Thursday, December 26, 2013

"Here are the new year's "14 for 2014" stock picks. These stocks present the best opportunity for total return in the new year."

Dow Jones Industrial Average 16,221 (UP) Week ending 12-20-2014

Good morning everyone. I have put together my list of stocks to start on January 1st 2014 that gives you the best chance for the year for total return. It is a list of very aggressive, (and by that I mean,) "high beta" stock names that are growing the fastest and, in some cases, have already run up substantially in 2013.  What these stocks have in common is that they all have strong balance sheets and good projected earnings growth for 2014.  My thought is that the economy will actually be growing faster this year and that these names should be the best performers.

 At the end of the year, I calculate the return on the basis of buying equal parts of each stock and then calculating the average return. If you read last week's blog, it shows the 2013 return which was 38.716% which is my best return ever. In 2012, my performance was 16.7% which was also very good.


 "3 D Systems Printers"
So here are the picks for 2014:

Stratasys Ltd. - (Symbol SSYS)
Golar LNG - (Symbol GLNG)
Direct TV - (Symbol DTV)
Cree Inc. - (Symbol CREE)
Nike Inc. Cl B - (Symbol NKE)
Holly Frontier - (Symbol HFC)
Yahoo - (Symbol YHOO)
3 D Systems - (Symbol DDD)
Google - (Symbol GOOG)
Hain Celestial - (Symbol HAIN)
Berkshire Hathaway Class B - (Symbol BRK.B)
Arris Group Inc. - (Symbol ARRS)
Polaris Industries - (Symbol PII)
Manitex International - (Symbol MNTX)

I changed this list around 20 times for various reasons but have come up with this final list. 3-D printer stocks, Liquified Natural Gas transport, LED lighting and the two dominant search engines, are a few of the themes that are the glue for the composition of this year's list.

It was difficult to leave some of last year's names off, Celgene, Chipotle Mexican Grill, and Borg Warner who all continue to perform well. But I had to narrow it down to 14 names for the new year.

So let us look ahead to another good year in the stock market. Hopefully, we all make enough money to retire, so that all of the young people out there can have our jobs and be gainfully employed and lower the unemployment rate.

Technology continues to eliminate jobs permanently, especially with the emergence of the Robotics industry, (which Google has exposure to and one of my runner up stocks, Intuitive Surgical (Symbol ISRG), dominates on the medical side.) Other new technology, like Google Glass, continue to create jobs that never existed.


So here is a toast to the new year 2014! May all of your stocks perform well!


Happy New Year!

Freewilly

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