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Current Stocks in this Portfolio:
SecurityCurrent VFS PredictionCurrent PriceMTD Price ChangeYTD Price ChangeCurrent VFS Rating
Corning (GLW)Outperform19.70-6.37 %-14.09 %9
F5 Networks Inc. (FFIV)Outperform120.05-4.45 %-7.98 %9
Google (GOOG)Outperform521.52-3.15 %-0.93 %8
First Solar Inc. (FSLR) 47.84-6.80 %7.28 %7
Nordstroms (JWN) 74.300.69 %-6.41 %6
Paccar (PCAR) 63.41-4.93 %-5.29 %6
Expeditors International (EXPD) 45.89-1.99 %2.87 %6
Precision Castparts (PCP) 200.98-7.11 %-16.54 %6
Flir Systems (FLIR) 31.210.91 %-3.40 %5
SodaStream International (SODA) 21.34-0.56 %6.06 %5
Microsoft Corporation (MSFT) 44.37-6.80 %-4.48 %4
Costco (COST) 135.69-6.74 %-4.28 %4
NIKE Inc (NKE) 107.674.06 %12.27 %4
Tesla Motors Inc (TSLA) 262.025.95 %17.81 %4
SolarCity Corporation (SCTY) 53.27-12.89 %-0.39 %4
Columbia Banking (COLB)Underperform32.497.40 %17.67 %2
Starbucks (SBUX) 53.553.87 %-34.73 %1 (AMZN) 429.86-0.06 %38.51 %1
eMagin Corp (EMAN)Underperform2.62-14.66 %12.93 %1
Sarepta Therapeutics (SRPT) 28.187.15 %94.75 %1
Portfolio Return:  -2.32 %10.99 % 
S&P 500 Return:-3.32 %-0.06 %

Puget Investor Blog
The Bond King Sees The End (5/30/2015)
Bill Gross has long been considered a Bond King, until recently the fund manager at Pimco Total Return which is the largest Bond Fund in the world.  He has been a media celebrity since the mid 1980’s, and had a well publicized falling out with Pimco which tarnished his legacy. I  have always found his […] Read more..
eMagin – The Story Continues (5/20/2015)
At the end of last year,  I wrote an article on Seeking Alpha wondering if 2015 would be the year that eMagin turns around.  eMagin is a company I have followed for years, and the company has always shown great potential, but never achieved. Recently their earnings came out, and on May 15th the stock popped up […] Read more..
Irrational Interest Rates (5/11/2015)
The short term interest rates around the world have been interesting to watch of late – more and more short term government bonds are going into negative interest rate territory.  As of this writing, the German and the Swiss 2 year bond is yielding a negative market rate.  Even the Bank Of Japan 2 year […] Read more..
The Changing Energy Mix (4/16/2015)
An interesting chart here published as part of an article posted on Ars Technica regarding expected Energy grid changes in 2015:   What surprised me was that wind led the pack.   According to the article, there are a bunch of utilities bringing wind farms online at the end of the year.  One important note […] Read more..
Dining In vs. Dining Out (3/13/2015)
I stumbled across this chart on Business Insider, and it caused me to wonder about what this means:       For the first time, more money is being spent on dining out than on grocery purchases.  I guess it makes sense that as the economy improves, more people dine out.  But this gap has […] Read more..
