DBTK & New Screen

I saw where the MFI website has a new screen unveiled this weekend. Didn't really seem that different to me, except you could only get top 30 and top 50 stocks and the new minimum is 50m. They don't show the EY and ROIC, but that is ok with me as I can get pretty close.

I had a huge week last week, as I am sure many people did. Of course it really only made up for the first week or two or March. I was up 18%. That gets me back to where I was February 27th.

There is a new stock in my top 25 mechanical portfolio that I'll add tomorrow (guess it'll now become top 30 portfolio): DBTK. This looks like a great candidate to me. They have no debt, over $3 a share in cash (they trade at $6.65) and they expect 2009 to be flat at worst with 2008. That is the trifecta as far as I am concerned. I'll probably consider buying a little chunk tomorrow.

QLTI & EXBD

Two new stocks will get added to my top 25 mechanical portfolio. The portfolio is still doing relatively well, although the stocks that were added last week are off to a rocky start. I don't have the worksheet with me right now, but overall still out-performing the S&P 500 by about 6 points.

QLTI is the first of the new stocks. It is a very strange company, I can not really determine whether it "belongs" or not. At quarter-end they had a 105m market cap, but had 230m of excess cash! They do expect to make money in 2009, analysts have them at 7x forward earnings. They are a biotech compnay that has traded over $4 and now is $1.41. It looks to me like they went through major restructuring in 2008, laying off 45% of their EEs and selling off parts of their business.

Reading some headlines, it sounds like they are embroiled in some patent disputes and have some issues. I am not smart enough about bio-tech issues, but given all their changes and uncertainty going forward I would say this is not a true "mfi" stock as the future may be extremely different from the past. Not to say at $1.41 it may be a good buy. I will add it to my mechanical portfolio, but will not buy in real life.

EXBD - never heard of this stock. It seems to me that they are consultants. What immediately struck me about EXBD is that they have $190m in current assets and $355m in current liabilities. That is not exactly the type of fortress balance sheet I am looking for as we head into the turbulent recession. They do pay an 11% dividend, though I am not sure that is the best use of their earnings given their liabilities. The share price has dropped from $35 to $13 in the past 6 months.

I won't be in any rush to buy shares here either!

Will Dell be Swell?

I had another recent stock pick profiled in Barron's (Brand, cash strength seen helping Dell - Barron's) this weekend. That is my 4th in the past few months (LINE, HIG and TBT before). Not getting my hopes up, but they do talk about that some one might even consider buying Dell as they're are so cheap right now (tons of cash) with a good brand name.

I read Warren Buffett's letter to shareholders (2008 ) with great interest this weekend. He admitted to some mistakes (buying COP at the peak this summer), but think BRK is well situated for the downturn. Both his insurance holdings (GEICO and Gen Re) along with utilities are largely recession-proof. It is something I have been considering lately, the fact that insurance is partly recession-proof, yet many insurers have been thrown out with the proverbial bathwater in the financial tsunami.

He was optimistic that things would eventually get better, but he clearly signaled his appetite for reducing risk, in that he sold some common stock (PG, COP and JNJ) to buy preferred shares of GS and GE. Of course he got a sweetheart deal, I'd sell my common stocks if I could get those terms.

I am waiting to see if the decision moose says to sell gold. It was not a great week for Gold, but it has still been a good call considering the general demise of the markets.

Stock Spotlight

Wow, my mechanical formula portfolio has 5 new stocks coming onto the list on Monday. That is the most in eons! Since my mechanical portfolio has been doing so well of late, I thought I'd profile the newbies... they are some familiar names. Oh, before I start I will mention that I did buy a decent chunk of Dell this week, which was new to the list last week.

FWLT - I profiled this stock when they hit the top 100 list on October 6th. It hasn't been pretty as they are down about 50% (compared to 32% for SP500). They have been steadily earning pre-tax about $160m a quarter, not bad for a stock with a $1.9b MC. They are in a strong cash position. They see challenges in 2009, especially in their power division. Interestingly, they were relatively bullish on their construction and engineering divisions. I already own KBR, so will not dabble with FWLT.

HCKT - not exactly a household name, they provide consulting services to businesses globally. They have a bunch of cash (33m for a 99m market cap) and they have had a nice earnings stream. They do project the first quarter to be down YoY from 2008, though still making money. I think they are worth considering.

