MFI Stocks Making A Comeback

Several times this year, I have mentioned how MFI has been trailing benchmarks as it does tend to be streaky. But I just noticed yesterday that my MFI index, which is comprised of 50 stocks picked from the screen at the start of each year has been streaking.... Upwards!

Since the start of the fourth quarter, the 50 stocks in that index are up a snappy 4.8% (wish I were doing so well) while the Russell 3000 is up just under 1%. Yesterday was a bang up day for the stocks as USNA was up 22% and EGL Was up 12%.  In just the fourth quarter look at some of these individual returns:

1. EGL 35%
2. GTIV 16%
3. HLF 14%
4. ESI 121%
5. USNA 46%

We shall see if the momentum continues. This morning I will note that RGR and WTW are down pre market on earnings. I am fortunate Mr Random did not pick COH or RGR for me (or KING for that matter so far). 

Then on a personal note, every month I look at my net worth (everything) and track in a spreadsheet. I was a bit worried what it would be this month end as I did have the GTAT fiasco.  But it wasn't so bad, down just 1/10 of a percent - essentially flat. So while I may not be able to buy that beachside condo in Hawaii with my GTAT proceeds, it looks like I can still afford to eat at Outback Steakhouse every now and then when I retire. For the year I am up 8%. Of course that is more than investment returns, that is salary that I am saving, equity I have added in my house, money I have placed into college funds, IRAs and 401K - kind of everything. 

Interestingly, I am not sure I am going to be able to participate in GTAT lawsuits. They are really looking at people in bought in after November 2013 (when aapl announcement was made). Recall I bought my shares at $2.80 in February 2013. 

Rising Tide

Rising Tide

Well, it was a great day for my portfolio, up about 1.9%.  That means I am now just down 2.4% for the year. Obviously, without the GTAT fiasco I'd be well in the green.

I did buy PGN on Monday.  This was a stock I mentioned as being exceedingly cheap over the weekend.  For those of you who don't read Barron's, I do highly recommend it. They did not recommend PGN, but they talked about Spinoffs and gave me a website for spin offs (Stock Spinoffs - Finding Value in Special Situations) that allowed me to find PGN.

On Monday I also sold some calls on SYNA and SNDK, two MFI stocks coming up on a year. I will not count it in my score-keeping for MFI as options are not a part of the official strategy.  I should have definitely waited at least one more day on SYNA.

RPXC and CCUR announced earnings after the bell this evening.  RPXC actually seemed pretty decent (RPX Announces Third Quarter 2014 Financial Results).  But CCUR was not so hot (Concurrent Reports Fiscal Year 2015 First Quarter Financial Results).  I am starting to think CCUR is a value trap, so I may look to sell in the next week.

I will say, the stocks I have recently bought have done very well, gotta love that rising tide.

PGN + 3.7% this week
CCUR  +8.4%
KMF  +12.4%
CSQ  +11.9%
TNH +5.2%
VEC  +9.5% and +14.2% (bought two tranches)

I was asked what I thought of GTATQ. I am not a bankruptcy expert and have not studied the GTAT bankruptcy.  I have owned/followed other stocks into bankruptcy and they have always gone down => they have never recovered (for the stockholder). Maybe "this time is different", but I have no desire to test that.

