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No. of Recommendations: 34
I wanted to include all the stocks mentioned but it was proving to be too difficult to do them all with proper attributions. If anyone would like to put their stock analyses on a spreadsheet and post them and then maybe send me a spreadsheet we could attempt to archive all the names that have been discussed

I have around 100 covered the last three years

Was busiest in 2008 and 2009 as things were going to h*ll mostly as a way to cope with the feeling the market had gone crazy and it was hard to believe all these companies were worth nothing to investors any more.

I was too conservative in retrospect and some names selling very cheap seemed too risky. The three that hurt the most are LULU, Chipotle and Green Mountain. I knew these were huge momentum favorites and at the prices they were selling for, risking $6 per share for LULU would have been nothing. The 100 shares of LULU costing $600 would be $8,500. Who did not have $600 to take a leap on LULU in 2009?

Same for Chipotle selling for the crazy low price $44.77 and Green Mountain at a split adjusted $10.

Since 2009, it has been harder to get interested in the market as it recovers and bargains are fewer.

2011 has been particularly frustrating

The crash started in September 2008, and only one name has negative returns--PPDI. The rest are up and some hugely.

In 2009, there was also an outsized number of positive returns. There were three losers--AOB or American Oriental Bioengineering, WuXi [a Chinese CRO and not a reverse merger] and China Agritech. Was this a trend in the making? Chinese reverse mergers are just now starting to implode on a regular basis.


In 2010 there were 4 losers. Two of them are just truly deplorable businesses--Boston Scientific and Yellow Roadway. Oil-Dri is too mature with little room to move. UNG is an ETF betting on natural gas futures and a completely wrong investment to be in now.

In 2011, Merck got hit with half of a shut down of a Phase III drug trial and SeaDrill paid a dividend that took a little off. Also SeaDrill is volatile and over-leveraged raising concerns that other deep sea drillers don't have [still like them myself].

Looks like during big market moves down and an atmosphere of panic, you can buy anything and make money. It gets significantly harder as the market recovers

Timing can be everything

Big oil had started to recover in 2010, but there was still money to be made from the majors even a little late to the party.The independents have fared well too. Natural gas companies less so. You had to believe that oil was better than gas and the price was still too low for the demand that would be there in a recovery.

Looking through a lot of companies and sticking to sectors helps to put an edge on your skills when faced with 8 years of 10-Ks and a few quarters. You learn what questions to ask and where to look for the answers. It has been worth doing even if I missed a lot of sure things--and I did. I know my stuff is often annoying because it contains too much data and perhaps not enough short and useful conclusions. It looks messy and disorganized more often than not, but when I look back on the documents quarter to quarter or year over year, I have learned what information needs to be there to answer the ongoing questions about the business at present --saves going back to the filings over and over.

If anyone wants to help archive their lists, I would deeply appreciate the data and if you send me the spreadsheets I will keep them on file and try to update once in awhile

It has been a tumultuous three years for the market and has provided a real world class room for learning how to respond to the unknown.

The names owned were not necessarily purchased at the time of the write-ups. Some I already held and others were purchased afterwards




Date Stock Price Price % change Own?
Current
=============================================================
2008
=============================================================

6/5/08 Crox $9.30 $17.47 88% no
6/6/08 Ricks Cabaret $21.92 $10.17 -54% no

7/1/08 Carpenter $48.59 $42.30 -13% no
7/3/08 Parexel $25.87 $24.61 -5% no
7/6/08 Allegheny $50.35 $64.74 29% no
7/12/08 Oceaneering Int. $70.23 $86.68 23% no
7/12/08 Cameron $51.91 $58.59 13% yes
7/13/08 Dril-Quip $54.72 $76.49 40% yes
7/27/08 Terex $45.22 $36.94 -18% yes
7/29/08 Abaxis $20.14 $29.11 45% no

8/2/08 Mentor $32.77 $31.00 -5% no acquired
8/1/08 Geophysique $36.66 $36.01 -2% no
8/3/08 Foster Wheeler $51.96 $35.83 -31% yes
8/17/08 OMG $33.45 $35.69 7% no
8/27/08 Titanium metals $14.41 $17.93 24% no
8/31/08 3M $71.60 $92.12 29% no

9/25/08 XTO $42.47 $51.69 22% no acquired

10/4/08 Robbins Meyers $22.18 $45.04 103% no
10/6/08 Red Robin $18.58 $26.45 42% no
10/13/08 Church & Dwight $56.89 $79.74 40% no
10/18/08 Chipotle $44.77 $257.96 476% no

11/14/08 Fluor $31.90 $72.50 127% yes
11/14/08 Whirlpool $39.09 $81.40 108% no
11/20/08 Jacobs $29.36 $48.24 64% yes
11/27/08 BHP $40.02 $90.58 126% no
11/28/08 Zimmer $37.54 $60.57 61% yes
11/29/08 Smith & Nephew $34.23 $55.38 62% no
11/30/08 Stryker $38.90 $60.71 56% yes