PTIE - this is a bio-tech company. I know, bio-tech and MFI don't exactly go hand-in-hand. In an "upside down" MFI list, the best stocks would be virtually all bio-techs. Looking at their financials, I'd stay away from them as their earnings stream is very unsteady. That being said, they have 170m in cash against their 190m market cap, but that game has never worked well for me. I don't have the courage to go this speculative, but this could be a big winner.

TRLG - I know these guys, I owned the stock in my early profitable days and did very very well with TRLG. They sell high-end jeans, think $300, but have been trying to brand themselves beyond jeans. The stock has ben crushed, down to $10 and change, it was pushing $30 last Spring as I recall. Pretty hard to be bullish today on high-end clothing, that is a discretionary purchase if there ever was one. That being said, they have a good management team, a strong balance sheet and they have been increasing sales despite the headwinds. They expect 2009 to be flat with 2008, earnings around $1.80. That isn't too shabby in today's maelstorm for a $10 stock. I doubt I'll buy them, but I think you could do worse. I'd buy them before COH for example, not that I think COH is a terrible buy.

DECK - I also remember these guys. When I first started MFI three years ago (yes I passed my three year annivesary with minimal hooplah) they would have been the BEST stock to buy. They went from $41 to $156 in two years. I kicked myself many times for passing. But now they have come back to $41, a complete round trip. I don't know much about them, except they make shoes which can be extraordinaily trendy, see HLYS and CROX charts. I won't be buying them this February either, let us see if I am kicking myself again in a year (not with their shoes I may add). Wow, they had a monster 4th quarter! No debt, tons of cash. Wonder why they dropped so much? They did lower guidance, still $7.25 a share is good for a 41 dollar stock. I think the issue is that their inventories are building. That is never a good sign for shoe manufacturers.

So I doubt I'll buy any of the newbies, though I recently bought prior newbies CKSW, AHCI (their CEO just had a large inside purchase) and DELL.

Take care! Happy birthday MFI.

Do Two Negatives Make a Positive?

Wow, even Kudlow is negative! That must be a sign we're reaching the bottom. My portfolio continues to fall less fast than the benchmarks and I am likely within a week (or one good day) of passing them up. Hard to be too excited.

My mechanical portfolio also is relatively humming, up by 8% over the S&P 500. It also looks like several stocks may get added this weekend as there is a lot of churning in the top 25 list as we rumble towards the end of earning season.

