I'm up about 225% now in DECK. The high end retailer's are an interesting story. PCP I'm up 70%. ISRG up 53%. AAPL and GOOG, ENDP, all looking good also. I own too many stocks lol. These are all old positions that make up my core.
I recently bought INTC for the dividend,when divy was 4%, I'm up about 13%. I feel like it's a locked in profit...a buy and hold. I also recently bought NUE for the yield.....about flat on that position so far.
recent additions: CMI down 3% CTSH up 9% COH up 7%. FFIV up 15% MA up 7%
What has hurt me lately?....all the cyclicals I own(FCX,CLF,SSL,MOS)down on average 20% in those positions.
I'm in EBIX at 15. up 6%. Scary stock but great story....not for the faint of heart. It has held up better than my cyclicals.