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Current Stocks in this Portfolio:
SecurityCurrent VFS PredictionCurrent PriceMTD Price ChangeYTD Price ChangeCurrent VFS Rating
First Solar Inc. (FSLR) 49.76-15.52 %-8.93 %10
Precision Castparts (PCP) 236.997.38 %-11.99 %8
Google (GOOG) 537.50-3.86 %-52.04 %7
Corning (GLW) 20.922.40 %17.40 %7
F5 Networks Inc. (FFIV) 128.734.68 %41.68 %7
Starbucks (SBUX) 79.765.56 %1.75 %6
Symetra (SYA) 22.57-4.77 %19.04 %6
Flir Systems (FLIR) 31.51-6.02 %4.68 %5
Nordstroms (JWN) 75.093.43 %21.76 %4
Microsoft Corporation (MSFT) 47.982.19 %28.25 %4
NIKE Inc (NKE) 97.424.79 %24.19 %4
Expeditors International (EXPD) 44.514.34 %0.59 %4
SodaStream International (SODA) 23.104.81 %-53.46 %4
Columbia Banking (COLB) 27.77-0.04 %1.02 %4
SolarCity Corporation (SCTY) 55.05-6.98 %-3.12 %4
eMagin Corp (EMAN)Underperform2.41-9.06 %-14.84 %2
Sarepta Therapeutics (SRPT) 15.73-2.72 %-22.78 %2
Costco (COST) 139.724.76 %17.39 %1
Paccar (PCAR) 66.982.54 %14.72 %1
Amazon.com (AMZN) 332.638.89 %-16.59 %1
Portfolio Return:  0.34 %4.30 % 
S&P 500 Return:2.49 %11.91 %

Puget Investor Blog
Russia and Oil (11/16/2014)
Speaking of Russia (in my last post),  it was interesting to see Jim Rogers view on Russia in this interview on Business Insider.  Jim Rogers has been a long time staple of the financial news channels, and he is the first one I have heard state an alternative view of Russian Relations. As a long […] Read more..
The Next Generation PC (10/30/2014)
At first glance, the new HP Sprout PC didn’t really catch my eye, until I say a this new feature HP is including in its latest high end PC.  As stated in this article on TechTimes: Key to Sprout’s game-changing new computer is the combination of an Illuminator equipped with a 14-megapixel camera and an […] Read more..
The Real Reason for the Demise of Windows 9 (10/9/2014)
The new version of windows is out, and surprisingly Microsoft skipped a number and instead of naming it Windows 9 its Windows 10. The reason?  As per this ars technica article Terry Myerson, executive vice president for the Operating System Group, said that the new release represented such a shift in Microsoft’s approach to delivering […] Read more..
A Historical Look At Inflation (9/20/2014)
Doug Short at Advisor Persectives has an interesting look at historical inflation here: http://www.advisorperspectives.com/dshort/updates/Inflation-Since-1872.php The one chart that caught my eye was this one on inflation since 1872:       What caught my eye was how prevalent inflation was prior to 1940.  Also curious to notice that during the roaring 20’s there was no […] Read more..
Another Ominous Market Sign (8/30/2014)
Robert Shiller, who has a pretty accurate gauge of stock market valuation (The CAPE model), came out recently reiterating how the market appears overvalued. In this New York Times article, he details how the market is at its highest level, matching levels not seen since 1929, 2000 and 2007. The problem is, predicting the stock […] Read more..
