Look Back At My (Amazing!!!) Tech Stock Power Rankings:)

By: ispeculatornew
Date posted: 04.13.2012 (5:00 am) | Write a Comment  (6 Comments)

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Back in January, I completed an interesting but very difficult exercise. I basically ranked all of the stocks that I follow (except for a few exceptions such as most Chinese stocks) from 1 to 32 in my first Tech Stock Power Rankings. As I explained recently in the Tech Stock Newsletter, it was interesting because I could choose according to their valuation and upside potential without worrying about which stocks to pair together, shorting specific stocks, etc. I did expect to do well and I guess my main hopes with this were that:

-My top 5 picks would outperform my bottom 5
-My top 10 picks would outperform my bottom 10
-My top picks would outperform the general market

While I did knock it out of the park with my top pick (Apple..duh), I don’t think simply looking at the #1 rank or the #32 rank and judging based off of that would work that well. The difficult part of course would be how to invest using these rankings. I would personally be tempted by going long outright on the top names (might do that the next time I update the rankings, likely in January 2013) but you could also probably say that going long the top 5 names and shorting the bottom 5 could end up being a good idea too. Time will tell of course. Just to remind your memory, here are the top 32 stocks in order of how I ranked them January 18th as well as their return since then:

Jan 17 Rank
Stock/Company
Stock/Company Return Since Jan 17
1 Apple (AAPL) 48.91%
2 Baidu (BIDU) 19.29%
3 Google (GOOG) 3.47%
4 TripAdvisor (TRIP) 24.24%
5 Zynga (ZNGA)
30.92%
6 Amazon (AMZN) 5.22%
7 Priceline (PCLN) 52.16%
8 OpenTable Inc (OPEN) -11.96%
9 Travelzoo (TZOO) -6.83%
10 Dice Holdings (DHX) 2.65%
11 Yahoo (YHOO) -2.32%
12 Netflix (NFLX) 13.77%
13 LinkedIn Corp (LNKD) 56.45%
14 Groupon Inc (GRPN) -28.84%
15 WebMD Health (WBMD) -8.04%
16 Microsoft Corp (MSFT) 11.27%
17 Quin Street Inc (QNST) 17.52%
18 ValueClick Inc (VCLK) 20.69%
19 Demand Media (DMD) 3.91%
20 eBay Inc (EBAY) 19.55%
21 Rackspace Hosting Inc
(RAX)
30.78%
22 IAC InteractiveCorp
(IACI)
17.66%
23 Expedia Inc (EXPE) 8.34%
24 Adobe Systems Inc
(ADBE)
14.86%
25 AOL Inc (AOL) 69.83%
26 Zillow Inc (Z) 48.71%
27 Monster Worldwide
(MWW)
12.99%
28 Research In Motion Ltd
(RIMM)
-28.45%
29 Pandora Media Inc (P) -30.97%
30 XO Group Inc (XOXO) 16.67%
31 Rosetta Stone Inc (RST) 31.72%
32 Blue Nile Inc (NILE) -9.91%

 

My Top Pick (Apple (AAPL)  +49,91%
Top 5 picks average: +25.37%
Top 10 picks average: +16,81%
Top 16 picks average: +13,14%
Bottom 16 picks average: +15,25%
Bottom 10 picks average: +13,39%
Bottom 5 picks average: -4,19%

Keep in mind that this was a ranking for the 2012 year so clearly, there is still time left. That being said…

Crushing It So Far

I think that no matter how you would have looked at or invested using these rankings, you would have beaten the market. In fact, my top 5 picks have outperformed the Nasdaq by over 10%.

I Might Be Bragging A Bit

Believe me, I’ll be the first to take the blame when I get things wrong. But on these picks, so far, I have been doing extremely well. What are your thoughts going forward? I’m hoping that they can continue to do as well for the rest of the year, which should build more anticipation for the 2013 edition:)

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6 Comments

  1. Comment by Hans — April 13, 2012 @ 8:12 am

    IS, beautiful chart, with excellent graphics!

    Your best ever, boss…

  2. Comment by Zavi — April 13, 2012 @ 12:29 pm

    Niiiice performance!! I love these IS power rankings!!

  3. Comment by IS — April 13, 2012 @ 1:42 pm

    Thanks for the good words Hans & Zavi:)

  4. Comment by Hans — April 14, 2012 @ 8:46 am

    IS, why are you long Dice and short Monster?

    I would also add, that I like the platform you are using on your website…

    Thank-goodness, it is not Word Depress or Google!

  5. Comment by IS — April 15, 2012 @ 4:52 am
  6. Comment by Hans — April 17, 2012 @ 3:28 pm

    Nice format, IS, and a hat tip for Word Press as well!

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