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Goodbye 2012, Hello 2013...the Year in Review and Goals for this Year

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January 01, 2013 – Comments (7)

Happy New Year everyone!  I had an excellent time ringing in the new year last night with my family at Midevil Times.  If anyone has young children (mine are 4 and 8) I highly recommend going.  The kids had a blast cheering for their favorite knight and eating with their hands. 

Every January, I have started a tradition of reviewing how my investments have performed as a whole over the past year and setting a goal for the new year.   I have been setting some lofty goals for myself in terms of investing and the performance of my portfolio lately.  

Between deposits and investment returns (much more investing than deposits given the massive home renovation that my wife cajoled me into) I managed to grow my total investment portfolio by 28.6% in 2012. It's funny, I actually hit the dollar value goal that I had set for 2012 literally on the last day of the year when we got the fiscal cliff optimism pop. I know that one shouldn't focus on short-term results, but it was pretty sweet nonetheless.

I have set 25% total portfolio growth as my goal for 2013. Obviously, the larger the portfolio gets, the more important investment returns and less important deposits become. I think that I can make up for that with becoming a better investor, which I definitely believe I am. 

Of course, one can never time exactly when investments will pay off, so all I can do is put my money to work in attractive situations and wait for Mr. Market to recognize their attractiveness.  That often takes more than a year, though my investment style of buying things that have catalysts often shortens the time that it takes for value to be recognized.  

Late last week I found one of the more interesting investment ideas that I have seen in a while.  I plan on keeping quiet about it until i buy shares in real life to make sure that i abide by TMF's trading rules, but rest assured that I plan on posting a ton about it later this month.  I've gotten into a nice groove with posting.  The new iPad that I bought has helped with that.  It's a lot quicker to shoot out a post on it than to fire up the old laptop. 

Anyhow, it has been a a pleasure talking with all of my friends here in CAPS over the past several years.  I look forward to exchanging even better ideas with everyone in 2013.  

See you around. 

Deej 

7 Comments – Post Your Own

#1) On January 01, 2013 at 5:46 PM, CROIC (35.15) wrote:

Happy New Year Deej! I'm looking forward to your new investment idea.

VMWare plans to spin off "Pivotal": http://www.serverwatch.com/server-trends/why-the-pivotal-initiative-spinoff-makes-sound-sense.html 

News Corp is spinning off their unprofitable publishing arm, Yacktman not excited: http://www.bloomberg.com/news/2012-12-21/yacktman-unimpressed-by-news-corp-spinoff-s-results.html 

Carlyle has done a ton of private equity deals in 2012: http://www.businessweek.com/articles/2012-09-06/carlyles-carve-outs-are-back-in-fashion 
CG: $16B
APO: $8B
BX: $7B
KKR: $1B

Japanese mobile company GREE (3632.JP) has big ambitions outside of games: http://www.techinasia.com/gree-ventures-tatsuo-tsutsimi-southeast-asia/ (I saw a billboard for GREE a few days ago.)

Although they could have a good Christmas season, Skullcandy (SKUL) just hit an all-time low: http://seekingalpha.com/article/939151-skullcandy-pessimism-has-reached-epic-proportions 

Remy International, an auto parts company trading at 3.5x earnings, just listed on the NASDAQ. They had traded on the pink sheets since their bankruptcy a few years ago: http://www.mera.org/Communications/Remanufacturing-News/December-20-2012/Remy-International-Announces-NASDAQ-Listing.html 

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#2) On January 01, 2013 at 8:02 PM, TMFDeej (99.26) wrote:

Thanks for the comment with the great ideas CROIC.  I hadn't heard e VMware news yet.  I'll click on the link and check it out.

I have heard about the News Corp. spin. I was long it in CAPS until it had such a huge rally lately.  I closed out the pick and locked in the gain because I don't have a whole lot of love for the company longer term.

GREE sounds interesting too, but at e moment I do not have the ability to trade non US lised stocks.  I can apply for a foreign trading accounting Schwab, but I've had enough domestic ideas that haven't bothered to yet.

i haven't been a big fan of Skullcandy from the very beginning, but I suppose that as the saying goes there's few bad stocks just bad prices for them. 

The Remy one is really interesting.  I'm very bullish on auto sales if the government doesn't screw things up with this whole fiscal cliff thing. I'm in the industry and  I somehow didn't hear anything about its listing.  I'm going to dive into it right now!

 Keep the awesome stuff coming :).

Deej 

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#3) On January 01, 2013 at 8:30 PM, Option1307 (30.06) wrote:

Great year, nice work!

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#4) On January 01, 2013 at 9:42 PM, TMFDeej (99.26) wrote:

Thanks Option.  Lets keep it going in '13 :).

Deej 

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#5) On January 02, 2013 at 10:42 AM, TeenStockPicker (55.15) wrote:

Hey Deej, any thoughts on Coinstar and there new partnership with Verizon? I wrote a short post ( http://caps.fool.com/Blogs/opportunity-over-at-coinstar/784397 ) and was wondering if you had any views on the company. 

Happy New Year! 

 

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#6) On January 02, 2013 at 11:38 AM, TMFDeej (99.26) wrote:

Hey Teen Stock.  I that a lot of smart investors like Coinstar, but I personally have never followed it all that closely.  Though I am a sucker for those little toy vending machines that they have in the grocery store.  I always buy little trinkets from them for my kids.

I suppose that any time a company with an older business model like Redbox can move into the digital age it's a good thing, but again I don't know the specifics.

By the way, I love your new blog.  It looks great.

Deej

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#7) On January 02, 2013 at 11:46 AM, TeenStockPicker (55.15) wrote:

Thanks! And just to clear it up Coinstar owns Redbox, so between the coin machines (people just bring buckets of coins in to exchange for cash) you see in Jewel, and the Redbox Kiosks those are the major parts of Coinstar's Business.  I'm excited for the Redbox Instant because they will be a competitor to Netflix that I feel will suceed.

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