Time to take a look back at the 2014 Forecast and Predictions and see how they turned out. Overall 2014 had a number of hits along with some disappointments. Let’s start with a review of the companies that seemed like they could be M&A Targets along with one to sell and see how they did.
|2014 Picks with Performance Data|
|Acquired||Closing Price 1/6/2014||Last Trade 12/31/2014||Percentage of Change|
|*- Recommended selling or could have gone short|
Highlights of 2014 – On the Money
– Amazon finally getting enough criticism to cause some customers and analysts concern around a number of their strategies.
– Avoiding social media stocks such as Yelp, Twitter, LinkedIn, Facebook along with Amazon which had negative comments in the forecast would have served you well as a number of them were down sharply for the year and the basket would have left you with a loss even with an amazing performance from Facebook.
-The overall portfolio did well against market averages and easily beat them with a 21.49% gain for the year.
– Microsoft was a tough call as they are still struggling with handset sales but they seem to have found a winner with the Surface.
– IoT was on target with a ton of interest and devices being introduced. A number of vendors are jumping in to figure out how to pull all of this data together and make it more useful.
– Google Glass was welcomed to a lukewarm reception. No “killer app” and high price were just a couple of reasons why the units are not flying off shelves.
– Outsourcers and Integrators Disappearing seems to be gaining momentum as a wide range of businesses were either bought, merged or closed up shop in 2014. Many researchers are hot on this trend now.
Lowlights of 2014 – Off the Mark though perhaps some just delayed
– None of the M&A stocks were acquired though there was some notable interest around at least one of the candidates.
– Digital wallet while getting some traction still isn’t widely accepted enough to ditch carrying credit cards and alternate payment methods. Maybe next year especially with Apple’s visibility helping.
– 3D Printing crimes and legal issues were not major issues in 2014
– Apple did not ship a TV or a wearable though one was announced this year.
What could happen in 2015? Check out my next post coming out shortly and let me know if you agree or think I am missing something?