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%