Symbol	Date	Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
DTPI	2/2/08	4.75	2.60	0.35	139.58	2.72	-37.9%	-38.7%	0.8%
AIRV	2/13/08	5.08	5.57	-	136.37	2.72	9.6%	-37.3%	47.0%
CITP	2/16/08	9.98	2.21	-	135.14	2.72	-77.9%	-36.7%	-41.1%
PRXI	2/16/08	4.29	1.00	-	135.14	2.72	-76.7%	-36.7%	-39.9%
CAST	2/23/08	5.06	2.83	-	135.62	2.72	-44.1%	-40.9%	-3.2%
GSB	3/12/08	2.08	0.55	-	131.36	2.72	-73.5%	-41.6%	-31.9%
IGC	3/12/08	3.70	0.49	-	131.36	2.72	-86.8%	-41.6%	-45.1%
LGTY	3/12/08	6.70	4.90	0.09	131.36	2.72	-25.5%	-41.6%	16.1%
MRX	3/12/08	19.45	11.28	0.12	131.36	2.08	-41.4%	-42.1%	0.8%
DEPO	3/22/08	2.74	1.75	-	132.08	2.08	-36.1%	-42.5%	6.3%
NVTL	3/22/08	8.98	5.46	-	132.08	2.08	-39.2%	-42.5%	3.3%
VRGY	3/22/08	17.42	6.91	-	132.08	2.08	-60.3%	-42.5%	-17.9%
DLX	4/6/08	19.58	7.72	1.00	136.89	2.08	-55.5%	-44.5%	-11.0%
NTRI	4/6/08	14.94	12.90	0.54	136.89	2.08	-10.0%	-44.5%	34.4%
IUSA	4/6/08	5.28	2.96	-	136.89	2.08	-43.9%	-44.5%	0.5%
LRCX	4/11/08	41.08	19.56	-	133.38	2.08	-52.4%	-43.0%	-9.4%
SLXP	4/11/08	6.47	7.45	-	133.38	2.08	15.1%	-43.0%	58.2%
CHRD	4/19/08	5.03	2.14	-	138.48	2.08	-57.5%	-45.1%	-12.3%
QXM	4/26/08	6.26	1.95	-	139.60	2.08	-68.8%	-45.6%	-23.3%
MDP	5/9/08	33.79	12.85	0.65	138.90	2.08	-60.1%	-45.3%	-14.8%
OMPI	5/9/08	7.11	5.08	-	138.90	2.08	-28.6%	-45.3%	16.7%
PPD	5/9/08	43.45	31.91	-	138.90	2.08	-26.6%	-45.3%	18.7%
ELNK	5/25/08	9.21	6.30	-	137.64	2.08	-31.6%	-44.8%	13.2%
FTAR.ob	5/25/08	4.37	2.40	1.00	137.64	2.08	-22.2%	-44.8%	22.6%
CHKE	5/31/08	27.25	13.94	1.00	140.35	2.08	-45.2%	-45.8%	0.7%
APKT	7/5/08	4.62	4.39	-	126.31	1.41	-5.0%	-40.4%	35.4%
CSKI	7/5/08	11.06	11.00	-	126.31	1.41	-0.5%	-40.4%	39.8%
VALU	7/5/08	32.00	30.04	1.20	126.31	1.41	-2.4%	-40.4%	38.0%
QCOR	7/26/08	4.84	4.86	-	125.48	1.41	0.4%	-40.0%	40.4%
MSTR	8/1/08	60.56	36.53	-	126.16	1.41	-39.7%	-40.3%	0.6%
NVDA	8/8/08	11.00	8.28	-	129.37	1.41	-24.7%	-41.8%	17.0%
SWIR	8/8/08	12.41	3.90	-	129.37	1.41	-68.6%	-41.8%	-26.8%
CF	8/8/08	134.65	64.33	0.10	129.37	1.41	-52.2%	-41.8%	-10.4%
SIGM	8/8/08	15.93	13.72	-	129.37	1.41	-13.9%	-41.8%	27.9%
EGMI.OB	9/5/08	0.69	0.48	-	124.42	1.41	-30.4%	-39.4%	9.0%
KHD	9/15/08	20.68	7.82	-	126.09	1.41	-62.2%	-40.2%	-21.9%
TTWO	9/22/08	16.57	6.19	-	124.12	1.41	-62.6%	-39.3%	-23.3%
SCMP	9/29/08	8.29	5.04	-	120.85	0.72	-39.2%	-38.2%	-1.0%
DTLK	9/29/08	4.34	2.95	-	120.85	0.72	-32.0%	-38.2%	6.2%
TRA	9/29/08	28.42	25.79	0.10	120.85	0.72	-8.9%	-38.2%	29.3%
MSB	10/10/08	10.12	7.06	0.52	88.50	0.72	-25.1%	-15.7%	-9.5%
UEPS	10/10/08	14.58	14.47	-	88.50	0.72	-0.8%	-15.7%	14.9%
TSCM	10/17/08	3.67	1.97	0.03	93.21	0.72	-45.6%	-19.9%	-25.7%
EME	10/31/08	17.77	15.41	-	96.83	0.72	-13.3%	-22.9%	9.6%
CTCM	10/31/08	7.40	3.44	-	96.83	0.72	-53.5%	-22.9%	-30.6%
PRGX	10/31/08	4.24	3.76	-	96.83	0.72	-11.3%	-22.9%	11.6%
HLF	11/7/08	20.17	13.64	0.20	93.86	0.72	-31.4%	-20.5%	-10.9%
GHM	11/7/08	13.60	8.20	0.02	93.86	0.72	-39.6%	-20.5%	-19.1%
BIDZ	11/21/08	2.39	2.96	-	79.52	0.72	23.8%	-6.1%	30.0%
KBR	11/21/08	10.45	12.60	0.05	79.52	0.72	21.1%	-6.1%	27.2%
OPTV	11/21/08	0.94	1.18	-	79.52	0.72	25.5%	-6.1%	31.7%
IBAS	11/21/08	1.21	0.63	-	79.52	0.72	-47.9%	-6.1%	-41.8%
Vclk	11/28/08	6.17	6.27	-	90.09	0.72	1.6%	-17.1%	18.8%
DIVX	12/8/08	4.37	4.63	-	87.93	0.72	5.9%	-15.1%	21.1%
MAXY	12/8/08	5.80	6.95	-	87.93	0.72	19.8%	-15.1%	34.9%
ESIC	12/14/08	1.13	2.25	-	88.99	0.72	99.1%	-16.1%	115.2%
MSO	12/29/08	2.80	2.12	-	87.16	-	-24.3%	-15.2%	-9.1%
TRMS	12/29/08	1.03	1.40	-	87.16	-	35.9%	-15.2%	51.1%
WFR	12/29/08	13.43	15.01	-	87.16	-	11.8%	-15.2%	26.9%
AHCI	1/5/09	1.15	1.30	-	92.96	-	13.0%	-20.5%	33.5%
CKSW	1/5/09	1.99	2.95	-	92.96	-	48.2%	-20.5%	68.7%
COH	2/16/09	13.97	13.98	-	82.76	-	0.1%	-10.7%	10.7%
DELL	2/23/09	8.41	8.53	-	77.42	-	1.4%	-4.5%	5.9%
SOLR	2/23/09	4.22	4.27	-	77.42	-	1.2%	-4.5%	5.7%
						Totals	-23.5%	-31.6%	8.1%
69.5% of stocks beat the S&P 500 Benchmark						Closed	-45.7%	-38.1%	-7.6%
S&P C			73.93

