5 4.99 105 25% 55% 0.0%
MSN 150 12/5 2.03 55 34% 53% 0.0%
GEDU 151 12/5 8.11 52 18% 62% 0.0%
APAC 152 12/5 6.09 333 13% 85% 0.0%
ISSI 153 12/5 8.25 228 29% 53% 0.0%
UFPT 154 12/5 11.92 81 21% 56% 0.0%
SAI 155 12/5 15.88 5,796 14% 77% 0.0%
GPS 156 12/5 21.44 13,421 17% 65% 1.8%
GFRE 157 12/5 11.17 388 20% 57% 0.0%
TRCR 158 12/5 15.48 167 10% 248% 0.0%
LLY 159 12/5 34.14 37,731 17% 64% 5.7%
JCOM 160 12/5 28.02 1,287 10% 912% 0.0%
BKE 161 12/5 37.66 1,767 13% 91% 2.1%
LRCX 162 12/5 49.22 6,162 12% 99% 0.0%
DRCO 163 12/5 13.37 135 15% 69% 0.0%
EDMC 164 12/5 13.83 1,977 15% 71% 0.0%
SPU 165 12/5 4.79 113 38% 50% 0.0%
TRLG 166 12/5 21.93 543 17% 61% 0.0%
PBH 167 12/5 11.90 597 10% 227% 0.0%
EDS 168 12/5 8.49 237 42% 50% 0.0%
TWX 169 12/5 30.64 34,868 11% 120% 2.8%
DGX 170 12/5 50.10 8,733 11% 112% 0.8%
WU 171 12/5 18.25 12,069 10% 689% 1.3%
ROST 172 12/5 65.13 7,752 12% 91% 1.2%
DM 173 12/5 13.98 424 10% 268% 0.0%
FSYS 174 12/5 35.59 629 16% 61% 0.0%
PZZ 175 12/5 8.57 198 13% 73% 0.0%
HPQ 176 12/5 43.03 98,840 12% 96% 0.7%
BR 177 12/5 22.16 2,872 11% 130% 2.6%
REV 178 12/5 10.47 548 11% 114% 1.6%
WTW 179 12/5 35.49 2,672 9% 1205% 2.0%
BLUD 180 12/5 18.47 1,302 12% 93% 0.0%
TJX 181 12/5 45.29 18,254 13% 74% 1.3%
HITK 182 12/5 24.37 316 17% 57% 0.0%
XRTX 183 12/5 16.09 503 27% 48% 0.0%
NUS 184 12/5 32.10 2,056 10% 167% 1.6%
MKSI 185 12/5 21.30 1,086 22% 50% 0.0%
MDP 186 12/5 34.18 1,564 11% 112% 2.7%
RLRN 187 12/5 12.27 360 10% 486% 18.4%
CHRM 188 12/5 9.90 387 13% 74% 0.0%
BLC 189 12/5 6.16 638 12% 93% 0.0%
LLL 190 12/5 73.25 8,402 14% 63% 2.2%
GPX 191 12/5 9.60 180 11% 95% 0.0%
GCI 192 12/5 14.65 3,543 17% 55% 1.1%
CEL 193 12/5 34.54 3,430 12% 80% 7.2%
NOC 194 12/5 63.21 18,811 14% 63% 2.9%
BIIB 195 12/5 67.00 16,235 12% 86% 0.0%
DPZ 196 12/5 14.85 901 10% 231% 0.0%
AFCE 197 12/5 13.90 354 10% 200% 0.0%
NTRI 198 12/5 19.21 528 10% 152% 3.6%
DNB 199 12/5 77.80 3,898 9% 845% 1.8%
PVSW 200 12/5 5.15 83 10% 362% 0.0%

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