Countdown to Replacing November 15th Tranche

Less than 45 days until my November 2013 tranche hits it's one year anniversary.  It has been solid.

11/15/13 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
AVG	$17.22	$16.75	$0.00	-2.7%	10.1%
ATVI	$17.71	$20.71	$0.20	18.1%	10.1%
GA	$9.04	$11.90	$0.23	34.2%	10.1%
RPXC	$17.04	$14.33	$0.00	-15.9%	10.1%
SYNA	$48.01	$76.87	$0.00	60.1%	10.1%
Totals				18.8%	10.1%

The GA result is "fixed" as they were taken private.  RPXC has been in a steady decline.  I had said 6 months ago that I would sell them had I not had my rules.  They seem to have lost control of their expense management.

As I have the new MFI "Big" initiative, I feel very free to pick whatever stocks I want.  Here is a listing of early candidates for consideration:

AGX, CCUR, EXLS, KING, UIS, TPUB, AVG, ANIK, ENSG, MD, VIAB, KFY, FLR, ITRN and BRCD.