Stock Picking Competition – Q2 Results

avatar By: IS
Date posted: 07.05.2011 (4:00 am) | Write a Comment  (4 Comments)

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After winning the competition the first year and having a disappointing but respectable result last year, I was obviously hoping to do much better this year and switched my tactics once again. I dropped commodity picks and instead went with the two types of trades that we cover in this blog: 2 technology picks and 2 strong dividend stocks. In what has turned out to be a volatile year in the markets, I have to be happy with how things have gone so far. I am currently sitting in 1st position with a slight lead over last year’s winner, Dividend Growth Investor who has remained very steady this year. Both of us have had 3 winning picks so far this year but I do not have any “homeruns” so far.

First off, here are my 4 picks:

Amazon (AMZN) +13,61%: Amazon had worse than expected results but those were mostly due to massive reinvestments into the business which continues to grow more dominant. Amazon remains in a great position in my opinion and its business is as strong as ever.

Pepsi (PEP) +9,42%: Pepsi came out as one of our top dividend names when we looked at it last year and has been up to expectations so far with steady growth both in its business and its dividend (which is now at a respectable 3% dividend yield). I knew what I was getting when I picked Pepsi, a solid stock which could fit in a sustainable dividend portfolio but probably no home run.

Kimberly-Clark (KMB) +7,87%: Kimberly Clark is a stock that we reviewed in our free newsletter that had been very impressive and it has certainly delivered on its promise. Like Pepsi, it has increased both its business and dividend. It does seem like a hidden gem with its dividend yield of over 4% and dividend growth over 7% over 1, 3, and 5 years.

CTrip (CTRP): +6,50%: The reason why I am sitting at #1 is because of a late rally of this stock. Like all Chinese internet stocks, and Chinese stocks in general, it has been a tricky play and the recent arrival of Baidu (BIDU) in the Chinese Internet Travel space has certainly put pressure on the stock.

Am I satisfied with my 1st position? Yes, although it is a very tight race. In fact, I was in first place on June 30th but the next few contestants are very very close. Here are the rankings so far as well as links to their posts:

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4 Comments

  1. Comment by Zavi — July 5, 2011 @ 6:58 am
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    wow amazing!! congrats IS!! keep on going :)

  2. Comment by IS — July 5, 2011 @ 7:06 am
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    Thanks Zavi:)

  3. Comment by Casey — July 9, 2011 @ 5:51 pm
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    You should be very proud.:) Do you think it is too late to follow your picks?

  4. Comment by IS — July 10, 2011 @ 6:01 am
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    @Casey – No, not too late!:)

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