It's been a while since we did a Mea Culpa for r/stockaday so let's look at the posts from January and February this year.
In summary:
- We wrote 18 post
- We liked 8 stocks
- Of the 8 we liked, 5 did well, 3 went nowhere or down
- We ignored 10 stocks
- Of the 10 we ignored, 2 did brilliantly, and 8 went nowhere or down
Here's the analysis, and links to posts.
| Name | Ticker | Date | Points | % Upvoted | We said? | Then | Now | Up/Down | Win / Miss / Fail? |
|---|---|---|---|---|---|---|---|---|---|
| Int. Paper | $IP | 5th Jan | 20 | 91% | Ignore | 54.05 | 57.03 | 6% | Probably right to have ignored it |
| Visa | $V | 9th Jan | 154 | 92% | Boring but Good | 82.21 | 107.04 | 30% | A good win |
| Aflac | $AFL | 10th Jan | 32 | 82% | Cheap, good cashflows | 69.52 | 82.6 | 19% | A nice win |
| Delta | $DAL | 11th Jan | 16 | 78% | Good for the long term | 50.93 | 51.73 | 2% | Fail, it's gone nowhere |
| $TWTR | 13th Jan | 5 | 65% | We concluded :( | 17.38 | 17.66 | 2% | ignore it, phew! | |
| Skyworks | $SWKS | 16th Jan | 15 | 73% | Delightfully boring | 78.33 | 104.75 | 34% | A good win |
| Molson | $TAP | 17th Jan | 16 | 80% | I'm tempted | 97.62 | 82.25 | -16% | Fail with a lotta red ink |
| ConEd | $ED | 19th Jan | 20 | 74% | Doesn't give me a spark | 74.43 | 81.48 | 9% | Missed a modest gain |
| Chevron | $CVX | 20th Jan | 53 | 87% | The future's stable, maybe bright! | 115.58 | 117.7 | 2% | Fail, been ugly most of the year |
| Sonic | $SONC | 30th Jan | 11 | 76% | Fairly priced, but a tough market | 25.49 | 24.04 | -6% | Right to ignore |
| Univar | $UNVR | 3rd Feb | 5 | 77% | Can't see it | 28.73 | 29.57 | 3% | Right to ignore |
| Vail | $MTN | 4th Feb | 13 | 81% | We are too late | 174.2 | 216.6 | 24% | Fail, momentum's been good |
| Novo | NVO | 6th Feb | 22 | 86% | Ignore | 34.08 | 49.21 | 44% | Fail, the valuation's ramped |
| Hanesbrands | HBI | 7th Feb | 16 | 69% | Good value | 19.32 | 23.54 | 22% | A nice win |
| Adobe | ADBE | 9th Feb | 40 | 86% | Strong moat with pricing power | 116.13 | 151.5 | 30% | A good win |
| ServiceMaster | SERV | 10th Feb | 5 | 67% | Pass | 37.84 | 47.24 | 25% | Fail, business is performing well |
| WellsFargo | $WFC | 17th Feb | 25 | 79% | Ain't buying | 58.12 | 55.17 | -5% | Right to ignore |
| HP Enterprise | $HPE | 21st Feb | 35 | 81% | Hardly attractive | 14.33 | 14.8 | 3% | Right to ignore |
And for anyone into data analytics, I've included the Reddit Points and % upvoted figures. I was hoping to see if stocks that got a lot of feedback or were upvoted did better or worse...
... but sadly I don't see a pattern.
Author: /u/shane_stockflare
Submitted October 10, 2017 at 07:45AM by shane_stockflare http://ift.tt/2wLDVuo
