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 | GAINÂ &Â % 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 |
$Â 527.20 |
$Â 145.10 |
37.97% |
TechWARNING: I’m not an investment adviser, just a blogger.
QCOM, 61.86Â Dec 31, 4:00PM EST;
AÂ 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, 19.90Â 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. Â It’s a member of his Buy List again in 2013. Â 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, 43.97Â 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.