Top 200 October 21st

Making a Little Comeback

My Dividend Portfolio really had a nice week this past week. I may still be able to retire someday. I had created a little tracking section that was looking at how the MFI stocks I sold had done versus how the new Dividend stocks had done. I had been getting beaten pretty soundly until the last couple days of the week where a lot of the insurance stocks I had bought vaulted forward. I have had to overcome SNDK, which is now up 41% since I sold them.

PRE and AXS were the co-stocks of the week, both up a bit over 13%. PM (Philip Morris net income climbs; revenue up 26%) had a strong earnings report, MSFT (Microsoft Earnings Meet Forecasts; Revenue Beats) was ok.

Here are how all my stocks are doing:

Stock	Shares	Avg Cost	Current Price	Dividends Received	Pct Change	R3K Change	Diff
AXS	1,133	33.03	29.94	226	-8.8%	-7.4%	-1.3%
AZN	824	47.21	48.56	1,480	6.7%	-3.7%	10.4%
BHK	2,865	12.53	13.12	704	6.7%	-7.9%	14.6%
CEL	1,497	26.04	21.64	5,112	-3.8%	12.4%	-16.2%
CHKE	1,616	17.29	14.29	1,611	-11.6%	12.2%	-23.8%
CPL	1,000	22.67	24.76	-	9.2%	7.0%	2.2%
CSCO	1,801	16.74	17.38	196	4.5%	-6.1%	10.6%
CSQ	4,941	8.15	8.48	437	5.1%	7.0%	-1.9%
INTC	1,491	19.84	24.03	519	22.9%	8.3%	14.6%
JQC	4,375	8.87	8.19	633	-6.0%	-5.5%	-0.5%
KMF	1,506	21.55	23.19	197	8.2%	3.6%	4.6%
KSW	13,048	3.76	2.96	2,150	-16.9%	6.0%	-22.9%
LNC	2,416	24.32	19.03	400	-21.1%	1.1%	-22.2%
MNDO	11,029	2.62	2.14	2,400	-9.9%	-4.5%	-5.4%
MSFT	1,137	26.49	27.16	231	3.3%	2.0%	1.3%
PM	432	45.31	70.00	1,614	62.7%	15.4%	47.3%
PRE	500	56.26	59.98	-	6.6%	2.5%	4.1%
PVD	388	63.30	61.00	-	-3.6%	3.4%	-7.1%
RTN	454	46.80	43.97	216	-5.0%	-6.7%	1.7%
SBS	1,035	39.34	52.30	2,390	38.8%	7.9%	30.9%
SLF	2,228	28.41	23.96	814	-14.4%	-4.9%	-9.5%
STD	7,289	9.39	8.34	3,664	-5.8%	0.1%	-5.9%
UNTD	3,330	5.88	5.84	1,564	7.3%	13.5%	-6.2%
USB	2,096	21.95	25.39	477	16.7%	5.8%	11.0%
VR	2,123	28.83	27.50	837	-3.2%	-4.4%	1.2%
WBK	471	105.83	112.84	1,225	9.1%	1.2%	7.8%
Total Open				29,097	1.4%	1.5%	-0.1%
Closed					13.5%	7.8%	5.8%
Combined					7.2%	4.5%	2.7%
IRR Since 12/31/10					7.9%
Estimated Dividends for Next year
Stock	Shares	Ann Dividend / Share	Yield	Projected Dividend	Sector
AXS	1,133	$ 0.92	3.1%	1,042	Insurance
AZN	824	$ 2.40	4.9%	1,978	Pharma
BHK	2,865	$ 0.80	6.1%	2,303	Bond
CEL	1,497	$ 3.20	14.8%	4,789	Utility
CHKE	1,616	$ 0.80	5.6%	1,293	Consumer
CPL	1,000	$ 1.27	5.1%	1,270	Utility
