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TrackJGreenblatt (87.72)

June 2008

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June 2008 MFI Purchase now active

June 13, 2008 – Comments (0)

Every two months we* generate a list of the top 25 stocks that have at least a $100 million market capitalization. We use Joel Greenblatt's MFI site at www.magicformulainvesting.com to generate the list.

Resulting tickers are copied into www.random.org/lists/ to randomly rank the companies from 1-25 and select the first 6 stocks.

If a stock already appears on TrackJGreenblatt CAPS page or is unavailable as a CAPS pick, the next stock on the list will be chosen.

The resulting selection of 6 stocks is entered into Joel Greenblatt's CAPS page.

Stocks will be held for one year then sold.

We intend to gradually build our position over the course of a year

June 12, 2008 MFI top 25 Over 100mm mkt cap (List already randomized):

PCR - already appears on TrackJGreenblatt
TRID - already appears on TrackJGreenblatt
NTRI - Purchase #1
MDP - Purchase #2
HLYS - Purchase #3
KFY - already appears on TrackJGreenblatt
UNTD - Purchase #4
DTPI - Purchase #5
CITP - Purchase #6
EGY
BBSI
ICFI
TZOO
PPD
IAR
HSII
IUSA
MRX
LRCX
CHKE
ELNK
KG
USMO
VPHM
DEPO
Timestamp: 2008-06-13 17:28:40 UTC

Selections as of October 2007 are also tracked in an www.icarra.com mock portfolio here: http://www.icarra.com/viewPortfolio.php?id=2489

*Profile is managed by member ZiggyDawg who is using a slightly modified selection criteria of Magic Formula in his IRA. His MFI buys can be seen on his personal CAPS page. ZiggyDawg is not a Fool employee.  [more]

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