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Old 05-11-2014, 10:23 AM   #33
Undertoad
Radical Centrist
 
Join Date: Jan 2001
Location: Cottage of Prussia
Posts: 31,423
Top performing stocks of 2013

RR Donnelley
Delta
Supervalu
Caesar's Entertainment
Icahn Enterprises
Micron Technology
Best Buy
Rite Aid
Freddie Mac
Fannie Mae

I don't think anyone could pick these by looking at retail performance in a mall. The secret to picking these stocks would have been to find shitty stocks in 2012 that were poised expected to turn around. (Wheeee JC PENNEY 2014!! But if you read that article, you'll read that Best Buy was a mirage...)

I'm not sure Lynch wasn't pulling a fast one on us with that strategy anyway. Most companies are not public-facing enough to know whether they are on the right track with respect to fashion.

Rite Aid has been one of the worst-run companies for a long time. Are they better now?
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