Year 2009 Recommendations: Report Card

Now that 2009 year is over, it is time for report card on market predictions and stock recommendations I have been doing on my weekly posts.

Here are macro predictions and actual:

• DOW would cross 10000, it did it Oct and stayed mostly above that level for last two months.
• Oil would touch $80, it did touch $80 few weeks back and stayed very close to $70-80 range for most of last 2 months
• GDP would start growing in Q3, it did started growing - in fact it grew more than my prediction
• Financials and REIT would recover, they did as soon as stress tests were completed

In all, macro predictions were more or less came out to be accurate and that helped me pick my weekly predictions.

Here is summary of report card of weekly predictions (assuming one invests about $1000 in weekly stock recommendation at recommended stock price)

• Overall return: 80% (assuming dividend investments). By any standard this is winning performance (in comparison: S&P up by 23.5%).
• Best stock: XL with 354 % gain;DDR-PG: 296%
• Worst stock: YRCW: -79%
• Stocks with positive return: 26 (72%); negative return: 10 (286%)

Here is total report-card:

Symbol	Trade Date	Shrs	Price Paid	Holdings Value	Gain/Loss	Gain/Loss %	Price 12/31	Notes
ACAS	13-Apr-09	400	2.3	$976.00	$48.00	5.17%	2.44	Target:$3.60
BCS	7-Feb-09	200	5	$3,520.00	$2,512.00	249.21%	17.60	Target: $10
BCS-PD	7-Feb-09	100	9	$2,486.00	$1,578.00	173.79%	24.86	Target: $18
CENX	8-Jun-09	160	6.06	$2,590.40	$1,612.80	164.98%	16.19	Target: $9
CHK	8-Sep-09	50	22.22	$1,294.00	$175.00	15.64%	25.88	Target: $30
CMZ	14-Sep-09	900	1.12	$828.00	($188.00)	-18.50%	0.92	Target: $1.60
CNO	3-Aug-09	300	3.25	$1,500.00	$517.00	52.59%	5.00	Target:$4.50
DDR	6-Apr-09	400	2.51	$3,704.00	$2,692.00	266.01%	9.26	Target: $4.50
DDR-PG	6-Apr-09	200	5	$4,000.00	$2,992.00	296.83%	20.00	Target:$7.5
DPTR	26-May-09	600	1.7	$624.00	($404.00)	-39.30%	1.04	Target: $3
DRYS	25-Jan-09	100	9	$582.00	($326.00)	-35.90%	5.82	Target: $15
EROC	14-Sep-09	250	4	$1,447.50	$439.50	43.60%	5.79	Target: $6
FIG	6-Jul-09	333	3	$1,481.85	$474.85	47.15%	4.45	Target: $5
GE	22-Feb-09	125	8	$1,891.25	$883.25	87.62%	15.13	Target: $12
GNW	2-Nov-09	100	10	$1,135.00	$127.00	12.60%	11.35	Target: $15
HIG	19-Jan-09	100	12	$2,326.00	$1,118.00	92.55%	23.26	Target: $18
HUN	4-Jan-09	300	3.3	$3,387.00	$2,389.00	239.38%	11.29	Target: $6
IDG	1-Mar-09	200	5.5	$3,938.00	$2,830.00	255.42%	19.69	Target: $12
LNC	27-Jul-09	55	18.5	$1,368.40	$342.90	33.44%	24.88	Target: $30
OIL	12-Jan-09	50	21	$1,294.00	$236.00	22.31%	25.88	Target: $33
PCX	1-Jul-09	150	6.4	$2,319.00	$1,351.00	139.57%	15.46	Target: $9
PDS	20-Apr-09	300	3.33	$2,175.00	$1,168.00	115.99%	7.25	Target: $6
PEI	17-Aug-09	175	5.8	$1,480.50	$457.50	44.72%	8.46	Target: $9
PLD	30-Mar-09	200	5.5	$2,738.00	$1,630.00	147.11%	13.69	Target: $9
PMI	5-Oct-09	250	4	$630.00	($378.00)	-37.50%	2.52	Target: $6
PNX	31-Aug-09	400	2.8	$1,112.00	($16.00)	-1.42%	2.78	Target: $4.50
RF	26-May-09	250	3.8	$1,322.50	$364.50	38.05%	5.29	Target: $6
RQI	4-May-09	300	3.25	$1,821.00	$838.00	85.25%	6.07	Target: $4.50
SFI-PE	28-Sep-09	150	7.7	$1,093.48	($69.51)	-5.98%	7.29	Target: $12
SNV	-	1,000	2.03	$2,050.00	($2.00)	-0.10%	2.05	Target: $4
UNG	24-Aug-09	100	11.5	$1,008.00	($150.00)	-12.95%	10.08	Target: $16
URE	27-Apr-09	300	3.5	$2,067.00	$1,009.00	95.37%	6.89	Target: $5.25
VEIEX	16-Nov-09	40	26	$1,036.40	($3.60)	-0.35%	25.91	Target: $30
XL	15-Feb-09	250	4	$4,582.50	$3,574.50	354.61%	18.33	Target: $6
XTEX	15-Jun-09	250	3.99	$2,150.00	$1,144.50	113.82%	8.60	Target $6
YRCW	22-Sep-09	260	3.9	$218.35	($803.65)	-78.64%	0.84	Target:$6
Total				$32,019.53	$30,167.53	79.37%

So overall 2009 was interesting year and kept me going with my blogs and recommendations. Let's see how 2010 turns out - I do have some macro predictions and some interesting recommendations for 2010. But for that you would have to wait till 2010 actually starts.

Till then, Happy New Year !

/Shyam