Quick Top 200 List

Ticker	Rank	Stock Price	Market Cap	Earnings Yield	ROIC	Dividend Yield	P/B	Country
ADMS	1	14.73	242	42%	12903%	0.00%	#N/A	USA
KING	2	11.35	3,612	31%	1203%	4.02%	#N/A	Ireland
PDLI	3	8.33	1,476	22%	588694%	7.20%	2.0	USA
CALL	4	8.89	159	27%	984%	0.00%	12.0	Israel
TTWO	5	22.42	1,779	33%	470%	0.00%	2.0	USA
PTIE	6	4.15	188	18%	35288%	0.00%	12.0	USA
AGX	7	31.95	468	17%	1339%	2.20%	19.0	USA
XXII	8	2.02	119	27%	231%	0.00%	17.0	USA
GAME	9	6.51	1,771	14%	1001%	0.00%	-	China
NHTC	10	9.25	114	12%	4023%	0.20%	-
PFMT	11	8.33	414	16%	259%	0.00%	4.0	USA
CTCM	12	6.06	946	30%	157%	11.05%	1.0	Russia
SPOK	13	13.77	304	18%	183%	3.56%	3.0	USA
HLF	14	51.60	4,704	14%	229%	1.17%	6.0	Cayman Islands
LQDT	15	12.52	387	15%	203%	0.00%	2.0	USA
BCOR	16	15.72	677	12%	358%	0.00%	-	USA
PERI	17	5.95	416	12%	827%	0.00%	-	Israel
LFVN	18	1.30	137	13%	228%	0.00%	16.0	USA
TNH	19	141.66	2,621	16%	166%	7.21%	1.0	USA
EQIX	20	43.30	2,237	24%	130%	3.83%	1.0	USA
AVG	21	16.82	887	12%	723%	0.00%	-	Netherlands
DEPO	22	15.10	912	11%	1039%	0.00%	4.0	USA
TZOO	23	12.19	180	13%	194%	0.00%	1.0	USA
UIS	24	23.69	1,194	20%	124%	0.00%	3.0	USA
AVID	25	10.05	393	14%	158%	0.00%	3.0
WLKP	26	28.70	728	82%	105%	0.00%	#N/A	USA
APOL	27	25.91	2,904	20%	114%	0.00%	4.0	USA
CSCO	28	23.78	122,990	11%	333%	3.14%	-	USA
ESI	29	8.81	206	99%	100%	0.00%	3.0	USA
SPRT	30	2.11	114	15%	128%	0.00%	2.0	USA
EBIX	31	14.25	551	12%	242%	1.63%	20.0	USA
NSR	32	25.19	1,521	13%	146%	0.00%	12.0	USA
IQNT	33	13.15	439	15%	120%	2.70%	-	USA
TPUB	34	19.42	494	23%	102%	0.00%	#N/A	USA
DLX	35	58.59	2,943	11%	362%	1.93%	2.0	USA
RGR	36	51.46	1,026	16%	110%	4.04%	3.0	USA
MYGN	37	36.96	2,871	11%	319%	0.00%	2.0	USA
COH	38	35.97	9,942	14%	122%	3.76%	1.0	USA
MTN	39	43.30	1,567	17%	98%	1.73%	2.0	USA
ATAI	40	4.19	95	16%	96%	9.72%	-	China
NUS	41	49.21	3,008	19%	90%	2.74%	5.0	USA
CA	42	28.43	12,538	10%	457%	3.60%	1.0	USA
WTW	43	28.39	1,608	10%	474%	0.00%	1.0	USA
PETS	44	13.00	262	13%	103%	5.33%	13.0	USA
AFOP	45	12.50	240	13%	102%	1.21%	9.0	USA
HRB	46	30.93	8,493	10%	261%	2.60%	1.0	USA
PDFS	47	12.48	398	12%	108%	0.00%	19.0	USA
BKE	48	47.37	2,277	12%	108%	4.36%	35.0	USA
ONE	49	2.35	111	18%	77%	0.00%	8.0	USA
DISCK	50	36.19	12,522	11%	145%	0.00%	-	USA
RPXC	51	14.37	787	9%	1232%	0.00%	7.0	USA
PENN	52	12.41	1,105	20%	72%	0.00%	2.0	USA
GME	53	42.03	4,804	12%	93%	3.07%	8.0	USA
TDC	54	40.69	6,486	9%	360%	0.00%	1.0	USA
USNA	55	85.72	1,220	10%	171%	0.00%	9.0	USA
ECYT	56	5.81	251	9%	312%	0.00%	2.0	USA
STRA	57	65.01	691	12%	93%	0.00%	7.0	USA
VIAB	58	71.61	31,208	10%	232%	1.76%	-	USA
ORCL	59	38.73	176,144	9%	483%	1.26%	25.0	USA
BRCD	60	9.95	4,396	11%	101%	0.71%	1.0	USA
APEI	61	29.15	509	15%	69%	0.00%	3.0	USA
SHOO	62	29.93	1,922	11%	94%	0.00%	8.0	USA
CRT	63	26.73	160	10%	150%	10.13%	1.0	USA
ASPS	64	73.33	1,772	10%	156%	0.00%	-	Luxembourg
ANIK	65	39.02	605	11%	95%	0.00%	3.0	USA
