Gut Check - Revisited

Almost a year ago, I wrote about how the MFI dividend stocks of the day all had some "hair" on them and I was hesitant to buy (Gut Check).  In it I listed 13 stocks to consider.  I thought it might be humbling to look back at those stocks and see how they have performed:

Ticker	Mcap	Current Dividend	Price	Yield at Purchase	Initial Price	Change
GNI	105	13.50	84.84	20.5%	68.40	24.0%
PDLI	927	0.60	8.50	7.9%	6.68	27.2%
PETS	195	0.60	13.67	5.7%	9.50	43.9%
STRA	862	2.00	51.46	5.7%	69.98	-26.5%
HRB	4,674	0.80	29.10	4.6%	15.60	86.5%
STX	11,737	1.28	47.00	4.0%	29.96	56.9%
SAI	3,981	0.48	15.46	3.9%	11.44	35.1%
MANT	773	0.84	27.39	4.7%	20.25	35.3%
GME	2,121	0.60	44.09	2.8%	15.75	179.9%
RTN	18,230	2.00	67.84	3.4%	54.28	25.0%
NSU	678	0.12	3.03	2.2%	3.33	-9.0%
JCOM	1,356	0.86	43.54	3.0%	29.55	47.3%
MSFT	246,485	0.80	35.10	2.5%	29.19	20.2%

That is right. Up 42% on average!!!  Guess I should have held my nose.  Here is what I wrote in August:

As a "gut check" (apologies for the picture... that isn't me), I thought I would pull a list of what those stocks would be if I were to start today. There were/are some pretty out-of-favor securities on the list. I have to confess, I would have to hold my nose a bit to buy this group of stocks.

I own MSFT and SAI. I have recently owned NSU, PETS, STRA and RTN. Let me put it this way, I am glad I have not freed up the funds to start this approach today!  But I know, most quarters, the list is kind of going to look like this.