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vendredi 2 avril 2010

Q1 Star search results

Very nice start for many of my picks and somewhat disapointing for others. We should not only look at Q1 but where they are heading before making any dedisions.

So top 5 at this moment between Jan 1st and March 31st are:

PXLW  growth     +89%
SSS                     +71%
LVS                     +42%
BPOP                   +31%
AC.B                    +17%   (3 days only)
 
Q2 will bring a lot of challenges but with employment results encouraging, i expect another very good leg up especially for:
 
TVI: more good news to come that will increase revenues and mine life
NRI: first and second US orders. Get ready for a major share jump
BPOP: less competitors in Puerto Rico will enhance share price
AC.B: Watch this one fly as traveling wil get back on track (including cargo increase)
MPEL: Better number of visitors in their casinos and more gambling machines orders
 
So for the last year the total portfolio is up by an impressive +248% (march 31st 2010 compare to march 2009) and out of a total of 14 picks, only 1 was put on sideline (MB) , 1 was negative and all others have made great for a track record of 88% right pics.
 
Top 5 Winner for the last 12 months windows are:
 
DAN               +21000%    Valued March 31st 2009   0.60
PXLW                 +858%                                             0.60
TVI                      +380%                                           0.025
LVS                     +375%                                             4.48
SSS                      +361%                                              .065
 
PLEASE remember that the last year was an exceptionnal year for stock growth and you cannot base your investments on the last 12 months value increase.
 
Have a great easter everyone.
 
François

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