Ed's Talking Stock

Ed's Talking Stock Update

I know, I know, I said I would stop posting performance vs Ed. But it is like watching a train wreck. And I have this great stock picture of the Talking Horse, Mr Ed. Anyway, unsurprisingly he continues to self-destruct, implode, and all-around generally do poorly. He is down 2.8% early in the year, even though most everything (except Ed) is up. I did set up a new "Spiffy-Fifty" portfolio to go neck to nose with him in 2012. I will show our comps back to December 2010 and to give him a fighting chance will also just show 2012.

stock	Initial	Shares	Current	Daily Change	Y-day	Current Value	Total Change	Current w Dividends
AFAM	16.58	108.56	16.65	-1.77%	1,840	1,808	0.42%	1,808
AMED	10.91	164.99	10.06	-1.28%	1,681	1,660	-7.79%	1,660
APOL	53.87	33.41	57.19	-0.03%	1,912	1,911	6.16%	1,911
AMAT	10.71	168.07	11.50	-2.54%	1,983	1,933	7.38%	1,933
ASTX	1.89	952.38	2.08	0.00%	1,981	1,981	10.05%	1,981
CJES	20.93	86.00	18.67	-0.64%	1,616	1,606	-10.80%	1,606
CPLA	36.05	49.93	40.59	-0.56%	2,038	2,027	12.59%	2,027
CECO	7.97	225.85	9.56	0.53%	2,148	2,159	19.95%	2,159
CRAY	6.47	278.21	6.44	0.94%	1,775	1,792	-0.46%	1,792
CPIX	5.38	334.57	6.05	2.02%	1,984	2,024	12.45%	2,024
DELL	14.63	123.03	15.88	-0.38%	1,961	1,954	8.54%	1,954
DLX	22.76	79.09	23.22	-0.77%	1,851	1,836	2.02%	1,836
DLB	30.51	59.00	32.40	-2.70%	1,965	1,912	6.19%	1,912
XLS	9.05	198.90	9.62	0.42%	1,905	1,913	6.30%	1,913
LNC	19.52	92.21	21.07	-2.32%	1,989	1,943	8.35%	1,950
FRX	30.26	59.48	30.90	-1.40%	1,864	1,838	2.12%	1,838
GTAT	7.24	248.62	8.12	-3.10%	2,083	2,019	12.15%	2,019
GNW	6.55	274.81	7.51	-2.72%	2,122	2,064	14.66%	2,064
GTIV	6.75	266.67	7.09	-5.09%	1,992	1,891	5.04%	1,891
FCX	36.79	48.93	42.00	-1.06%	2,077	2,055	14.39%	2,059
ESI	56.89	31.64	64.77	0.05%	2,048	2,049	13.85%	2,049
KLAC	48.25	37.31	47.90	-1.84%	1,820	1,787	-0.73%	1,787
KLIC	9.25	194.59	10.48	-1.96%	2,080	2,039	13.30%	2,039
LRCX	37.02	48.62	38.50	-3.46%	1,939	1,872	4.00%	1,872
LPS	15.07	119.44	14.40	-3.87%	1,789	1,720	-4.45%	1,720
MEDW	12.82	140.41	13.01	-2.47%	1,873	1,827	1.48%	1,827
MANT	31.24	57.62	34.66	0.06%	1,996	1,997	10.95%	1,997
MDF	7.47	240.96	8.36	-0.24%	2,019	2,014	11.91%	2,014
MSFT	25.96	69.34	28.25	0.89%	1,942	1,959	8.82%	1,959
MNTA	17.39	103.51	19.26	0.31%	1,987	1,994	10.75%	1,994
NSU	5.53	325.50	6.12	-0.65%	2,005	1,992	10.67%	1,992
NOC	58.48	30.78	58.84	-1.52%	1,839	1,811	0.62%	1,811
NVMI	7.37	244.23	7.99	-0.50%	1,961	1,951	8.41%	1,951
PDLI	6.20	290.32	6.11	-0.49%	1,783	1,774	-1.45%	1,774
PETS	10.38	173.41	10.82	2.17%	1,836	1,876	4.24%	1,876
PWER	3.91	460.36	4.66	-5.86%	2,279	2,145	19.18%	2,145
RTN	48.38	37.21	48.67	-1.64%	1,841	1,811	0.60%	1,811
SAI	12.29	146.46	13.02	-0.69%	1,920	1,907	5.94%	1,907
SNDK	49.21	36.58	49.89	-1.17%	1,846	1,825	1.38%	1,825
SAVE	15.60	115.38	15.02	-0.92%	1,749	1,733	-3.72%	1,733
TNAV	7.81	230.47	7.84	0.90%	1,791	1,807	0.38%	1,807
TER	13.63	132.06	14.84	-1.53%	1,990	1,960	8.88%	1,960
TSRA	16.75	107.46	17.88	-0.83%	1,938	1,921	6.75%	1,921
USB	27.05	66.54	29.03	1.01%	1,912	1,932	7.32%	1,932
USNA	30.37	59.27	32.00	0.82%	1,881	1,897	5.37%	1,897
UIS	19.71	91.32	19.07	-1.75%	1,773	1,742	-3.25%	1,742
EGY	6.04	298.01	5.67	-2.58%	1,734	1,690	-6.13%	1,690
VECO	20.80	86.54	22.84	-3.14%	2,041	1,977	9.81%	1,977
VPHM	27.39	65.72	29.28	4.53%	1,841	1,924	6.90%	1,924
VG	2.45	734.69	2.38	-2.46%	1,793	1,749	-2.86%	1,749
Totals				-1.02%	96,014	95,004	-4.98%	95,016
Ed	starting 12/3/10						-31.77%
Spiffy Fifty 2012 Results							5.57%
Ed 2012							-2.83%