Well, I have started a new MFI tracking portfolio. I had a little trouble yesterday with the official website. But this morning, everything was cool.
Dividend Stocks
Here are the stocks I have identified as dividend stocks (2.6% yield or higher):
| Stock | Initial Price | 52 week low | Mkt Cap | Yield |
| BBY | 35.03 | 28.32 | 12,059 | 2.6% |
| CA | 27.71 | 25.16 | 12,035 | 3.6% |
| CALM | 53.46 | 34.03 | 2,593 | 7.4% |
| CLCT | 17.29 | 11.66 | 154 | 8.1% |
| CPLA | 45.15 | 43.58 | 541 | 3.3% |
| CSCO | 28.85 | 23.03 | 146,702 | 2.9% |
| GME | 46.07 | 31.69 | 4,879 | 3.1% |
| IILG | 17.65 | 17.05 | 1,014 | 2.7% |
| IQNT | 20.72 | 14.31 | 699 | 2.9% |
| KING | 14.96 | 11.32 | 4,709 | 6.3% |
| LBMH | 2.42 | 1.96 | 129 | 5.4% |
| PBI | 20.65 | 18.59 | 4,089 | 3.6% |
| PDLI | 4.58 | 4.40 | 749 | 13.1% |
| PETS | 16.82 | 12.93 | 342 | 4.3% |
| PPC | 18.99 | 17.39 | 4,924 | 30.4% |
| QCOM | 59.42 | 52.17 | 93,765 | 3.2% |
| VIAB | 49.31 | 36.32 | 19,620 | 3.2% |
New Stocks
| Stock | Initial Price | 52 week low | Mkt Cap | New |
| AMAG | 40.00 | 31.84 | 1,235 | 1 |
| BBSI | 48.98 | 20.05 | 350 | 1 |
| CALM | 53.46 | 34.03 | 2,593 | 1 |
| UTHR | 146.63 | 117.88 | 7,038 | 1 |
So CALM is new and a dividend stock. My readers will know I have already bought AMAG. BBSI was a regular on the list for many years. I know they have some form of self insurance on workers comp that blew up in their faces a year ago and they dropped from $50+ to $20. It seems they have battled back. UTHR has been on many times before, might be an interesting round out to a pharma portfolio.
Dog Stocks
| Stock | Initial Price | 52 week low | Mkt Cap | Dog Flag |
| VIAB | 49.31 | 36.32 | 19,620 | 1 |
| PDLI | 4.58 | 4.40 | 749 | 1 |
| LQDT | 8.19 | 6.65 | 246 | 1 |
| BCOR | 9.80 | 8.85 | 401 | 1 |
| APOL | 7.26 | 6.83 | 784 | 1 |
In looking at the dogs, I realized I had been making a spread sheet error the past 5 months in identifying new dogs (I am just a guy with a computer). It didn't really change any conclusions or the results of the Dogs approach (which has been surprisingly effective). I do own LQDT and VIAB, LQDT I bought below this dog price. Sadly, my cheapest VIAB is at $64. Note it dropped below $37. That would have been a good time to buy. BCOR is going through a transformation. I do wonder if APOL will bottom out at some point.
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