The Winners of 2013

Fannie Mae is the biggest winner of the year, with a YTD gain of 1,000%. Within the small capped universe of grotesque degeneracy, there are numerous triple figure gains. The population is too large to count, frankly, with the SPY +30% for the year. On the downside, once again, are gold and silver stocks. Perhaps they will bounce in 2014.

In an effort to shrink the universe of winners, I screened for stocks with market caps above $5 billion. Here are some of the highlights of 2013.

TSLA +325%
RAD +310%
NFLX +303%
MU +255%
NUS +252%
BBY +247%
ALU +238%
SFUN +196%
INCY +192%
IEP +182%
QIHU +172%

Biotech, casinos, chinese burrito stocks: risk was certainly on in 2013. All of the riskiest names soared, as investors kept climbing the wall of worry. Without a doubt, 2013 belonged to Carl Icahn and his incessant punching of the face of a Mr. Bill Ackman, whose fall from grace was nothing less than hilarious. It’s a mistake to believe the trends of 2013 will be the winners of 2014. Often times the biggest losers turn out to be the biggest winners.

What sector will catch fire? Will biotech continue its run or crash into an FDA jackhammer? My favorite thing about investing in stocks is doing the investigation and fixing on a thesis. Early on in 2013, my thesis was to be long Japan. I was exactly right. At the time I was long SNE around $10. Looking at the list above, I was long NFLX and MU in great quantities, but failed to “hold my butter”; and as a result, I missed out on the run.

For 2014, I am committed towards the procurement of ‘massive winners’, most readily seen in fairy tale books or passed along through cartoons and fictional books. Failure to accomplish this will result in “ultra-violence” being hoisted upon the innocent readers of this site.