Saturday, October 12, 2013

Plenty of Spirit

Sometimes stocks come on the MFI screen and a year later you are wondering "why or why didn't I buy that?"  Now in all frankness, it has been a very good year for my MFI index in total.  The table below shows how the 50 stocks have performed so far this year:

Index Stock Start Last Month Current YTD Change Monthly Change Shares
1   APOL      20.92         20.81         20.36 -2.7% -2.2%         11.14
2   AGX      18.00         21.97         21.56 19.8% -1.9%         12.95
3   BAH      13.92         19.61         19.31 38.7% -1.5%         16.75
4   CA      21.98         30.42         30.27 37.7% -0.5%         10.61
5   CPLA      28.23         56.56         57.24 102.8% 1.2%           8.26
6   CF    203.16      211.43       205.15 1.0% -3.0%           1.15
7   CSCO      19.65         23.77         23.79 21.1% 0.1%         11.86
8   DELL      10.14         13.91         14.01 38.1% 0.7%         22.99
9   DLX      32.24         42.41         45.92 42.4% 8.3%           7.23
10   DMRC      20.70         20.53         19.52 -5.7% -4.9%         11.26
11   DLB      29.33         34.51         35.17 19.9% 1.9%           7.95
12   GME      25.09         50.48         52.39 108.8% 3.8%           9.29
13   GNI      67.20         74.25         75.60 12.5% 1.8%           3.47
14   GTAT         3.03           8.51            8.14 168.5% -4.4%         76.93
15   HLF      32.94         70.67         64.97 97.2% -8.1%           7.08
16   HFC      46.55         43.71         44.35 -4.7% 1.5%           5.01
17   IDCC      41.09         37.64         37.82 -8.0% 0.5%           5.67
18   INTX         9.48           9.37            9.44 -0.4% 0.7%         24.59
19   ESI      17.31         31.00         31.02 79.2% 0.1%         13.47
20   JCOM      30.60         50.23         52.99 73.2% 5.5%           7.62
21   KLIC      11.99         11.55         12.09 0.8% 4.7%         19.44
22   LPS      24.62         33.57         33.43 35.8% -0.4%           9.47
23   MANT      25.94         29.39         29.65 14.3% 0.9%           8.99
24   MSFT      26.71         33.97         34.82 30.4% 2.5%           8.73
25   NATR      14.48         20.81         20.82 43.8% 0.0%         16.10
26   NSU         4.28           3.24            3.14 -26.6% -3.1%         54.47
27   NTI      25.44         22.90         25.31 -0.5% 10.5%           9.16
28   NUS      37.05         96.64         96.55 160.6% -0.1%           6.29
29   PDLI         7.04           8.27            8.28 17.6% 0.1%         33.11
30   PETS      11.10         16.75         16.95 52.7% 1.2%         21.00
31   PBI      10.64         18.94         19.92 87.2% 5.2%         21.91
32   POOSF         1.42                -                  -   -100.0% 0.0%      164.63
33   POZN         5.01           5.73            5.81 16.0% 1.4%         46.53
34   QCOR      26.72         58.75         60.95 128.1% 3.7%           8.72
35   RTN      57.56         78.17         77.88 35.3% -0.4%           4.05
36   RPXC         9.04         17.54         17.72 96.0% 1.0%         25.79
37   SAI      11.32         17.27         17.56 55.1% 1.7%         20.59
38   STX      30.42         44.52         47.03 54.6% 5.6%           7.66
39   SVLC         2.52           1.77            1.60 -36.5% -9.6%         92.51
40   SAVE      17.73         34.27         39.11 120.6% 14.1%         13.15
41   STRA      56.17         41.52         41.53 -26.1% 0.0%           4.15
42   TNAV         7.99           5.84            6.19 -22.5% 6.0%         29.18
43   TZOO      18.99         26.52         27.16 43.0% 2.4%         12.28
44   UIS      17.30         25.19         25.30 46.2% 0.4%         13.47
45   USMO      11.68         14.54         14.71 25.9% 1.2%         19.96
46   USNA      32.93         86.79         84.76 157.4% -2.3%           7.08
47   EGY         8.65           5.58            5.59 -35.4% 0.2%         26.95
48   VCI      25.78         29.50         30.51 18.3% 3.4%           9.04
49   VG         2.37           3.14            3.50 47.7% 11.5%         98.36
50   WCRX      12.04         23.18         23.18 92.5% 0.0%         19.36

On average, they are up 39.4% for the year and 1.2% for the month.  That is like "whoa man!".  You can see that in October, three have popped: NTISAVE and VG   SAVE is Spirit airlines, basically a no-frills, low cost carrier like EasyJet in the UK.  I never bought them, even though they were cheap by all metrics and growing (additional planes and routes were adding substantially to revenues) as airlines have historically been a poor investment.  I was so wrong.  They have spiked 120% this year and 14% this past week as their planes have been getting fuller and fuller.

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