NOC	66	130.79	28,146	10%	114%	2.03%	1.0	USA
NTP	67	5.47	247	125%	55%	1.47%	-	China
LBMH	68	2.73	146	9%	199%	4.33%	#N/A	USA
ITRN	69	20.58	432	11%	91%	4.53%	-	Israel
CBI	70	53.68	5,862	11%	109%	0.51%	2.0	Netherlands
PBI	71	24.55	5,020	10%	155%	3.07%	1.0	USA
TUP	72	64.10	3,276	10%	140%	4.19%	2.0	USA
SGU	73	6.14	353	18%	59%	5.61%	1.0	USA
SYNT	74	80.50	3,378	10%	119%	0.00%	35.0	USA
RTN	75	98.12	30,761	10%	144%	2.39%	1.0	USA
KZ	76	5.91	280	9%	170%	14.86%	-	China
HPQ	77	34.93	66,332	12%	78%	1.75%	-	USA
ETM	78	8.96	344	11%	95%	0.00%	11.0	USA
SWHC	79	10.26	576	19%	56%	0.00%	11.0	USA
XLS	80	16.78	3,249	14%	63%	2.30%	-	USA
PME	81	1.61	127	33%	53%	0.65%	#N/A	China
FLR	82	64.95	10,421	11%	86%	1.22%	1.0	USA
IILG	83	20.42	1,188	9%	216%	2.13%	3.0	USA
CTG	84	8.48	138	22%	54%	2.61%	8.0	USA
SLI	85	42.40	177	14%	62%	0.00%	4.0	USA
MGIC	86	6.77	301	10%	143%	3.16%	-	Israel
BBGI	87	5.15	118	12%	71%	3.39%	3.0	USA
CRUS	88	21.57	1,395	13%	62%	0.00%	1.0	USA
GPS	89	36.89	16,342	13%	64%	2.32%	10.0	USA
ENSG	90	35.36	812	13%	62%	0.61%	5.0	USA
LXK	91	40.60	2,574	17%	53%	3.20%	2.0	USA
FRAN	92	12.05	511	13%	61%	0.00%	2.0	USA
KRFT	93	56.83	34,098	10%	96%	3.76%	-	USA
EXLS	94	26.52	893	10%	91%	0.00%	5.0	USA
K	95	61.94	22,422	11%	76%	3.03%	-	USA
SDPI	96	5.06	82	45%	47%	0.00%	#N/A	USA
HRS	97	67.33	7,204	11%	80%	2.59%	1.0	USA
BAH	98	25.72	3,848	9%	163%	13.50%	3.0	USA
LEE	99	3.39	177	11%	70%	0.00%	9.0	USA
VGR	100	21.67	2,204	8%	263%	7.03%	3.0	USA
BWC	101	28.68	3,158	15%	53%	1.40%	1.0	USA
NTES	102	92.74	12,146	8%	488%	2.30%	-	China
MD	103	55.87	5,580	8%	240%	0.00%	2.0	USA
CHKE	104	16.14	136	9%	184%	1.22%	10.0	USA
MAN	105	64.40	5,242	13%	54%	1.48%	1.0	USA
EGY	106	7.54	434	24%	46%	0.00%	5.0	USA
TAX	107	34.60	445	10%	91%	0.00%	10.0	USA
TIME	108	20.94	2,310	10%	79%	0.00%	#N/A	USA
ACN	109	78.35	53,932	8%	510%	2.50%	1.0	Ireland
BBBY	110	65.24	12,493	12%	56%	0.00%	2.0	USA
KFY	111	27.04	1,341	10%	96%	0.00%	2.0	USA
XUE	112	2.92	184	20%	46%	5.52%	-	China
DNB	113	119.48	4,409	8%	1197%	1.45%	3.0	USA
CRWN	114	3.34	1,201	9%	106%	0.00%	-	USA
LO	115	60.67	21,898	8%	592%	3.96%	-	USA
NATR	116	13.75	223	15%	48%	14.71%	1.0	USA
IPCM	117	40.07	702	9%	143%	0.00%	2.0	USA
CXDC	118	5.23	255	64%	43%	0.00%	3.0	China
EGL	119	36.11	651	10%	72%	0.00%	-	USA
STRZA	120	30.48	3,459	9%	101%	0.00%	-	USA
OUTR	121	55.42	1,118	12%	53%	0.00%	2.0	USA
SMT	122	1.41	180	17%	45%	0.00%	-	Canada
SYMC	123	23.98	16,714	9%	133%	2.51%	1.0	USA
PLUS	124	58.84	445	14%	47%	0.00%	7.0	USA
AAPL	125	105.22	636,761	8%	292%	1.73%	-	USA
SAIC	126	46.58	2,278	9%	94%	2.41%	#N/A	USA
OMC	127	70.19	18,123	8%	242%	2.59%	1.0	USA
MSFT	128	46.13	384,955	8%	211%	2.49%	8.0	USA
GORO	129	4.76	260	11%	63%	3.25%	10.0	USA
CPLA	130	66.42	831	8%	154%	2.11%	7.0	USA
SAP	131	65.68	78,685	8%	270%	2.08%	-	Germany
HHS	132	5.95	375	11%	61%	5.67%	14.0	USA
BBSI	133	43.84	325	9%	116%	1.65%	53.0	USA
