I do have three interesting tables/charts to share.
Interesting Table/Chart 1
This shows how the 47 stocks in my MFI index have fared for the year and this week (note how well QCOR and GTLS have done):
| Stock | Start | Last Week | Current | YTD Change | Weekly Change |
| amed | 48.60 | 29.00 | 28.39 | -41.6% | -2.1% |
| ARO | 22.70 | 26.90 | 27.05 | 19.2% | 0.6% |
| CBI | 20.22 | 28.18 | 28.33 | 40.1% | 0.5% |
| CBPO | 12.08 | 10.92 | 11.56 | -4.3% | 5.9% |
| CBST | 18.97 | 23.34 | 21.69 | 14.3% | -7.1% |
| CEU | 6.12 | 4.41 | 2.70 | -55.9% | -38.8% |
| CF | 90.38 | 122.81 | 120.74 | 33.6% | -1.7% |
| CHKE | 16.77 | 20.64 | 19.69 | 17.4% | -4.6% |
| CYTK | 2.91 | 2.23 | 2.21 | -24.1% | -0.9% |
| DLX | 14.06 | 22.19 | 21.19 | 50.7% | -4.5% |
| ELNK | 7.87 | 9.08 | 8.96 | 13.9% | -1.3% |
| EME | 26.90 | 26.38 | 26.79 | -0.4% | 1.6% |
| ENDP | 20.52 | 35.35 | 36.03 | 75.6% | 1.9% |
| EPAX | 13.05 | 10.59 | 11.02 | -15.6% | 4.1% |
| ESI | 95.96 | 59.99 | 58.50 | -39.0% | -2.5% |
| EXBD | 22.56 | 34.27 | 34.68 | 53.7% | 1.2% |
| FIX | 12.17 | 11.35 | 11.18 | -8.1% | -1.5% |
| FLR | 44.66 | 57.59 | 57.84 | 29.5% | 0.4% |
| FRX | 32.11 | 31.85 | 31.85 | -0.8% | 0.0% |
| FWLT | 29.44 | 28.78 | 28.00 | -4.9% | -2.7% |
| GHM | 20.62 | 17.01 | 16.44 | -20.3% | -3.4% |
| GME | 21.94 | 20.50 | 19.90 | -9.3% | -2.9% |
| GTLS | 16.52 | 28.45 | 31.60 | 91.3% | 11.1% |
| IDCC | 26.56 | 34.12 | 33.10 | 24.6% | -3.0% |
| IMMU | 3.21 | 3.20 | 3.15 | -1.9% | -1.6% |
| JTX | 4.40 | 0.83 | 0.85 | -80.7% | 2.4% |
| LO | 76.95 | 83.52 | 79.80 | 3.7% | -4.5% |
| NSR | 23.04 | 26.66 | 25.85 | 12.2% | -3.0% |
| PDLI | 5.89 | 5.77 | 5.80 | -1.5% | 0.5% |
| PPD | 41.08 | 61.86 | 64.69 | 57.5% | 4.6% |
| PRGX | 5.91 | 5.86 | 5.83 | -1.4% | -0.5% |
| PRIM | 7.88 | 8.64 | 8.83 | 12.1% | 2.2% |
| QCOR | 4.75 | 14.73 | 14.24 | 199.8% | -3.3% |
| RGR | 9.49 | 16.10 | 16.00 | 68.6% | -0.6% |
| RTN | 50.37 | 46.48 | 46.23 | -8.2% | -0.5% |
| SNTA | 5.06 | 4.13 | 4.29 | -15.2% | 3.9% |
| SOLR | 5.56 | 7.09 | 6.68 | 20.1% | -5.8% |
| TSRA | 23.27 | 20.65 | 19.87 | -14.6% | -3.8% |
| ttt | 10.01 | 14.62 | 14.36 | 43.5% | -1.8% |
| UEPS | 19.40 | 12.04 | 12.16 | -37.3% | 1.0% |
| UNTD | 6.76 | 6.20 | 6.37 | -5.8% | 2.7% |
| USMO | 10.43 | 16.70 | 16.98 | 62.8% | 1.7% |
| UTA | 10.56 | 6.26 | 6.24 | -40.9% | -0.3% |
| VALV | 5.15 | 6.92 | 6.72 | 30.5% | -2.9% |
| VCLK | 10.12 | 15.76 | 15.56 | 53.8% | -1.3% |
| VGR | 13.09 | 18.65 | 18.27 | 39.6% | -2.0% |
| WTW | 28.61 | 34.36 | 34.25 | 19.7% | -0.3% |
| Totals | 9,666 | 11,162 | 11,049 | 14.3% | -1.0% |
Interesting Table/Chart #2
This chart shows the MFI index from inception:
Interesting Table/Chart #3
Here is the same chart for just the year 2010. Note I have added my actual portfolio on the chart as well. It is quite volatile... obviously too many stocks in the high risk category!
I did sell my TTT today. I had owned them over a year and have had a very nice gain. I have started to worry that the Bush tax cuts will not be extended, so it made sense to take my tax hit in the 2010 year at a long term rate of 15%. Still like the stock. So I am officially 7% in cash.Paying Dividends
Not sure what to buy right now, I am leaning towards re-buying IDCC, especially if they become a dividend payer. Finally, I did buy STD today at 9.64 (obviously not as part of my MFI portfolio as I felt their 20% sell-off of late was over done and they were on my long term watch list as I am building up a dividend portfolio for retirement. (note I also have SLF, BNS, DD, VR, PHI, AZN, TOT, SDRL, CVX, SCCO, PG and PVD on my watch list while owning USB, STD, LNC, CSQ, RNR-PC, ENH-PA, OIBAX, O, WBK, SLRC and XOM along with my MFI divvy stocks).
Finally, speaking of dividends, I did get good news from KSW today as they announced an unexpected dividend (KSW, Inc. Declares Cash Dividend). So they will have paid a 10 cent dividend in June and now this 7 cent dividend in December, which is 17 cents or about 5%... which is unusual for a micro-cap stock. I still think they'll make me some money... some day.
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