Friday, May 23, 2014

Surprisingly Solid Week

I will post the full update next week.  I did take a sneak peek and it was a surprisingly good week.  I was up 2.25%. The R3K was up about 80 basis points.  Here is how my stocks fared:

Index Stock 5/9/2014 Current Weekly Change Share
1 GTAT         13.89         15.95 14.8% 9.9%
2 GNW         17.64         17.28 -2.0% 8.5%
3 KLIC         13.83         14.21 2.7% 5.7%
4 AOD           8.60            8.62 0.2% 5.4%
5 BBEP         20.55         20.84 1.4% 5.3%
6 RPXC         16.08         16.49 2.5% 4.2%
7 PM         85.77         86.57 0.9% 3.9%
8 NTC         12.59         12.64 0.4% 3.8%
9 ATVI         20.35         20.68 1.6% 3.7%
10 GPS         40.55         41.14 1.5% 3.7%
11 CSQ         11.51         11.68 1.5% 3.6%
12 TPVG         15.10         15.49 2.6% 3.5%
13 FSC           9.25            9.33 0.9% 3.4%
14 TGONF           9.93            9.90 -0.3% 3.1%
15 AVG         19.95         19.95 0.0% 2.9%
16 RIOM           1.95            1.81 -7.2% 2.8%
17 BAC-WTA           6.81            6.81 0.0% 2.4%
18 SNDK         90.99         94.27 3.6% 2.4%
19 AGX         28.71         29.96 4.4% 2.0%
20 HIG-WT         25.60         25.99 1.5% 1.9%
21 KLAC         63.15         64.18 1.6% 1.9%
22 GA         11.78         11.79 0.1% 1.8%
23 WNR         39.73         39.71 -0.1% 1.8%
24 SYNA         59.61         59.25 -0.6% 1.6%
25 NSR         26.74         28.93 8.2% 1.5%
26 CSCO         24.37         24.52 0.6% 1.4%
27 RCII         29.23         28.49 -2.5% 1.3%
28 CF      240.74       246.66 2.5% 1.3%
29 CA         28.99         29.19 0.7% 1.3%
30 O         43.88         42.93 -2.2% 1.1%
31 FLR         73.22         74.11 1.2% 1.1%
32 OIBAX           6.17            6.16 0.0% 1.1%
33 EDV      105.23       104.12 -1.1% 0.6%

You can see RIOM was the big loser in the week.  They decided to buy another miner (Rio Alto and Sulliden to Combine to Create a Leading Americas Focused Mid-Tier Gold Producer) and the market punished them a bit.

More later in this extended Memorial Day Weekend!

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