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Nasdaq 100 Watch List Performance Review

|Includes:CHRW, CTRP, CTSH, DELL, EA, EXPD, GMCR, INFY, LRCX, MCHP, MRVL, NFLX, NTAP, NVDA, ORCL, SPLS, Symantec Corporation (SYMC), VOD, WYNN

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

Symbol Name 2012 2013 % change
SYMC Symantec Corporation 14.57 22.19 52.30%
DELL Dell Inc. 12.12 13.49 11.30%
CHRW CH Robinson Worldwide Inc. 57.92 57.16 -1.31%
EA Electronic Arts Inc. 13.47 23.61 75.28%
INFY Infosys Ltd. 43.62 43.06 -1.28%
NVDA NVIDIA Corporation 12.12 14.44 19.14%
GMCR Green Mountain Coffee Roasters 23.13 76.09 228.97%
EXPD Expeditors Int'l of WA 39.36 38.62 -1.88%
CTRP Ctrip.com Int'l 18.66 33.87 81.51%
SPLS Staples, Inc. 12.86 15.48 20.37%
LRCX Lam Research 37.62 48.4 28.65%
NFLX Netflix, Inc. 65.64 220.22 235.50%
WYNN Wynn Resorts Ltd. 104.21 137.5 31.95%
NTAP NetApp, Inc. 30.33 37.97 25.19%
MCHP Microchip Technology Inc. 32.01 36.7 14.65%
VOD Vodafone Group 26.58 29.66 11.59%
MRVL Marvell Technology 12.28 11.24 -8.47%
ORCL Oracle Corporation 27.16 33.81 24.48%
CTSH Cognizant 58.85 66.58 13.14%
      Average 45.32%
         
NDX Nasdaq 100 2559.21 2990.87 16.87%

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:

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 (NASDAQ:EA) and Symantec (NASDAQ: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.