Thursday, August 13, 2015

MFI Index Is Struggling

As my readers know, I keep an MFI Index.  It is really struggling in 2015. Down about 1.9% for the year and down about 5% in the 3rd quarter:

Stock Start 30-Jun Current YTD Change Q3 Change
  ADMS      17.37         26.22         22.90 31.8% -12.7%
  AFOP      14.51         18.55         19.15 32.0% 3.2%
  ANIK      40.74         33.03         36.04 -11.5% 9.1%
  APOL      34.11         12.88         12.41 -63.6% -3.6%
  AGX      33.64         40.33         38.86 15.5% -3.6%
  AVID      14.21         13.34            9.40 -33.8% -29.5%
  AWRE         4.54           4.03            3.22 -29.1% -20.1%
  BCOR      13.85         16.15         13.61 -1.8% -15.8%
  BKE      52.52         49.00         44.96 -14.4% -8.2%
  CA      30.45         29.79         29.96 -1.6% 0.6%
  CSCO      27.82         27.86         28.51 2.5% 2.3%
  COH      37.56         34.95         31.53 -16.1% -9.8%
  DLX      62.25         62.60         63.66 2.3% 1.7%
  DEPO      16.11         21.46         31.66 96.5% 47.5%
  EBIX      16.99         32.69         29.90 76.0% -8.5%
  FLR      60.63         53.43         49.28 -18.7% -7.8%
  GME      33.80         43.68         46.34 37.1% 6.1%
  GORO         3.38           2.82            2.60 -23.1% -7.8%
  ONE         4.21           2.99            2.04 -51.5% -31.8%
  IQNT      19.63         18.55         17.64 -10.1% -4.9%
  IDCC      52.90         57.29         50.83 -3.9% -11.3%
  IILG      20.89         23.09         21.30 2.0% -7.8%
  ITRN      22.04         25.26         26.05 18.2% 3.1%
  KING      15.36         15.19         16.57 7.9% 9.1%
  LCI      42.88         59.44         53.41 24.6% -10.1%
  LFVN         1.30           0.53            0.70 -46.2% 32.1%
  LQDT         8.17           9.63            9.01 10.3% -6.4%
  MSB      17.28         14.24         13.64 -21.1% -4.2%
  NHTC      11.45         41.51         28.90 152.4% -30.4%
  NSR      27.80         29.21         29.26 5.3% 0.2%
  NUS      43.70         47.83         45.70 4.6% -4.5%
  PDLI         7.71           6.58            6.03 -21.8% 0.0%
  PFMT         6.65           3.24            3.07 -53.8% -5.2%
  PETS      14.37         17.44         16.83 17.1% -3.5%
  PBI      24.37         21.19         21.81 -10.5% 2.9%
  RPXC      13.78         16.90         15.08 9.4% -10.8%
  SPOK      17.36         17.09         16.72 -3.7% -2.2%
  STRA      74.28         43.10         54.39 -26.8% 26.2%
  RGR      34.63         57.94         63.15 82.4% 9.0%
  TTWO      28.03         27.57         30.26 8.0% 9.8%
  TDC      43.68         37.00         30.52 -30.1% -17.5%
  TZOO      12.62         11.28            8.80 -30.3% -22.0%
  TPUB      22.90         15.72         12.51 -45.4% -20.4%
  UBNT      29.64         31.92         32.80 10.7% 2.8%
  UIS      29.48         19.99         14.13 -52.1% -29.3%
  USNA    102.59      136.66       160.57 56.5% 17.5%
  VEC      27.40         24.87         26.13 -4.6% 5.1%
  VIAB      75.25         64.97         46.38 -38.4% -28.6%
  WTW      24.84           4.85            6.26 -74.8% 29.1%
  WILN         2.99           2.40            2.13 -28.8% -11.3%
Total    19,816      20,600       19,559 -1.3% -5.1%


You can see a bit of my dogs theory. Some stocks that are very bad for the year are good for q3 (such as WTW, STRA and LFVN).

I am struggling a bit as well recently, but have been fortunate with a few of my picks.  

  • MFI Select is up 10.8% for the year 
  • MFI Formula is up 5.9%

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