Tuesday, June 28, 2011

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.

Saturday, June 25, 2011

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%.