Tuesday, December 28, 2021

The results are in for my 2021 stock picks and they look pretty good. Crypto currencies were the shooting star for 2021, but there are other blogs out there to discuss that.

12/28/2021 Greetings Everyone. Sorry I have been invisible. A confluence of things hit in 2021 including my regular job being extremely busy. Family health issues , Covid 19, and the markets wild rides and unpredictability on the short term, also had an effect on writing. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> So here are the results for the Freewilly's Stockpicker Blog - 14 Value pics. The average total return was 32.61% and did not include dividends in an excellent year to accumulate capital. ***** I used 12/26/2021 as the cutoff date for results. as>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Here are the reults: Athene Holding LTD.- ATH Up 97.52%, Generac Holdings GNRC Up +54.47% Microsoft Inc. MSFT +50.48% , Lennar Inc. LEN +46.99%, Quest Diagnostics DGX +40.18% , McKesson Inc. MCK - +38.44% , PNC Bank PNC - +32.84% , AFLAC Inc. AFL - +29.73% , Berkshire Hathaway B Shares BRK.B - $27.01% , Walgreen Boots Alliance WBA - +26.58% , Canadian National Railway CNI - +10.76% , Akamai Technologies AKAM - +10.68% , Stellantis N.V. - STLA - +3.81% , >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> ..and the one loser down -12.91% - Timkin Co. , a company and stock that I still like here for 2022. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Then the two speculative picks that came down with the high growth company flyers this year and that I still own and like both: Oncocyte Corp. OCX - Down -3.77% and Rada Electronic Industries LTD.- Down -3.08%. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Oh and did I mention that we had a hail storm in July that destroyed both our roofs and destroyed some of our aluminum siding!
There was also a tornado, that hit a mile away from my home 3 weeks after that storm, that did damage like I have never seen with my own eyes! What a year of such crazy contrast. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Investing wise though, it was just a tremendous year to add equity into your retirement accounts. Hopefully it does not start getting taken away by Inflation this year. Have a great and healthy new year 2022. I will need to really look hard at my stock picks for 2022. There still seems to be lots of value out there if you know where to look. Sincere Regards, FREEWILLY
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3 comments:

  1. PhilDecember 29, 2021 at 1:54 PM

    Happy Holidays. You should also be giving yourself some credit for Abbvie! You picked a ton of mammoth winners in 2021. Interesting one year ago today, that even with what energy did you still had a monster year.

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  2. FreewillyDecember 29, 2021 at 2:33 PM

    Thanks Phil. Hope you have a great new investing year. PAG is a stock to take a look at for the new year 2022.

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    Replies
    1. PhilDecember 30, 2021 at 11:59 AM

      Definitely. I've been in on Penske since about 90. Came up on one of my screens I learned from Zack's some time back which was P/E sub 20, P/S <1, PEG <1, P/FCF <20, P/B <2 (which it's slightly exceeded of late but not by much). I've been using finviz a lot to screen for value. Nice they have the chart also for perspective. have a great holiday

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