I actually had an "okay" day yesterday. It was really helped by AAPL and UIS (more by AAPL). My MFI portfolio actually went up a few basis points and is now leading the Russell 3000 by 7.4%! That definitely exceeds my expectations.
It is interesting to look at the month by month progression, you can rally see how MFI is gathering speed.
Dec 1 -2.2%
Jan 1 -1.8%
Feb 1 -2.2%
Mar 1 -2.2%
Apr 1 -0.4% (aha)
May 1 +2.0%
June 1 +4.8%
July 1 + 4.3%
Current +7.4%
CA reported earnings last night. They seemed pretty solid to me. The stock has also had a nice run since last earnings report ($26 to almost $30).
ABC reported earnings yesterday morning. They were pretty much spot on expectations. This is another stock on a nice run.
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