The Watch List Last Week (Belated Holiday Edition)

The Watch List and our personal holdings each gained about 1.7 percent last week, beating the S&P 500 but trailing the small- and mid-cap benchmarks that are more appropriate. To date, the Watch List has earned similar returns to those benchmarks with slightly lower volatility. Time will tell whether that is a fluke or a pattern.

Watch List-related articles last week included:

Starbucks Same Store Sales Silliness

Valassis Hearts ADVO – NOT!

Another Intra-Watch List Merger (Goldcorp/Glamis)

and Regional Jet Orders Likely to Continue (ERJ)

Disclosure: Author is long Starbucks (SBUX) at time of publication.

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