Friday, January 2, 2015

02014 in a Nutshell: It Sucks Being Down In Up Times

02014: DJIA up 7.5%; S&P 500 up 11.4%; NASDAQ up 13.4%; GDT::Portfolio down 1.8%.

Investing in the future is a great way to lose money. Nanoworld, alternative enery (the Blue Movement [solar and batteries]), and stem cells made it a downer year for the GDT::Portfolio.

02015 starts with a top 10 that looks as follows: Illumina (ILMN) genomics #1; Cray (CRAY) supercomputing #2; Google (GOOG)(GOOGL) Informatics #3; iRobot (IRBT) robotics #4; Facebook (FB) Informatics #5; Red Hat (RHT) open source software #6; American Airlines (AAL) air travel #7; Bruker (BRKR) scientific equipment #8; Yahoo! (YHOO) Informatics #9; Geeknet (GKNT) geekish e-commerce #10.

The GDT::Portfolio of 32 stocks will have a strong 02015 if the following shares end the year higher: Geeknet (GKNT) #10; Mace Security (MACE) #15; NeuroMetrix (NURO) #16; Kratos Defense & Security Solutions (KTOS) #19; StemCells (STEM) #21; Nanosphere (NSPH) #23; Spire (SPIR) #24; and, Vericell (ASTM) #25.

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