Research | tim@facebook's Portfolio on GuruFocus.com

id	rsymbol	Symbol	Current Price	Change (%)	Open	High	Low	Volume	Date Added	Cost per share	Quantity	Value Weighting	Gain (%)	Fair Value ($)	Note	Company	Exchange	Industry	Market Cap ($M)	Sales ($M)	Book Value	Debt to Equity	Yield	Payout	10-Y Dividend Payout Range	Financial Strength	Profitability	Interest Coverage	52-W Range	1-W Change (%)	4-W Change (%)	52-W Change (%)	YTD Change (%)	Beta	Short Ratio	P/E	P/S	P/B	10-Year P/E Range	10-Year P/S Range	10-Year P/B Range	PEG	1-Year Revenue Growth Rate	5-Year Revenue Growth Rate	10-Year Revenue Growth Rate	1-Year EBITDA Growth Rate	5-Year EBITDA Growth Rate	10-Year EBITDA Growth Rate	NCAV	Median PS Value	Graham Number	Peter Lynch Fair Value	Earnings Yield	Forward Rate of Return	Shiller P/E	EV/EBIT	EV/EBITDA	Predictability Rank	Operating Margin	Net Margin	Cash per Share	ROE	ROA	Altman Z Score	Piotroski F Score	Beneish M Score	EV/Sales
436786	MCRS	MCRS	43.46	0.78 (1.83%)	42.60	43.52	42.55	940K	12/05/2012	42.10	0	0%	3.23%	Add	2 $MCRS: No debt, some strong characteristics. tim@facebook (6 months ago) $MCRS: Negative margin of safety (DCF Tab) tim@facebook (5 months ago)	Micros Systems, Inc.	NAS(USA)	Software - Application	3357.16	1242	13.78	0	0.00	0		92.3	66.9	10000	39.31 53.39	3.48	0.12	-16.36	2.4	1.21	883	19.96	2.86	3.10	11.04 50	0.78 4.38	1.64 10	1.5	16.2	4.2	9.9	6.5	13.2	16.8	2.52	40.87	17.79	27.57	9.00	16.64	25.9	11.1	9.93	Currently 4/5 Business Predictability Rank: 4-Star Back Testing Results: Average gain of all 4-Star stocks: 9.8% per year. % of Stocks that are in still loss if held for 10yrs: 8%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	21.20	15.1	1.37	15.3	10.7	6.79	5	-2.24	0.54
436785	BKE	BKE	53.56	0.08 (0.04%)	53.47	53.81	52.81	273K	12/05/2012	50.35	0	0%	6.38%	Add	$BKE: Strong fundamentals. Consider buying if goes below $40. tim@facebook (6 months ago)	Buckle, Inc.	NYSE(USA)	Apparel Stores	2584.44	1124.01	6.03	0	1.50	0.2331	0.128 0.369	96.2	76.9	10000	36.8 57.22	-2.67	-1.62	55.1	20.3	0.85	2786	15.58	2.26	8.90	7.36 21.25	0.63 2.7	1.32 8.9	1.4	3.3	8.4	12.8	2.2	11	19.8	1.11	36.17	21.69	38.02	10.40	15.06	18.6	9.6	8.82	Currently 5/5 Business Predictability Rank: 5-Star Back Testing Results: Average gain of all 5-Star stocks: 12.1% per year. % of Stocks that are in still loss if held for 10yrs: 3%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	23.00	14.6	-0.92	56.7	34.4	14.77	4	-1.62	0.13
