UPDATE: My goal was to beat the  S&P 500, which returned 32.37% in 2013. Mission Accomplished.

SYMBOL NAME SHARES PRICE PAID MKT VALUE GAIN & % GAIN
BTU Peabody Energy Corp.

1

26.61

$19.53

$-7.08

-26.61%

CFX Colfax Corporation

1

40.35

$63.69

$+23.34

+57.84%

DOV Dover Corporation

1

65.71

$96.54

$+30.83

+46.92%

DPZ Domino’s Pizza, Inc.

1

43.55

$69.65

$+26.10

+59.93%

EMC EMC Corporation

1

25.3

$25.15

$-0.15

-0.59%

JPM JPMorgan Chase & Co.

1

43.97

$58.48

$+14.51

+33.00%

NICK Nicholas Financial Inc.

1

12.4

$15.74

$+3.34

+26.94%

QCOM QUALCOMM Incorporated

1

61.86

$74.25

$+12.39

+20.03%

TJX The TJX Companies, Inc.

1

42.45

$63.73

$+21.28

+50.13%

YHOO Yahoo! Inc.

1

19.9

$40.44

$+20.54

+103.22%

Total

$ 527.20

$ 145.10

37.97%

 

TechWARNING: I’m not an investment adviser, just a blogger.

QCOM, 61.86 Dec 31, 4:00PM EST;

A play on wireless growth, doesn’t matter if it’s Apple or Android, smartphones or tablets, Qualcomm benefits.

EMC, 25.30 Dec 31, 4:00PM EST

Data growth. Virtualization. Cloud Computing.

YHOO, 19.90 Dec 31, 4:00PM EST

New CEO, low bar from decade as doormat.

Industrial

CFX, 40.35 Dec 31, 4:03PM EST

Little followed mid cap. Well run industrial.

DOV, 65.71 Dec 31, 4:00PM EST

Well managed, diversified industrial in hot sectors, energy, wireless communications.

Financials

NICK, 12.40 Dec 31, 4:00PM EST

Crossing Wall Street’s Eddy Elfenbein (@eddyelfenbein) loves this company.  It’s a member of his Buy List again in 2013.  His Buy List has whipped the S&P 500 for six straight years,

The 2012 trading year has come to a close. I’m happy to report that our Buy List had another market-beating year. The 20 stocks on the Crossing Wall Street Buy List gained 14.56% while the S&P 500 gained 13.41%. This is the sixth year in a row that we have beaten the market.

You’d have to be crazy not to read his blog.

JPM, 43.97 Dec 31, 4:00PM EST

Too Big To Fail on The Whale. The London Whale trading fiasco that cost $5 billion in loses last year is but a distant memory.

Food

DPZ, 43.55 Dec 31, 4:01PM EST

A tech company that sells Pizza. Led by dynamic CEO, company is expanding aggressively internationally. Already had a big run, so kind of late to the pizza party, but still like it.

Retail

TJX, 42.45 Dec 31, 4:06PM EST

Well run company, blah economy, affordable fashion and bargain shopping  in vogue for another year.

Energy

BTU, 26.61 Dec 31, 4:02PM EST

A play and the turn on coal, based mostly in faith that CHINA is recovering.