Monday, December 02, 2013

November Results

Here is how MFI did in November:

Index Stock Start Last Month Current YTD Change Monthly Change Shares
1   APOL      20.92         26.71         26.29 25.7% -1.6%         11.14
2   AGX      18.00         23.00         24.20 34.4% 5.2%         12.95
3   BAH      13.92         20.09         18.88 35.6% -6.0%         16.75
4   CA      21.98         32.51         34.00 54.7% 4.6%         10.61
5   CPLA      28.23         60.92         65.72 132.8% 7.9%           8.26
6   CF    203.16      216.20       218.98 7.8% 1.3%           1.15
7   CSCO      19.65         23.07         21.76 10.7% -5.7%         11.86
8   DELL      10.14         14.02         14.02 38.3% 0.0%         22.99
9   DLX      32.24         47.84         50.69 57.2% 6.0%           7.23
10   DMRC      20.70         21.39         19.17 -7.4% -10.4%         11.26
11   DLB      29.33         35.74         35.93 22.5% 0.5%           7.95
12   GME      25.09         55.65         49.08 95.6% -11.8%           9.29
13   GNI      67.20         75.40         81.03 20.6% 7.5%           3.47
14   GTAT         3.03           7.50            9.81 223.8% 30.9%         76.93
15   HLF      32.94         65.72         70.88 115.2% 7.9%           7.08
16   HFC      46.55         47.66         50.38 8.2% 5.7%           5.01
17   IDCC      41.09         39.03         34.19 -16.8% -12.4%           5.67
18   INTX         9.48           9.17            8.54 -9.9% -6.9%         24.59
19   ESI      17.31         40.12         38.99 125.2% -2.8%         13.47
20   JCOM      30.60         55.69         48.94 59.9% -12.1%           7.62
21   KLIC      11.99         12.90         12.62 5.3% -2.2%         19.44
22   LPS      24.62         34.82         35.51 44.2% 2.0%           9.47
23   MANT      25.94         28.57         29.40 13.3% 2.9%           8.99
24   MSFT      26.71         36.10         39.10 46.4% 8.3%           8.73
25   NATR      14.48         20.69         21.09 45.6% 1.9%         16.10
26   NSU         4.28           3.72            3.34 -22.0% -10.2%         54.47
27   NTI      25.44         26.44         28.89 13.6% 9.3%           9.16
28   NUS      37.05      117.83       129.04 248.3% 9.5%           6.29
29   PDLI         7.04           8.39         10.22 45.2% 21.8%         33.11
30   PETS      11.10         15.31         16.42 47.9% 7.3%         21.00
31   PBI      10.64         22.09         24.11 126.6% 9.1%         21.91
32   POOSF         1.42                -                  -   -100.0% 0.0%      164.63
33   POZN         5.01           6.29            7.90 57.7% 25.7%         46.53
34   QCOR      26.72         62.42         59.06 121.0% -5.4%           8.72
35   RTN      57.56         84.02         90.33 56.9% 7.5%           4.05
36   RPXC         9.04         17.86         16.52 82.7% -7.5%         25.79
37   SAI      11.32         18.37         18.78 65.9% 2.3%         20.59
38   STX      30.42         49.45         50.23 65.1% 1.6%           7.66
39   SVLC         2.52           1.74            1.61 -36.1% -7.5%         92.51
40   SAVE      17.73         43.15         45.87 158.7% 6.3%         13.15
41   STRA      56.17         39.42         37.15 -33.9% -5.8%           4.15
42   TNAV         7.99           7.24            7.04 -11.9% -2.8%         29.18
43   TZOO      18.99         21.53         21.48 13.1% -0.2%         12.28
44   UIS      17.30         26.35         27.47 58.8% 4.3%         13.47
45   USMO      11.68         15.30         15.19 30.1% -0.7%         19.96
46   USNA      32.93         68.23         73.11 122.0% 7.2%           7.08
47   EGY         8.65           5.27            6.05 -30.1% 14.8%         26.95
48   VCI      25.78         27.98         30.29 17.5% 8.3%           9.04
49   VG         2.37           3.73            3.31 39.7% -11.3%         98.36
50   WCRX      12.04         23.18         23.18 92.5% 0.0%         19.36
Total    11,656      16,836       17,293 47.1% 2.7%

My overall portfolio was up 4.7%.  So I beat MFI this month.  Of course you can see GTAT alone was up almost 31%, that certainly juiced my month.


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