Jumped The Gun

Ready, Go Set!

Ok, I decided to buy my five new MFI stocks. The date was supposed to be 8/15 (Saturday).  I physically sold AGX (which I had owned for two years, I carried it over last year) and CBI (which was at a loss.  CSCO will be a carry over.  Then I will sell BRCD and ITRN on Monday.

8/15/14

So here is my final table on 8/15/14:

8/15/2014	Start	Current	Dividend	Pct Gain	R3K Gain
CSCO	$24.40	$28.95	$0.80	21.9%	8.8%
AGX	$36.71	$40.69	$0.70	12.7%	8.8%
ITRN	$21.32	$25.11	$0.87	21.9%	8.8%
BRCD	$9.34	$10.15	$0.15	10.3%	8.8%
CBI	$58.25	$51.70	$0.21	-10.9%	8.8%
Totals				11.2%	8.8%

So it is a "win".  For the record, here are all my closed tranches:

8/15/12 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
DLB	$34.43	$33.04	$4.00	7.6%	22.1%
KFY	$13.98	$18.95	$0.00	35.6%	22.1%
MSFT	$30.19	$31.92	$0.92	8.8%	22.1%
NSU	$3.62	$3.33	$0.12	-4.6%	22.1%
UIS	$19.96	$24.52	$0.00	22.8%	22.1%
Totals				14.1%	22.1%
11/15/12 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
AAPL	$537.62	$527.28	$8.75	-0.3%	36.7%
ABC	$40.21	$69.23	$0.86	74.3%	36.7%
LPS	$23.89	$34.26	$0.40	45.1%	36.7%
VIAB	$49.12	$80.94	$1.15	67.1%	36.7%
WU	$12.77	$16.40	$0.50	32.3%	36.7%
Totals				43.7%	36.7%
2/1/13 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
AAPL	$450.60	$500.66	$8.75	13.1%	21.1%
GA	$6.10	$11.01	$0.65	91.2%	21.1%
STRZA	$16.06	$27.98	$0.00	74.2%	21.1%
CA	$25.07	$32.08	$1.00	32.0%	21.1%
NUS	$41.94	$116.59	$1.20	180.8%	21.1%
Totals				78.3%	21.1%
5/6/2013	Start	Current	Dividend	Pct Gain	R3K Gain
KLIC	$11.40	$14.44	$0.00	26.7%	18.9%
CYOU	$29.24	$28.02	$0.00	-4.2%	18.9%
RDA	$9.74	$16.79	$0.10	73.5%	18.9%
NVDA	$13.85	$18.43	$0.32	35.4%	18.9%
CF	$183.97	$243.22	$2.80	33.7%	18.9%
Totals				33.0%	18.9%
8/15/2013	Start	Current	Dividend	Pct Gain	R3K Gain
CF	$187.26	$247.43	$4.50	34.5%	19.4%
FLR	$66.06	$73.03	$0.53	11.4%	19.4%
AGX	$15.60	$36.71	$0.75	140.1%	19.4%
KLIC	$11.29	$14.26	$0.00	26.3%	19.4%
RPXC	$15.92	$15.09	$0.00	-5.2%	19.4%
Totals				41.4%	19.4%
11/15/13 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
AVG	$17.22	$19.21	$0.00	11.6%	14.5%
ATVI	$17.71	$20.10	$0.20	14.6%	14.5%
GA	$9.04	$11.90	$0.23	34.2%	14.5%
RPXC	$17.04	$13.91	$0.00	-18.4%	14.5%
SYNA	$48.01	$61.90	$0.00	28.9%	14.5%
Totals				14.2%	14.5%
2/1/14 Stocks	Start	Current	Dividend	Pct Gain	R3K Gain
ATVI	$17.13	$20.90	$0.20	23.1%	12.9%
KLAC	$61.47	$61.47	$18.40	29.9%	12.9%
RPXC	$16.22	$12.35	$0.00	-23.9%	12.9%
SNDK	$69.55	$75.91	$0.83	10.3%	12.9%
WNR	$39.11	$37.13	$3.04	2.7%	12.9%
Totals				8.5%	12.9%
5/6/2014	Start	Current	Dividend	Pct Gain	R3K Gain
AVG	$19.57	$23.27	$0.00	18.9%	12.9%
CA	$29.54	$31.41	$1.00	9.7%	12.9%
CSCO	$22.79	$28.89	$0.78	30.2%	12.9%
NSR	$25.82	$30.69	$0.00	18.9%	12.9%
RCII	$28.78	$31.77	$0.94	13.7%	12.9%
Totals				18.3%	12.9%
8/15/2014	Start	Current	Dividend	Pct Gain	R3K Gain
CSCO	$24.40	$28.95	$0.80	21.9%	8.8%
AGX	$36.71	$40.69	$0.70	12.7%	8.8%
ITRN	$21.32	$25.11	$0.87	21.9%	8.8%
BRCD	$9.34	$10.15	$0.15	10.3%	8.8%
CBI	$58.25	$51.70	$0.21	-10.9%	8.8%
Totals				11.2%	8.8%

So you can see that this is my 3rd August tranche to complete:

1. 14.1% vs 22.1% (lost)
2. 41.4% vs 19.4% (win)
3. 11.2% vs 8.8% (win)
4. Overall up 79.3% versus 58.7%.

8/14/15

So here is the newest tranche (drum roll):

8/17/2015	Start	Current	Dividend	Pct Gain	R3K Gain
VDSI	$18.66	$18.70	$0.00	0.2%	0.0%
SALE	$9.34	$9.38	$0.00	0.4%	0.0%
CSCO	$28.95	$28.95	$0.00	0.0%	0.0%
TGNA	$25.30	$25.33	$0.00	0.1%	0.0%
HSII	$20.14	$20.21	$0.00	0.3%	0.0%
Totals				0.2%	0.0%

I decided to go with some new names and some new industries.  CSCO is a carry over.  The other four are new (I did own HSII once many moons ago). More later.