436784	CACI	CACI	62.73	-0.42 (-0.87%)	63.17	63.44	62.59	171K	12/05/2012	52.16	0	0%	20.26%	Add	$CACI: F-Score 5 - good charact4eristics, research further. tim@facebook (6 months ago)	CACI International, Inc.	NYSE(USA)	Information Technology Services	1456.73	3717.93	50.5	0.464	0.00	0		74.6	78.5	12.4	48.56 65.52	-2.22	-1.06	23.72	13.76	0.8	1080	9.80	0.41	1.30	5.11 38.65	0.31 1.65	0.98 5.55	0.6	16.6	13.9	17.4	11	15.5	14.3	18.62	104.52	0	104.33	13.20	24.56	14.2	7.6	6.32	Currently 4.5/5 Business Predictability Rank: 4.5-Star Back Testing Results: Average gain of all 4.5-Star stocks: 10.6% per year. % of Stocks that are in still loss if held for 10yrs: 10%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	7.90	4.4	-52.81	14.4	7	3.26	6	-2.76	-0.17
436191	HUM	HUM	83.60	1.36 (1.65%)	82.09	83.71	82.03	941K	12/03/2012	65.22	0	0%	28.18%	Add	$HUM: Near 1-year low. Consider buying, but watch out for low F-Score. tim@facebook (6 months ago)	Humana	NYSE(USA)	Health Care Plans	12952.9	39393	55.86	0.332	1.24	0.1165	0.089 0.138	66.9	67.8	18.2	59.92 83.71	2.72	3.92	6.71	22.19	1.11	174	9.36	0.34	1.50	4.26 35.42	0.08 0.65	0.63 3.87	0.5	7.2	8.8	14.8	9.7	17.5	21.2	3.10	68.09	73.2	130.04	13.80	23.93	12	7.2	6.02	Currently 3.5/5 Business Predictability Rank: 3.5-Star Back Testing Results: Average gain of all 3.5-Star stocks: 9.3% per year. % of Stocks that are in still loss if held for 10yrs: 9%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	4.90	3.1	-62.05	13.8	6.1	3.42	2	0	-0.07
436190	AFL	AFL	57.77	0.19 (0.33%)	57.73	57.96	57.49	2.5M	12/03/2012	52.82	0	0%	9.37%	Add	$AFL: Potential for good dividend value stock. Consider buying if it gets below $44. tim@facebook (6 months ago)	Aflac Inc	NYSE(USA)	Insurance - Life	26845.3	25332	34.16	0.665	2.39	0.2147	0.131 0.367	56.2	76.9	16.5	39.34 58.46	2.41	5.21	42.98	10.07	1.84	267	9.12	1.07	1.70	4.7 31.74	0.37 2.09	1.16 4.8	0.4	8.5	11.5	9.9	23.9	21.5	12.1	1.05	83.11	68.4	116.38	14.30	41.99	12.9	7	6.97	Currently 5/5 Business Predictability Rank: 5-Star Back Testing Results: Average gain of all 5-Star stocks: 12.1% per year. % of Stocks that are in still loss if held for 10yrs: 3%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	17.00	11.3	-241.75	17.9	2.2	0.69	4	0	-0.17
434902	IGOI	IGOI	2.40	-0.01 (-0.41%)	2.32	2.40	2.32	2.6K	12/02/2012	0.27	0	0%	788.89%	Add	$IGOI: F-score: 1 tim@facebook (6 months ago)	iGo, Inc.	NAS(USA)	Computer Systems	7.01414	27.21	7.39	0	0.00	0		0	0	10000	2.09 7.2	2.95	2.56	-55.56	-29.82	0	489	0.00	0.25	0.30	0 50	0.2 5.1	0.3 8.12	0	-29.3	-20.5	-11.1	0	0	0	3.36	9.95	0	0	283.10	-15.15	0	0.4	0.40	Currently 1/5 Business Predictability Rank: 1-Star Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	-35.70	-40.2	2.3	-57.1	-48.4	-7.73	3	-4.69	0.38