CSCO	1,801	$ 0.24	1.4%	432	Tech
CSQ	4,941	$ 0.63	7.4%	3,113	Hybrid
INTC	1,491	$ 0.84	3.5%	1,253	Tech
JQC	4,375	$ 0.80	9.8%	3,500	Hybrid
KMF	1,506	$ 1.60	6.9%	2,410	Pipelines
KSW	13,048	$ 0.15	5.1%	1,957	Construction
LNC	2,416	$ 0.20	1.1%	483	Insurance
MNDO	11,029	$ 0.20	9.3%	2,206	Tech
MSFT	1,137	$ 0.80	2.9%	910	Tech
PM	432	$ 3.08	4.4%	1,330	Consumer
PRE	500	$ 2.40	4.0%	1,200	Insurance
PVD	388	$ 3.70	6.1%	1,436	Finance
RTN	454	$ 1.72	3.9%	782	Defense
SBS	1,035	$ 2.39	4.6%	2,473	Utility
SLF	2,228	$ 1.46	6.1%	3,252	Insurance
STD	7,289	$ 0.78	9.4%	5,685	Finance
UNTD	3,330	$ 0.40	6.8%	1,332	Consumer
USB	2,096	$ 0.50	2.0%	1,048	Finance
VR	2,123	$ 1.00	3.6%	2,123	Insurance
Total			5.4%	49,600
Upcoming Dividends
Stock	Shares	x Date	Div/Share	Est New Shares
BHK	2,865	11/13/11	$ 0.07	14.0
KMF	1,506	10/17/11	$ 0.41	26.0
CHKE	1,616	12/1/11	$ 0.20	22.0
CSQ	4,941	11/6/11	$ 0.05	30.0
PVD	388	10/20/11	$ 1.80	11.0
INTC	1,491	11/7/11	$ 0.21	11.0
UNTD	3,330	11/11/11	$ 0.10	57.0
PRE	500	11/17/11	$ 0.60	5.0
MSFT	1,137	11/17/11	$ 0.16	5.0
SLF	2,228	11/23/11	$ 0.37	34.0
WBK	471	11/9/11	$ 3.00	12.0

Top 200 List

Ticker	Rank	Date	Stock Price	Market Cap	Earnings Yield	ROIC	Yahoo Yield	Last Week
TRMS	1	10/23	2.80	63	198%	1092%	0.0%	1
STV	2	10/23	3.71	219	96%	1898%	0.0%	2
DEPO	3	10/23	4.57	247	38%	5729%	0.0%	3
MAIL	4	10/23	5.27	53	47%	850%	15.0%	#N/A
TNAV	5	10/23	8.78	401	31%	756%	0.0%	6
PDLI	6	10/23	5.81	1,081	23%	637869%	7.9%	8
VECO	7	10/23	25.44	1,094	67%	262%	0.0%	9
TSRA	8	10/23	13.98	719	49%	256%	0.0%	10
XNY	9	10/23	1.99	115	733%	213%	0.0%	11
ACAD	10	10/23	1.13	60	20%	2304%	0.0%	5
BPI	11	10/23	20.91	1,212	26%	365%	0.0%	13
GAME	12	10/23	4.99	1,420	22%	547%	0.0%	7
NVMI	13	10/23	6.19	168	34%	275%	0.0%	14
LACO	14	10/23	2.17	57	65%	209%	0.0%	12
ESI	15	10/23	64.29	1,742	30%	270%	0.0%	15
MNTA	16	10/23	13.34	680	43%	212%	0.0%	16
CYOU	17	10/23	27.79	1,481	20%	387%	0.0%	23
CPLA	18	10/23	30.21	473	31%	210%	0.0%	19
CRAY	19	10/23	6.08	213	36%	194%	0.0%	18
PRX	20	10/23	29.50	1,083	23%	242%	0.0%	22
GA	21	10/23	3.80	895	18%	567%	90.1%	17
APOL	22	10/23	47.64	6,541	20%	222%	0.0%	20
AFAM	23	10/23	17.65	166	39%	140%	0.0%	24
RIMG	24	10/23	11.36	109	17%	113%	2.6%	25
DELL	25	10/23	15.24	28,514	19%	232%	0.0%	36
DLB	26	10/23	28.59	3,212	18%	255%	0.0%	35
AVEO	27	10/23	15.05	555	17%	334%	0.0%	47
DJCO	28	10/23	67.50	93	37%	120%	0.0%	#N/A
CNGL	29	10/23	1.90	70	163%	105%	0.0%	28
UIS	30	10/23	19.11	824	26%	140%	0.0%	32
