Seeking Alpha Contributor Sentiment and Performance: One Writer's Experience, Bullish Update

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 |  Includes: AMD, AMZN, BBY, CBS, CHTR, CSCO, DIS, EA, EXPE, F, FCE.A, FSLR, MSFT, NVDA, OPEN, PG, PSA, QCOM, RGC, S, STVI, TGT, TSLA, UCO, WEC, WFM, WMT
by: SA Editor Rocco Pendola

Several months ago, Purdue University researchers published the results of a study that looked at how Seeking Alpha contributors fare with regards to providing "valuable information" to readers. At the time, I made the promise that I would hold myself accountable by publishing the results of the sentiment I put forth in my Seeking Alpha articles.

In this article, I look at stocks I went bullish on. To see the performance of my bearish plays, click here.

Company Name (Ticker) Date, 1st Mention Entry Price Closing Price, 6/07/2011
ProShares Ultra DJ-UBS Crude Oil ETF (UCO) 2/24/2011 $50.09 $46.74
Walmart (WMT) 3/07/2011 $52.02 $53.83
Nvidia (NVDA) 3/11/2011 $18.05 $18.06
Advanced Micro Devices (AMD) 3/11/2011 $8.65 $7.71
Ford (F) 3/14/2011 $14.30 $13.95
Amazon.com (AMZN) 3/11/2011 $168.07 $187.55
Proctor & Gamble (PG) 3/17/2011 $60.43 $65.06
Wisconsin Energy (WEC) 3/17/2011 $29.45 $30.83
Sprint (S) 3/25/2011 $4.68 $5.49
Best Buy (BBY) 3/18/2011 $31.53 $28.93
Cisco Systems (CSCO) 3/19/2011 $17.39 $15.51
Snap Interactive (STVI.OB) 3/18/2011 $2.42 $1.80
Open Table (OPEN) 3/28/2011 $104.29 $80.70
Qualcomm (QCOM) 3/28/2011 $52.18 $56.51
Expedia (EXPE) 3/28/2011 $21.62 $26.89
Target (TGT) 3/29/2011 $49.16 $47.06
Whole Foods Market (NASDAQ:WFM) 3/29/2011 $64.35 $56.99
Electronic Arts (ERTS) 3/29/2011 $19.66 $23.35
First Solar (FSLR) 3/17/2011 $154.00 $117.86
Tesla Motors (TSLA) 4/01/2011 $26.66 $28.37
Public Storage (PSA) 4/04/2011 $111.73 $115.68
Forest City Enterprises (NYSE:FCE.A) 4/04/2011 $18.61 $18.66
CBS (CBS) 4/06/2011 $24.51 $26.55
Regal Entertainment Group (RGC) 4/08/2011 $13.97 $12.02
Time Warner Cable (TWC) 4/08/2011 $72.85 $75.61
Disney (DIS) 3/29/2011 $42.94 $39.35
Microsoft (MSFT) 4/08/2011 $26.07 $24.06
Click to enlarge

I did not show performance percentage for each stock like I did for my bearish plays because I think some stocks on the list deserve a bit more explanation.

First, between the time I expressed bullish sentiment on several of these stocks and now, I turned bearish. For example, I would have taken profits on WMT prior to taking my recent bearish turn. And, because investing is hardly a passive process, I would have likely stopped myself out (mentally) of several positions prior to taking too hard of a hit. Small losses mean nothing to me. It's all about avoiding the catastrophic ones. I probably would have stopped myself out of OPEN and FSLR. I would feel comfortable, right up to this day, averaging down in F, BBY, CSCO, STVI.OB, WFM, RGC, DIS, and MSFT. In other words, I would buy them today despite the on-paper losses shown above.

But, for the sake of fairness, time, and just to handicap myself a bit, I consider my performance in each stock from its entry price to its Tuesday closing price, assuming a 100-share stake in each.

To get into the portfolio, it would have cost $125,968. Had you sold everything at Tuesday's closing prices you would have been left with $122,512 for a loss of $3,456, or -2.7%. Of course, by taking out FSLR and OPEN debacles, without those buys, the portfolio would have cost $100,139 to get into. You could have got out at Tuesday's close with proceeds of $102,656 for a modest gain of $2,517, or 2.5%.

Disclosure: I am long TSLA, S.