25 for 2000: Not Just Winners, but Stocks That Define Markets

You asked for it, in hundreds if not thousands of emails over the past couple of months. So here it is: a Y2K follow-up to my 25 Winners for 1999 column, which ran last year at this time. As I noted in my year-end review last week, that list of stocks -- never intended as a portfolio -- was up 110% for the year, a remarkable performance.

But not necessarily, please remember, a remarkable performance by me. This was a great year to be in tech stocks, and though the so-called Seymour Portfolio beat all the indices, luck played a part in the selection of those stocks.

Before I start with the 25 for 2000 list, let me repeat that this is intended mainly as a list to watch and learn from, not as a literal portfolio. It isn't adjusted during the year, with Company A replacing Company B; it isn't weighted by segments or sectors; and in any case, we at TheStreet.com don't see our role as being stock-pickers for robot investors, but rather as people who provide the information you need to make your own decisions. ...