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?).