Tuesday, January 4, 2011

Exceptional Return of 71.63% in 2010 for Savoie Stocks

The Savoie stock portfolio has outperformed all major indices by a landslide. By investing in high growth and commodities stocks, the portfolio has been able to deliver explosive gains. See the table below for the monthly and full year returns of the Savoie stock portfolio versus the TSX Composite index and the S&P 500 index.



The portfolio is clearly more volatile than the major indices. However, I am able to stomach the volatility which allows me to ultimately generate massive gains with the stocks I have chosen. Here are some graphs to show my performance versus the TSX composite on a percentage basis and also what an investment of $10,000 would have become if it was invested in my portfolio.




Wednesday, November 24, 2010

Savoie raises price target on Deckers

Based on the amazing Q3 earnings and positive outlook and given the fact that November and December are the best months for Deckers, I've raised my price target to $84/share for DECK. If you're still in this one, I suggest you hang on for the Christmas rally. Given that our entry price was around 45$, this target would represent a 87% increase in share price in 4 months. If you were to sell at today's price of $70 then you would have a gain of 56% which is still very good for 4 months.

Thursday, November 18, 2010

Salesforce Under Promises and Over Delivers (NYSE: CRM)


Shares of Salesforce.com (NYSE: CRM) were up nearly 8% after hours up to $125/share as their 3rd quarter results beat the street's expectations. The company reported quarterly revenue of $429 million, a 30% year over year increase. This number beat the estimates of $410 million. Operating cash flow was up to 74$ million, up 108% year over year. Earnings per share beat the street by 0.01 at 0.32 compared to estimates of 0.31.

Salesforce.com added 4,800 net new customers in the quarter. Total customers now total 87,200, up 28% year over year.

"The story here is growth growth growth" said Andy Kibbens (Co-CEO of TheMarketsAreOpen). Salesforce continues to over deliver on their promises as they continue to guide higher and exceed those expectations.

Thursday, October 28, 2010

Deckers beats Q3 Estimates and guides higher!

Deckers Outdoor Corporation reported Q3 earnings of $1.07/share compared to estimates of $0.93/share. The beat in estimates helped boost the stock higher after hours. Additionally, the company increased their guidance for full year 2010 earnings. Deckers is no Skechers. If you were brave enough to hold onto your shares then you benefited from the 6% rise in share price after hours. This company will continue to grow and I think its a great place to stay invested until Christmas.

Wednesday, October 27, 2010

Deckers to report Q3 earnings October 28th

Deckers Outdoor Corporation will report its Q3 earnings on October 28th, 2010 after the markets close. If you don't have an appetite for risk then you may want to think hard about holding the stock into the earnings. Tonight, Skechers USA inc. reported terrible earnings and the stock was punished severely down more than 13% after hours. I'm not saying Deckers will be anything like Skechers, but just be prepared to stomach that kind of volatility if Deckers were to miss earnings estimates.

It may be prudent to take some profits here before the earnings especially if you've been in with me since the low 40$ range. Deckers is up about 25% since then and that's not a bad return for a few months.

Tuesday, October 5, 2010

Deckers reaches sell target and breaks out higher

Congratulations to all those who followed me on the Deckers Outdoor Corporation from the low $40s where I started to pick up shares. This stock played out just as anticipated and it has now reached our sell target. However, by looking at the chart below we can see that Deckers is attempting to break out to new highs.



If you still have your DECK shares I would hang on to your shares. Put a stop loss below the breakout point of around $49. If it drops below this I would be out of the stock. However, if the breakout were to do a measured move it could jump another 10$ from here. Also note that we are nearing christmas which is seasonally the best period for the stock. This one is a winner and if you still have it, hang on for the ride!

Wednesday, August 11, 2010

Deckers Outdoor Corporation (DECK:NASDAQ)

Deckers (one of the famous C.A.N.D.I.E.S. stocks) hit a very attractive level today. This stock is on sale. What do you do when amazing UGG boots are on sale? You BUY BUY BUY! That is exactly what you should be doing with this stock right here right now. Deckers will benefit from strong sales going into the fall and winter seasons. Look at this chart below:



The stock is trading in a very nice range. We can buy here at the bottom of the range and ride it up past 50$. A good sell target would be 51-52$. I picked some up today. I will be buying more if we see 43$ or lower. Good luck with this one!