It’s hard to believe that 2012 is winding down. And with the Wilshire 5000 (VTI) up approximately 15% YTD, it’s time to take a look back at the selections we made during the 2012 Christmas Countdown. Bottom line: The nine selections have a positive relative return of +4.2% and an out performance accuracy of 67%. Santa, we’ll take that.
With a positive relative return of +2.2% for the 2011 selections (and an out performance accuracy of 58.3%) we’ll knock on wood — celebrate the positive outcomes — and start the hunt for stocking stuffers for this year’s countdown.
Christmas Countdown (2013)
- CVS Caremark (CVS) PAR = 15%, Quality = 80.6
- John Wiley & Sons (JW-A) PAR = 17.5%, Quality = 87.5
- Mesa Labs (MLAB) PAR = 16% Quality = 88.2
- rue21 (RUE) PAR = 17% Quality = 70.2
- QUALCOMM (QCOM) PAR = 17% Quality = 91.5
- Oracle (ORCL) PAR = 14.5% Quality = 79.5
- Microsoft (MSFT) PAR = 19-20% Quality = 76.7
- Coach (COH) PAR = 18-19% Quality = 93.6
- MOCON (MOCO)
- Resource Connections (RECN) PAR = 20% Quality = 70.9
- Cherokee (CHKE) PAR = 19% Quality = 65
- Coca-Cola (KO) PAR = 11% Quality = 87.8
Dashboard: 2013 Countdown Stocks
Reblogged this on Expecting Alpha.
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