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The week's question
In December 2024, in the thread "Re: BRK: Why Not XOM?", BreckHutHigh asked the members: "What about the long road trips with kids?" This week it is put to everyone again. The button below opens the small thread re-asking it - read what others have said so far, then give your own answer as an ordinary reply.
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Investment Strategies / Mechanical Investing
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Author: rayvt 🐝  😊 😞
Number: of 6131 
Subject: Re: Chart: timing with Nas100 RS screen
Date: 05/26/26 7:07 PM
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NAS100 TOP 12
52W Performance
2026-05-26

What a ride.


I recall Micron (MU) from way back in the early Motley Fool days. As I recall, it went in and out and in and out of some of those early MI screens. Guess we should have just held on to it.

Although ... it went from $83 in 2000 to $2 by 2008.
So I guess not. Buying the top N momentum stocks and selling them when they drop out of the top would appear to be a good way.

MU and INTC and GOOG are the only ones from that era that stick to my mind.

I checked finance.yahoo this morning to see what the market was doing -- which turned out to be "Meh, not much". Except for the news item "Micron up 20% today." Daaaang!

Those stocks you listed that have gained 200%+ (tripled or more) in 52 weeks will likely stay in the top 12 for a long time. Not that you can't lose big money on them, though. SNDK could lose 75% and it would *still* be in the top 12.



I have gotten a bit nervous about the preponderance of such similar tech stocks in the top N of the Nasdaq 100 so I have created a similar screen from a different universe of stocks.
Here is that list:
1    BE     1452.36%
2 MU 859.49%
3 VICR 699.02%
4 CIEN 650.92%
5 TTMI 588.88%
6 DOCN 474.21%
7 TER 405.51%
8 POWL 401.38%
9 COHR 386.04%
10 AMD 356.79%
11 FORM 349.39%
12 NESR 342.56%
Yeah, they are still mostly technology. But not in the Nasdaq 100.
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