New Stocks, New Hope?

Wow, what a dreary week in the stock market. Jubak had an interesting article on "the plan" by our new Treasury Secretary (Treasury may save the day after all). The bad bpart about the week for me was that I had a bunch of preferred stocks, that were generally down about 15 to 20%. They didn't seem very preferred this week. They are generally in the insurance industry, but I think they got thrown out with the bathwater in the general stomping of Financial stocks.

Can you believe AIG is at 54 cents? C at $1.95? BAC at $3.79? No one clearly has any confidence these stocks will survive. You have to tip your antlers to the Moose (Moosecalls) which said move to 100% gold two weeks ago. Since then gold is up 9% and SPY is down 11%. Good call Moose!

My mechanical portfolio continues to outperform the S&P and the Magic Diligence portfolio. The stocks added since Nov 21st are up 14.5%. Pretty good, as not much is up generally speaking. The MP will be adding two new stocks on Monday and I think both are worthy of a long look for my portfolio.

DELL - I have discussed buying them several times in the past. Now they are on the top 25 list and given that they are a quality company at $8.41 makes me want to put my entire receding net worth in them. I just ordered a new dell myself last week. Also Prem Watsa himself is a buyer. I think there is a substantial margin of safety here. Heck, they even have $5b of excess cash on hand!

		dell
+	Operating Income After Depreciation	3,671.00
-	Minority Interest - Income Account	6.00
=	Income for Calculation	3,665.00
	Market Cap Yahoo	16,350,000
	Share Price	8.41
+	Market Cap Calc	16,350.00
+	Preferred Capital	-
+	Debt in Current Liabilities	266.00
+	Long-Term Debt	1,851.00
	Cash and Short-Term Investments	8,819.00
-	Excess Cash	5,379.00
=	Enterprise Value	13,088.00
+	Property Plant and Equipment - Net	2,458.00
+	Receivables	7,058.00
+	Inventories	1,109.00
+	Other Current Assests	4,548.00
+	Working Cash	3,440.00
-	Accounts Payable	9,475.00
-	Current Liabilities - Other	6,680.00
=	Invested Capital	2,458.00
	Earnings Yield	28%
	ROIC	149%

The second stock is the first solar company I have seen show up besides WFR. SOLR is an extremely inexpensive solar company based in New Hampshire. I don't know much about them. Their earnings seem a bit uneven, but at $4.22 they are trading at 6x 2009 expected earnings. They also have no debt and cash on hand. If Obama does much pro-solar, they could do ok in the downturn. I think you could do worse than SOLR and may consider buying next week (I will certainly buy Dell in next two weeks).

Maybe March will be better!

Stock Ideas

On this "off day" with the markets closed, I spent some time looking at the MFI lists. There are some great ideas out there.

Four Tech Horseman - if you all of a sudden had $100,000 fall from the sky and you knew you weren't going to need the $ for ten years, I think you could do a lot worse than buy DELL (9.12), EBAY (13.19), MSFT (19.09) and INTC (13.88). These are 4 "best-of-breed" companies with strong balance sheets selling very cheap. Now I just need the "pennies from heaven"!

Newest stock in my mechanical contest. Today I updated my mechanical portfolio of "new" top 25 stocks with the first new stock in about 6 weeks. The newbie? COH. How the high have fallen. I owned Coach last summer but sold them when it dawned on me that high-end discretionary retail was not the place to be. They are down to 13.97. They got $1.30 in cash, no debt and trade at under 4x their EBITDA.

