Another Brick in the Wall

I know I am no longer an MFI investor, but I am still a follower. I created my MFI index for the 2012 based upon the top 50 screen over 100m at the start of the year. I gotta tell you, a lot of the names on that list look extremely cheap. They certainly had a strong first week as some long out-of-favor stocks (like ESI) showed some life.

Stock	Start	Last Week	Current	YTD Change
AFAM	16.58	16.64	17.12	3.3%
AMED	10.91	11.18	10.85	-0.5%
APOL	53.87	53.13	56.64	5.1%
AMAT	10.71	10.70	11.01	2.8%
ASTX	1.89	1.95	1.94	2.6%
CJES	20.93	21.72	21.68	3.6%
CPLA	36.05	36.55	37.85	5.0%
CECO	7.97	8.08	7.74	-2.9%
CRAY	6.47	6.71	6.19	-4.3%
CPIX	5.38	5.68	5.73	6.5%
DELL	14.63	14.98	15.34	4.9%
DLX	22.76	23.21	23.20	1.9%
DLB	30.51	31.40	31.27	2.5%
XLS	9.05	9.31	9.20	1.7%
EXPE	29.02	29.66	29.25	0.8%
FRX	30.26	30.65	30.60	1.1%
GTAT	7.24	7.55	7.60	5.0%
GME	24.13	23.79	24.87	3.1%
GTIV	6.75	6.82	7.34	8.7%
GNI	110.25	108.93	113.00	2.5%
ESI	56.89	54.55	63.85	12.2%
KLAC	48.25	47.46	47.73	-1.1%
KLIC	9.25	9.50	10.32	11.6%
LRCX	37.02	36.75	37.84	2.2%
LPS	15.07	15.69	15.75	4.5%
MEDW	12.82	12.73	13.26	3.4%
MANT	31.24	32.74	31.88	2.0%
MDF	7.47	7.69	7.71	3.2%
MSFT	25.96	26.77	28.11	8.3%
MNTA	17.39	17.64	18.51	6.4%
NSU	5.53	6.04	6.00	8.5%
NOC	58.48	58.66	57.90	-1.0%
NVMI	7.37	7.38	7.35	-0.3%
PDLI	6.20	6.17	6.13	-1.1%
PETS	10.38	10.46	10.45	0.7%
PWER	3.91	4.13	4.09	4.6%
RTN	48.38	48.53	48.08	-0.6%
SAI	12.29	12.60	12.42	1.1%
SNDK	49.21	47.59	49.93	1.5%
SAVE	15.60	15.07	14.58	-6.5%
TNAV	7.81	7.88	7.68	-1.7%
TER	13.63	13.75	14.63	7.3%
TSRA	16.75	16.91	17.85	6.6%
USMO	13.87	14.10	13.88	0.1%
USNA	30.37	31.53	31.17	2.6%
UIS	19.71	19.99	19.26	-2.3%
EGY	6.04	6.33	5.96	-1.3%
VECO	20.80	21.46	22.70	9.1%
VPHM	27.39	27.99	27.93	2.0%
VG	2.45	2.58	2.39	-2.4%
Totals	10,631	10,812	10,913	2.7%

My dividend portfolio did not fare as well, up just 1%. Obviously STD was a major drag. Jim Jubak (Banco Santander) still thinks STD is going to $9 short term and $12 by end of 2012. I darn sure hope he is right! His rationale is they will not need a capital infusion.

Stock	Start	Last Week	Current	YTD Change
SLF	18.52	18.52	19.12	3.2%
RTN	48.38	48.38	48.08	-0.6%
BHK	13.52	13.52	13.49	-0.2%
USB	27.05	27.05	27.75	2.6%
STD	7.52	7.52	6.91	-8.1%
VR	31.50	31.50	31.17	-1.0%
LNC	19.42	19.42	20.06	3.3%
CSQ	8.35	8.35	8.65	3.6%
CEL	16.90	16.90	15.51	-8.2%
SBS	55.65	55.65	57.43	3.2%
AZN	46.29	46.29	46.97	1.5%
MNDO	1.85	1.85	1.99	7.6%
UNTD	5.44	5.44	5.51	1.3%
DD	45.78	45.78	46.04	0.6%
KMF	24.94	24.94	25.02	0.3%
PM	78.48	78.48	77.08	-1.8%
JQC	8.05	8.05	8.32	3.4%
INTC	24.25	24.25	25.25	4.1%
KSW	3.33	3.33	3.25	-2.4%
CSCO	18.08	18.08	18.85	4.3%
PVD	65.42	65.42	68.67	5.0%
MSFT	25.96	25.96	28.11	8.3%
PRE	64.21	64.21	64.33	0.2%
AXS	31.96	31.96	31.14	-2.6%
CPL	28.21	28.21	28.01	-0.7%
WBK	102.40	102.40	102.92	0.5%
HPQ	25.76	25.76	26.40	2.5%
FCX	36.79	36.79	38.87	5.7%
STO	25.61	25.61	25.79	0.7%
Totals	10,631	10,625	10,913	1.0%