ASYS	31	10/23	9.13	90	258%	100%	0.0%	31
USMO	32	10/23	15.00	338	19%	196%	13.6%	29
KLIC	33	10/23	9.07	672	48%	109%	0.0%	34
LPS	34	10/23	15.40	1,322	20%	189%	2.6%	37
VPHM	35	10/23	19.54	1,748	17%	287%	0.0%	41
LTXC	36	10/23	5.70	288	40%	111%	0.0%	33
TAOM	37	10/23	5.95	222	15%	753%	0.0%	30
PWER	38	10/23	5.05	708	52%	102%	0.0%	38
UEPS	39	10/23	7.00	316	25%	120%	0.0%	40
STRA	40	10/23	87.98	1,033	19%	171%	4.7%	46
AMED	41	10/23	13.04	378	30%	107%	0.0%	43
EGY	42	10/23	6.50	377	43%	97%	0.0%	39
CECO	43	10/23	16.66	1,258	35%	102%	0.0%	42
AMAT	44	10/23	11.69	15,548	23%	113%	2.7%	45
HRB	45	10/23	14.41	4,402	16%	270%	4.2%	52
GTIV	46	10/23	3.61	111	19%	128%	0.0%	53
PETS	47	10/23	9.29	202	20%	122%	5.4%	50
LIWA	48	10/23	4.50	135	164%	82%	0.0%	48
AGX	49	10/23	11.24	154	14%	803%	0.0%	26
MANT	50	10/23	34.79	1,280	18%	149%	0.0%	51
XUE	51	10/23	3.14	226	40%	85%	0.0%	44
GNI	52	10/23	104.00	156	14%	498%	12.6%	68
CPIX	53	10/23	5.43	112	20%	109%	0.0%	79
KLAC	54	10/23	43.30	7,399	19%	114%	2.6%	55
AIXG	55	10/23	13.02	1,325	41%	82%	6.3%	59
MEDW	56	10/23	11.35	94	13%	843%	0.0%	87
MSFT	57	10/23	27.16	230,588	14%	339%	2.4%	71
MBND	58	10/23	2.72	53	16%	201%	0.0%	76
AZN	59	10/23	48.56	67,353	18%	125%	5.7%	61
CHKE	60	10/23	14.29	122	13%	423%	7.1%	57
WSTG	61	10/23	11.11	52	20%	101%	7.1%	#N/A
MDP	62	10/23	24.15	1,103	17%	121%	4.2%	73
OSK	63	10/23	19.90	1,825	26%	83%	0.0%	63
PRSC	64	10/23	12.08	161	16%	135%	0.0%	65
USNA	65	10/23	30.77	485	17%	126%	0.0%	60
PWRD	66	10/23	12.75	675	39%	75%	0.0%	64
DGIT	67	10/23	18.88	524	19%	99%	0.0%	67
TER	68	10/23	13.56	3,125	17%	121%	0.0%	54
NOC	69	10/23	55.81	16,029	18%	107%	15.4%	74
IPXL	70	10/23	17.63	1,193	20%	92%	0.0%	96
RIMM	71	10/23	22.77	11,935	35%	75%	0.0%	72
SNDK	72	10/23	49.76	12,126	14%	264%	0.0%	49
RTN	73	10/23	43.97	15,702	17%	112%	3.9%	78
CNTF	74	10/23	2.15	114	82%	65%	0.0%	70
HPQ	75	10/23	25.38	52,790	19%	91%	1.6%	85
TNH	76	10/23	157.68	2,917	13%	432%	7.2%	90
DLX	77	10/23	23.49	1,214	14%	231%	4.3%	83
SOHU	78	10/23	54.55	2,120	15%	158%	0.0%	102
DV	79	10/23	45.35	3,170	17%	105%	0.6%	66
LHCG	80	10/23	17.54	322	22%	79%	0.0%	80
UNTD	81	10/23	5.84	518	14%	171%	7.1%	86
SFUN	82	10/23	11.74	982	12%	1401%	0.0%	75
SAVE	83	10/23	14.93	1,072	12%	546%	0.0%	58
CEL	84	10/23	21.64	2,153	18%	90%	16.2%	88
MIPS	85	10/23	5.05	274	12%	1015%	0.0%	122
SAI	86	10/23	12.68	4,299	19%	83%	0.0%	92
MED	87	10/23	16.81	243	17%	102%	0.0%	97
