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MFI Diary

Commentary and Tracking of a Portfolio of Stocks using approach from "The Little Book that Beats the Market" by Joel Greenblatt
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New Mechanical Stocks - December 4th

Dec 5, 2009
Relatively busy weekend for new mechanical stocks CBPO was added to both top 30 and top 50 screens. This is a Chinese company that is new to the Nasdaq. Companies like this have generally had sharp run-ups of late. I did buy-in yesterday. XOMA is a...

Stuck in Neutral

Dec 4, 2009
Lots of action/jackson for individual stocks, but my MFI portfolio has gone absolutely nowhere since 9/23. In the meantime, the benchmarks have moved upwards. Has MFI lost its mojo? I have mentioned before that MFI is streaky, extremely streaky. I...

Yee-Hah! Li-Wa!

Dec 2, 2009
I have been investing for more years than I care to state. But today I set a record. I had my best ever single day gain with a stock. LIWA shot up 33%. I already had a chunk in my MFI portfolio, and I had added a second position (outside my MFI...

Newest Mechanical Stock

Nov 28, 2009
The newest stock this week has shown up on both screens: PDLI. It os another of those biopharms that isn't making any money, but is on the list for a one time payment. While these don't feel like MFI stocks, many of them have done well of late such as...

Weekend Update 11/28/09

Nov 28, 2009
First, I will note that the November 26th, 2008 portfolio has come of age. It is officially the best portfolio ever, rising by almost 51% in total. It trounced the benchmark which was up a snappy 28%. Here are the 50 stocks (over 100m) in descending...


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