In case you missed it, I said some nice things about my portfolio in the "Departed" recap.
And now, let's look at all the stocks I've held going into this year, from worst to best - based solely on 2013's performance, while mostly ignoring any intra-year volatility:
Southern Copper (SCCO)
Year-opening price: $37.86
Year-closing price: $28.71 (-24%)
Struggled along with every other materials stock.
Intuitive Surgical (ISRG)
Year-opening price: $490.37
Year-closing price: $384.08 (-22%)
2 lousy years in a row. Still in fine shape long-term.
Cisco (CSCO)
Bought: Aug @ $25.80
Year-closing price: $22.43 (-13%)
Going to need a lot of patience with this one.
China Mobile (CHL)
Year-opening price: $58.72
Year-closing price: $52.29 (-11%)
Maybe the iPhone will spark a better 2014.
ExOne (XONE)
Bought: Jul @ $64.87
Year-closing price: $60.46 (-6%)
My one 3D-printing dud.
F5 Networks (FFIV)
Year-opening price: $97.15
Year-closing price: $90.86 (-6%)
It's now or never for these guys.
International Business Machines (IBM)
Year-opening price: $191.55
Year-closing price: $187.57 (-2%)
Zero concern here - about as good of a proxy for technology as there is.
Whole Foods Market (WFM)
Bought: Oct @ $59.01
Year-closing price: $57.83 (-2%)
I can't buy Wegmans, so I bought these guys instead.
Hershey (HSY)
Bought: Aug @ $97.05
Year-closing price: $97.23 (0%)
Waiting for Buffett (or a Buffett-wannabe).
Kinder Morgan Energy Partners (KMP)
Year-opening price: $79.79
Year-closing price: $80.66 (1%)
Saved by the 6.7% dividend yield.
Coca-Cola (KO)
Bought: Apr @ $40.45
Year-closing price: $41.31 (2%)
Black gold. Long-term hold.
Prospect Capital (PSEC)
Year-opening price: $10.87
Year-closing price: $11.22 (3%)
Saved by the 11.8% dividend yield.
Apple (AAPL)
Year-opening price: $532.17
Year-closing price: $561.02 (5%)
Poised for an excellent 2014.
Salesforce.com (CRM)
Bought: Oct @ $52.26
Year-closing price: $55.19 (6%)
Finally bought - after years of watching it go up, up, up.
Starbucks (SBUX)
Bought: Aug @ $73.50
Year-closing price: $78.39 (7%)
The best-run retail operation in the world?
Apache (APA)
Year-opening price: $78.50
Year-closing price: $85.94 (9%)
Has under-performed for several years running; I still like it anyway.
McDonald's (MCD)
Year-opening price: $88.21
Year-closing price: $97.03 (10%)
Seems to be succeeding, in spite of its CEO.
Canadian National Railway (CNI)
Bought: May @ $48.41
Year-closing price: $57.02 (17%)
Trains are awesome.
BlackRock (BLK)
Bought: May @ $261.69
Year-closing price: $316.47 (21%)
Ought to be doing well...they own most of the market.
Motorola Solutions (MSI)
Year-opening price: $55.68
Year-closing price: $67.50 (21%)
The boring half of Motorola keeps chugging along.
ConocoPhillips (COP)
Year-opening price: $57.99
Year-closing price: $70.65 (22%)
Deserves more respect as an elite energy stock.
Computer Programs and Systems (CPSI)
Year-opening price: $50.34
Year-closing price: $61.81 (23%)
Should benefit from continued modernization of health care.
Ansys (ANSS)
Bought: Jan @ $69.79
Year-closing price: $87.20 (25%)
A semi-forgotten 3D-printing play, that nonetheless did OK.
Global Sources (GSOL)
Year-opening price: $6.48
Year-closing price: $8.13 (25%)
"B2B in China? Yeah!"
Intel (INTC)
Year-opening price: $20.62
Year-closing price: $25.95 (26%)
Nice bounce-back year. Another good tech proxy.
American Software (AMSWA)
Year-opening price: $7.76
Year-closing price: $9.87 (27%)
Nice bounce-back year.
Ace Limited (ACE)
Year-opening price: $79.80
Year-closing price: $103.53 (30%)
Approaching 10 years as part of my portfolio.
Wells Fargo (WFC)
Year-opening price: $34.18
Year-closing price: $45.40 (33%)
The best bank money can buy.
bebe stores (BEBE)
Year-opening price: $4.00
Year-closing price: $5.32 (33%)
Have they finally turned things around?
Las Vegas Sands (LVS)
Bought: Aug @ $57.18
Year-closing price: $78.87 (38%)
Macau is hot, part one.
Microsoft (MSFT)
Year-opening price: $26.71
Year-closing price: $37.41 (40%)
Ballmer's gone.
Twitter (TWTR)
Bought: Nov @ $45.10
Bought more: Nov @ $40.47
Year-closing price: $63.65 (41%)
Probably in for a wild 2014. Buckle your seatbelts.
Wynn Resorts (WYNN)
Bought: Aug @ $137.45
Year-closing price: $194.21 (41%)
Macau is hot, part two.
DuPont (DD)
Year-opening price: $44.98
Year-closing price: $64.97 (44%)
Continuing to execute, 5 years and running.
Nike (NKE)
Bought: Feb @ $54.00
Bought more: Dec @ $79.35
Year-closing price: $78.64 (46%)
A good proxy for human activity, really.
Vodafone (VOD)
Year-opening price: $25.19
Year-closing price: $39.31 (56%)
Thank you, Verizon. Thank. You.
American Express (AXP)
Year-opening price: $57.48
Year-closing price: $90.73 (58%)
Probably the most surprising yearly performance of any stock I own.
Stratasys (SSYS)
Bought: Jul @ $85.03
Bought more: Sep @ $109.23
Year-closing price: $134.70 (58%)
Glad I bought this to complement DDD.
Google (GOOG)
Year-opening price: $707.38
Year-closing price: $1120.71 (58%)
Firing on all cylinders. Market will probably be "afraid of heights" with stock price in thousands.
Amazon (AMZN)
Year-opening price: $250.87
Bought more: Mar @ $265.36
Year-closing price: $398.79 (59%)
Will be fun to watch Amazon and Google innovate over the next decade.
3D Systems (DDD)
Bought: Jan @ $58.18
Bought more: Jun @ $48.55
Year-closing price: $92.93 (60%)
Living up to the 3D-printing hype.
Baidu (BIDU)
Year-opening price: $100.29
Year-closing price: $177.88 (77%)
I hear China is making a comeback!
Under Armour (UA)
Year-opening price: $48.53
Bought more: Dec @ $81.77
Year-closing price: $87.30 (80%)
Market is beginning to recognize the next Nike.
Qihoo 360 (QIHU)
Bought: Jun @ $44.12
Bought more: Sep @ $82.25
Year-closing price: $82.05 (86%)
Bought to complement Baidu; ended up outperforming it.
Blackstone (BX)
Year-opening price: $15.59
Year-closing price: $31.50 (102%)
These guys are good.
T-Mobile (TMUS)
Acquired: May @ $16.56
Year-closing price: $33.64 (103%)
Acquired from MetroPCS merger. So far, so good.
La-Z-Boy (LZB)
Year-opening price: $14.15
Year-closing price: $31.00 (119%)
Makes me wish I owned more of it.
Tesla Motors (TSLA)
Year-opening price: $33.87
Year-closing price: $150.43 (344%)
Simply put, the best year ever for any stock I've ever owned.