MRVL	88	10/23	13.14	8,188	14%	154%	0.0%	200
GME	89	10/23	25.04	3,561	18%	85%	0.0%	98
CREG	90	10/23	1.25	69	22%	72%	0.0%	100
HITK	91	10/23	33.27	437	20%	76%	0.0%	101
KONG	92	10/23	4.78	203	23%	69%	0.0%	81
LINC	93	10/23	8.47	191	48%	60%	8.9%	99
VCI	94	10/23	19.80	993	16%	103%	0.0%	106
CTCM	95	10/23	11.34	1,794	14%	153%	7.0%	89
CHOP	96	10/23	2.73	162	164%	57%	0.0%	103
MKSI	97	10/23	25.19	1,335	25%	65%	1.2%	91
EME	98	10/23	22.89	1,570	17%	92%	0.2%	93
ARO	99	10/23	13.70	1,113	25%	65%	0.0%	94
EDS	100	10/23	3.90	122	596%	55%	0.0%	107
ADI	101	10/23	35.13	10,846	14%	144%	2.8%	117
ICON	102	10/23	17.31	1,306	12%	466%	0.0%	105
ENTR	103	10/23	5.24	468	18%	81%	0.0%	84
GMAN	104	10/23	11.48	223	19%	75%	0.0%	149
CATO	105	10/23	25.84	750	20%	70%	3.3%	104
KFY	106	10/23	16.08	761	16%	98%	0.0%	69
CUB	107	10/23	44.19	1,181	12%	226%	0.7%	113
OSIR	108	10/23	5.02	166	12%	555%	0.0%	133
MPAA	109	10/23	9.44	116	13%	154%	0.0%	112
CSGS	110	10/23	13.90	462	17%	81%	0.0%	114
NVLS	111	10/23	31.85	2,614	18%	76%	0.0%	109
CBPO	112	10/23	7.94	212	32%	58%	0.0%	108
LPH	113	10/23	0.94	95	106%	53%	0.0%	116
ASEI	114	10/23	66.65	622	15%	94%	2.3%	120
LH	115	10/23	82.24	8,405	13%	181%	0.0%	322
OMPI	116	10/23	9.54	178	14%	109%	0.0%	123
BRKS	117	10/23	9.19	599	24%	60%	0.9%	110
GEDU	118	10/23	3.19	83	41%	52%	0.0%	121
CJES	119	10/23	16.78	869	17%	77%	0.0%	118
SPU	120	10/23	2.08	55	220%	50%	0.0%	#N/A
DNB	121	10/23	64.36	3,199	11%	894%	2.3%	140
OVTI	122	10/23	16.77	1,030	26%	58%	0.0%	119
CSCO	123	10/23	17.38	95,520	12%	220%	0.7%	130
QLGC	124	10/23	13.19	1,395	14%	97%	0.0%	145
LXK	125	10/23	29.67	2,374	28%	55%	0.0%	128
MCO	126	10/23	31.38	7,264	12%	277%	1.6%	152
GD	127	10/23	65.32	24,261	16%	81%	2.8%	124
CMTL	128	10/23	32.15	1,006	14%	94%	3.1%	129
COOL	129	10/23	3.04	126	12%	162%	0.0%	77
GPS	130	10/23	18.71	10,197	19%	62%	2.3%	127
CHRM	131	10/23	8.90	365	19%	62%	0.0%	111
WSTL	132	10/23	2.00	137	48%	49%	0.0%	125
VG	133	10/23	3.04	744	12%	152%	0.0%	115
WU	134	10/23	17.19	10,929	11%	710%	1.8%	131
BID	135	10/23	32.13	2,233	16%	72%	0.7%	132
GSIT	136	10/23	4.83	147	25%	54%	0.0%	142
BAX	137	10/23	54.81	31,297	11%	355%	2.3%	903
CA	138	10/23	21.97	11,004	11%	307%	0.8%	148
RDA	139	10/23	8.30	386	12%	135%	0.0%	147
INSP	140	10/23	8.97	342	12%	153%	0.0%	82
HRS	141	10/23	36.79	4,588	16%	69%	2.8%	146
TRW	142	10/23	40.33	5,420	20%	57%	0.0%	137
DISH	143	10/23	25.91	11,589	15%	78%	0.0%	166
NSR	144	10/23	31.03	2,316	12%	194%	0.0%	126
