What's in Your Portfolio

Undertoad · 05-11-2014, 10:23 AM

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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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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