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5 Picks for 2013



February 15, 2013 – Comments (5) | RELATED TICKERS: TPR , COP , SIRI

For 2012, I picked five stocks that I felt offered good risk reward profiles. They were V, STX, WPRT, BDX, and SODA. All were up for the year except WPRT, and their combined return beat out the S&P 500 by a few percentage points.

So this year I am back to the drawing board and have come up with 5 new stocks. I put $800 in each. I am looking to duplicate the solid returns of 2012, or alternatively, not lose as much as the S&P 500.

This years picks are COH, COP, NLS, SIRI, and WU.

I plan on picking 5 stocks a year and hold anything I feel still has value for longer. Unfortunately, I feel that V and SODA have gotten ahead of themselves and STX and BDX, while still offering fair value, do not offer the same type of value COP or COH do right now.

I'd be happy to get some feedback from fellow fools on these selections.


5 Comments – Post Your Own

#1) On February 15, 2013 at 7:24 PM, HarryCaraysGhost (63.66) wrote:

Hey Rally, I like the picks (especially Siri, as I bought @ .12)

Yes V has had a nice run, and I would'nt be suprised of an even further pullback to the $140 range, but my own prediction has Visa eclipsing $200 at some point in the year.


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#2) On February 16, 2013 at 8:22 PM, JohnCLeven (32.43) wrote:

Solid picks!

I have COH, COP, WU, and BDX in CAPS, and own COH in real life.

I'll have to check out your other picks as well.

Good stuff!

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#3) On February 17, 2013 at 7:19 PM, RallyCry (26.12) wrote:

Thanks guys. At some point if we get a pullback I feel better about owning some value, as COH and COP may be better insolated from a correction than high fliers.

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#4) On February 22, 2013 at 11:56 AM, chk999 (99.97) wrote:

Seem like solid picks (and I especially like COH), except for SIRI. I just don't see that as having a long term business. I think they evetually get shoved out of the way by either smartphones or country wide WiFi. 

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#5) On February 26, 2013 at 2:30 PM, RallyCry (26.12) wrote:

Thanks for your thoughts chk999. I think SIRI has great content offerings that set them apart. Of course, if this content goes away or becomes increasingly expensive, I understand your argument. I see that music royalties are slated to increase over the next next few years. Certainly this could be a headwind, however if the content is still strong, SIRI may be able to pass on price increases to offset these costs.

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