CNU Gets Bought

Always good to see an MFI stock get taken over. M&A is a great way to quickly realize value. CNU was bought for a 35% premium on Monday morning. Looking at the stock chart, it would appear some people were pretty sure of the deal Friday afternoon. They should hang those people by their thumbs. The SEC must know who was jumping the gun.

My portfolio is creeping back to breakeven since starting 5+ years ago. As I mentioned, I bought AAPL last week. I did sell RAI, which I had held for 1.5 years and had a 50%+ gain. It was a very good stock.

I do apologize for abbreviated posts of late. It is very busy right now. We are in the process of moving from Bermuda to Connecticut... so my wife gives me an angry look when I blog instead of helping pack etc. And of course she is right. Also, a lot going on at my job.

Top 200 June 24th 2011

List has been a bit stagnant of late. here are the top 200 stocks:

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield
TRMS	1	6/25	2.43	54	314%	1498%	0.0%
STV	2	6/25	5.02	296	40%	2097%	0.0%
TTHI	3	6/25	2.91	67	31%	2811%	0.0%
POZN	4	6/25	4.33	129	27%	7128%	0.0%
LMLP	5	6/25	3.47	101	24%	11136%	0.0%
MAIL	6	6/25	6.82	68	29%	913%	18.3%
PDLI	7	6/25	5.75	1,063	22%	489977%	13.5%
DEPO	8	6/25	8.10	452	21%	8922%	0.0%
AGX	9	6/25	10.50	144	21%	1051%	0.0%
SUPG	10	6/25	2.90	177	27%	396%	0.0%
VECO	11	6/25	47.01	1,999	25%	403%	0.0%
TSRA	12	6/25	16.16	828	32%	266%	0.0%
ZA	13	6/25	5.37	131	159%	205%	0.0%
ESI	14	6/25	76.62	2,246	26%	311%	0.0%
BPI	15	6/25	23.69	1,388	21%	372%	0.0%
XNY	16	6/25	2.97	172	106%	195%	0.0%
SNDK	17	6/25	38.94	9,478	19%	366%	0.0%
APOL	18	6/25	41.94	5,970	26%	219%	0.0%
IDCC	19	6/25	38.31	1,757	15%	2515%	0.3%
ASYS	20	6/25	18.59	182	37%	163%	0.0%
CRAY	21	6/25	6.28	218	32%	175%	0.0%
PPD	22	6/25	66.48	650	18%	255%	0.0%
SOLR	23	6/25	15.30	1,957	16%	505%	0.0%
ACAD	24	6/25	1.62	82	15%	2450%	0.0%
VPHM	25	6/25	17.71	1,700	18%	288%	0.0%
AFAM	26	6/25	25.72	240	26%	165%	0.0%
PRSC	27	6/25	12.20	163	19%	216%	0.0%
MNDO	28	6/25	2.72	51	15%	698%	11.7%
TRIT	29	6/25	7.47	61	27%	156%	0.0%
UIS	30	6/25	24.37	1,044	26%	160%	0.0%
CPLA	31	6/25	42.72	696	19%	220%	0.0%
GA	32	6/25	7.30	1,710	15%	576%	2.4%
BSQR	33	6/25	6.19	72	15%	654%	0.0%
LPS	34	6/25	20.31	1,790	19%	197%	1.9%
FRX	35	6/25	39.33	11,353	19%	183%	0.0%
MSFT	36	6/25	24.30	206,793	15%	338%	2.5%
HRB	37	6/25	15.85	4,837	16%	268%	3.7%
SPRD	38	6/25	14.10	778	15%	312%	0.0%
RIMG	39	6/25	13.43	128	124%	109%	0.7%
PRX	40	6/25	31.77	1,128	17%	208%	0.0%
OSK	41	6/25	27.75	2,548	27%	127%	0.0%
NOK	42	6/25	5.88	21,838	25%	131%	9.1%
PWER	43	6/25	7.80	1,099	35%	112%	0.0%
KLIC	44	6/25	11.01	805	28%	115%	0.0%
GAME	45	6/25	6.11	1,737	13%	617%	0.0%
DELL	46	6/25	15.93	30,633	16%	219%	0.0%
RIGL	47	6/25	8.36	437	13%	744%	0.0%
USMO	48	6/25	15.35	343	17%	177%	12.5%
RIMM	49	6/25	28.57	14,986	36%	104%	0.0%