434901	VRTA	VRTA	1.57	0.11 (7.53%)	1.56	1.65	1.47	8K	12/02/2012	1.10	0	0%	42.73%	Add	$VRTA: F-score: 3 tim@facebook (6 months ago)	Vestin Realty Mortgage I, Inc.	NAS(USA)	REIT - Diversified	9.25765	1.84	3.26	0.001	0.00	0	1.416 4.456	0	0	10000	0.88 2.3	-12.83	5.37	57	42.73	0	103	6.20	5.43	0.40	9.38 36.8	1.91 10	0.14 0.74	0	141.7	-15.9	0	0	0	0	0.05	1.74	4.05	0	8.90	-2.21	0	11.2	11.96	Not Rated Top Ranked Predictable Companies	22.90	8.7	0.28	0.7	0.7	3.41	4	0	1.54
434900	MTLK	MTLK	0.88	-	0.00	0.00	0.00	7K	12/02/2012	1.04	0	0%	-15.38%	Add	$MTLK: * F-Score 6 tim@facebook (6 months ago)	Metalink, Ltd.	OTCPK(USA)	Semiconductors	2.36795	1.65	1.94	0	0.00	0		57.7	59.5	10000	0.61 1.09	-5.37	17.33	30.67	-4.85	1.67	0	6.98	1.44	0.50	0.36 50	0.31 10	0.27 7.48	0	-20	-34.1	-31.7	-57.7	0	0	0.73	2.96	2.34	0	2.70	-389.07	0	37	-9.43	Currently 1/5 Business Predictability Rank: 1-Star (On Watch) Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	18.30	20.5	1.88	6.5	6.1	-30.2	4	0	3.26
434899	SPEX	SPEX	5.74	0.24 (4.36%)	5.20	5.75	5.20	4.2K	12/02/2012	9.00	0	0%	-36.22%	Add	$SPEX: F-score 1 tim@facebook (6 months ago)	Spherix, Inc.	NAS(USA)	Diagnostics & Research	4.51285	0.02	1.05	0	0.00	0		30.8	55.4	10000	5.12 15.4	8.92	-19.78	-54.88	-15.91	0.18	295	0.00	89.29	5.40	0 50	0.05 10	0.01 10	0	-36.1	-69	-53.8	0	-41	0	2.68	34.95	0	-579.85	76.60	-6527.69	0	1.3	-0.27	Currently 1/5 Business Predictability Rank: 1-Star Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	-17360.00	-19285	0.73	-451.6	-81.1	-15.7	1	-7.08	172.44
434897	GAI	GAI	10.11	0.78 (8.25%)	9.35	10.75	9.35	41.9K	12/02/2012	5.40	0	0%	87.22%	Add	$GAI: F-score 3 tim@facebook (6 months ago)	Global-Tech Advanced Innovations, Inc.	NAS(USA)	Consumer Electronics	28.3676	84.38	26.4	0.05	0.00	0		0	0	10000	4.26 11.98	21.69	15.3	98.21	56.11	0	21	58.14	0.36	0.40	4.57 50	0.19 2.5	0.12 1.12	0	8.4	-6.5	4.8	-61.4	0	0	9.76	5.66	2.84	0	0.50	-18.55	0	200	219.73	Currently 1/5 Business Predictability Rank: 1-Star (On Watch) Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	0.10	2	4.28	1.8	1.3	1.89	3	0	0.36
434895	MAXY	MAXY	2.50	-	2.50	2.50	2.49	144K	12/02/2012	2.57	0	0%	-2.72%	Add	$MAXY: * F-score: 6 tim@facebook (6 months ago)	Maxygen, Inc.	NAS(USA)	Biotechnology	69.4813	30.01	2.89	0	0.00	0		96.2	33.1	10000	2.35 6.33	0	5.04	66.1	1.63	0.54	1049	3.35	2.29	0.90	1.25 40.78	0.93 10	0.5 10	0	400	-43.3	-8.1	0	0	0	0.11	9.81	7.01	0	89.60	-3.95	4.1	1.1	-0.52	Currently 1/5 Business Predictability Rank: 1-Star Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	67.50	67.1	2.88	25.1	24.2	14.28	5	-4.86	2.7
