Contest Picks: Heavy Hogs (2013)

Consensus Selections for Groundhog VII (2013)

Every year we celebrate our national holiday at Manifest Investing, Groundhog Day, with a review of the results achieved by our band of groundhog stock pickers over the last year. Now in its seventh year, we continue the celebration by launching a brand new set of contest entries.

This year, we’re going with Eddy Elfenbein’s $1,000,000 format with the only exception that participants can select anywhere from 5-20 investments. If you want to get really concentrated, go for five … feel better with a little diversification, choose closer to 20 — and everywhere in between. And like Eddy, we’re locking in the entries. No transactions will be made between Groundhog Days.

The selections were a little more distributed this year, with the most frequently-selected stock being Qualcomm (QCOM). Other high frequency selections included: Apple (AAPL), Bio-Reference Labs (BRLI), Coach (COH) and FactSet Research (FDS).

The public tracking dashboard is:

http://www.manifestinvesting.com/dashboards/public/heavy-hogs-2013

Best performers from Heavy Hogs 2012:

  • Portfolio Recovery (PRAA) ….. 65.2%
  • Resmed (RMD) ……………… 53.3%
  • Google (GOOG) …………….. 31.7%
  • Bio-Reference Labs (BRLI) ….. 30.8%
  • Walgreen (WAG) ……………. 27.3%
  • Oracle (ORCL) …………….. 23.2%

Weakest Performers from Heavy Hogs 2012:

  • Quality Systems (QSII) ……. (53.2%)
  • Coach (COH) ……………… (29.3%)
  • Baidu (BIDU) …………….. (24.7%)
  • AeroVironment (AVAV) ……… (23.5%)
  • CARBO Ceramics (CRR) ……… (14.9%)

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