The following is the performance of stocks that were part of my research recommendations and the percentage increase since the recommendations. In some instances, I bought the stock at the time of the recommendation and at others times I delayed my purchase. It is clear that, for either long term investors or short term traders, throughout the year, my recommendations came at or near the respective lows for 2009.
By clicking on the stock symbol you can view the chart of when the recommendation was made and what happened to the price afterwards. It should be noted that while the overall market bottomed on March 9, 2009, the stocks that I issued research recommendations for reached new lows on different dates during the year.
- Bank of Hawaii (BOH) up 20.66%
- Helmerich & Payne (HP) up 63.33%
- Meridian Biosciences (VIVO) up 18.12%
- Matthews International Corp. (MATW) up 18.73%
- Bard Corp. (BCR) up 14.76%
- H&R Block (HRB) up 36.82%
- Cardinal Health (CAH) up 53.11% (adjusted for CareFusion spinoff)
- Weyco (WEYS) up 5.66%
- Northwest Natural Gas (NWN) up 7.91%
- Aqua America (WTR) up 8.49%
If bought as an equally weighted portfolio, the average gain would have been 24.76%. In my experience of buying and selling most, but not all, of these stocks, my personal gain has been 30% for the year. I currently have a 25% position in WTR and a 25% position in NWN and 50% in cash. The percentage gain in these stocks excludes the dividends paid throughout the year, which all companies dutifully distributed.
The full list of Sell Recommendations can be found at the following link:
Within each link you'll find the initial piece that was issued regarding the individual stock in question.
