Afterthoughts My great short-term performance

Deeply-valued stocks in last 90 days								Open
	Buy		Today or		Days	Return		SPY			Beat
Stock	Buy Date	Price	Sell Date	Price			Ann %	Buy	Today	%	S&P
CAMP	12/24/12	8.06	12/24/12	8.05	0	0%		142.25	142.35	0%
WNC	12/18/12	8.31	12/24/12	9.18	6	10%		144.00	142.35	-1%
ZIGO	12/17/12	14.81	12/24/12	15.12	7	2%		142.47	142.35	0%
APPL	12/14/12	515.00	12/24/12	520.168	10	1%		142.32	142.35	0%
MIL	12/11/12	8.51	12/24/12	8.44	13	-1%		143.06	142.35	0%
QCOR	12/11/12	25.16	12/24/12	30.04	13	19%		143.06	142.35	0%
MPC	12/10/12	57.76	12/24/12	62.37	14	8%		142.21	142.35	0%
CRUS	12/10/12	27.41	12/24/12	27.93	14	2%		142.21	142.35	0%
BANR	12/07/12	29.46	12/24/12	30.43	17	3%	71%	142.53	142.35	0%	2707%
KTCC	12/06/12	9.91	12/24/12	9.9	18	0%	-2%	141.37	142.35	1%	-115%
QCOR	12/07/12	26.16	12/24/12	30.04	17	15%	318%	142.53	142.35	0%	11844%
KTCC	12/06/12	9.96	12/24/12	9.9	18	-1%	-11%	141.37	142.35	1%	-180%
ACTV	12/05/12	4.91	12/24/12	4.68	19	-5%	-90%	141.37	142.35	1%	-776%
IAG	12/05/12	11.16	12/24/12	11.09	19	-1%	-12%	141.37	142.35	1%	-190%
ADES	12/04/12	15.60	12/24/12	16.5	20	6%	105%	141.44	142.35	1%	797%
NC	12/03/12	52.00	12/24/12	59.72	21	15%	258%	142.80	142.35	0%	4811%
VELT	12/03/12	3.24	12/24/12	5.31	21	64%	1110%	142.80	142.35	0%	20374%
ANR	11/28/12	6.81	12/24/12	9.03	26	33%	458%	135.90	142.35	5%	587%
APPL	11/16/12	513.11	12/24/12	520.168	38	1%	13%	135.90	142.35	5%	-71%
C	11/14/12	34.95	12/24/12	39.38	40	13%	116%	138.21	142.35	3%	323%
DECK	11/13/12	30.01	12/24/12	34.84	41	16%	143%	138.59	142.35	3%	493%
MSFT	11/13/12	27.02	12/24/12	27.06	41	0%	1%	138.59	142.35	3%	-95%
ALU	11/13/12	1.00	12/24/12	1.375	41	38%	334%	138.59	142.35	3%	1282%
DLTR	11/09/12	37.41	12/24/12	40.05	45	7%	57%	137.62	142.35	3%	105%
CAT	11/08/12	84.06	12/24/12	87.48	46	4%	32%	139.70	142.35	2%	114%
MSFT	11/07/12	29.27	12/24/12	27.06	47	-8%	-59%	141.66	142.35	0%	-1650%
BSX	10/24/12	5.09	12/24/12	5.78	61	14%	81%	141.93	142.35	0%	4481%
BSX	10/19/12	5.41	12/24/12	5.78	66	7%	38%	141.93	142.35	0%	2211%
Total/Avg						11%	148%			1%	2353%
						20				Actual	1020%