Sunday, January 23, 2011

Best stocks in 2010 and 2011

My best performing stocks in 2010 (performance since they were bought) were:

SUNRISE SENIOR LIVING INC (SRZ), 2015 % (yes, a 20 bagger!).

CITIGROUP INC (C) (bought post Lehman Bros. crisis) + 130 %

FEDEX CORP (FDX) + 121 %

PANERA BREAD CO CL A (PNRA) + 114 %

UNIVERSAL DISPLAY CORP (PANL) + 86 %

WHOLE FOODS MKT INC (WFMI) + 85 %

For 2011, my picks (that is, what I am buying now) are:

LIFE TECHNOLOGIES CORP. (LIFE)

NATIONAL GRID (NGG)

WISDOMTREE TRUST EUROPE SMCP D (DFE)

VERIZON COMMUNICATIONS INC COM (VZ) (mostly on the opening up of the iPhone to other carriers in the U.S.). However, Apple (AAPL) is still too rich for my taste, and will probably suffer with Steve Jobs leave of absence.

I also agree with some of Motley Fool's picks for 2011, in particular:

Altria Group (MO)
Dendreon (DNDN)
Gammon Gold (GRS)
Intuitive Surgical (ISRG)
Range Resources (RRC)
Valero Energy (VLO)

But definitely not Yahoo! (!)

Happy hunting!