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Latest Portfolio News
News Filters:
Publication Date Relevance Weight*
SymbolsWt.TitleDate
PCP2011.21.14Precision Castparts Corp. to Present Business Update at the Credit Suisse Global Industrials Conference (www.noodls.com)11/21/2014 11:59:00 PM
SRPT20Sarepta Therapeutics Announces First Patient Dosed in Confirmatory Study of Eteplirsen in Ambulant Patients with Duchenne Muscular Dystrophy (www.noodls.com)11/21/2014 6:32:00 PM
PCP20Precision Castparts Corp. to Present Business Update at the Credit Suisse Global Industrials Conference (finance.yahoo.com)11/21/2014 2:17:00 PM
SCTY16SolarCity and Wal-Mart Sustainability Story Continues (finance.yahoo.com)11/21/2014 12:45:00 PM
MSFT16Will Microsoft (MSFT) Stock React Today to This Analyst Action? (www.thestreet.com)11/21/2014 6:28:00 AM
SCTY16SolarCity Climbs on Wal-Mart Plan to Install Panels With Storage (www.bloomberg.com)11/21/2014 6:26:00 AM
SCTY16SolarCity (SCTY) Stock Surging Today on New Walmart Project Deal (www.thestreet.com)11/21/2014 5:21:00 AM
EXPD15Forwarders Finally See Airfreight Gain Altitude (news.morningstar.com)11/21/2014 4:00:00 AM
EMAN14EMAGIN CORP Financials (finance.yahoo.com)11/21/2014 10:04:00 AM
GLW13Corning Unveils Tougher & Break-Resistant Gorilla Glass 4 (finance.yahoo.com)11/21/2014 10:00:00 AM
GLW13Owens Corning Earns Top Marks in 2015 Corporate Equality Index (www.noodls.com)11/21/2014 4:40:00 AM
SCTY11SolarCity and Hawaiian Electric Join Forces with NREL to Advance Distributed Solar (www.noodls.com)11/22/2014 12:05:00 AM
GOOG11EU Lawmakers Targeting Google Weigh Call to Split Search Engines (www.bloomberg.com)11/21/2014 2:13:00 PM
GOOG11Analysts Say Europe Should 'Reward Google,' Ditch Break-Up Plan That 'Doesn't Make Sense' (finance.yahoo.com)11/21/2014 12:29:00 PM
GOOG11Report: European Parliament Proposes To Breakup Google (finance.yahoo.com)11/21/2014 11:18:00 AM
SCTY11SolarCity rises after extending deal with Walmart (www.mercurynews.com)11/21/2014 9:52:00 AM
GOOG11BlackBerry Up On Patent Settlement, Obama Mention (finance.yahoo.com)11/21/2014 9:49:00 AM
AMZN11Amazon.com (AMZN) Stock Higher Today as It Plans Travel Site Launch (www.thestreet.com)11/21/2014 5:01:00 AM
GLW8NY's poor gain from health insurance changes (sg.finance.yahoo.com)11/22/2014 12:52:00 PM
GLW8Thursday’s Notable Options Activity (finance.yahoo.com)11/21/2014 5:36:00 AM
MSFT6Microsoft: Compared To Tim Cook And Marissa Mayer, We Are NOT Overpaying Our New CEO (finance.yahoo.com)11/22/2014 12:14:00 PM
GOOG65 Best Android Phones to Buy This Holiday Season for Anyone (www.thestreet.com)11/22/2014 7:15:00 AM
GOOG6Half of All Americans Watched a Video From Google in October (247wallst.com)11/22/2014 6:00:00 AM
MSFT6You can finally watch Microsoft's 'E.T.' documentary on Xbox (www.engadget.com)11/21/2014 8:02:00 PM
GOOG6Europe Can't Split Google In Two Anyway, These Antitrust Experts Say (finance.yahoo.com)11/21/2014 3:56:00 PM
SCTY6Stock Pops & Drops: BID, RENN, FL & SCTY (finance.yahoo.com)11/21/2014 2:16:00 PM
GOOG6Here's Why Europe Wants To Break Up Google (finance.yahoo.com)11/21/2014 2:08:00 PM
GOOG6Europe to vote on Google breakup proposal (money.cnn.com)11/21/2014 1:32:00 PM
SPY6Tax and Retirement Tips You Must Not Forget Before Year End (www.thestreet.com)11/21/2014 12:53:00 PM
GOOG6The European Parliament wants Google to be broken up (fortune.com)11/21/2014 12:45:00 PM
GOOG6Three Ways Obama's Immigration Plan Could Be Good for Economy (www.thestreet.com)11/21/2014 12:20:00 PM
MSFT6Microsoft is adding Google Drive-style chat to Office Online apps (www.engadget.com)11/21/2014 12:09:00 PM
MSFT, GOOG6Investors unlikely to agree that Microsoft CEO Nadella is overpaid (finance.yahoo.com)11/21/2014 11:44:00 AM
