2010 in Review

January 4th, 2011

Overall 2010 was a pretty good year for the stocks I identified using a new filtering process. The chart below gives the highlights and low lights of investments I made.

Name Ticker Price Paid End Price Change
Applied Materials AMAT 11.76 12.18 3.6%
Alphatec Holdings ATEC 2.20 2.70 22.7%
Calamp Corp CAMP 2.47 3.14 27.1%
Celdex Pharm CLDX 7.39 4.12 -44.2%
Corinthian Colleges COCO 4.91 5.16 5.1%
Dover Motorsports DVD 2.10 1.92 -8.5%
Dusa Pharm DUSA 2.10 2.58 22.9%
Extreme Networks EXTR 2.87 3.43 19.5%
Corning GLW 17.68 19.32 9.3%
Immugen IMGN 6.03 9.26 53.6%
Liberator Medical LBMH 1.45 1.27 -12.4%
Lime Energy LIME 4.89 4.04 -17.4%
LSI Corp LSI 4.48 6.00 33.9%
OI Corp OICO 8.60 8.89 3.4%
Peregrine Pharm PPHM 6.63 2.30 -65.3%
Synta Pharm SNTA 3.39 6.12 80.5%
AT&T T 24.65 29.38 19.2%
Verizon VZ 19.84 35.78 80.3%
YoCream YOCM 28.50 38.00 33.0%
Verizon price paid adjusted to include profit from the sale of the Frontier spin-off.
Note: Gains reported do not reflect dividends.

Notes regarding the year’s activity. On the downer side, I sold out of my position in OI Corp in May when the market was starting to look like it was heading down. Since the stock was not showing much activity, I figured I would have the opportunity to get back in at a later point. Unfortunately for me, the company was bought out in September at $12.00 a share. Had I held on, it would have given me a near 50% gain.

Peregrine was the biggest loser of the bunch. It is a company that is still a ways off from getting a drug to market. I would like to see some sort of deal in 2011 but that is speculative. This company is a long shot, but we will know about them within the next 12 – 24 months. The price paid in the chart reflects my having sold some of my holding at a loss earlier this year thus, raising my break even point.

Verizon has been a big winner due to the combination of stock appreciation, the dividend of the Frontier shares, and my having sold part of the position at a gain (lowering the average investment of the shares still held). As noted above, these gains do not include the 7% I am earning on the stock’s dividend.

Some of the stocks sporting losses for me at the end of the year, should be able to pull themselves out of their ruts. Lime Energy and Liberator Medical are two that I intend to continue to hold throughout 2011.

The information and opinions on this site are not meant to serve as financial advice. I am not a financial advisor. Any investment decisions must be made by the reader either individually or in consultation with his or her investment professional This site is merely intended to provide what I hope is interesting information and opinions.

Entry Filed under: Finance

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