2005 Review
In 2005 the GTI finished with
a small gain, not far from being unchanged. But at the individual stock level, it had both large gains and large
losses, ranging from NetLogic Microsystems (NETL) at +123% to LanOptics (LNOP) at - 64%.
The big heroes of the year were the afore
mentioned NETL and Corning (GLW), both of
which were added to the list during the year.
Well timed, GG. I guess we should be jumping
on your new picks. The dregs of the list contain a number of
Gilderland favorites. 2005 was a rough year
for them.
The company-by-company returns for the year are set forth below. As always, the return covers
only the time that the company was in the GTI.
|
Symbol |
Return |
Comment |
|
NETL |
123% |
added 1/28 |
|
GLW |
81% |
added 3/25 |
|
BRCM |
46% |
|
|
NSM |
45% |
|
|
A |
45% |
dropped 12/21 |
|
ZRAN |
40% |
|
|
AMD |
39% |
|
|
TXN |
31% |
|
|
TSM |
27% |
|
|
TERN |
20% |
dropped 6/3 |
|
IKAN |
9% |
added 12/21 |
|
INTC |
8% |
|
|
WIND |
8% |
dropped 12/21 |
|
SIGM |
6% |
added 12/21 |
|
GTI |
5% |
|
|
CHRT |
4% |
dropped 2/11 |
|
QCOM |
2% |
|
|
SKM |
2% |
in 2/11, out 12/21 |
|
ADI |
-2% |
|
|
FNSR |
-4% |
added 12/21 |
|
EQIX |
-5% |
|
|
S |
-5% |
|
|
ALTR |
-10% |
|
|
CPHD |
-12% |
|
|
XLNX |
-14% |
|
|
KEYW |
-16% |
|
|
SYNA |
-19% |
|
|
JDSU |
-21% |
dropped 12/21 |
|
FLEX |
-24% |
|
|
PWER |
-33% |
|
|
BWNG |
-34% |
|
|
SMI |
-37% |
|
|
MVIS |
-49% |
|
|
LNOP |
-64% |
|