It has been few days since new year started. It's time to take stock of performance of 2015 recommendations and come up with some new recommendations for 2016. As I mentioned in my previous blog, 2015 has been bad - really bad. Overall portfolio performance was minus 10%. Only 3 winners and 12 losers. Best winner was SRPT (up by 240%) and worst was LNCO (down by 88%).
Nothing to be proud of except the fact that my inspiration in this field Mr Buffet was also down by 10-11%. Time to forget 2015 and look forward to 2016.
Even 2016 started with turbulence in markets with first two days markets being down significantly due to various factors - main being China. However IMO, this provides great opportunity for taking some positions. So here are my 16 recommendations for 2016 - most of them are concentrated again in Solar, Energy and Biotech.
Biotech: BLUE ($62), CMRX ($9), CLVS ($32), FOLD ($9), PTCT ($29)
Solar: SUNE ($5.5), TERP ($11.50)
Energy: OIL ($6.10), CHK-PD ($19), LNCO ($1.10), TDW ($6.6), WLL ($8.8)
Misc: WYNN ($66), VEDL ($5.5), NRG ($11), MU ($14.5)
As you would notice, most of these are unloved stocks for reason. So if they survive 2016 (and that's big IF), they could offer big upside (if you are willing to ate risk of equally big downside).
2016 is also interesting with Presidential politics. Most likely election would be between Clinton and Cruz with Clinton winning the presidency.
That's all for now. Happy New Year
/Shyam
Nothing to be proud of except the fact that my inspiration in this field Mr Buffet was also down by 10-11%. Time to forget 2015 and look forward to 2016.
Even 2016 started with turbulence in markets with first two days markets being down significantly due to various factors - main being China. However IMO, this provides great opportunity for taking some positions. So here are my 16 recommendations for 2016 - most of them are concentrated again in Solar, Energy and Biotech.
Biotech: BLUE ($62), CMRX ($9), CLVS ($32), FOLD ($9), PTCT ($29)
Solar: SUNE ($5.5), TERP ($11.50)
Energy: OIL ($6.10), CHK-PD ($19), LNCO ($1.10), TDW ($6.6), WLL ($8.8)
Misc: WYNN ($66), VEDL ($5.5), NRG ($11), MU ($14.5)
As you would notice, most of these are unloved stocks for reason. So if they survive 2016 (and that's big IF), they could offer big upside (if you are willing to ate risk of equally big downside).
2016 is also interesting with Presidential politics. Most likely election would be between Clinton and Cruz with Clinton winning the presidency.
That's all for now. Happy New Year
/Shyam
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