434896	CPSL	CPSL	1.28	-	1.28	1.28	1.28	691	12/02/2012	1.73	0	0%	-26.01%	Add	$CPSL: * F-score: 6 tim@facebook (6 months ago)	China Precision Steel, Inc.	NAS(USA)	Steel	4.96751	60.33	30.63	0.365	0.00	0		46.2	28.1	0	1.25 3.84	-0.78	0.78	-63.34	-34.69	2.3	3208	0.00	0.08	0.00	0 50	0.05 4.78	0 10	0	-60.2	16.3	-1.3	-676.5	0	0	9.35	11.17	0	0	3.60	-234.11	3.2	27.8	-1.91	Currently 1/5 Business Predictability Rank: 1-Star (On Watch) Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	-9.80	-11.9	-16.76	-14.3	-9.1	-0.25	2	-2.24	-0.72
434438	GD	GD	78.85	0.47 (0.60%)	78.58	79.48	78.53	1.9M	11/30/2012	66.53	0	0%	18.52%	Add	2 $GD: F-score: 5 tim@facebook (6 months ago) $GD: Dividend - research further tim@facebook (6 months ago)	General Dynamics	NYSE(USA)	Aerospace & Defense	27682.8	31338	32.23	0.343	2.65	0	0.195 0.266	67.3	35.5	5.3	61.09 79.48	0.87	0.72	24.98	14.64	1.24	235	10.50	0.89	2.40	0 23.23	0.47 1.71	1.37 4.52	1.3	-0.9	4.7	9.3	-66.9	-16	5.7	12.69	96.61	0	0	3.00	0.19	14.4	33.3	19.42	Currently 1/5 Business Predictability Rank: 1-Star (On Watch) Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	2.60	-1.1	-55.52	-2.9	-1	2.56	2	-3	-0.01
434437	WDC	WDC	64.67	0.02 (0.03%)	64.87	65.25	64.60	2.3M	11/30/2012	33.92	0	0%	90.65%	Add	$WDC: * F-score: 6 tim@facebook (6 months ago)	Western Digital Corporation	NAS(USA)	Data Storage	15282.2	16377	31.86	0.285	1.16	0.0946		68.8	80.2	126.5	28.31 65.26	0.2	6.96	114.14	52.79	1.44	231	8.16	0.99	2.00	2.33 24.14	0.18 1.34	0.81 10	0.6	53.9	9.6	17.2	92.1	14.3	27	9.82	49.54	54.39	139.41	17.20	24.28	13.6	5.8	3.69	Currently 4.5/5 Business Predictability Rank: 4.5-Star Back Testing Results: Average gain of all 4.5-Star stocks: 10.6% per year. % of Stocks that are in still loss if held for 10yrs: 10%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	14.20	12.9	-13.83	21	11.3	4.42	7	-4.08	0.12
433758	NAV	NAV	30.65	-0.54 (-1.70%)	31.26	31.36	30.55	780K	11/28/2012	20.28	0	0%	51.13%	Add	$NAV: F-score: 5 tim@facebook (6 months ago)	Navistar International Corp	NYSE(USA)	Truck Manufacturing	2507.64	12576	-41.36	-1.441	0.00	0		56.5	24	0	18.17 38.81	-1.73	-19.84	7.2	40.84	1.31	848	0.00	0.19	0.00	0 50	0.09 0.48	0 10	0	-18.8	-0.1	4.8	-421.7	0	0	30.21	38.38	0	0	0.00	21.42	5	6.6	-8.76	Currently 1/5 Business Predictability Rank: 1-Star (On Watch) Back Testing Results: Average gain of all 1-Star stocks: 1.1% per year. % of Stocks that are in still loss if held for 10yrs: 45%. Read more: What is Predictability Rank? Performances of real portfolio Top Ranked Predictable Companies	-8.90	-23.2	-135.54	0	-33.1	0.58	3	-4.31	-0.28
		Summary		0.20 (1.44%)									71.08%																							10.48	7.21	1.92	10.48	7.21	1.92

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