12/7/08 Medtronic $29.91 $38.85 30% yes
12/14/08 JNJ $58.84 $59.24 1% yes
12/20/08 PPDI $28.20 $27.89 -1% yes
12/24/08 Allergan $37.18 $69.85 88% no
12/27/08 Core Labs $29.93 $101.21 238% no
12/29/08 Buckle $21.82 $37.16 70% no
12/31/08 Transocean $47.25 $78.18 65% yes


2009
===============================================================
1/11/09 Hill-Rom $16.95 $37.52 121% no
1/17/09 LabCorp $57.56 $89.59 56% no
1/25/09 Logitech $9.59 $18.20 90% no

2/14/09 P & G $50.25 $60.66 21% no
2/22/09 VCA Antech $20.79 $24.21 16% yes
2/27/09 Idexx $29.33 $76.37 160% yes

3/3/09 RIMM $36.34 $55.99 54% no
3/11/09 Green Mountain $10.06 $62.70 523% no
3/15/09 LuluLemon $6.42 $85.27 1228% no
3/28/09 Genoptix $24.92 $25.00 0% no acquired

4/8/09 Schlumberger $44.16 $90.43 105% no
4/19/09 Abbott $43.09 $48.08 12% yes
4/26/09 Apache $76.97 $126.25 64% yes

5/11/09 Hologix $11.71 $21.87 87% yes

6/21/09 CNQ $25.79 $47.89 86% yes

7/12/09 Hain Celestial $15.81 $32.48 105% no
7/18/09 AOB $5.75 $1.61 -72% no

8/16/09 Genzyme $53.58 $75.94 42% yes
8/23/09 Baker Hughes $38.09 $73.76 94% no

9/8/09 FMC $51.54 $93.57 82% no
9/19/09 Joy Global $46.30 $94.87 105% no
9/20/09 Bucyrus $35.04 $92.00 163% no acquired
9/30/09 Moody's $19.61 $33.38 70% yes

10/8/09 St Jude $34.10 $51.45 51% yes
10/11/09 Deere $44.04 $93.30 112% no

11/8/09 RehabCare $26.70 $36.32 36% no
11/26/09 Cephalon $55.23 $57.57 4% no
11/28/09 Wuxi $16.69 $15.43 -8% no

12/6/09 NGA $3.16 $7.50 137% no acquired
12/20/09 Middleby $47.80 $89.98 88% no
12/25/09 Quanta $20.84 $21.93 5% no
12/27/09 China Agritech $14.70 $6.79 -54% no


2010
===================================================================
1/4/10 PepsiCo $60.77 $64.34 6% no
1/18/10 YRC $9.75 $1.77 -82% no acquired
1/30/10 ResCare $11.35 $13.25 17% no

2/7/10 Delia $1.75 $1.75 0% no
2/21/10 Kimberly Clark $60.38 $65.22 8% yes

3/7/10 GSK $37.72 $37.81 0% no
3/19/10 Steak n Shake $390.26 $403.02 3% no

4/1/10 Denny's $3.79 $4.12 9% no
4/18/10 BSX $7.35 $7.28 -1% yes
4/25/10 Baxter $49.32 $53.30 8% yes

6/6/10 Bristol Myers $24.30 $26.98 11% no

7/2/10 Exxon $56.57 $83.47 48% no
7/2/10 Royal DS $53.51 $71.69 34% no
7/4/10 Chevron $67.56 $106.51 58% yes
7/11/10 Southwestern $38.37 $42.77 11% no

8/12/10 Beckman $45.66 $83.00 82% yes acquired
8/18/10 UNG $14.08 $11.46 -19% no
8/22/10 UVV $36.23 $43.74 21% no

9/2/10 Landauer $58.26 $61.00 5% yes
9/20/10 US Ecology $14.56 $17.05 17% yes

10/17/10 Immucor $17.39 $19.26 11% no
10/29/10 Peet's $38.25 $47.92 25% no

11/13/10 Power-One $8.65 $8.85 2% no
11/15/10 CAT/BUCY $81.82 $109.89 34% yes
11/28/10 Medicis $26.66 $31.11 17% no
11/29/10 Paychex $28.70 $31.26 9% no

12/12/10 Oil-Dri $21.33 $20.67 -3% no
12/14/10 Icon $21.52 $21.86 2% no

2011
==================================================================
1/3/11 Ark $14.25 $14.45 1% yes
1/9/11 Merck $37.20 $32.54 -13% yes

3/4/11 SeaDrill $37.21 $36.09 -3% yes
3/6/11 Momenta $14.17 $14.80 4% no
3/20/11 FTI consulting $36.73 $37.08 1% no
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