EOW

End of Week

Not a bad week, think I was up about 2%. I did sell 40% of my Intel as I "split" the baby and used the funds to buy SUPG. INTC is still 3.5% of my portfolio, so I was overweight anyway. Their earnings seemed decent, but the stock sold off a little bit today.

"Nano-Nano"

One of my best MFI stocks has been NVMI, which is up 62% since I bought them October 29th. They were up almost 10% today as all the Nano technology stocks were up on INTC's planned cap-ex spending (Intel's Spending Boosts Chip-Equipment Bulls). While NVMI is not "cheap" any more. By my measure, they rank #282. However, if you assume their next quarter will match their most recent quarter (which they are suggesting may happen) they jump to #98! I am not telling you to run out and buy NVMI, but I do like their prospects.

My Portfolio Versus Ed

As faithful readers know, I started a portfolio December 3rd of 50 stocks to hold for a year and am tracking how the do versus Ed's Talking Stock, a blog I read. He hasn't been doing to well, and I am trucking along a bit better than average.

stock	Initial	Shares	Current	Daily Change	Y-day	Current Value	Total Change
afam	35.17	56.87	37.88	-0.63%	2,168	2,154	7.71%
agx	8.43	237.25	9.79	2.09%	2,275	2,323	16.13%
amed	28.49	70.20	33.24	0.54%	2,321	2,333	16.67%
apol	35.35	56.58	42.31	-0.19%	2,398	2,394	19.69%
azn	47.99	41.68	47.52	-0.17%	1,984	1,980	-0.98%
cbst	21.20	94.34	22.45	-0.27%	2,124	2,118	5.90%
ccme	15.87	126.02	19.63	-4.94%	2,602	2,474	23.69%
ceu	3.44	581.40	2.26	-2.59%	1,349	1,314	-34.30%
chke	19.81	100.96	18.75	1.68%	1,862	1,893	-5.35%
cmtl	30.70	65.15	28.21	-0.07%	1,839	1,838	-8.11%
cnxt	1.43	1,398.60	2.12	0.00%	2,965	2,965	48.25%
coco	4.24	471.70	5.06	7.20%	2,226	2,387	19.34%
csgs	19.02	105.15	19.45	0.78%	2,029	2,045	2.26%
dell	13.65	146.52	14.05	-0.85%	2,076	2,059	2.93%
dlx	22.02	90.83	24.23	0.29%	2,194	2,201	10.04%
eesc.ob	1.90	1,052.63	1.94	0.00%	2,042	2,042	2.11%
eme	28.02	71.38	30.09	0.53%	2,136	2,148	7.39%
frx	32.24	62.03	31.44	-0.38%	1,958	1,950	-2.48%
gme	21.15	94.56	20.37	-1.12%	1,948	1,926	-3.69%
hrb	13.37	149.59	12.81	2.23%	1,874	1,916	-3.07%
idcc	34.71	57.62	47.81	-0.46%	2,768	2,755	37.74%
ipxl	18.29	109.35	22.28	4.90%	2,323	2,436	21.82%
ksw	3.43	583.09	3.84	1.59%	2,204	2,239	13.99%
lnc	25.12	79.62	29.27	0.90%	2,310	2,330	16.72%
lo	81.74	24.47	77.07	0.10%	1,884	1,886	-5.71%
lps	31.13	64.25	31.67	4.42%	1,949	2,035	2.06%
mail	6.84	292.40	7.90	0.51%	2,298	2,310	15.50%
mpaa	11.68	171.23	14.68	2.87%	2,444	2,514	25.68%
mrx	26.88	74.40	26.46	0.15%	1,966	1,969	-1.34%
msft	26.89	74.38	28.30	0.39%	2,097	2,105	5.24%
navg	50.17	39.86	50.96	0.22%	2,027	2,031	1.57%
nvmi	7.42	269.54	9.60	9.34%	2,367	2,588	29.38%
osk	30.50	65.57	37.55	-1.31%	2,495	2,462	23.11%
ppd	65.17	30.69	62.00	1.26%	1,879	1,903	-4.86%
prsc	17.48	114.42	17.35	0.35%	1,978	1,985	-0.74%
pwer	10.40	192.31	10.71	-3.25%	2,129	2,060	2.98%
rtn	48.33	41.38	50.26	1.49%	2,049	2,080	4.77%
scei	6.76	295.86	6.89	-1.15%	2,062	2,038	1.92%
sndk	48.00	41.67	52.77	2.67%	2,142	2,199	9.94%
solr	7.87	254.13	10.75	1.03%	2,704	2,732	36.59%
supg	2.60	769.23	2.92	5.42%	2,131	2,246	12.31%
ter	12.43	160.90	14.70	4.85%	2,256	2,365	18.26%
tnav	6.86	291.55	7.31	1.25%	2,105	2,131	6.56%
tndm	14.71	135.96	15.65	-0.32%	2,135	2,128	6.39%
tsra	19.93	100.35	23.12	2.80%	2,257	2,320	16.01%
uis	24.27	82.41	27.11	2.07%	2,189	2,234	11.70%
untd	6.86	291.55	7.46	2.75%	2,117	2,175	8.75%
usb	24.76	80.78	27.37	2.32%	2,161	2,211	10.74%
veco	45.07	44.38	47.93	0.76%	2,111	2,127	6.35%
vr	29.59	67.59	30.90	-0.10%	2,091	2,089	5.17%
Totals			-	1.06%	107,995	109,142	9.25%
Ed	starting 12/3/10						-2.86%
MFI Index							9.70%
Russell 3000							6.22%