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as of 6/29/2015

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Latest Portfolio News
News Filters:
Publication Date Relevance Weight*
MSFT, GOOG36SWOT Analysis of Microsoft Corporation ( 5:52:00 AM
SRPT35The Reason Behind Sarepta Therapeutics Inc.'s Sinking Stock Price ( 12:44:00 PM
FFIV25F5: Piper Cuts to Hold, Shares Fairly Value Growth Outlook ( 8:08:00 AM
FFIV25F5 Networks Downgraded At Piper Jaffray; Stock Is Fairly Valued ( 8:02:00 AM
SRPT25Sarepta Therapeutics Completes NDA Submission to FDA for Eteplirsen for the Treatment of Duchenne Muscular Dystrophy Amenable to Exon 51 Skipping ( 4:14:00 AM
SRPT25Sarepta Therapeutics Secures $40 Million in Debt Financing ( 4:14:00 AM
SRPT25Sarepta Submits DMD Drug for FDA Approval Review ( 4:02:00 AM
SBUX22Better Buy: Starbucks Corporation or Dunkin’ Brands Group Inc.? ( 2:35:00 PM
GOOG21Google Has Just Announced an Email Feature That Could Be Huge ( 12:05:00 PM
GOOG21You'll Have to Wait Longer for Ad-Free YouTube ( 8:55:00 AM
MSFT21Do Sony And Microsoft's New 1TB Game Consoles Fortell the End of Physical Games? ( 8:25:00 AM
AMZN21What is Inc Doing With Pop-up Lofts ( 6:21:00 AM
TSLA21Tesla Motors Inc.'s Model 3 Ambitions May Be More Realistic Than You Think ( 6:06:00 AM
SRPT20?Sarepta CEO: Teamwork has been key to quick progress on Duchenne drug ( 12:50:00 PM
SRPT20Sarepta Takes Its Foot Off the Gas ( 12:21:00 PM
SRPT20Orchid Island Capital Inc (ORC), Sarepta Therapeutics Inc (SRPT) & First Bancorp (FBP) Plunging: Were Hedge Funds Right About These Stocks? ( 11:09:00 AM
SRPT20Sell The News In Sarepta Therapeutics ( 10:09:00 AM
SCTY20Upcoming Solar IPO Could Give Investors Another Residential Solar Play ( 8:06:00 AM
SRPT20BioMarin, Sarepta Muscular Dystrophy Drugs Progress ( 7:18:00 AM
SRPT20Sarepta Therapeutics Secures $40 Million in Debt Financing ( 4:01:00 AM
SRPT207:00 am Sarepta Therapeutics completes NDA Submission to FDA for Eteplirsen ( 4:00:00 AM
SRPT20Sarepta Therapeutics Completes NDA Submission to FDA for Eteplirsen for the Treatment of Duchenne Muscular Dystrophy Amenable to Exon 51 Skipping ( 4:00:00 AM
FFIV20F5 Networks downgraded by Piper Jaffray ( 3:26:00 AM
COST19Costco Has Quietly Been Testing a New Store Concept for 23 Years ( 9:24:00 AM
AMZN16Everything You Need to Know About Amazon Echo ( 1:17:00 PM
PCP15Sell Signal: How Price Reversals Help You Spot A Topping Stock ( 2:07:00 PM
SODA15Sodastream Shares Losing Their Fizz After Large Bearish Put Bet ( 2:06:00 PM
FFIV15F5 Stock Dips, Piper Jaffray Sees Earnings Slowing ( 1:02:00 PM
SCTY15Needham Analysts Met With SolarCity Management; Here's What Happened ( 11:15:00 AM
SODA15Unusual Activity: Sodastream ( 9:53:00 AM
SCTY15SolarCity's Homebuilder Program Announces Energy Storage and California Fixed-Rate Pricing ( 5:34:00 AM
SCTY15SolarCity's Homebuilder Program Announces Energy Storage and California Fixed-Rate Pricing ( 5:04:00 AM
SRPT15SAREPTA THERAPEUTICS, INC. Files SEC form 8-K, Entry into a Material Definitive Agreement, Creation of a Direct Finan ( 4:18:00 AM
COST14How to Track Costco's Performance ( 2:56:00 PM
JWN1210 Ways Your Clothes Can Seriously Hurt You ( 6:20:00 AM
MSFT11Microsoft hands display ads to AOL, maps to Uber ( 4:26:00 PM
MSFT11Microsoft hands display ads to AOL, maps to Uber ( 4:08:00 PM
GOOG11Google hopes new partnership with feds will reduce car-train crashes ( 2:50:00 PM
TSLA11CORRECTION: Tesla Motors (TSLA) Founder Elon Musk's SpaceX Rocket Explodes ( 5:52:00 AM
