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Strategies & Market Trends : Fundamental Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: bruwin who wrote (1136)5/30/2010 2:20:54 PM
From: bruwin  Read Replies (1) | Respond to of 4719
 
STOCKS TO WATCH - UPDATE

Since the beginning of 2010 the 6 remaining stocks, from the original 12 in the list, have shown a 39% increase.
This followed some "weeding" out of several stocks at the end of December 2009, which showed a fall off in their Quarterly financials. MVL was doing well until it was de-listed.

The original total portfolio is up just under 19% since mid-July 2009.

The main contributors to this increase were DLB and NFLX.

DLB is up 73.1% since July 2009 and 39.2% since the beginning of 2010.

NFLX has done even better with 150.3% since July 2009 and 107.3% since the start of 2010.

GILD and SVA have disappointed.
Maybe an indication of their forthcoming decline was a relatively large fall off in both their Quarterly percentage Revenue increases (Another lesson learned ?!).