With the fiscal cliff, Europe Austerity, and Turmoil in the Middle East, picking stocks to buy in December could prove to be very difficult.
Even though I had a watch list for November, I chose to play momentum and hype instead. Primarily I looked to the fear of an Obama win and purchased SWHC for a gain of nearly 18% ; and the over sold position of Monster Beverage (MNST) due to unfavorable reports of people dieing after drinking Monster drinks.
Sorry, to say – Obama won and no he will never overturn the 2nd amendment and nobody ever died from drinking caffeine drinks – without having an undiagnosed problem or medical condition.
But hysteria, fear and hype never listened to reason. And when talking about that and Stock pattern investing all I can say is Thank God For That!
Both Smith and Wesson and Monster Beverage have given me nearly an 18% return – Each – for the month of November.
My watch lists?
- Starters = 1.39%
- Bench = .94%
Both positive returns, but nowhere near what hype and fear can, and did, generate. However, I did have some stocks do quite well; such as . . .
- Southern Connecticut Bancorp (SSE) + 48%
- Krispy Kreme Doughnuts (KKD) + 20%
So, what – or where – to invest your hard earned money for the month of December?
Should we keep investing in Doughnuts and Banks? Perhaps?
For me, I still have money invested in Monster because they recently received a FDA letter which states that Monster is not being specifically investigated. This helps remove top level resistance for more rebound from the fall.
The other area that I have put money into is online e-comerece sites such as Ebay and Amazon. Personally, I prefer Ebay solely because of their Paypal component which spans not only online payments but some key brick and mortar retailers as well.
The rest I have sitting on the sidelines waiting for more hype opportunity. If something strikes my interest, I will definitely write about it. But for now perhaps the next big thing is just waiting in the wings with my watchlists.
Starting Lineup:
| SYMBOL | DESCRIPTION |
| AAPL | Apple Inc |
| CA | CA Inc |
| CSCO | Cisco Systems Inc |
| MO | Altria Group |
| ORCL | Oracle Corp |
| VIAB | Viacom Ord Shs Class B |
| ABT | Abbott Laboratori |
| CVX | Chevron Corporati |
| LLY | Eli Lilly and Com |
| MCD | McDonald’s Corpor |
| MFA | MFA Financial |
| PFE | Pfizer |
| AFAM | Almost Family Inc |
| AGX | Argan Inc |
| CJES | C&J Energy Services Inc |
| CVI | CVR Energy Inc. C |
| DPS | Dr Pepper Snapple |
| ESI | ITT Educational S |
| GTAT | GT Advanced Techn |
| GTIV | Gentiva Health Services Inc |
| INTC | Intel Corporation |
| LO | Lorillard |
| MAXY | Maxygen Inc |
| MRVL | Marvell Technology Group Ltd |
| NSU | Nevsun Resources Ltd |
| NUS | Nu Skin Enterpris |
| PDLI | PDL BioPharma |
| PWER | Power-One |
| QCOR | Questcor Pharmace |
| RAI | Reynolds American |
| RPXC | RPX Corp |
| SAVE | Spirit Airlines Inc |
| TER | Teradyne |
| TNAV | TeleNav Inc |
| TZOO | Travelzoo Inc. |
| UBNT | Ubiquiti Networks Inc |
| UTHR | United Therapeuti |
| VCI | Valassis Communications Inc. |
Bench:
| SYMBOL | DESCRIPTION |
| AACC | Asset Acceptance |
| ALG | Alamo Group |
| ANAT | American National |
| BITA | Bitauto Holdings |
| CALM | Cal-Maine Foods |
| CGA | China Green Agric |
| CO | China Cord Blood |
| CROX | Crocs |
| CT | Capital Trust |
| CVGI | Commercial Vehicl |
| DEER | Deer Consumer Pro |
| DIT | AMCON Distributin |
| DL | China Distance Ed |
| EBIX | Ebix Inc |
| ENZN | Enzon Pharmaceuti |
| ESTE | Earthstone Energy |
| FCFC | FirstCity Financi |
| FF | FutureFuel Corp. |
| FMD | First Marblehead |
| GPOR | Gulfport Energy C |
| GURE | Gulf Resources |
| GV | Goldfield Corpora |
| HITK | Hi-Tech Pharmacal |
| HPOL | Harris Interactiv |
| HUN | Huntsman Corporat |
| IRDM | Iridium Communica |
| JNJ | Johnson & Johnson |
| KKD | Krispy Kreme Doug |
| LPH | Longwei Petroleum |
| LQDT | Liquidity Service |
| MHH | Mastech Holdings |
| MRH | Montpelier Re Hol |
| MRK | Merck & Company |
| MSN | Emerson Radio Cor |
| NC | NACCO Industries |
| NNI | Nelnet |
| PCS | MetroPCS Communic |
| RES | RPC |
| REX | REX American Reso |
| SIF | SIFCO Industries |
| SPRD | Spreadtrum Commun |
| TNH | Terra Nitrogen Co |
| YONG | Yongye Internatio |
| ZAGG | ZAGG Inc |
Fumbled Returns 