JWN7Macy’s CEO admits he was an obstacle to launching new discount chain ( 2:13:00 PM
SBUX73 Reasons to Buy Starbucks - Stocks in the News ( 12:07:00 PM
JWN7Can Nordstrom’s Growth Story Continue in 2015? ( 8:07:00 AM
JWN7Nordstrom’s Robust Store Expansion Plans through 2020 ( 6:07:00 AM
MSFT6AOL to Take Over Microsoft's Display Ad Business ( 6:14:00 PM
MSFT6AOL and Microsoft Expand Global Enterprise-Level Partnership ( 5:44:00 PM
GOOG6Yelp study claims that Google 'knowingly' worsens search results ( 5:38:00 PM
GOOG6Yelp researchers take aim at Google search results ( 5:23:00 PM
GOOG6Supreme Court Denies Google Appeal on Oracle Suit ( 5:17:00 PM
NKE6Jim Cramer's 'Mad Money' Recap: What Were Those Delusional Bulls Thinking? ( 5:13:00 PM
GOOG6Study Suggests Google Harms Consumers by Skewing Search Results ( 4:56:00 PM
MSFT, GOOG6AOL to Handle Ad Duties for Microsoft, and Use Bing--news digest ( 4:56:00 PM
GOOG6Oracle Gains Win Over Google at Supreme Court ( 4:55:00 PM
GOOG6Google ups its game with tools to manage 2-step verification in enterprise, education ( 4:49:00 PM
MSFT6Microsoft hands off ad display business, employees to AOL ( 4:47:00 PM
GOOG6Why Yelp’s anti-competitive case against Google is weak at best ( 4:04:00 PM
MSFT6Microsoft sheds some of its ad business, mapping service ( 4:03:00 PM
MSFT6AOL to Take Over Microsoft’s Display Ad Business, Use Bing ( 4:00:00 PM
MSFT, GOOG6Microsoft shake-up sees ads switch to AOL ( 3:28:00 PM
MSFT6Microsoft, Apollo Education, ConAgra in spotlight ( 3:15:00 PM
MSFT, GOOG6Why Microsoft sold its display ad business ( 3:14:00 PM
MSFT6Microsoft sheds some of its ad business, mapping service ( 3:04:00 PM
MSFT6AMD Rising: Microsoft May Acquire, Says Gaming Site ( 3:00:00 PM
MSFT, GOOG6AOL is taking over Microsoft’s ad sales business ( 2:51:00 PM
GOOG6Google app to warn drivers about railroad crossings ( 2:46:00 PM
MSFT6Gates's beneficence has spread even further ( 2:42:00 PM
TSLA6Elon Musk's Latest Investment Goes Up in Smoke ( 2:41:00 PM
MSFT, GOOG6Google just got replaced by Microsoft Bing in a big search partnership ( 2:37:00 PM
MSFT6Microsoft drops display ad, map making business ( 2:33:00 PM
GOOG6Google wants to fix a major problem with America's trains ( 2:32:00 PM
MSFT6AOL takes over Microsoft's display ad business ( 2:22:00 PM
GOOG6SearchCap: Yelp Study On Google, Local Search Pitfalls & Google Analytics Remarketing ( 2:00:00 PM
NKE6MU, MSFT, NKE, UA: Jim Cramer's Views ( 10:00:00 PM
GOOG6Moon Shot: Google’s Lunar XPrize Sparks $140 Million Race ( 6:02:00 PM
GOOG6Here's how Google checks for lag on your Android phone ( 4:31:00 PM
GOOG6Google builds next data centre at Alabama ( 4:02:00 PM
GOOG6How to build a positive online reputation ( 3:31:00 PM
GOOG6Google-powered beer fridge translates thirst in 40 languages ( 11:39:00 AM
MSFT6Nintendo Is Keeping The NX A Secret So Microsoft And Sony Don't Steal Their Ideas ( 8:01:00 AM
SCTY5SOLARCITY CORP Files SEC form 8-K, Entry into a Material Definitive Agreement, Financial Statements and Exhibits ( 2:21:00 PM
SBUX2The Week Ahead for Global Markets - Analyst Blog ( 8:36:00 AM
SBUX2The 10 things in advertising you need to know today ( 1:05:00 AM
AMZN1Exclusive - Amazon looks to offer loans to sellers in China, seven other countries ( 5:59:00 PM
AMZN1Exclusive - Amazon looks to offer loans to sellers in China, seven other countries ( 5:59:00 PM
AMZN1Exclusive - Amazon looks to offer loans to sellers in China, seven other countries ( 5:51:00 PM