The final stock of interest is NTRI. They pay a 5% dividend. They have a strong balance sheet. They are rolling their product out in Costco (is that a positive?). I think in tough times, people will still want to lose weight... it isn't like botox or plastic surgery... ya still gotta eat!

Continuing to Press Upwards

My portfolio continues to do great of late. I had pretty much given it up for dead last fall, I was so far under water (I'll say it now, about 60%) and way behind all the benchmarks. Well I am still way down, more like 40%, but I have passed the Russell 2000 and have virtually pulled even with the Russell 3000. Since November 21st, I am up 58% while the indices are up about 11.5%. Here are some of my winners:

TRA + 119%
LINE +49%
TC +59%
QXM +30%
EGY +107%
FSUMF +140%
BOLT +70%
KBR +52%
PCR +78%
CAST +36%
KHD +46%
FTO +67%
CSKI +91%
NRGY +83%

I know some of these were not on the MFI screen. But I considered them to be good companies at good prices based on my analysis and included them. If I get another run of 57% I'll be getting close to back to breakeven... wow, that is a sobering thought. Too bad I didn't start on November 21st!

The other portfolio that is on fire and starting to smoke the S&P 500 and the magic diligence portfolio is my automated top 25 portfolio. As a reminder, this portfolio is comprised of new accounts (new meaning it has not been on list in past 52 weeks) to the top 25 screen every weekend. This portfolio is down 15.9%, but the S&P is down almost 26% giving me a 9 point advantage. Again, November 21st is the turn date. The stocks added on that day forward are up an average of 24.5% against down over 3% for the benchmark. I am starting to "retire" stocks. Four have retired, with 2 disasters (CITP and PRXI both down about 77%).

