Good news in the M&A space. Exxon is paying $31b for XTO (which I own outside of MFI). Great news for the market and perhaps a pre-cursor to 2010. If M&A stays toasty, our stocks should do well. My top 30 portfolio is still doing well. Some of the...

Wonder if we'll have a Santa Claus rally this next 2+ weeks? Seems like we do more often than not. My portfolio continues to struggle to move higher, seems to be one step forward one step back. Here is my graph: I am 13% in cash right now. My next...

I thought it would be interesting to see how my mechanical stocks have fared. For each stock, I show the date I bought it, the percentage change, and how the benchmark Russell 3000 has fared in the same time period. The top part of the table are...

Well, so far JTX has been one of my laggards. They reported earnings this morning (Jackson Hewitt Reports Fiscal 2010 Second Quarter Results). Now typically a September quarter for a tax preparation company is as exciting as wathcing the proverbial...

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...