AMZN1Exclusive: Amazon looks to offer loans to sellers in China, seven other countries ( 5:44:00 PM
AMZN1Exclusive: Amazon looks to offer loans to sellers in China, seven other countries ( 5:44:00 PM
TSLA1Solar Boom Raises Doubts on Sale of Australia Power Assets ( 4:55:00 PM
GOOG1Virtually No Change In US Desktop Search Market Share According To ComScore’s May 2015 Report ( 3:54:00 PM
GOOG1After 32 years of headaches, David Geffen may finally be selling his Malibu beach house ( 3:23:00 PM
GOOG1Microsoft Signs 10-Year Deal For AOL To Use Bing’s Ads & Listings ( 3:07:00 PM
NKE1Cramer: Greece can't beat this stock ( 3:00:00 PM
MSFT1After-hours buzz: Juno, Apollo Education & more ( 2:35:00 PM
MSFT1Now You Can Effectively Get An Xbox One For $199.99 ( 2:27:00 PM
AMZN1Amazon Studios Okays Original Series Transparent Season 3 - Analyst Blog ( 2:16:00 PM
GOOG1AOL takes over majority of Microsoft’s ad business ( 2:12:00 PM
TSLA1SpaceX explosion unsolved ( 1:50:00 PM
AMZN1Google Mobile Apps Grab Almost as Much User Time as Facebook's Apps ( 11:57:00 AM
NKE1NIKE INC Files SEC form 8-K, Results of Operations and Financial Condition, Financial Statements and Exhibits ( 11:36:00 AM
NKE1Nike Hits 52-Week High on Solid Q4 Earnings & FY16 View - Analyst Blog ( 11:25:00 AM
AMZN1Rackspace Will Outperform Market Despite Sentiment Issues, JMP Predicts ( 11:20:00 AM
AMZN15 companies that could cause the robot apocalypse ( 11:13:00 AM
TSLA1SpaceX Falcon 9 Rocket Explosion Remains A Mystery ( 10:58:00 AM
TSLA1Chowdhry: Tesla Will 'Very Likely' Beat Q2 Delivery And Production Guidance ( 10:34:00 AM
AMZN1Despite Recent Downgrade, This Ecommerce Giant is a Buy ( 10:30:00 AM
TSLA1Tesla Q2 Electric Car Sales Expected To Beat Views ( 9:53:00 AM
AMZN1Who's The Stronger Stock: Amazon or eBay? ( 9:53:00 AM
TSLA1The Non-Elitist Electric: GM Revs Up Marketing Message For Chevy Bolt ( 9:10:00 AM
AMZN1Sundance Institute and Withoutabox Renew Long-Term Relationship ( 9:00:00 AM
TSLA1SpaceX's first failed launch to ISS ( 8:58:00 AM
AMZN1What's driving Detroit's manufacturing turnaround? ( 8:45:00 AM
AMZN1Exclusive: Amazon to offer loans to sellers in China, 7 other countries ( 8:21:00 AM
AMZN1Exclusive: Amazon to offer loans to sellers in China, 7 other countries ( 8:21:00 AM
AMZN1Notes from ILAM talk… ( 7:36:00 AM
TSLA1Yes, Tesla Could Hit $400 ( 7:20:00 AM
AMZN1Amazon Treasure Truck launch unexpectedly delayed ( 7:20:00 AM
AMZN1Greece in crisis, Google's railroad warning and Amazon in China ( 7:17:00 AM
TSLA1Key Analyst Sees Nearly 25% Upside in Tesla ( 7:11:00 AM
TSLA1Tesla’s Elon Musk just had the worst birthday ever ( 7:06:00 AM
AMZN1Amazon Tries To Up Trustworthiness Of Reviews ( 6:42:00 AM
TSLA1Cramer's Mad Dash: Sell Macy's, buy Tesla? ( 6:23:00 AM
TSLA1Top Analyst Upgrades and Downgrades: American Water, CenturyLink, Chesapeake, Tesla, Macy’s, Chimera and More ( 5:35:00 AM
TSLA1NASA calls SpaceX explosion important loss ( 5:18:00 AM
TSLA1'Period of stress' to plague markets in week ahead ( 4:56:00 AM
TSLA1Greece action, June jobs report eyed before holiday ( 4:24:00 PM
GOOG1Wolff: Television is the new television ( 4:02:00 PM
AMZN1A 6th Wimbledon title, an activist investor and the Confederate flag are on the minds of our women to watch ( 3:55:00 PM
AMZN, GOOG1How Andy Jassy helped Amazon own the cloud ( 2:01:00 PM
AMZN1Cutting the Cord: Why Netflix reigns supreme ( 12:33:00 PM
NKE1Will Nike Have The Stamina To Sustain Its Long-Running Winning Momentum? ( 7:31:00 AM

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