MSFT, GOOG6Microsoft Is Still a Buy (online.barrons.com)11/21/2014 11:17:00 AM
GOOG6Google offers free terabyte with Chromebook buy (www.cnbc.com)11/21/2014 11:06:00 AM
MSFT6Dividend Smackdown: Microsoft vs ExxonMobil (finance.yahoo.com)11/21/2014 10:33:00 AM
GOOG6Google: You can pay as little as $1 to see fewer ads (money.cnn.com)11/21/2014 10:27:00 AM
GOOG6MEPs to propose Google break-up (www.ft.com)11/21/2014 10:23:00 AM
AMZN6Amazon plans ad-supported video streaming service: NY post (finance.yahoo.com)11/21/2014 7:53:00 AM
AMZN6Analysts' Actions: Amazon.com, Best Buy, Caterpillar, GameStop (finance.yahoo.com)11/21/2014 5:52:00 AM
AMZN6Ethan Allen Interiors, Movado Group, Amazon.com, Google and Facebook highlighted as Zacks Bull and Bear of the Day (finance.yahoo.com)11/21/2014 5:34:00 AM
JWN3NORDSTROM INC Files SEC form 8-K, Other Events (biz.yahoo.com)11/21/2014 1:57:00 PM
JWN3LONG list of Lg Cap All-Time Highs... (finance.yahoo.com)11/21/2014 1:42:00 PM
NKE3Nike Doesn’t Sell U.S. Women’s National Soccer Team Jerseys to Men (us.rd.yahoo.com)11/21/2014 12:24:00 PM
SBUX3STARBUCKS CORP Financials (finance.yahoo.com)11/21/2014 10:05:00 AM
NKE3Nike Just Launched A Direct Threat To Lululemon (finance.yahoo.com)11/21/2014 9:50:00 AM
JWN, COST, NKE3Black Friday preview: KORS, NKE, BBY & more (finance.yahoo.com)11/21/2014 9:32:00 AM
JWN3Big shift in apparel retail: Pro (finance.yahoo.com)11/21/2014 7:11:00 AM
NKE3Cramer's Stop Trading: Nike breaking out (finance.yahoo.com)11/21/2014 6:54:00 AM
GOOG1Motorola Moto X (2014) Long-Term Review: How To Improve The Best Smartphone (www.forbes.com)11/22/2014 4:12:00 PM
SPY1Yellen Leads the Most Dovish Fed in History. (finance.yahoo.com)11/22/2014 2:01:00 PM
SPY1This Is The Only Way To Invest (finance.yahoo.com)11/22/2014 10:49:00 AM
SPY1Are Low Interest Rates Responsible For High Stock Valuations? (finance.yahoo.com)11/22/2014 9:14:00 AM
SPY1What to expect from the stock market this week (finance.yahoo.com)11/22/2014 8:48:00 AM
SPY1Stocks: What Do The Charts Say Now? (finance.yahoo.com)11/22/2014 6:20:00 AM
GOOG1Debunking Myths Around Smart Glasses In The Enterprise (www.forbes.com)11/22/2014 5:30:00 AM
SPY1WEEKEND READS: Catch Up On The Best Economics And Finance Links Of The Week (finance.yahoo.com)11/22/2014 4:00:00 AM
SPY1It's Their Money (finance.yahoo.com)11/22/2014 12:38:00 AM
SPY1Stay Global, My Friends (finance.yahoo.com)11/21/2014 7:15:00 PM
SPY1The Week Ahead: What Are Global Bankers Afraid Of? (www.forbes.com)11/21/2014 4:03:00 PM
SPY1Not the Hunger Games: Stocks Hit Record Highs as Central Banks Stir (blogs.barrons.com)11/21/2014 2:36:00 PM
MSFT1Nokia Wins a Series of Deals on High Global LTE Demand (finance.yahoo.com)11/21/2014 2:25:00 PM
AMZN1Four Voices from Ferguson, Mo., Where the Stress Is Unbearable (us.rd.yahoo.com)11/21/2014 1:57:00 PM
SPY1Stock Market Video Analysis for Week Ending 11/21/14 (finance.yahoo.com)11/21/2014 1:51:00 PM
GOOG1Markets End Week On Positive Note As Investors Are Encouraged By Central Bank Developments In Europe, China (finance.yahoo.com)11/21/2014 1:33:00 PM
SPY1Morgan Stanley Likes Deutsche Post AG, Bpost NV Parcel Business (finance.yahoo.com)11/21/2014 1:14:00 PM
SPY1The S&P Closed At A Record 2,063 Friday — Here's What Wall Street Predicted In January (finance.yahoo.com)11/21/2014 1:05:00 PM
MSFT1Time Warner's HBO GO App Now Available on Xbox One (finance.yahoo.com)11/21/2014 1:05:00 PM
SPY1STOCKS RALLY TO RECORD HIGH: Here's What You Need To Know (finance.yahoo.com)11/21/2014 1:00:00 PM
MSFT, GOOG1By The Time Europe Finally Gets Around To Breaking Up Google, There's A Good Chance It Won't Matter (finance.yahoo.com)11/21/2014 12:54:00 PM
SPY18 things for investors to be thankful for (www.marketwatch.com)11/21/2014 12:43:00 PM
SPY1U.S. Stocks are 2nd Most Overbought In History (finance.yahoo.com)11/21/2014 11:58:00 AM
