Slip Sliding Along

Been traveling today.  Had a frustrating day in and out of airports as my initial plane had mechanical problems.  But now safe and sound in the Big Apple and about to go get some tacos and beer.

My portfolio continues to trudge successfully along. Up another 45 basis points, so I am up almost 1% for the year while the R3K is down about 45 basis points for the year.  I continue to struggle with what to do with my cash.  I did toy around with some covered calls.  I also spent some time looking at Municipal Bond Close End Funds that are trading at about an 8% discount.  Still cannot pull the trigger on anything.

One good call I made back in August was to go long on Construction stocks.  Both AGX (+95%) and FLR (+20%) have FLouRished (see what I did there?).  CYOU is another stock that has been rising quite a bit.  After they forecast lower margins back in November (recall they dropped into the 27s) they have bounced back nicely at 33.70 today.  That is a bit more than a 20% rise.

Here are deciles 7 & 8:

Stock	Initial Price	End Price	Percent Change
NIHD	5.31	2.65	-50.1%
NEOG	30.82	44.34	43.9%
HAIN	58.19	90.68	55.8%
KAMN	34.88	39.11	12.1%
GGG	50.20	76.99	53.4%
ASCA	19.96	26.50	32.8%
LKQ	21.47	32.26	50.3%
BCO	28.09	34.13	21.5%
CBT	37.11	51.05	37.6%
LPNT	36.24	53.36	47.2%
CASY	49.03	68.58	39.9%
SLAB	41.83	42.46	1.5%
AIRM	34.95	57.85	65.5%
AMKR	4.36	6.12	40.4%
SLGN	43.87	48.38	10.3%
PAC	50.73	50.56	-0.3%
OII	53.28	78.02	46.4%
GSM	13.78	18.12	31.5%
VHI	11.88	15.84	33.3%
FDP	25.49	28.13	10.4%
CMC	13.04	20.13	54.4%
HCSG	23.04	28.02	21.6%
UTIW	12.83	17.30	34.8%
PRLB	35.56	73.02	105.3%
MG	21.99	20.95	-4.7%
FSL	9.44	15.37	62.8%
MCHP	29.43	44.54	51.3%
ASTE	29.37	37.16	26.5%
CRL	38.47	53.46	39.0%
ANDE	40.61	88.65	118.3%
IRG	12.87	13.03	1.2%
URBN	36.97	37.99	2.8%
CEC	30.65	44.61	45.5%
MEOH	30.53	57.72	89.1%
XRAY	38.90	48.19	23.9%
GTLS	62.46	94.25	50.9%
WNC	8.45	12.34	46.0%
AIN	21.33	35.84	68.0%
ULTI	91.99	151.88	65.1%
PHI	59.50	58.53	-1.6%
EPL	21.44	28.16	31.3%
IMO	43.41	43.64	0.5%
WSO	70.93	95.23	34.3%
RGC	15.11	19.56	29.5%
PKG	34.72	62.97	81.4%
JBHT	58.20	77.29	32.8%
LL	51.80	103.07	99.0%
EW	91.12	67.26	-26.2%
MWIV	110.64	175.57	58.7%
FUN	30.85	50.83	64.8%
Decile 7			37.8%

Stock	Initial Price	End Price	Percent Change
OKS	52.16	51.58	-1.1%
ROCK	14.12	18.63	31.9%
INWK	12.96	7.91	-39.0%
UNFI	52.53	74.95	42.7%
WST	27.03	49.12	81.7%
CODI	12.87	19.33	50.2%
OSIS	60.45	53.36	-11.7%
APD	79.76	111.22	39.4%
HMY	7.50	2.61	-65.2%
ETH	27.28	30.86	13.1%
T	31.99	34.80	8.8%
MPEL	14.80	39.63	167.8%
MSG	43.66	57.81	32.4%
PPO	40.00	37.96	-5.1%
RNO	11.39	11.96	5.0%
NUE	39.12	52.78	34.9%
DOW	28.34	43.67	54.1%
LNCE	23.41	28.44	21.5%
ADM	26.15	43.19	65.2%
SLW	34.47	21.12	-38.7%
NUVA	14.00	32.49	132.1%
AHGP	42.12	56.34	33.8%
ADS	142.91	263.70	84.5%
RDEN	47.12	33.86	-28.1%
EPIQ	11.94	15.75	31.9%
UNT	44.97	50.78	12.9%
TLP	33.53	42.02	25.3%
UA	52.73	86.99	65.0%
TAP	41.42	55.01	32.8%
BEBE	3.64	5.68	56.0%
BIN	20.61	24.38	18.3%
GOLD	101.61	63.41	-37.6%
MSCC	20.01	24.99	24.9%
PDS	7.21	9.31	29.1%
RKT	63.95	104.38	63.2%
HAE	40.22	41.47	3.1%
HSC	19.76	27.98	41.6%
KAR	17.12	30.10	75.8%
NGLS	33.45	51.35	53.5%
LRCX	35.10	53.94	53.7%
BCE	40.65	42.89	5.5%
EPB	35.29	35.49	0.6%
TLLP	42.36	52.65	24.3%
OAS	31.26	44.44	42.2%
CAE	9.97	12.66	27.0%
MITSY	279.76	277.34	-0.9%
GFF	10.55	13.81	30.9%
NOG	16.20	14.28	-11.9%
CE	41.26	55.30	34.0%
WEN	4.64	8.68	87.1%
Decile 8			45.8%

Decile	Gain
IWV	38.5%
1	54.5%
2	34.6%
3	47.1%
4	42.6%
5	39.7%
6	47.6%
7	37.8%
8	45.8%