Two Tables to Ponder

I have shown these tables a bit in the past, but I think they bear repeating.  The first shows all the stocks I owned on May 2nd and how they have fared since in ascending order.  Note how it is kind of inverse to dividends.  Meaning stocks that pay good dividends are poor performers, and more growth-oriented stocks are the best performers.  I expect this trend to continue (frankly, I think we have just started).

Stock	May 2nd price	Dividends	Current	Change
BHK	14.95	0.22	13.07	-12.6%
O	51.09	0.36	45.16	-11.6%
NSU	3.64	0.07	3.32	-8.8%
RIG	52.33	0.84	47.84	-8.6%
OIBAX	6.62	0.04	6.17	-6.8%
NEM	32.66	0.35	30.51	-6.6%
CIM	3.29	0.09	3.11	-5.5%
STRZA	23.91	-	22.91	-4.2%
STO	23.45	1.16	22.62	-3.5%
MSFT	33.16	0.23	32.05	-3.3%
FCX	30.34	.31	29.45	-2.9%
AOD	4.17	.08	4.06	-2.5%
JQC	10.38	.19	10.16	-2.1%
INTC	24.11	0.23	23.62	-2.1%
KMF	35.15	0.46	34.64	-1.4%
CSQ	10.64	0.21	10.55	-0.8%
PRE	92.48	0.64	92.68	0.2%
AAPL	445.52	3.05	456.99	2.6%
SD	5.18	-	5.36	3.5%
PGR	25.12	-	26.03	3.6%
ABR	7.43	0.12	7.77	4.6%
DLB	31.61	-	33.07	4.6%
KLIC	11.08	-	11.66	5.2%
NVDA	13.74	0.08	14.53	5.7%
TC-PT	15.60	0.41	16.52	5.9%
ABC	54.85	0.21	58.79	7.2%
VIAB	67.25	0.30	72.22	7.4%
GA	7.63	0.42	8.32	9.0%
CF	183.58	0.40	202.14	10.1%
CA	27.23	0.25	30.10	10.5%
RDA	9.62	-	11.19	16.3%
CYOU	28.00	-	32.66	16.6%
WU	15.53	0.13	18.44	18.7%
BAC-WTA	5.25	-	6.25	19.0%
LPS	27.28	0.10	32.76	20.1%
KFY	15.99	-	19.45	21.6%
CSCO	20.73	0.17	26.05	25.7%
GNW	10.33	-	13.34	29.1%
GTAT	3.67	-	4.88	33.0%
UIS	18.60	-	26.11	40.4%
NUS	54.28	0.30	82.83	52.6%

The second table just shows how the various stocks in the MFI index have performed since January 1st.  I think it is enlightening to see how many are above 80%.

Index	Stock	Start	Last Week	Current	YTD Change	Weekly Change	Shares
1	APOL	20.92	18.10	18.17	-13.1%	0.4%	11.14
2	AGX	18.00	16.44	15.79	-12.3%	-4.0%	12.95
3	BAH	13.92	18.91	19.16	37.6%	1.3%	16.75
4	CA	21.98	30.18	30.34	38.0%	0.5%	10.61
5	CPLA	28.23	48.81	48.96	73.4%	0.3%	8.26
6	CF	203.16	181.40	201.53	-0.8%	11.1%	1.15
7	CSCO	19.65	25.84	26.29	33.8%	1.8%	11.86
8	DELL	10.14	13.10	13.05	28.7%	-0.4%	22.99
9	DLX	32.24	40.48	41.10	27.5%	1.5%	7.23
10	DMRC	20.70	22.36	21.51	3.9%	-3.8%	11.26
11	DLB	29.33	33.01	33.01	12.5%	0.0%	7.95
12	GME	25.09	46.40	47.00	87.3%	1.3%	9.29
13	GNI	67.20	73.60	73.13	8.8%	-0.6%	3.47
14	GTAT	3.03	4.74	4.88	61.1%	3.0%	76.93
15	HLF	32.94	59.05	63.70	93.4%	7.9%	7.08
16	HFC	46.55	45.96	47.08	1.1%	2.4%	5.01
17	IDCC	41.09	40.94	40.34	-1.8%	-1.5%	5.67
18	INTX	9.48	9.87	9.92	4.6%	0.5%	24.59
19	ESI	17.31	26.79	27.02	56.1%	0.9%	13.47
20	JCOM	30.60	46.46	45.95	50.2%	-1.1%	7.62
21	KLIC	11.99	11.17	11.74	-2.1%	5.1%	19.44
22	LPS	24.62	32.96	32.89	33.6%	-0.2%	9.47
23	MANT	25.94	29.41	29.63	14.2%	0.7%	8.99
24	MSFT	26.71	32.08	32.31	20.9%	0.7%	8.73
25	NATR	14.48	19.13	18.84	30.1%	-1.5%	16.10
26	NSU	4.28	3.46	3.31	-22.7%	-4.3%	54.47
27	NTI	25.44	27.69	27.76	9.1%	0.3%	9.16
28	NUS	37.05	82.56	83.03	124.1%	0.6%	6.29
29	PDLI	7.04	8.45	8.44	19.9%	-0.1%	33.11
30	PETS	11.10	17.05	16.75	50.9%	-1.8%	21.00
31	PBI	10.64	14.98	16.85	58.4%	12.5%	21.91
32	POOSF	1.42	-	-	-100.0%	#DIV/0!	164.63
33	POZN	5.01	5.72	5.70	13.8%	-0.3%	46.53
34	QCOR	26.72	51.12	52.47	96.4%	2.6%	8.72
35	RTN	57.56	71.11	72.33	25.7%	1.7%	4.05
36	RPXC	9.04	18.83	18.45	104.1%	-2.0%	25.79
37	SAI	11.32	16.14	16.36	44.5%	1.3%	20.59
38	STX	30.42	41.43	41.42	36.2%	0.0%	7.66
39	SVLC	2.52	1.68	1.67	-33.7%	-0.6%	92.51
40	SAVE	17.73	35.57	32.97	86.0%	-7.3%	13.15
41	STRA	56.17	44.01	44.40	-21.0%	0.9%	4.15
42	TNAV	7.99	6.23	6.14	-23.1%	-1.4%	29.18
43	TZOO	18.99	29.64	29.31	54.3%	-1.1%	12.28
44	UIS	17.30	25.81	26.16	51.2%	1.4%	13.47
45	USMO	11.68	15.54	15.78	35.1%	1.5%	19.96
46	USNA	32.93	78.60	82.11	149.3%	4.5%	7.08
47	EGY	8.65	6.06	6.00	-30.6%	-1.0%	26.95
48	VCI	25.78	28.49	29.12	13.0%	2.2%	9.04
49	VG	2.37	3.39	3.41	43.7%	0.4%	98.36
50	WCRX	12.04	21.29	21.65	79.8%	1.7%	19.36
	Total	11,656	15,143	15,272	31.0%	0.8%