Symbol	Date	Original	Current	Dividend	S&P O	S&P D	Stock Chg	S&P Chg	Diff
DTPI	2/2/08	4.75	2.60	0.35	139.58	2.72	-37.9%	-38.7%	0.8%
AIRV	2/13/08	5.08	5.57	-	136.37	2.00	9.6%	-37.8%	47.5%
CITP	2/16/08	9.98	2.21	-	135.14	2.00	-77.9%	-37.3%	-40.6%
PRXI	2/16/08	4.29	1.00	-	135.14	2.00	-76.7%	-37.3%	-39.4%
CAST	2/23/08	5.06	2.80	-	135.62	2.00	-44.7%	-37.5%	-7.2%
GSB	3/12/08	2.08	0.74	-	131.36	2.00	-64.4%	-35.5%	-28.9%
IGC	3/12/08	3.70	0.99	-	131.36	2.00	-73.2%	-35.5%	-37.8%
LGTY	3/12/08	6.70	4.65	0.09	131.36	2.00	-29.3%	-35.5%	6.2%
MRX	3/12/08	19.45	12.41	0.12	131.36	2.08	-35.6%	-35.4%	-0.2%
DEPO	3/22/08	2.74	2.48	-	132.08	2.08	-9.5%	-35.8%	26.3%
NVTL	3/22/08	8.98	6.34	-	132.08	2.08	-29.4%	-35.8%	6.4%
VRGY	3/22/08	17.42	9.30	-	132.08	2.08	-46.6%	-35.8%	-10.8%
DLX	4/6/08	19.58	10.42	1.00	136.89	2.08	-41.7%	-38.0%	-3.6%
NTRI	4/6/08	14.94	13.78	0.54	136.89	2.08	-4.1%	-38.0%	33.9%
IUSA	4/6/08	5.28	3.64	-	136.89	2.08	-31.1%	-38.0%	7.0%
LRCX	4/11/08	41.08	21.69	-	133.38	2.08	-47.2%	-36.4%	-10.8%
SLXP	4/11/08	6.47	9.25	-	133.38	2.08	43.0%	-36.4%	79.4%
CHRD	4/19/08	5.03	2.69	-	138.48	2.08	-46.5%	-38.7%	-7.8%
QXM	4/26/08	6.26	2.36	-	139.60	2.08	-62.3%	-39.2%	-23.1%
MDP	5/9/08	33.79	14.86	0.65	138.90	2.08	-54.1%	-38.9%	-15.2%
OMPI	5/9/08	7.11	6.63	-	138.90	2.08	-6.8%	-38.9%	32.2%
PPD	5/9/08	43.45	32.79	-	138.90	2.08	-24.5%	-38.9%	14.4%
ELNK	5/25/08	9.21	6.72	-	137.64	2.08	-27.0%	-38.4%	11.3%
FTAR.ob	5/25/08	4.37	2.30	1.00	137.64	2.08	-24.5%	-38.4%	13.9%
CHKE	5/31/08	27.25	18.37	1.00	140.35	2.08	-28.9%	-39.6%	10.6%
APKT	7/5/08	4.62	4.39	-	126.31	1.41	-5.0%	-33.4%	28.4%
CSKI	7/5/08	11.06	14.94	-	126.31	1.41	35.1%	-33.4%	68.4%
VALU	7/5/08	32.00	33.07	1.20	126.31	1.41	7.1%	-33.4%	40.5%
QCOR	7/26/08	4.84	7.52	-	125.48	1.41	55.4%	-32.9%	88.3%
MSTR	8/1/08	60.56	40.55	-	126.16	1.41	-33.0%	-33.3%	0.2%
NVDA	8/8/08	11.00	8.31	-	129.37	1.41	-24.5%	-34.9%	10.5%
SWIR	8/8/08	12.41	3.98	-	129.37	1.41	-67.9%	-34.9%	-33.0%
CF	8/8/08	134.65	54.68	0.10	129.37	1.41	-59.3%	-34.9%	-24.4%
SIGM	8/8/08	15.93	13.80	-	129.37	1.41	-13.4%	-34.9%	21.6%
EGMI.OB	9/5/08	0.69	0.47	-	124.42	1.41	-31.9%	-32.4%	0.5%
KHD	9/15/08	20.68	9.58	-	126.09	1.41	-53.7%	-33.2%	-20.4%
TTWO	9/22/08	16.57	7.78	-	124.12	1.41	-53.0%	-32.2%	-20.9%
SCMP	9/29/08	8.29	5.30	-	120.85	0.72	-36.1%	-30.9%	-5.1%
DTLK	9/29/08	4.34	2.97	-	120.85	0.72	-31.6%	-30.9%	-0.6%
TRA	9/29/08	28.42	24.62	0.10	120.85	0.72	-13.0%	-30.9%	17.9%
MSB	10/10/08	10.12	7.87	0.52	88.50	0.72	-17.1%	-5.7%	-11.5%
UEPS	10/10/08	14.58	15.32	-	88.50	0.72	5.1%	-5.7%	10.7%
TSCM	10/17/08	3.67	2.60	0.03	93.21	0.72	-28.5%	-10.4%	-18.0%
EME	10/31/08	17.77	21.02	-	96.83	0.72	18.3%	-13.8%	32.1%
CTCM	10/31/08	7.40	3.65	-	96.83	0.72	-50.7%	-13.8%	-36.9%
PRGX	10/31/08	4.24	4.26	-	96.83	0.72	0.5%	-13.8%	14.3%
HLF	11/7/08	20.17	20.69	0.20	93.86	0.72	3.6%	-11.1%	14.6%
GHM	11/7/08	13.60	9.97	0.02	93.86	0.72	-26.5%	-11.1%	-15.5%
BIDZ	11/21/08	2.39	3.44	-	79.52	0.72	43.9%	5.0%	39.0%
KBR	11/21/08	10.45	14.97	0.05	79.52	0.72	43.7%	5.0%	38.8%
OPTV	11/21/08	0.94	1.12	-	79.52	0.72	19.1%	5.0%	14.2%
IBAS	11/21/08	1.21	0.80	-	79.52	0.72	-33.9%	5.0%	-38.9%
Vclk	11/28/08	6.17	7.13	-	90.09	0.72	15.6%	-7.3%	22.9%
DIVX	12/8/08	4.37	5.01	-	87.93	0.72	14.6%	-5.1%	19.7%
MAXY	12/8/08	5.80	7.48	-	87.93	0.72	29.0%	-5.1%	34.0%
ESIC	12/14/08	1.13	2.13	-	88.99	0.72	88.5%	-6.2%	94.7%
MSO	12/29/08	2.80	2.53	-	87.16	-	-9.6%	-5.0%	-4.6%
TRMS	12/29/08	1.03	1.29	-	87.16	-	25.2%	-5.0%	30.3%
WFR	12/29/08	13.43	16.11	-	87.16	-	20.0%	-5.0%	25.0%
AHCI	1/5/09	1.15	1.27	-	92.96	-	10.4%	-11.0%	21.4%
CKSW	1/5/09	1.99	3.03	-	92.96	-	52.3%	-11.0%	63.2%
						Totals	-15.9%	-25.5%	9.6%
66.1% of stocks beat the S&P 500 Benchmark
S&P C			82.76