At the beginning of 2010, we had a thread initiated by kfh227 called for the Best Ideas for 2010. A number of users responded with their best ideas. These are the recommendations and the performances of these stocks:
As pointed out by superguru, the performances of the best ideas are unimpressive. The best performing stocks are Philip Morris International (PM) and Solitron Devices Inc. (SODI). Both gained about 21%. A number of the picks suffered large losses.
In a year that S&P had double digits gains, these picks did not perform as expected. This proves again that how hard it is to beat the market by picking better stocks.
As we reported, GuruFocus value strategies beat the S&P 500 By large margins. Among those, undervalued predictable portfolio was up 20.4%; all 25 positions gained. Therefore, if you had bought any of the top 25 undervalued stocks in our value screen, you gain. 17 out of the 25 stocks gained more than the market. 7 of them gained more than 50%. 3 of them were more than doubled.
Folks, you can do better. Please share your best ideas for 2011 here. We will select two winners for 2011 contest. The No. 1 winner will win $100 toward his/her premium membership, and the No. 2 winner will win $50. Please share your best ideas below. You can list up to 3 stocks. Your performance will be the average of the stocks you pick.
| Symbol | Dec. 31, 2009 | Dec. 31, 2010 | Gain (%) |
| PG | 60.8 | 64.33 | 6% |
| JNJ | 64.68 | 61.85 | -4% |
| USG | 14.05 | 16.83 | 20% |
| WCG | 36.76 | 29.58 | -20% |
| ABK | 0.83 | 0.11 | -87% |
| SODI | 2.2 | 2.66 | 21% |
| WINN | 10.04 | 7.18 | -28% |
| ALGN (Short) | 17.82 | 19.54 | -10% |
| PFE | 18.19 | 17.51 | -4% |
| CSCO | 23.94 | 20.23 | -15% |
| NILE (Short) | 63.33 | 57.06 | 10% |
| PM | 48.19 | 58.53 | 21% |
| UVV | 45.61 | 40.7 | -11% |
| AOI | 4.88 | 4.24 | -13% |
| GRMN | 30.7 | 30.99 | 1% |
| CTLUK.PK | 0.2 | 0.24 | 20% |
| RHIEQ | 0.3 | 0.02 | -93% |
| VTRAF.PK | 9.48 | 9.36 | -1% |
| CHL | 47.02 | 49.62 | 6% |
| WMT | 53.74 | 53.93 | 0% |
| BAX | 58.99 | 50.62 | -14% |
| WMT | 53.74 | 53.93 | 0% |
| ABB | 19.59 | 22.45 | 15% |
| Average | -8% |
As pointed out by superguru, the performances of the best ideas are unimpressive. The best performing stocks are Philip Morris International (PM) and Solitron Devices Inc. (SODI). Both gained about 21%. A number of the picks suffered large losses.
In a year that S&P had double digits gains, these picks did not perform as expected. This proves again that how hard it is to beat the market by picking better stocks.
As we reported, GuruFocus value strategies beat the S&P 500 By large margins. Among those, undervalued predictable portfolio was up 20.4%; all 25 positions gained. Therefore, if you had bought any of the top 25 undervalued stocks in our value screen, you gain. 17 out of the 25 stocks gained more than the market. 7 of them gained more than 50%. 3 of them were more than doubled.
Folks, you can do better. Please share your best ideas for 2011 here. We will select two winners for 2011 contest. The No. 1 winner will win $100 toward his/her premium membership, and the No. 2 winner will win $50. Please share your best ideas below. You can list up to 3 stocks. Your performance will be the average of the stocks you pick.
