Ed's Talking Stock versus my Spiffy Fifty

As my faithful readers know, I read a blog written by Ed McGon (Ed's Talking Stock). While Ed is well-read, quite witty and reasonably knowledgeable about stocks, he is (as JG puts it) running through a dynamite factory with a lit match. He does not really have a strategy or a plan, but invests largely emotionally and based upon gut and some combination of technical and fundamental analysis. To his credit, he posts his portfolio daily. I started my "spiffy-fifty" portfolio in early December and have been tracking it versus Ed's helter-skelter approach. It has not been much of a contest.

stock	Initial	Shares	Current	Daily Change	Y-day	Current Value	Total Change
afam	35.17	56.87	31.78	-0.47%	1,816	1,807	-9.64%
agx	8.43	237.25	9.40	-0.53%	2,242	2,230	11.51%
amed	28.49	70.20	33.26	3.37%	2,258	2,335	16.73%
apol	35.35	56.58	41.29	0.07%	2,334	2,336	16.80%
azn	47.99	41.68	51.99	0.58%	2,154	2,167	12.19%
cbst	21.20	94.34	35.98	2.20%	3,321	3,394	69.69%
ccme	15.87	126.02	11.88	0.00%	1,497	1,497	-25.14%
ceu	3.44	581.40	1.17	-4.10%	709	680	-65.99%
chke	19.81	100.96	19.65	1.11%	1,962	1,983	0.18%
cmtl	30.70	65.15	27.98	-0.07%	1,824	1,823	-7.23%
cnxt	1.43	1,398.60	2.40	0.00%	3,357	3,357	67.83%
coco	4.24	471.70	4.21	-1.41%	2,014	1,986	-0.71%
csgs	19.02	105.15	19.31	-0.23%	2,035	2,030	1.50%
dell	13.65	146.52	16.34	-2.45%	2,454	2,394	19.71%
dlx	22.02	90.83	26.74	0.19%	2,424	2,429	23.71%
eesc.ob	1.90	1,052.63	1.50	0.00%	1,579	1,579	-21.05%
eme	28.02	71.38	30.39	0.33%	2,162	2,169	8.46%
frx	32.24	62.03	35.28	0.37%	2,181	2,189	9.43%
gme	21.15	94.56	27.32	2.40%	2,523	2,583	29.17%
hrb	13.37	149.59	16.36	-0.79%	2,467	2,447	24.61%
idcc	34.71	57.62	43.72	2.03%	2,469	2,519	25.96%
ipxl	18.29	109.35	27.21	0.41%	2,963	2,975	48.77%
ksw	3.43	583.09	3.70	-0.27%	2,163	2,157	9.91%
lnc	25.12	79.62	29.76	0.95%	2,347	2,369	18.87%
lo	81.74	24.47	116.17	2.90%	2,762	2,842	43.71%
lps	31.13	64.25	28.09	-0.95%	1,822	1,805	-9.12%
mail	6.84	292.40	7.46	-0.13%	2,184	2,181	9.06%
mpaa	11.68	171.23	15.49	4.31%	2,543	2,652	32.62%
mrx	26.88	74.40	37.08	-0.27%	2,766	2,759	38.76%
msft	26.89	74.38	24.72	0.10%	1,836	1,838	-7.49%
navg	50.17	39.86	46.19	-0.04%	1,842	1,841	-7.93%
nvmi	7.42	269.54	10.46	-3.24%	2,914	2,819	40.97%
osk	30.50	65.57	28.63	-0.28%	1,883	1,877	-6.13%
ppd	65.17	30.69	65.97	0.41%	2,016	2,025	1.23%
prsc	17.48	114.42	13.41	-3.63%	1,592	1,534	-23.31%
pwer	10.40	192.31	8.85	-2.43%	1,744	1,702	-14.90%
rtn	48.33	41.38	49.73	0.93%	2,039	2,058	4.56%
scei	6.76	295.86	2.68	1.13%	784	793	-60.36%
sndk	48.00	41.67	46.48	0.06%	1,936	1,937	-3.17%
solr	7.87	254.13	12.37	0.16%	3,139	3,144	57.18%
supg	2.60	769.23	2.75	2.23%	2,069	2,115	5.77%
ter	12.43	160.90	16.05	1.71%	2,539	2,582	29.12%
tnav	6.86	291.55	15.53	2.85%	4,402	4,528	126.38%
tndm	14.71	135.96	16.82	0.69%	2,271	2,286	14.31%
tsra	19.93	100.35	18.30	-4.51%	1,923	1,836	-8.20%
uis	24.27	82.41	27.89	-0.92%	2,320	2,298	14.92%
untd	6.86	291.55	6.05	1.00%	1,746	1,764	-8.89%
usb	24.76	80.78	25.81	0.27%	2,079	2,085	4.95%
veco	45.07	44.38	55.11	-0.14%	2,449	2,446	22.28%
vr	29.59	67.59	32.59	2.52%	2,149	2,203	11.73%
Totals			-	0.34%	111,004	111,387	11.87%
Ed	starting 12/3/10						-10.34%

I had another decent day today. And NEWN reported their earnings this evening... if the market was concerned about the delay, that should be eased. And the earnings were very strong... if you believe them (New Energy Systems Group Reports First Quarter 2011 Financial Results).

• 44 cents per share (this is a 3.65 stock).
• $10m in cash (a $51m stock)
• guidance to earn about $1.70 per share.