CECO	50	6/25	19.84	1,523	29%	108%	0.0%
AMED	51	6/25	25.28	730	22%	121%	0.0%
UEPS	52	6/25	8.35	380	20%	123%	0.0%
IPXL	53	6/25	20.21	1,355	20%	119%	0.0%
NVMI	54	6/25	9.97	269	14%	340%	0.0%
TNAV	55	6/25	16.57	749	12%	772%	0.0%
ARO	56	6/25	17.15	1,431	26%	100%	0.0%
LRCX	57	6/25	43.22	5,415	20%	114%	0.0%
MBND	58	6/25	3.45	36	15%	205%	0.0%
CSCO	59	6/25	14.93	82,667	15%	217%	0.4%
LIWA	60	6/25	6.25	189	59%	84%	0.0%
TER	61	6/25	14.13	3,279	17%	140%	0.0%
LAS	62	6/25	4.55	134	79%	82%	0.0%
CMTL	63	6/25	26.73	865	24%	100%	2.8%
AZN	64	6/25	49.00	68,796	18%	122%	5.2%
WSTG	65	6/25	13.06	61	16%	155%	6.0%
CREG	66	6/25	2.15	119	18%	120%	0.0%
USNA	67	6/25	28.29	459	17%	125%	0.0%
RTN	68	6/25	47.93	17,293	16%	139%	3.2%
UNTD	69	6/25	5.81	510	15%	177%	6.7%
TNH	70	6/25	133.98	2,479	13%	350%	7.6%
GNI	71	6/25	110.07	165	12%	435%	11.3%
PETS	72	6/25	11.88	265	16%	136%	4.2%
DLX	73	6/25	23.53	1,220	14%	223%	4.1%
GME	74	6/25	26.12	3,753	19%	105%	0.0%
CYOU	75	6/25	40.05	2,133	12%	400%	0.0%
CHKE	76	6/25	16.89	144	12%	356%	6.9%
CBPO	77	6/25	10.01	257	25%	89%	0.0%
OMPI	78	6/25	9.14	169	16%	133%	0.0%
MPAA	79	6/25	14.73	185	14%	202%	0.0%
MEDW	80	6/25	11.01	91	12%	688%	0.0%
MSN	81	6/25	1.91	52	53%	73%	0.0%
LTXC	82	6/25	8.83	445	17%	113%	0.0%
KLAC	83	6/25	39.03	6,686	18%	101%	1.9%
GEDU	84	6/25	4.70	123	57%	72%	0.0%
CNU	85	6/25	4.77	299	15%	127%	0.0%
EGY	86	6/25	5.48	319	40%	71%	0.0%
STRA	87	6/25	123.39	1,579	13%	181%	3.0%
CHOP	88	6/25	3.62	178	134%	67%	0.0%
AMAT	89	6/25	12.40	16,529	17%	93%	2.3%
LINC	90	6/25	16.09	361	31%	69%	4.7%
NOC	91	6/25	66.35	19,699	16%	106%	12.5%
EDS	92	6/25	4.75	157	392%	63%	0.0%
LO	93	6/25	110.49	16,014	11%	735%	4.4%
CNTF	94	6/25	3.49	185	224%	62%	0.0%
MRX	95	6/25	36.97	2,417	11%	856%	0.7%
LHCG	96	6/25	22.70	417	18%	85%	0.0%
ELNK	97	6/25	7.65	839	20%	74%	5.4%
MNTA	98	6/25	19.33	973	14%	130%	0.0%
MDP	99	6/25	30.40	1,398	14%	123%	3.1%
MFW	100	6/25	25.01	488	13%	160%	0.0%
AHCI	101	6/25	2.47	108	18%	76%	0.0%
EME	102	6/25	28.41	1,948	15%	103%	0.0%
DM	103	6/25	8.26	251	12%	183%	0.0%
NEP	104	6/25	3.24	102	146%	59%	0.0%
NSR	105	6/25	25.75	1,939	13%	149%	0.0%
HPQ	106	6/25	34.90	76,222	15%	99%	1.0%
GFRE	107	6/25	3.13	111	285%	58%	0.0%
CEL	108	6/25	28.55	2,840	15%	93%	12.8%
MKSI	109	6/25	25.08	1,314	25%	66%	0.6%
MHP	110	6/25	39.51	12,232	11%	268%	2.4%
MRVL	111	6/25	14.06	9,239	12%	155%	0.0%
V	112	6/25	73.37	52,386	11%	345%	0.8%
MDCO	113	6/25	16.42	888	11%	279%	0.0%
CSGS	114	6/25	18.04	599	14%	102%	0.0%
INTC	115	6/25	21.20	118,847	15%	85%	3.1%
MIPS	116	6/25	6.63	364	10%	1265%	0.0%
ADI	117	6/25	37.32	11,555	12%	143%	2.4%
DLB	118	6/25	41.90	4,749	11%	229%	0.0%
RLRN	119	6/25	11.78	345	10%	540%	20.0%
MCZ	120	6/25	1.35	95	18%	70%	0.0%
CEPH	121	6/25	79.89	6,378	14%	99%	0.0%
CA	122	6/25	21.91	11,065	11%	289%	0.8%
GTIV	123	6/25	20.01	616	12%	126%	0.0%
GPS	124	6/25	17.66	10,384	21%	64%	2.3%
DV	125	6/25	57.57	4,046	13%	111%	0.4%
