People Believe It!

Took a quick look at the fifty stocks in my MFI Index for the past week and for the year.  I will tell you, the stock that takes my breath away is PBI.  I mean is there a stock that is less 21st century than PBI?  Yet it was up 10% on the week and about 130% on the year.  Shows what I know.  I think the hardest part about investing is removing yourself from just the direction of things and to focus more on the value.  Just because a stock is in a stagnant industry does not mean it can not go up.  Look at USMO in pagers, look at UNTD in Dial up access, look at PBI in mail meters, look at BBY in big box electronics having to compete with AMZN, look at GME.

Index	Stock	Start	Last Week	Current	YTD Change	Weekly Change	Shares
1	APOL	20.92	26.04	26.12	24.9%	0.3%	11.14
2	AGX	18.00	23.86	23.62	31.2%	-1.0%	12.95
3	BAH	13.92	17.92	17.56	26.1%	-2.0%	16.75
4	CA	21.98	32.68	33.60	52.9%	2.8%	10.61
5	CPLA	28.23	64.62	66.68	136.2%	3.2%	8.26
6	CF	203.16	219.96	219.50	8.0%	-0.2%	1.15
7	CSCO	19.65	24.02	22.05	12.2%	-8.2%	11.86
8	DELL	10.14	14.02	14.02	38.3%	0.0%	22.99
9	DLX	32.24	47.19	48.50	50.4%	2.8%	7.23
10	DMRC	20.70	18.88	18.58	-10.2%	-1.6%	11.26
11	DLB	29.33	35.41	35.60	21.4%	0.5%	7.95
12	GME	25.09	56.31	57.36	128.6%	1.9%	9.29
13	GNI	67.20	76.00	77.00	14.6%	1.3%	3.47
14	GTAT	3.03	9.47	10.19	236.3%	7.6%	76.93
15	HLF	32.94	63.60	70.21	113.1%	10.4%	7.08
16	HFC	46.55	45.78	48.10	3.3%	5.1%	5.01
17	IDCC	41.09	33.94	33.07	-19.5%	-2.6%	5.67
18	INTX	9.48	9.13	8.98	-5.3%	-1.6%	24.59
19	ESI	17.31	40.44	41.50	139.7%	2.6%	13.47
20	JCOM	30.60	45.79	47.91	56.6%	4.6%	7.62
21	KLIC	11.99	11.96	12.55	4.7%	4.9%	19.44
22	LPS	24.62	34.38	34.69	40.9%	0.9%	9.47
23	MANT	25.94	28.76	29.33	13.1%	2.0%	8.99
24	MSFT	26.71	38.47	38.53	44.3%	0.2%	8.73
25	NATR	14.48	19.80	19.84	37.0%	0.2%	16.10
26	NSU	4.28	3.57	3.57	-16.6%	0.0%	54.47
27	NTI	25.44	25.85	28.82	13.3%	11.5%	9.16
28	NUS	37.05	113.77	114.99	210.4%	1.1%	6.29
29	PDLI	7.04	8.78	9.20	30.7%	4.8%	33.11
30	PETS	11.10	15.35	15.95	43.7%	3.9%	21.00
31	PBI	10.64	22.16	24.57	130.9%	10.9%	21.91
32	POOSF	1.42	-	-	-100.0%	0.0%	164.63
33	POZN	5.01	5.67	5.91	18.0%	4.2%	46.53
34	QCOR	26.72	62.65	62.34	133.3%	-0.5%	8.72
35	RTN	57.56	87.01	86.93	51.0%	-0.1%	4.05
36	RPXC	9.04	16.75	17.06	88.7%	1.9%	25.79
37	SAI	11.32	18.39	19.12	68.9%	4.0%	20.59
38	STX	30.42	49.37	50.13	64.8%	1.5%	7.66
39	SVLC	2.52	1.56	1.61	-36.1%	3.2%	92.51
40	SAVE	17.73	43.30	44.53	151.1%	2.8%	13.15
41	STRA	56.17	37.50	38.46	-31.5%	2.6%	4.15
42	TNAV	7.99	7.07	7.12	-10.9%	0.7%	29.18
43	TZOO	18.99	20.58	20.65	8.7%	0.3%	12.28
44	UIS	17.30	26.17	27.06	56.4%	3.4%	13.47
45	USMO	11.68	15.73	15.27	30.7%	-2.9%	19.96
46	USNA	32.93	70.89	69.30	110.4%	-2.2%	7.08
47	EGY	8.65	5.93	6.08	-29.7%	2.5%	26.95
48	VCI	25.78	28.54	29.49	14.4%	3.3%	9.04
49	VG	2.37	3.47	3.28	38.4%	-5.5%	98.36
50	WCRX	12.04	23.18	23.18	92.5%	0.0%	19.36
	Total	11,656	16,753	17,088	46.6%	2.0%

That shows that one can actually think too hard, try to be too smart.  Sometimes you might be better off looking at my earnings yield statistics and just thinking, "what is the cheapest stock out there that has a shot over the next several years of not seeing their earnings drop too quickly?".

I did take a quick look at GuruFocus today as all the flings for the big money managers had to be done by Friday.  Nothing really jumped out at me.