ATVI	134	19.17	13,898	8%	674%	1.05%	7.0	USA
MIK	135	18.29	3,384	10%	74%	0.00%	#N/A	USA
APH	136	48.83	7,851	11%	55%	0.89%	-	USA
SFUN	137	10.01	4,630	8%	169%	1.95%	-	China
LWAY	138	15.34	251	23%	40%	0.00%	50.0	USA
CHE	139	103.34	1,848	8%	166%	0.80%	4.0	USA
MRVL	140	13.03	6,779	9%	78%	1.86%	-	Bermuda
REX	141	67.60	553	19%	41%	0.00%	21.0	USA
UEPS	142	11.59	563	16%	43%	0.00%	2.0	South Africa
HSII	143	21.66	398	9%	87%	2.41%	5.0	USA
NVMI	144	10.29	290	10%	61%	0.00%	-	Israel
SNDK	145	88.76	21,363	8%	127%	1.10%	-	USA
GD	146	132.50	44,809	8%	114%	1.86%	1.0	USA
UG	147	21.05	97	8%	187%	4.64%	38.0	USA
SAFM	148	78.95	1,772	19%	40%	1.65%	8.0	USA
HGT	149	9.08	363	12%	47%	11.79%	4.0	USA
PLOW	150	20.47	454	10%	59%	4.27%	3.0	USA
KLIC	151	13.85	1,075	15%	42%	0.00%	4.0	USA
RIOM	152	2.41	428	26%	39%	0.00%	-	Canada
UTMD	153	50.80	192	8%	111%	1.92%	3.0	USA
SJT	154	17.25	804	7%	1670%	7.56%	-	USA
CO	155	5.05	369	19%	40%	0.00%	1.0	Hong Kong
MPAA	156	25.62	408	8%	177%	0.00%	3.0	USA
CATO	157	35.01	958	12%	49%	2.69%	9.0	USA
MMS	158	43.54	3,006	8%	124%	0.42%	5.0	USA
JCOM	159	50.66	2,384	8%	433%	2.12%	6.0	USA
TEO	160	21.81	4,227	15%	41%	9.09%	-	Argentina
RECN	161	14.65	562	9%	71%	1.98%	3.0	USA
MED	162	31.00	408	9%	82%	0.00%	18.0	USA
RAI	163	61.55	32,915	8%	247%	4.33%	-	USA
CACI	164	71.99	1,765	9%	76%	0.00%	2.0	USA
CODI	165	17.75	857	12%	47%	8.07%	2.0	USA
PPC	166	26.68	6,925	12%	45%	0.00%	1.0	USA
MTRX	167	23.57	639	11%	52%	0.00%	5.0	USA
WGO	168	21.52	585	12%	44%	0.00%	2.0	USA
PEIX	169	11.73	261	28%	37%	0.00%	-	USA
MANT	170	27.57	1,028	11%	53%	3.04%	-	USA
GNC	171	39.47	3,589	10%	63%	1.58%	1.0	USA
WDC	172	91.68	22,095	10%	59%	1.55%	1.0	USA
CSC	173	59.55	8,828	12%	44%	1.45%	1.0	USA
ERIC	174	11.47	37,507	10%	53%	3.91%	-	Sweden
EME	175	42.22	2,871	9%	66%	0.76%	3.0	USA
MBT	176	13.46	13,386	16%	39%	2.31%	-	Russia
BR	177	42.62	5,310	8%	243%	2.13%	1.0	USA
PRGS	178	25.48	1,298	8%	146%	0.00%	5.0	USA
NVDA	179	18.48	10,544	8%	93%	1.86%	1.0	USA
LMNS	180	8.79	315	8%	173%	0.00%	#N/A	Israel
ALB	181	57.20	4,499	11%	46%	1.88%	8.0	USA
NOK	182	8.34	33,516	8%	250%	6.08%	-	Finland
LEA	183	90.26	7,347	12%	43%	0.90%	-	USA
FL	184	54.70	8,008	10%	52%	1.56%	2.0	USA
CBS	185	53.52	31,095	9%	87%	0.95%	1.0	USA
TWX	186	78.77	70,436	8%	127%	1.54%	2.0	USA
PETM	187	69.45	6,923	10%	55%	1.14%	1.0	USA
HIBB	188	43.60	1,125	11%	47%	0.00%	1.0	USA
WINA	189	78.47	405	7%	258%	6.74%	71.0	USA
LYB	190	92.39	47,304	11%	44%	2.76%	-	Netherlands
ADUS	191	18.13	202	9%	64%	0.00%	47.0	USA
BBY	192	33.11	11,661	12%	43%	2.11%	1.0	USA
WSTC	193	29.98	2,560	8%	99%	2.98%	#N/A	USA
DOV	194	79.09	13,355	9%	69%	1.86%	1.0	USA
CSGS	195	25.42	853	9%	62%	2.42%	5.0	USA
MLNK	196	3.27	168	26%	34%	0.00%	39.0	USA
AEIS	197	17.83	734	12%	42%	0.00%	11.0	USA
DOX	198	46.23	7,477	8%	122%	1.30%	-	Channel Islands
DPS	199	66.80	13,213	8%	111%	2.40%	-	USA
KANG	200	18.58	299	19%	34%	0.00%	#N/A	China