CUB	126	6/25	48.54	1,298	11%	208%	0.6%
KIRK	127	6/25	12.21	252	22%	59%	0.0%
HITK	128	6/25	26.44	340	19%	64%	0.0%
PWRD	129	6/25	18.30	967	17%	67%	0.0%
GILD	130	6/25	39.71	32,239	12%	160%	0.0%
SAI	131	6/25	16.55	5,759	15%	81%	0.0%
CATO	132	6/25	28.19	816	17%	67%	2.8%
HRS	133	6/25	44.03	5,548	15%	74%	2.2%
CNH	134	6/25	35.96	8,666	40%	53%	0.0%
GD	135	6/25	72.29	27,207	14%	82%	2.4%
RGR	136	6/25	20.55	390	14%	86%	1.6%
SYNA	137	6/25	25.02	884	12%	112%	0.0%
DNB	138	6/25	74.25	3,713	10%	874%	1.9%
LPH	139	6/25	1.53	156	71%	50%	0.0%
LXK	140	6/25	27.46	2,191	28%	53%	0.0%
CNGL	141	6/25	1.75	71	63%	49%	0.0%
COCO	142	6/25	4.14	351	33%	52%	0.0%
MCRL	143	6/25	10.05	634	14%	75%	1.4%
LLY	144	6/25	36.76	40,878	17%	63%	5.3%
NVLS	145	6/25	34.37	3,191	14%	74%	0.0%
SPNS	146	6/25	3.30	77	10%	594%	0.0%
GMAN	147	6/25	17.72	341	12%	97%	0.0%
MANT	148	6/25	44.17	1,618	13%	86%	0.0%
LMT	149	6/25	79.20	27,926	13%	88%	3.6%
GCI	150	6/25	13.53	3,292	19%	57%	1.2%
WU	151	6/25	19.23	12,540	10%	711%	1.4%
BKE	152	6/25	41.55	1,964	12%	104%	7.8%
CLCT	153	6/25	14.82	116	10%	788%	8.8%
UG	154	6/25	14.85	68	11%	183%	4.7%
NTES	155	6/25	43.30	5,670	10%	351%	0.0%
PRM	156	6/25	7.11	318	10%	291%	4.0%
YONG	157	6/25	5.25	258	29%	50%	0.0%
DRCO	158	6/25	12.14	124	17%	59%	0.0%
AIXG	159	6/25	32.97	3,355	13%	76%	2.5%
LLTC	160	6/25	31.78	7,414	11%	160%	2.9%
ASEI	161	6/25	76.89	716	12%	94%	2.0%
MY	162	6/25	5.67	709	33%	48%	0.0%
CMFO	163	6/25	2.50	72	73%	46%	0.0%
SBGI	164	6/25	10.43	843	13%	83%	2.3%
RAI	165	6/25	37.06	21,704	10%	247%	5.4%
MED	166	6/25	22.32	326	12%	98%	0.0%
APAC	167	6/25	5.39	289	15%	64%	0.0%
SPU	168	6/25	2.50	67	229%	44%	0.0%
GPIC	169	6/25	7.20	59	25%	49%	0.0%
DISH	170	6/25	28.00	12,568	13%	71%	0.0%
BLC	171	6/25	7.25	750	12%	84%	0.0%
HHS	172	6/25	7.91	508	14%	68%	3.8%
MO	173	6/25	26.79	55,830	10%	283%	5.7%
TRLG	174	6/25	27.78	697	14%	67%	0.0%
BLUD	175	6/25	19.37	1,369	12%	93%	0.0%
HGSH	176	6/25	2.35	106	25%	47%	0.0%
CMLS	177	6/25	3.64	152	11%	140%	0.0%
PTNR	178	6/25	15.61	2,454	13%	71%	13.6%
CGA	179	6/25	5.00	134	51%	44%	0.0%
EXPR	180	6/25	21.47	1,905	11%	112%	0.0%
ASMI	181	6/25	36.59	2,347	17%	54%	1.6%
IILG	182	6/25	13.39	778	10%	200%	0.0%
VCI	183	6/25	28.34	1,483	12%	92%	0.0%
LEA	184	6/25	50.86	5,505	14%	62%	0.5%
GIII	185	6/25	33.98	670	15%	59%	0.0%
STAN	186	6/25	15.45	249	10%	205%	0.0%
BTM	187	6/25	27.92	5,489	24%	47%	6.0%
DGIT	188	6/25	30.31	851	11%	103%	0.0%
BCDS	189	6/25	8.05	143	32%	44%	0.0%
SOHU	190	6/25	68.47	2,654	10%	158%	0.0%
QLGC	191	6/25	15.46	1,652	11%	103%	0.0%
INTX	192	6/25	15.93	311	11%	98%	3.7%
WINA	193	6/25	39.50	206	10%	229%	0.2%
CVVT	194	6/25	3.17	113	58%	42%	0.0%
PBI	195	6/25	22.12	4,517	11%	104%	6.5%
KONG	196	6/25	4.87	183	22%	45%	0.0%
AM	197	6/25	23.70	983	19%	47%	2.4%
TXN	198	6/25	31.53	37,647	13%	69%	1.6%
TVL	199	6/25	4.62	261	13%	66%	0.0%
PKE	200	6/25	26.90	559	14%	61%	1.5%

