Everything Just Keeps Working

I was pretty busy today and really did not get a chance to look at the market until the end of the day. My portfolios had another great day and I continue to out-perform the markets.  I was up 90 basis points while the markets were slightly down.  Unlike some other days, my gains today pretty much were across the board.

GNW was up almost 4% (guess someone read my recent blog).
GTAT was up another 2.25%.
My BAC warrants rocketed up 7% - they are now up 49%.
AVG was up 7%, and my entire MFI tranches were up about a percent.
LMNS was up 1.5%, there is still hope that trade will be profitable.

Only one stock was down more than 1% - SIRI.

I did have sellers remorse part deux on MBUU.  It was up 4.9% to 20.85.

I am rocking in the PWP. I am up over 20% YTD. They seem to be having technical problems, so not sure what place I am in.  I will likely now not go to their dinner this upcoming Monday.  My leg just isn't ready for a trip to NY. :(

Here are the internal contests I was running.  I am looking strong (thanks GTAT):

Player	Stock	Start	Current	Dividends	Change
MFI Diary	GNW	15.53	16.39	-	5.5%
	GTAT	8.72	17.08	-	95.9%
	SBS	11.34	9.33	-	-17.7%
	HIMX	14.72	14.34	-	-2.6%
	HIG-WT	27.53	27.19	-	-1.2%
	KLIC	13.30	11.48	-	-13.7%
	CF	233.04	262.78	1.00	13.2%
	BAC-WTA	6.47	7.96	-	23.0%
	RPXC	16.90	16.34	-	-3.3%
	ATVI	17.83	20.04	-	12.4%
	Total				11.1%
Player	Stock	Start	Current	Dividends	Change
Barron's	ABX	17.63	20.38	-	15.6%
	CNQ	33.10	36.88	-	11.4%
	DE	91.33	86.92	-	-4.8%
	GM	40.87	37.52	-	-8.2%
	INTC	25.96	24.50	0.23	-4.8%
	MET	53.92	52.09	0.28	-2.9%
	NSRGY	73.59	75.35	-	2.4%
	SPG	152.16	164.11	1.25	8.7%
	AAL	30.02	37.86	-	26.1%
	C	52.11	49.42	0.01	-5.1%
	Total				3.8%
Player	Stock	Start	Current	Dividends	Change
ML/BAC	ADM	43.40	40.67	0.24	-5.7%
	CAT	90.81	96.37	0.60	6.8%
	CTL	31.85	31.86	-	0.0%
	C	52.11	49.42	0.01	-5.1%
	CSCO	22.43	21.87	0.17	-1.7%
	DVA	63.37	68.37	-	7.9%
	XOM	101.20	93.80	0.63	-6.7%
	GM	40.87	37.52	-	-8.2%
	NEE	85.62	90.65	-	5.9%
	NUE	53.38	50.78	-	-4.9%
	Total				-1.2%
Player	Stock	Start	Current	Dividends	Change
Eric Y	CA	33.65	33.25	0.25	-0.4%
	CLCT	17.15	18.42	0.33	9.3%
	CSCO	22.43	21.87	0.17	-1.7%
	LO	50.68	53.48	0.62	6.7%
	MANT	29.93	29.69	-	-0.8%
	MSFT	37.41	38.11	0.28	2.6%
	PETS	16.63	14.35	0.17	-12.7%
	RGR	73.09	65.44	-	-10.5%
	USMO	14.28	14.57	-	2.0%
	VCI	34.25	34.02	-	-0.7%
	Total				-0.6%
Player	Stock	Start	Current	Dividends	Change
Cantor/Fitz	AAPL	561.02	532.36	3.05	-4.6%
	JNPR	22.57	26.37	-	16.8%
	DLR	49.12	54.76	-	11.5%
	FB	54.65	71.57	-	31.0%
	GOOG	1,120.71	1,218.26	-	8.7%
	DATA	68.93	94.35	-	36.9%
	SPLK	68.67	92.32	-	34.4%
	SVU	7.29	6.86	-	-5.9%
	TMO	111.35	125.91	-	13.1%
	VSTM	11.40	14.27	-	25.2%
	Total				16.7%