SPY1Will the S&P 500 continue to be a sharp shooter's market? (finance.yahoo.com)11/21/2014 11:52:00 AM
AMZN1How Serious Are Amazon's Mounting Legal Problems? (www.bloomberg.com)11/21/2014 11:17:00 AM
SPY1Stocks hold gains gains - next up, retail sales (finance.yahoo.com)11/21/2014 11:11:00 AM
GOOG1Why hasn’t Samsung’s Tizen operating system taken off? (fortune.com)11/21/2014 11:09:00 AM
MSFT1'Assassin's Creed Unity' And 'Halo' Make The Case For Ditching The Holiday Release Trap (www.forbes.com)11/21/2014 10:53:00 AM
AMZN1Amazon, Microsoft, Google Fuel Up Renewable Energy Pledges (www.forbes.com)11/21/2014 10:23:00 AM
MSFT1Is The US Stock Market Unhealthy? (www.forbes.com)11/21/2014 9:47:00 AM
SPY1Economy gets a boost from falling oil prices (www.marketwatch.com)11/21/2014 9:32:00 AM
GOOG1Aereo Files for Bankruptcy and (Almost) Declares Defeat (us.rd.yahoo.com)11/21/2014 9:31:00 AM
GOOG1Barbara Bush: How Corporate America can mold global health leaders (fortune.com)11/21/2014 9:13:00 AM
SPY1Three consecutive years of double-digit gains bullish for 2015 (finance.yahoo.com)11/21/2014 9:12:00 AM
AMZN1Tips From the Princeton Review: Act Less Asian, Add Pics if You're Black (us.rd.yahoo.com)11/21/2014 9:09:00 AM
SPY1Today's Moves by the ECB and China's Central Bank Should Boost S&P 500 Earnings in 2015 (finance.yahoo.com)11/21/2014 9:07:00 AM
SPY1Risk of Eurozone slowdown not fully discounted in valuations (finance.yahoo.com)11/21/2014 9:01:00 AM
SPY1Why you can expect Treasury yields to remain low (finance.yahoo.com)11/21/2014 9:00:00 AM
GOOG1Facebook's $2 Billion Oculus play still a virtual reality (www.thedeal.com)11/21/2014 8:56:00 AM
SPY1The S&P Hit 2,070 Today — Here's What Wall Street Predicted In January (finance.yahoo.com)11/21/2014 8:50:00 AM
AMZN1Amazon Introduces its Black Friday Deals a Week Early (finance.yahoo.com)11/21/2014 8:50:00 AM
MSFT1Click Here to See If You’re Under Surveillance (us.rd.yahoo.com)11/21/2014 8:25:00 AM
SPY1Streaming TV Service Aereo Files Chapter 11 (finance.yahoo.com)11/21/2014 8:10:00 AM
AMZN1Amazon reportedly getting in travel business (finance.yahoo.com)11/21/2014 8:04:00 AM
MSFT1'Far Cry 4' Is A Card That Ubisoft Can Only Play Once (www.forbes.com)11/21/2014 7:59:00 AM
AMZN1Amazon plans ad-supported video streaming service - NY post (sg.finance.yahoo.com)11/21/2014 7:58:00 AM
AMZN1Amazon plans ad-supported video streaming service: NY post (sg.finance.yahoo.com)11/21/2014 7:53:00 AM
AMZN1Amazon plans ad-supported video streaming service - NY post (finance.yahoo.com)11/21/2014 7:51:00 AM
AMZN1Here's One Type Of Person Amazon Loves To Hire (finance.yahoo.com)11/21/2014 7:45:00 AM
SPY1SPY Is Above Its Weekly Bollinger Band. Watch Out For Next Week (finance.yahoo.com)11/21/2014 7:15:00 AM
MSFT1Mainframe: Engine of Digital Transformation (www.forbes.com)11/21/2014 6:35:00 AM
AMZN1UPDATE: Nomura Initiates Coverage On Amazon (finance.yahoo.com)11/21/2014 6:34:00 AM
AMZN1Amazon reportedly launching free, ad-supported video service (updated) (www.engadget.com)11/21/2014 6:23:00 AM
AMZN1Amazon reportedly launching free, ad-supported video service (www.engadget.com)11/21/2014 6:23:00 AM
AMZN1Amazon Original Live-Action Kids Series Gortimer Gibbon’s Life on Normal Street is Now Available on Amazon Prime Instant Video in the US (www.noodls.com)11/21/2014 6:12:00 AM
AMZN1The Washington Post Launches New Tablet App, Free for Amazon Fire Customers (www.noodls.com)11/21/2014 6:12:00 AM
AMZN1Amazon Original Live-Action Kids Series Gortimer Gibbon’s Life on Normal Street is Now Available on Amazon Prime Instant Video in the US (finance.yahoo.com)11/21/2014 6:00:00 AM
AMZN1Is Netflix the Real Target of Amazon’s Ad-Supported Video? (247wallst.com)11/21/2014 4:51:00 AM

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