Official List And How They Match Me

Ticker	Mkt Cap	Date	My Ranking	Price	EY	ROIC
AFOP	232.44	24-Oct	45	12.50	13%	102%
APEI	502.95	24-Oct	61	29.15	15%	69%
ANIK	577.42	24-Oct	65	39.02	11%	95%
APOL	2,821.52	24-Oct	27	25.91	20%	114%
AGX	461.36	24-Oct	7	31.95	17%	1339%
AVID	393.59	24-Oct	25	10.05	14%	158%
HRB	8,508.47	24-Oct	46	30.93	10%	261%
BCOR	645.13	24-Oct	16	15.72	12%	358%
BRCD	4,305.01	24-Oct	60	9.95	11%	101%
BKE	2,291.52	24-Oct	48	47.37	12%	108%
CA	12,518.72	24-Oct	42	28.43	10%	457%
GIB	10,394.38	24-Oct	#N/A	#N/A	#N/A	#N/A
CSCO	121,444.50	24-Oct	28	23.78	11%	333%
COH	9,868.77	24-Oct	38	35.97	14%	122%
DEPO	882.38	24-Oct	22	15.10	11%	1039%
EBIX	547.13	24-Oct	31	14.25	12%	242%
FLR	10,236.12	24-Oct	82	64.95	11%	86%
GME	4,740.98	24-Oct	53	42.03	12%	93%
ONE	111.83	24-Oct	49	2.35	18%	77%
IQNT	435.38	24-Oct	33	13.15	15%	120%
IILG	1,166.33	24-Oct	83	20.42	9%	216%
ITRN	431.52	24-Oct	69	20.58	11%	91%
KING	3,628.89	24-Oct	2	11.35	31%	1203%
LBMH	144.62	24-Oct	68	2.73	9%	199%
LFVN	132.82	24-Oct	18	1.30	13%	228%
LQDT	371.02	24-Oct	15	12.52	15%	203%
MYGN	3,018.23	24-Oct	37	36.96	11%	319%
NHTC	112.05	24-Oct	10	9.25	12%	4023%
NSR	1,511.22	24-Oct	32	25.19	13%	146%
NOC	26,573.52	24-Oct	66	130.79	10%	114%
NUS	2,918.15	24-Oct	41	49.21	19%	90%
OMC	17,419.69	24-Oct	127	70.19	8%	242%
PTIE	189.89	24-Oct	6	4.15	18%	35288%
PDFS	385.33	24-Oct	47	12.48	12%	108%
PDLI	1,445.31	24-Oct	3	8.33	22%	588694%
PFMT	404.29	24-Oct	11	8.33	16%	259%
PETS	263.48	24-Oct	44	13.00	13%	103%
RTN	30,220.96	24-Oct	75	98.12	10%	144%
RPXC	804.81	24-Oct	51	14.37	9%	1232%
SPOK	298.48	24-Oct	13	13.77	18%	183%
SHOO	1,964.96	24-Oct	62	29.93	11%	94%
STRA	709.00	24-Oct	57	65.01	12%	93%
RGR	999.15	24-Oct	36	51.46	16%	110%
SPRT	113.66	24-Oct	30	2.11	15%	128%
TTWO	2,275.61	24-Oct	5	22.42	33%	470%
TZOO	179.56	24-Oct	23	12.19	13%	194%
UIS	1,199.54	24-Oct	24	23.69	20%	124%
USNA	1,148.99	24-Oct	55	85.72	10%	171%
VIAB	30,384.12	24-Oct	58	71.61	10%	232%
WTW	1,608.89	24-Oct	43	28.39	10%	474%