Buying the Best of 2013

[mrmarket]

SSYS also..this is really crazy stuff.

[billyjoe]

Wow ! DDD is now positive. Close to a 20% swing in a few days.

----------------billy

[noshadyldy]

Wow ! DDD is now positive. Close to a 20% swing in a few days.

----------------billy

I'm glad you didn 't listen to me. I've been waiting for a pullback that may not happen. But I'm happy for YOU! The "vibe" has it that you're a decent guy who deserves good things.

[billyjoe]

Here's a mid month update on "the best 9 of 2013". Percentages are from my purchase dates in January.

KORS---+17.22%

FF------+13.96%

CTGX---+9.87%

LNKD----sold for +8.39%

SYK-----+4.20%

DHR-----+2.51%

DDD---- -4.32%

ULTA--- -6.74% CEO quit today and it tanked 12%

EGHT--- -15.29 stopped out

So far so good I can live with 2 or 3 dogs as long as the others excel.

-----------------billy

[IIC]

DDD was featured in Stock Lemon on Thursday

http://www.citronresearch.com/wp-content/uploads/2013/02/DDD-final.pdf

But it's still #1 in next week's IIC 100...Well, it's a mechanical scan...What can I say?

Doug

[billyjoe]

Sold DDD today. Just too many bad stories about 3-D printing. Did anyone see the Justin Bieber item printed in 3-D? One of the highlights of the stocklemon story.

If DDD is a fad it's fitting I bought SODA with the DDD money. I expect good things after upcoming earnings report.

------------------billy

[billyjoe]

End of month update

1. KORS +12.68%

2. LNKD +8.39% Sold

3. FF +7.95%

4. CTGX +6.76%

5. SYK +3.97%

6. DHR +3.25%

7. ULTA -5.94%

8. DDD -9.20% Sold

9. EGHT -15.29% Sold

-------------billy

[billyjoe]

Mid March update

1. CTGX +16.90%

2. FF +15.28%

3. KORS +9.07%

4. LNKD sold +8.39%

5. SYK +7.31%

6. DHR +5.01%

7. DDD sold -9.20%

8. EGHT sold -15.29%

9. ULTA sold -20.32% sold off after hours bad earnings report

--------------billy

[billyjoe]

3 month update

CTGX--+14.75%

LNKD--+ 8.39% sold

KORS--+7.95%

SYK---+6.19%

DHR---+4.17%

FF----+2.73% sold--tanked on earnings

DDD-- -9.20% sold

EGHT- -15.29% sold

ULTA- -20.32% sold--tanked after CEO resigned, tanked again on lowered guidance

---------------billy

[billyjoe]

May 1st, 4 month update

Still holding :

CTGX--+8.89%
KORS--+8.63%
SYK---+6.91%
DHR---+2.04%

Sold

LNKD--+8.39%
FF----+2.73%

DDD----9.20%
EGHT--15.29%
ULTA--20.32%

-----------------billy

[riverbabe]

May 1st, 4 month update

Still holding :

CTGX--+8.89%
KORS--+8.63%
SYK---+6.91%
DHR---+2.04%

Sold

LNKD--+8.39%
FF----+2.73%

DDD----9.20%
EGHT--15.29%
ULTA--20.32%

-----------------billy

Couple of those have taken a little haircut. It's May 1st, and you know what they say...lol

[Louetta]

Couple of those have taken a little haircut. It's May 1st, and you know what they say...lol

If you mean sell in May and go away I wonder if the underpinning for that has gone away. In "the old days" I picture a relatively small number of (male) Wall Street types making a good living at privately held firms. I fancy that they all, by unspoken agreement, did repair to the Hamptons for a long vacation. Now, with deregulation of commissions, online trading and widely available computing power and data, lots of people can get involved and younger people, eager to build their fortunes, would be loath to take any time off.

[billyjoe]

Still holding 4 : DHR +3.66%, SYK +8.49%, KORS +19.41%, CTGX +20.03%

---------------billy

[billyjoe]

July update. Still holding these 4 : CTG (was CTGX) +26.66%, KORS +9.31%, DHR +7.15%, and SYK +5.99%

----------------billy

[billyjoe]

10 month update. Get out your barfbags. These results made me sick. If you also sold some of these during the year you're probably kicking yourself. Remember I bought these 9 in the month of January after scouring lists of many experts picks. I only kept 3 and am very happy with them. Here's the rest of the story.

CTGX sold for 1.51% loss now CTG, YTD -5.47% so far so good

DDD sold for 9.2% loss. YTD +77.14% ............oh crap!

EGHT sold for 15.29% loss. YTD +51.9%.........gag me with a spoon

ULTA sold for 20.32% loss. YTD +30.91%-----it's only money wah!

FF sold for 2.73% gain, big deal YTD +54.68%

LNKD sold for 8.39% gain. YTD +91.52%...I need smelling salts

DHR holding +21.69% YTD +30.09% Can live with that

SYK holding +22.19% YTD +36.69% 14.5% down the toilet.

KORS holding +28.71% YTD +47.82%

Guess I'm a good stock picker but a terrible seller. If I put $1000 in each stock I've now got $9300 for my $9000 investment.

--------------------billy