Up 11 of Past 12 Sessions

Streaking

Today was a big up day, helped a ton by GTAT being up $2.03.  During that stretch, I am up 10%.  That makes me up 5.1% on the year, versus about 70 basis points for Russell 3000.  As I mentioned in a previous post, I was quite active today.  I bought PM, and added AOD, FGL and KLIC.  Then I sold all my SBS.

The changes definitely bumped up my dividend expectations in my dividend portfolio. Going into the weekend, my annual expected dividends (with factor) = $51,558.  Now it is bumped to $53,249. Woo-hoo!

Schloss Golden Rule #13

Motley Fool had a bullish piece on GTAT today.
Of course, they are probably trying to sell their products (Why GT Advanced Technologies Inc. Still Has Room to Run).

Speaking of selling products, I have gotten a kick out of this one seeking alpha author.  I guess they get paid by page view.  So he has essentially the same write-up (boilerplate) that he publishes for every IPO.  I no longer read it, having been suckered about 4 times.  Here are a couple examples:

• Conclusion Of Quiet Period For Malibu Boats Provides Buying Opportunity
• Autohome Quiet Period Expiration Provides A Long Opportunity
• End Of Quiet Period For North Atlantic Drilling Provides Buying Opportunity For Aggressive Investors
• Expiration Of Continental Building Products Quiet Period Could Be A Built-In Long Opportunity
• New Home Company's Quiet Period Expiration Could Prove A Buying Opportunity For The Stock

I could go on for a long time.

Friendly Contest

Here is an update of the friendly contest I started at beginning of year:

Player	Stock	Start	Current	Dividends	Change
MFI Diary	GNW	15.53	15.35	-	-1.2%
	GTAT	8.72	14.14	-	62.2%
	SBS	11.34	9.32	-	-17.8%
	HIMX	14.72	13.58	-	-7.7%
	HIG-WT	27.53	25.93	-	-5.8%
	KLIC	13.30	11.50	-	-13.5%
	CF	233.04	242.79	1.00	4.6%
	BAC-WTA	6.47	7.20	-	11.3%
	RPXC	16.90	16.26	-	-3.8%
	ATVI	17.83	19.69	-	10.4%
	Total				3.9%
Player	Stock	Start	Current	Dividends	Change
Barron's	ABX	17.63	21.23	-	20.4%
	CNQ	33.10	37.05	-	11.9%
	DE	91.33	84.80	-	-7.1%
	GM	40.87	36.55	-	-10.6%
	INTC	25.96	24.63	0.23	-4.3%
	MET	53.92	50.87	0.28	-5.1%
	NSRGY	73.59	74.81	-	1.7%
	SPG	152.16	159.91	1.25	5.9%
	LCC	22.35	22.55	-	0.9%
	C	52.11	48.98	0.01	-6.0%
	Total				0.8%
Player	Stock	Start	Current	Dividends	Change
ML/BAC	ADM	43.40	40.16	0.24	-6.9%
	CAT	90.81	97.32	0.60	7.8%
	CTL	31.85	31.19	-	-2.1%
	C	52.11	48.98	0.01	-6.0%
	CSCO	22.43	22.12	0.17	-0.6%
	DVA	63.37	67.50	-	6.5%
	XOM	101.20	96.44	0.63	-4.1%
	GM	40.87	36.55	-	-10.6%
	NEE	85.62	91.78	-	7.2%
	NUE	53.38	49.70	-	-6.9%
	Total				-1.6%
Player	Stock	Start	Current	Dividends	Change
Eric Y	CA	33.65	32.67	0.25	-2.2%
	CLCT	17.15	18.87	0.33	11.9%
	CSCO	22.43	22.12	0.17	-0.6%
	LO	50.68	48.22	-	-4.9%
	MANT	29.93	28.11	-	-6.1%
	MSFT	37.41	37.69	0.28	1.5%
	PETS	16.63	13.17	0.17	-19.8%
	RGR	73.09	67.59	-	-7.5%
	USMO	14.28	14.52	-	1.7%
	VCI	34.25	34.02	-	-0.7%
	Total				-2.7%
Player	Stock	Start	Current	Dividends	Change
Cantor/Fitz	AAPL	561.02	527.55	3.05	-5.4%
	JNPR	22.57	27.58	-	22.2%
	DLR	49.12	54.14	-	10.2%
	FB	54.65	70.78	-	29.5%
	GOOG	1,120.71	1,212.51	-	8.2%
	DATA	68.93	98.73	-	43.2%
	SPLK	68.67	90.75	-	32.2%
	SVU	7.29	6.12	-	-16.0%
	TMO	111.35	123.37	-	10.8%
	VSTM	11.40	14.79	-	29.7%
	Total				16.5%