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Current Stocks in this Portfolio:
SecurityCurrent VFS PredictionCurrent PriceMTD Price ChangeYTD Price ChangeCurrent VFS Rating
Google (GOOG)Outperform542.510.96 %3.06 %10
F5 Networks Inc. (FFIV) 126.904.00 %-2.73 %7
Expeditors International (EXPD) 47.273.14 %5.96 %6
SodaStream International (SODA) 21.6311.32 %7.50 %6
Corning (GLW) 21.824.25 %-4.84 %6
First Solar Inc. (FSLR) 55.89-6.33 %25.33 %6
Nordstroms (JWN) 75.33-0.30 %-5.11 %5
Paccar (PCAR) 65.540.29 %-2.16 %5
Flir Systems (FLIR) 31.642.43 %-2.07 %5
Tesla Motors Inc (TSLA) 245.628.66 %10.44 %5
Microsoft Corporation (MSFT)Underperform47.42-2.51 %2.09 %3
Costco (COST) 143.940.62 %1.54 %3
Sarepta Therapeutics (SRPT) 24.2698.85 %67.66 %3
Precision Castparts (PCP) 219.946.41 %-8.68 %3
NIKE Inc (NKE) 104.405.63 %8.87 %2
Columbia Banking (COLB)Underperform30.503.84 %11.70 %2
Starbucks (SBUX) 51.333.85 %-37.25 %1
Amazon.com (AMZN) 431.632.34 %39.08 %1
eMagin Corp (EMAN)Underperform3.1846.54 %37.06 %1
SolarCity Corporation (SCTY) 62.113.43 %16.14 %1
Portfolio Return:  9.87 %14.08 % 
S&P 500 Return:2.42 %3.87 %

Puget Investor Blog
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..
Scotland Power (2/1/2015)
What caught my eye on this story about Scotland renewable energy is that they had success with wind more than solar power. http://ecowatch.com/2014/11/27/renewable-energy-powers-scotland/ I guess it shouldn’t surprise me too much, since no doubt that Scotland has more wind than sun,  but it was interesting to see that they have had success with wind on […] Read more..
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