The stocks featured during the January Round Table:
- Caterpillar (CAT)
- Google (GOOG)
- MSC Industrial (MSM)
- QUALCOMM (QCOM)
The audience selected QUALCOMM (QCOM) from the candidates.
MWI Veterinary Supply (MWIV) was “sold” from the tracking portfolio during the session. MWIV is being acquired by Amerisource (ABC) for $190. Ken Kavula selected MWIV back on 11/29/2011 for $64.79, so $1000 became $2969 — an annualized return of 40.5% and a relative return of +22.9% versus the Wilshire 5000.