TGIF!!!

Whew!  Made it through a very full week.  Now for a couple days of R&R then back at it on Monday.  Brutally hot here in New England.  Not everyone has AC, so it can get a little dangerous.

I went the whole week without any transactions.  I did put in a buy order on SBS if it drops to $9.75.  When I think about where there are bargains now, it does seem to me that some of the emerging markets have dropped too much.  SBS is a tried and true stock for me.

The table below shows year by year performance of the MFI Index versus the Russell 3000 Index.

	Annual		Inception to Date
Year	Russell	MFI	Russell ITD	MFI ITD
2006	11.40%	15.03%	11.40%	15.03%
2007	4.09%	-6.69%	15.96%	7.34%
2008	-37.05%	-37.97%	-27.00%	-33.42%
2009	32.51%	45.18%	-3.27%	-3.34%
2010	18.38%	22.77%	14.50%	18.67%
2011	-0.56%	-10.47%	13.87%	6.25%
2012	16.38%	9.70%	32.52%	16.56%
2013	20.16%	28.44%	59.23%	49.71%

You can see MFI went into 2012 trailing by 16 points.  But it has cut that deficit down to 10 points now.  Starting to get interesting.

Not So Unspectacular

My most recent stock purchase was NSU on 7/11.  It has done quite nicely so far thank you.  Up 7.3%.  With NUS doing so well, and now NSU on the move, I guess I need to get all the different permutations of the three letters.

SD Makes It's Move

Readers will recall that I was buying SD for a couple months this year as it fired their CEO.  I had make some very nifty profits on it in swing trading in 2012 and was trying to replicate that.  It did not work so well. I ended up taking an 8% loss and selling at $4.94.  Well, they are bouncing back and are now at $5.66.  If I had held them (just a little more conviction) I'd be looking at a snappy 6% gain instead of the 8% loss.

Before I commit Hari-Kari, I should note that I used the proceeds to buy SLCA, which is up over 16%.  So I was dumb, then smart. Too bad I wasn't smart, then smart.  But truth be told, if you can somehow manage to get 3 out of every 5 trades right, you will probably do ok.