Sunday, December 15, 2013

"The 2013 investing year is coming to a sunset. Let's see how my 13 stocks for 2013 performed. I think that I kicked butt! Easy peasy lemon squeezy"

Dow Jones Industrial Average 15,755.36 (Down) Week ending 12-13-2013

What a year! This was a year where most everything worked.  My only loser pick was Phillip Morris. I guess everybody is moving to those electronic cigarettes.

Celgene was the Adrian Peterson of stocks this year, up 106.54% this year up until Friday.
Facebook, Chipotle Mexican Grill, MasterCard and Borg Warner were the other heavy hitters in 2013. Here is the list in descending order based on success.

Celgene (CELG)                                 106.54%           
Facebook (FB)                                      88.81%
Chipotle Mexican Grill (CMG)           84.71%
MasterCard    (MA)                             62.66%
Borg Warner  (BWA)                          61.83%
Scripps Network (SNI)                        39.57%
Whole Foods Market (WFM)              25.55%
Anheuser-Busch Inbev SA (BUD)      14.74%
DaVita HealthCare Partners (DVA)   12.72%
Diageo Plc  (DEO)                                 4.40%
Petsmart (PETM)                                  4.10%
Ebay Inc. (EBAY)                                 1.04%
Phillip Morris (PM)                             (3.36%)

So my grand total average return for 2013 is:    38.716%

"LEELOO DALLAS MULTI PASS" 
 
I think I won the contest to Fhloston Paradise!

This year, anyone could have been a stock Diva, though. With 13 stocks, that is a pretty darn good average.



Next year, well...now that will be a lot tougher challenge. I am working on that list right now. It will be 14 stocks.

I was a little surprised that the Tobacco and Beverage stocks did so poorly.  In most years, they are stalwarts.

 "Fed Tapering Elf"
Celgene Corp. raising next year's earnings estimates.

MasterCard ended up splitting their stock 10 for 1 and raising their dividend by 83%.

Chipotle Mexican Grill: whenever I go there it is busy and the food is good and reasonably priced.

Scripps Network getting interest from Discovery Communications.

Borg Warner doing lots of international business.

Facebook looks cheap now based on their business growth with Twitter sitting out there trading at the same price and no profits.

Whole Foods Market operationally performing perfectly and expanding at a controlled rate.

All in all a good year.  Below, Wall Street is prepared for the Christmas holiday with the lighted tree.


Remember that the holiday is about giving and thinking about family and friends here now, and those from the past. Surprise someone with your generosity.

Season Greetings and smart stock investing,

Freewilly



No comments:

Post a Comment