Just 11 trading days left on my May 6th MFI Select tranche. This has been a relatively (and absolutely) good one. Up right at 23%. I have mentioned several times that the stocks I did not pick have fared even better. My five "rejects" (AAPL, LDOS, AGX, AMAG and IQNT) are up about 52%. Oh well.
I am also starting to ponder my next five stocks. As this is my "select" portfolio, I have total free form - so long as it fits characteristics of an MFI stock. I will likely run a top 200 screen at the start of May to see if anything interesting percolates.
Here is the current tranche:
| 5/6/2016 | Start | Current | Dividend | Pct Gain | R3K Gain |
| BRCD | $7.97 | $12.57 | $0.17 | 59.7% | 17.3% |
| CBI | $37.82 | $29.90 | $0.00 | -20.9% | 17.3% |
| HSII | $18.51 | $26.25 | $0.39 | 43.9% | 17.3% |
| RHI | $38.51 | $45.49 | $0.90 | 20.5% | 17.3% |
| UTHR | $107.99 | $121.05 | $0.00 | 12.1% | 17.3% |
| Totals | 23.1% | 17.3% |
CBI does actually have some very modest dividends (28 cents) so I will fix that. So 4 pretty good picks and the CBI failure. BRCD is being acquired by AVGO.
When I look at stocks currently on the list (and a few that are not) - these ideas quickly come to mind:
- BIIB
- CSGS
- MPAA
- NLS
- QCOM
- UTHR
- VEC
- TGNA
- CAH
- RHI
- MSGN
- YRD
Obviously will do more research.
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