RIMM is sure getting cheap. It is funny, but AAPL is almost on the list as well. I actually bought them yesterday, $324 seems "cheap".

Here is the reverse, the official top 50 stocks and where they rank on my list:

Ticker	Mkt Cap	Date	My Ranking
ACAD	83.59	23-Jun	24
ARO	1,413.51	23-Jun	56
AFAM	241.97	23-Jun	26
AMED	757.62	23-Jun	51
APOL	6,012.46	23-Jun	18
AGX	131.12	23-Jun	9
BSQR	64.30	23-Jun	33
CPLA	681.32	23-Jun	31
CECO	1,575.70	23-Jun	50
CHKE	143.58	23-Jun	76
CSCO	85,100.47	23-Jun	59
CMTL	700.38	23-Jun	63
CNU	258.85	23-Jun	85
CRAY	229.36	23-Jun	21
DELL	30,896.73	23-Jun	46
DEPO	423.86	23-Jun	8
FRX	11,413.29	23-Jun	35
SOLR	1,889.02	23-Jun	23
ESI	2,132.48	23-Jun	14
IPXL	1,339.98	23-Jun	53
IDCC	1,746.31	23-Jun	19
KLIC	779.89	23-Jun	44
LMLP	98.73	23-Jun	5
LRCX	5,375.76	23-Jun	57
LPS	1,787.32	23-Jun	34
MSFT	207,655.53	23-Jun	36
MNDO	50.31	23-Jun	28
MPAA	179.15	23-Jun	79
NVMI	262.88	23-Jun	54
OSK	2,518.69	23-Jun	41
PDLI	829.46	23-Jun	7
PRX	1,158.88	23-Jun	40
PWER	838.89	23-Jun	43
POZN	134.27	23-Jun	4
PPD	650.48	23-Jun	22
PRSC	151.00	23-Jun	27
RIGL	444.37	23-Jun	47
SNDK	10,219.16	23-Jun	17
SUPG	168.43	23-Jun	10
TNAV	685.44	23-Jun	55
TER	2,660.19	23-Jun	61
TSRA	829.06	23-Jun	12
TTHI	67.33	23-Jun	3
TRMS	55.09	23-Jun	1
USMO	352.45	23-Jun	48
USNA	444.08	23-Jun	67
UIS	1,072.33	23-Jun	30
UNTD	526.95	23-Jun	69
VECO	1,957.10	23-Jun	11
VPHM	1,363.45	23-Jun	25

MPAA at 79th is the highest stock, so I have a pretty solid matching. Despite their recent run-up, SOLR still looks cheap. they are carrying a lot for my actual portfolio.

On my mechanical portfolios, there is a new stock this week, LPS. It is a highly shorted stock. I will not be buying, but those brave of heart might look as dividend is 1.9%.