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Weekly Returns Update: Beating the Street

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5

February 03, 2012 – Comments (4)

Hey there Fools,

It's been another week so let's dig into the important stuff first. As of market close on February 2, 2012 the Motley portfolio has returned 20.42% versus the market’s 13.97%. For those keeping up that means I have picked up a little bit on the market to the tune of 6.45 points. Not bad, I’ll take it. But we can do better.

Earnings season is in full force and some of the companies that have reported already include ABCB, SBUX, WTM, HTLD, CLX, STJ, and MAT. There are of course still plenty to come and I’m happy to say that now you can see when by checking out the calendar link on my RSP page. I just got this set up in an effort to try to make it easier for me to keep up with things as well getting the info out there to the Fools who want it. (Thanks for the encouragement DAHTcom!)

I added a new company to the portfolio at the end of the month. Welcome Mattel to the club! You can read my original recommendation here: http://bit.ly/xvEuMM

I got to work a couple of days of Market Foolery into the mix. You can catch some of the video clips from the week as well:

• Facebook's 1st Acquisition? Netflix: http://bit.ly/yqorBJ
• 1 Reason Wall Street is Wrong about Amazon: http://bit.ly/yCrwCy

I also got a few more videos out with John Reeves this week:

• Can Ford Continue Its Solid Run?: http://bit.ly/AvjQT4
• Is It Time to Buy Risky Dividend Stocks?: http://bit.ly/wXc2a2
• Barbie Remains Strong at 52: http://bit.ly/A0LCQ0
• Amazon's Defiant Long-Term Strategy: http://bit.ly/xaqCuk

I got a kick out of a post on the board from my buddy blesto after he caught me red-handed on Nightly Business Report (http://bit.ly/xVm4Ci) confirming my concerns with Netflix and the sector in general. Nothing against Netflix mind you, I just find that to be one of the fastest changing spaces out there and I’m not sure Netflix will be able to really dominate on its own. Truthfully I think they’re better off joining forces with Facebook if the opportunity ever presents itself. Heck, I even said the same thing in December: http://bit.ly/x9qOJS I guess we shall see. Until then, like I said on the show I’ll be watching this one from the sidelines. Well maybe not totally. I do own shares of Amazon after all.

Have a lovely weekend everyone. See you next week!

Foolish best,

Jason

4 Comments – Post Your Own

#1) On February 03, 2012 at 2:46 PM, zCreator (94.99) wrote:

Is the return based on the current year or since inception of the Motley portfolio?

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#2) On February 03, 2012 at 8:20 PM, TMFJMo (71.33) wrote:

Good question. Return is based on inception. You can see the holdings, sizes and dates purchased here. The portfolio is a little more than a year old at this point:

http://www.fool.com/specials/risingstars/rising-stars-jason-moser.aspx

Hope this helps.

J

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#3) On February 03, 2012 at 9:44 PM, awallejr (79.46) wrote:

Grats on the performance.  Personally I wouldn't have bought many of your picks because I am a "yield" guy but that doesn't mean different approaches can't be profitable.

A recent pick by me was here:

http://caps.fool.com/Blogs/gmxr-preferred/701427

But I suspect few saw it.

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#4) On February 04, 2012 at 9:35 AM, TMFJMo (71.33) wrote:

Thanks! Yeah I guess when you say yield guy you mean YIELD guy. I was thinking that there are a few picks in the port with yield, but not like that. I'd say this port pretty much relates to how I look at investing and I'm just trying to make money with companies I like that I think would make good holdings. Some definitely longer than others. But so far it's been a lot of fun. Thanks for checking it out.

Nice take on GMXR. I enjoyed reading that.

Best,

Jason

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