Monday, December 30, 2013

MFI Index For 2013 Heads Into Final Day (aka a Tale of Two Newsletters)

Just thought people would like a quick look at the 2013 MFI Index and its components. The table below shows how the 50 stocks did for the year and for the final quarter.

Index Stock Start Last Quarter Current YTD Change Quarterly Change Shares
1   APOL      20.92         20.81         27.21 30.1% 30.8%         11.14
2   AGX      18.00         21.97         27.77 54.3% 26.4%         12.95
3   BAH      13.92         19.61         20.26 45.5% 3.3%         16.75
4   CA      21.98         30.42         34.66 57.7% 13.9%         10.61
5   CPLA      28.23         56.56         66.71 136.3% 17.9%           8.26
6   CF    203.16      211.43       233.42 14.9% 10.4%           1.15
7   CSCO      19.65         23.77         22.76 15.8% -4.3%         11.86
8   DELL      10.14         13.91         14.02 38.3% 0.8%         22.99
9   DLX      32.24         42.41         53.00 64.4% 25.0%           7.23
10   DMRC      20.70         20.53         19.70 -4.8% -4.0%         11.26
11   DLB      29.33         34.51         38.48 31.2% 11.5%           7.95
12   GME      25.09         50.48         50.37 100.8% -0.2%           9.29
13   GNI      67.20         74.25         77.34 15.1% 4.2%           3.47
14   GTAT         3.03           8.51            8.80 190.4% 3.4%         76.93
15   HLF      32.94         70.67         79.12 140.2% 12.0%           7.08
16   HFC      46.55         43.71         51.13 9.8% 17.0%           5.01
17   IDCC      41.09         37.64         30.11 -26.7% -20.0%           5.67
18   INTX         9.48           9.37            8.60 -9.3% -8.2%         24.59
19   ESI      17.31         31.00         33.27 92.2% 7.3%         13.47
20   JCOM      30.60         50.23         50.71 65.7% 0.9%           7.62
21   KLIC      11.99         11.55         13.21 10.2% 14.4%         19.44
22   LPS      24.62         33.57         37.82 53.6% 12.7%           9.47
23   MANT      25.94         29.39         30.60 18.0% 4.1%           8.99
24   MSFT      26.71         33.97         38.26 43.2% 12.6%           8.73
25   NATR      14.48         20.81         19.22 32.7% -7.6%         16.10
26   NSU         4.28           3.24            3.47 -18.9% 7.1%         54.47
27   NTI      25.44         22.90         27.40 7.7% 19.7%           9.16
28   NUS      37.05         96.64       139.83 277.4% 44.7%           6.29
29   PDLI         7.04           8.27            9.07 28.8% 9.7%         33.11
30   PETS      11.10         16.75         17.12 54.2% 2.2%         21.00
31   PBI      10.64         18.94         24.32 128.5% 28.4%         21.91
32   POOSF         1.42                -                  -   -100.0% 0.0%      164.63
33   POZN         5.01           5.73         11.40 127.5% 99.0%         46.53
34   QCOR      26.72         58.75         55.26 106.8% -5.9%           8.72
35   RTN      57.56         78.17         92.63 60.9% 18.5%           4.05
36   RPXC         9.04         17.54         16.92 87.2% -3.5%         25.79
37   SAI      11.32         17.27         17.60 55.5% 1.9%         20.59
38   STX      30.42         44.52         57.72 89.7% 29.6%           7.66
39   SVLC         2.52           1.77            1.66 -34.1% -6.2%         92.51
40   SAVE      17.73         34.27         45.15 154.6% 31.7%         13.15
41   STRA      56.17         41.52         35.07 -37.6% -15.5%           4.15
42   TNAV         7.99           5.84            6.38 -20.1% 9.2%         29.18
43   TZOO      18.99         26.52         21.74 14.5% -18.0%         12.28
44   UIS      17.30         25.19         33.60 94.2% 33.4%         13.47
45   USMO      11.68         14.54         15.10 29.3% 3.9%         19.96
46   USNA      32.93         86.79         78.15 137.3% -10.0%           7.08
47   EGY         8.65           5.58            6.93 -19.9% 24.2%         26.95
48   VCI      25.78         29.50         35.55 37.9% 20.5%           9.04
49   VG         2.37           3.14            3.33 40.5% 6.1%         98.36
50   WCRX      12.04         23.18         23.18 92.5% 0.0%         19.36
Total    11,656      16,055       17,750 52.3% 10.6%

I did just catch that POZN paid a special $1.75 dividend.  In addition, CPLA initiated a dividend.  Check out the quarter for POZN... up 99%!

Almost Too Good To Be True

One item I have not mentioned on my blog is that I did subscribe to 2 news letters in 2013.  Out of respect to the news letter writers (who charge a fee for their services) I do not think it is fair of me to comment publicly that I buy a stock because of them, as that is proprietary,  That being said, now that it has been a while since my last purchases with them, I will mention them as I feel they do ad value.

The first is Trifecta Stocks (Trifecta Stocks - TheStreet).  I bought IP and HIMX because of them.  I broke even on IP but am up 58% with HIMX.  I can not remember what the annual fee was, but I promise you my gain on HIMX would easily pay for a lifetime subscription.  HIMX is my fifth best stock ever for $ gain (it is even ahead of NUS).

The second is IPO Desktop (IPO Desktop Premium).  I have used their insight to help me decide what IPOs to invest in (both pre and post IPO).  They have great write-ups and a lively discussion board.  Obviously, this one has also paid for itself many times over.

So I would recommend either of these newsletters, though one needs to keep in mind that many ideas can appear very good in a favorable market environment.  I also believe it is important to do your own homework, I only used a very small proportion of what they recommended.  But they have also helped give that extra conviction on when I invested to not go in with half measures, but rather full measures (like the Breaking Bad reference?).

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