2013 RESULTS +42.4%

Toronto Dominion Bank                      +11.8%

Fairfax Financial Holdings                   +18%

Research in Motion/BB                        -37%

AIG Common                                       +44.6%

AIG Warrants                                       +47%

Citigroup                                               +31%

Disney                                                  +53.4%

Sangamo                                              +131.2%

Hartford Financial                                 +61.5

Hartford Warrants                                 +104%

Bank Of America                                  + 34.1%

Bank of America (A) Warrants             + 22%

Oaktree                                                 + 29.3%


On Dec 3 2012 I published these 2013 selections convinced that it would be a good year for investors and I believe with low interest rates and employment numbers improving we will see another good year in 2014.

The average for 2013 came out to 42.4% outperforming the S&P again.
Please note I haven't added dividends or transaction fees.


The only loser was Research in Motion now known as Blackberry down 37% for the year. 
I believe with a little more time Blackberry will reinvent itself and post some impressive gains.

.
As always I do this to put my ideas on the line and to demonstrate how little I know.
Please DO NOT take this as financial advice.

Wishing you my very best in 2014 Ron Taylor

Outlook for 2014

I think the big story next year will be how fast the US unemployment rate falls.
In fact I wouldn't be surprised if we hit 6% by this time next year.

In regard to the stock market I expect another very good year due to more people working and buying homes.

Mortgage rates will rise further and possibly Interest rates by this time next year if the employment numbers really start to increase.

All the experts seem to agree 2014 looks good which worries me but I've come to the conclusion that 2014 may be much stronger that most experts imagine.


Certainly retail investors remain skeptical and some are still on the sidelines but confidence is rising because of fundamentals not hope.

The Canadian market should also do well thanks to the US economy improving.

I will be posting the results of the 2013 selections on December 31 after the bell which should hit a 40% average if all goes well over the remaining few trading days.

TOP STOCK SELECTIONS FOR 2014

HIG Warrants or Common

AIG Warrants or Common

Canadian Tire

Fairfax Financial

Sangamo

Morgan Stanley

Sun Life Financial

Thomson Reuters

Bank of America Common or Warrants (A)

Fairholme

Disclaimer: As always I do this for my own entertainment and to put my ideas on the line to demonstrate how little I know.