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As a contributor to the New Low Observer (http://www.newlowobserver.com/about-this-site), we intend to give new insights on a low risk approach to trading in dividend paying stocks for tax deferred accounts. The New Low Observer (http://www.newlowobserver.com/about-this-site) is not intended for... More
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  • Nasdaq 100 Watch List Performance Review 0 comments
    Jun 11, 2013 6:43 PM | about stocks: SYMC, DELL, CHRW, EA, INFY, NVDA, GMCR, EXPD, CTRP, SPLS, LRCX, NFLX, WYNN, NTAP, MCHP, VOD, MRVL, ORCL, CTSH

    Below is the one year performance of all the stocks on our Nasdaq 100 Watch List dated June 8, 2012 (found here).

    SymbolName20122013% change
    SYMCSymantec Corporation14.5722.1952.30%
    DELLDell Inc.12.1213.4911.30%
    CHRWCH Robinson Worldwide Inc.57.9257.16-1.31%
    EAElectronic Arts Inc.13.4723.6175.28%
    INFYInfosys Ltd.43.6243.06-1.28%
    NVDANVIDIA Corporation12.1214.4419.14%
    GMCRGreen Mountain Coffee Roasters23.1376.09228.97%
    EXPDExpeditors Int'l of WA39.3638.62-1.88%
    CTRPCtrip.com Int'l18.6633.8781.51%
    SPLSStaples, Inc.12.8615.4820.37%
    LRCXLam Research37.6248.428.65%
    NFLXNetflix, Inc.65.64220.22235.50%
    WYNNWynn Resorts Ltd.104.21137.531.95%
    NTAPNetApp, Inc.30.3337.9725.19%
    MCHPMicrochip Technology Inc.32.0136.714.65%
    VODVodafone Group26.5829.6611.59%
    MRVLMarvell Technology12.2811.24-8.47%
    ORCLOracle Corporation27.1633.8124.48%
    CTSHCognizant58.8566.5813.14%
       Average45.32%
         
    NDXNasdaq 1002559.212990.8716.87%

    The average gain for all the stocks from last year was +45.32%. This is compared to the Nasdaq 100 gain of +16.87% in the same period of time. Unfortunately, this is not the norm for the Nasdaq 100 Watch List therefore we wouldn't get too excited at the prospect of this same outcome for the current list.

    Because the gains of Netflix and Green Mountain Coffee Roaster were so exceptional, if you exclude their returns the average gain in the last year would be +23.33%. In the case of the top five stocks, the average gain was +27.26% and is charted below:

    (click to enlarge)

    Within the last year, 4 of the 5 stock gained at least +20% while the fifth stock gained as much as +17% during the year. As indicated recently, the gains of Electronic Arts (EA) and Symantec (SYMC) require that investors sell the principal positions at minimum (found here). Can the stocks go higher? Yes. However, with gains exceeding +50% in a single year, it would be a shame to watch it dwindle away. Our view is that exceptional opportunities at good values are better alternatives than hoping the price will continue go up.

    • Latest Nasdaq 100 Index with specific analysis for subscribers found here.
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