GURE	145	10/23	2.21	77	383%	45%	0.0%	141
MYGN	146	10/23	20.09	1,769	11%	261%	0.0%	170
NATH	147	10/23	18.89	98	12%	137%	0.0%	163
DTLK	148	10/23	8.72	148	14%	85%	0.0%	194
MFW	149	10/23	24.76	483	12%	133%	0.0%	184
CACI	150	10/23	53.08	1,693	13%	100%	0.0%	171
LO	151	10/23	115.64	16,416	10%	722%	4.4%	208
FCX	152	10/23	36.58	34,934	29%	47%	2.6%	150
INTC	153	10/23	24.03	128,320	14%	79%	3.1%	167
PTNR	154	10/23	11.73	1,830	15%	71%	12.4%	153
LUK	155	10/23	25.96	6,465	12%	118%	1.0%	144
CHE	156	10/23	52.31	1,132	12%	145%	1.1%	189
ASMI	157	10/23	27.99	1,820	25%	49%	2.1%	154
SPRD	158	10/23	22.90	1,242	11%	343%	0.2%	95
TNDM	159	10/23	10.19	351	19%	54%	0.0%	164
UFPT	160	10/23	14.52	101	19%	54%	0.0%	172
MGIC	161	10/23	4.30	160	10%	588%	0.0%	135
ERIC	162	10/23	10.08	32,619	15%	69%	3.4%	134
CXDC	163	10/23	4.39	209	31%	46%	0.0%	157
NTRI	164	10/23	12.44	340	13%	88%	5.5%	173
RBCN	165	10/23	9.83	235	44%	45%	0.0%	161
LEA	166	10/23	48.09	5,166	17%	59%	0.8%	160
TEO	167	10/23	20.13	3,963	22%	47%	8.4%	165
AEIS	168	10/23	8.92	394	35%	45%	0.0%	168
LMT	169	10/23	77.40	26,827	13%	88%	4.0%	182
MRX	170	10/23	37.80	2,538	10%	874%	0.8%	188
NATR	171	10/23	15.37	241	13%	89%	0.0%	155
GILD	172	10/23	41.47	33,209	11%	165%	0.0%	181
BCSI	173	10/23	14.58	639	11%	158%	0.0%	302
IDCC	174	10/23	47.65	2,184	10%	2303%	0.6%	225
FLR	175	10/23	54.52	9,555	12%	102%	1.0%	158
ITRN	176	10/23	12.90	270	15%	66%	7.8%	174
CVVT	177	10/23	2.28	82	106%	41%	0.0%	176
CLCT	178	10/23	14.64	114	10%	742%	8.9%	216
LRCX	179	10/23	40.61	5,038	19%	51%	0.0%	62
SBGI	180	10/23	9.10	739	13%	77%	4.0%	186
CGA	181	10/23	4.82	129	63%	41%	0.0%	180
SHS	182	10/23	35.24	1,708	19%	50%	0.0%	169
UG	183	10/23	14.85	68	11%	217%	4.7%	217
LRAD	184	10/23	1.90	61	12%	117%	0.0%	197
STO	185	10/23	25.52	81,220	35%	43%	4.5%	177
MHP	186	10/23	44.62	13,547	10%	295%	2.3%	213
NANO	187	10/23	17.09	401	18%	52%	0.0%	175
CO	188	10/23	2.50	189	18%	50%	0.0%	320
BLC	189	10/23	6.35	661	13%	78%	0.8%	179
ALV	190	10/23	55.98	5,262	17%	54%	3.0%	185
NOK	191	10/23	6.61	24,547	12%	94%	8.4%	56
NTES	192	10/23	45.73	5,992	10%	369%	0.0%	138
MCRL	193	10/23	10.27	647	14%	69%	1.4%	187
ALTR	194	10/23	37.05	12,117	10%	405%	0.8%	136
MD	195	10/23	63.86	3,112	11%	196%	0.0%	204
BTM	196	10/23	19.37	3,808	26%	43%	8.9%	195
EDMC	197	10/23	18.89	2,516	13%	72%	0.0%	178
RTEC	198	10/23	7.43	238	29%	42%	0.0%	192
BKE	199	10/23	41.50	1,964	12%	91%	8.1%	280
CMLS	200	10/23	2.91	122	11%	141%	0.0%	259