This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
Cramer's Action Alerts PLUS - See his portfolio and get alerts BEFORE every trade. Learn more NOW!

My Fab Five: Facebook, Yahoo, Tesla, Sodastream And Zillow

michigan basketball

At the beginning of the year I wrote a list of my top 5 stocks for 2013.  You can read the article here.  I thought it would be a good idea to see where those picks stand after a solid first quarter.

Facebook (FB): The stock started the year off in great fashion, riding all the way up to $32.  Since its February 1st earnings report, the stock has trended lower into the 25s. Fortunately, the stock is only down 3.91% YTD as of March 29, and I remain very bullish.  In my opinion, the technicals look great, the company continues to look for ways to monetize its users. I'd be a buyer right here, right now.

Yahoo (YHOO) -  New CEO Marissa Mayer has done everything right as I see it, and continues to look at changing the daily habits of users.  She's been looking at changing Yahoo's culture, improving innovation, and touching the daily lives of everyone.  The stock is up 18.24% YTD as of March 29.

Tesla Motors (TSLA) - Tesla Motors is run by one of the best innovators today in my opinion. Elon Musk started Paypal early in his career, and currently is the CEO of Tesla, SpaceX, and chairman of Solar City.  I'm not sure how he can manage his time, but I believe his drive, ambitions, and products are worth investing in.  The Model S looks to be revolutionizing the car business and looks to sell more than the 20,000 Musk predicted in 2012.  YTD Tesla is up 11.87% as of March 29.

Sodastream (SODA) - Sodastream makes the in-home carbonation system, and had a great Q4 will solid guidance, in my view.  The company continues to roll-out new products and flavors with partnerships with Kraft, Ocean Spray, and V8.

They also arranged a manufacturing agreement with Cott, a US based manufacturer that I believe should greatly improve margins.  The company has been producing its products in Israel and spending money in shipping costs.  I believe this alone should be a boon for the stock.  So far this year, it’s up 10.58% as of March 29

Zillow (Z) - Zillow is the newest real estate tool being used by clients and agents across the US.  The simplicity of the site makes searching, analyzing, and purchasing real estate easier than ever before.  The US housing market looks to be improving, and I look at Zillow as a major reason to be in this market.

The stock has been on an absolute tear this year and is up 97.01% YTD as of March 29.  My initial investment thesis was bullish, but I believe that the next few years could see even more gains than I initially thought.  The company is still under $2 billion in market cap.

Image: UMHoops.com

The investments discussed are held in client accounts as of March 31, 2013. These investments may or may not be currently held in client accounts. The reader should not assume that any investments identified were or will be profitable or that any investment recommendations or investment decisions we make in the future will be profitable.

Eric Steiman

Eric Steiman

Eric is passionate about financial markets and has deep knowledge of industry trends, sectors and individual companies. He has extensive

null

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Try it NOW
Only $9.95
Try it NOW
14-Days Free
Try it NOW

Check Out Our Best Services for Investors

Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
Try it NOW
Try it NOW
Try it NOW
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!
SYM TRADE IT LAST %CHG

Markets

DOW 18,243.93 +111.23 0.61%
S&P 500 2,113.74 +9.24 0.44%
NASDAQ 4,999.5290 +36.0020 0.73%

Partners Compare Online Brokers

Free Reports

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs