Blizzard Warning Stock Picks ( Nor'easter Snow Storm Stocks to Buy )

Company


Starting Price*

Recent Price

Total Return



Akamai (Nasdaq: AKAM) $22.23 $48.10 116.4%

Harris & Harris $6.22 $4.63 (25.6%)

IBM $123.46** $145.89 18.2%

Oracle (Nasdaq: ORCL) $22.40** $31.54 40.8%

Taiwan Semiconductor $9.35** $12.23 30.8%

AVERAGE RETURN -- -- 36.12%

S&P 500 SPDR $120.57** $125.60 4.17%

DIFFERENCE -- -- 31.95




Stocks returns come and go, and this time it was Mr. Market's turn to stick it to my tech portfolio. I'm down five points in less than a week. Some Christmas present, eh?



Index investors had a better time of it, but it was small caps that led all gainers. The Russell 2000 index rose by 1.21% for the week and is up by 26.15% for the year. No other index has performed as well during 2010. Yet the S&P 500's rally is nothing to mock. The benchmark rose by 1.03% for the week and is up by 12.7% year to date. The Nasdaq and Dow Industrial indexes lagged the S&P, up by 0.86% and 0.71%, respectively, during the week.



What's sparking the gains? More economic optimism, apparently. CNBC quotes Kaufman Brothers CEO Benny Lorenzo as saying he expects 100,000 new additions to non-farm employment rolls by the end of the month. Investors are acting as if it's already happened. Financial stocks such as Bank of America (NYSE: BAC), Citigroup, and JPMorgan Chase (NYSE: JPM) have rallied over the past month on the presumption of improved macroeconomic conditions in the wake of a federal tax deal.



The week in tech

Hardware, software, and Internet companies haven't been as fortunate. The Nasdaq 100 has underperformed the S&P 500 over the past 30 days thanks to lagging performance by several tech components.Introduction to Options Strategies I



Consider Netflix (Nasdaq: NFLX), which is down by 1.7% for the month as I write this. CEO Reed Hastings believes these losses to be temporary. He said as much in an open letter to investor Whitney Tilson this week. In it, he implored his fellow philanthropist to close his funds' short position in Netflix.



"Whitney is such a big-hearted donor to causes that I care about that I am writing this open letter for him to try to get him to cover his short now," Hastings wrote. "My desire is to increase his odds of making money next year so he can donate even more to the charter public schools that we both think are important to our country's future."



Whether or not you think Hastings is being coy, he's right to suggest that shorting Netflix could prove hazardous. The numbers don't justify it. Netflix has a history of outgrowing its valuation and throttling analyst estimates.



In 2011, I'm expecting more of the same. Consumers will continue to turn to Netflix to supplement their regular TV diet, and Hastings will land an economical streaming deal with a major movie studio. Earnings will soar as a result.



And those are just two of my 12 tech predictions for the coming year, released this week at Fool.com. I'm also forecasting larger tablet computers, more market-share gains for Google's (Nasdaq: GOOG) Android operating system, and big returns from overseas upstarts such as ChinaCache (Nasdaq: CCIH), which mimics Akamai in how it delivers content to Chinese Web businesses.



Whether or not ChinaCache succeeds, small-cap tech is likely to treat investors well in 2011. Very often it's these disruptive innovators that grow to become millionaire-maker stocks.
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We've seen it happen time and again. Look at David Gardner. He produced a decade of 20% returns in the real-money Rule Breaker portfolio by betting on a collection of innovators, and then holding them for the long-term. Tom Gardner's "simpleton portfolio" was also a 10-year winner. I believe that, with my tech portfolio, I will achieve similar success.



Checkup time!

Now let's move on to the rest of today's update:



•Watching Oracle is like watching a soap opera. This week, the SEC confirmed an investigation into the circumstances surrounding co-president Mark Hurd's departure from Hewlett-Packard over the summer.

blizzard Stock Pick to buy during the blizzard of 2010 ! ( Electronic Arts Inc. (Public, NASDAQ:ERTS)

Electronic Arts Inc. (Public, NASDAQ:ERTS) 15.96 a share / target price 24.75 by 2/2011

Electronic Arts Inc. (EA develops, markets, publishes and distributes video game software and content that can be played by consumers on a variety of platforms, including video game consoles, such as the PLAYSTATION 3, Microsoft Xbox 360 and Nintendo Wii; personal computers (PCs), including the Macintosh; handheld game players, such as the PlayStation Portable (PSP) and Nintendo DS, and wireless devices, such as cellular phones and smart phones, including the Apple iPhone. The Company’s products for videogame consoles, PCs and handhelds are delivered on physical media (disks and cartridges) that are sold at retail stores and through mail-order (packaged goods products). Some electronically delivered content and services are add-ons or are related to its packaged goods products (add-on content or matchmaking services); while other games, content and services that it offers, such as games for wireless devices, and Internet-only games, are available only through electronic delivery.ERTS sunk -8.8% after the video game maker offered a weak outlook. For fiscal Q3, the company lost -$82 million, or -20 cents per share, compared to a year-earlier loss of -$641 million, or -$2.00 per share. Adjusted EPS fell to 33 cents from 56 cents. That was 2 cents above analyst estimates after the company had warned it would miss prior forecasts. Revenue tumbled -25% to $1.24 billion. For fiscal Q4, the company guided for adjusted EPS of between 2-6 cents on revenue of $800-$850 million, well below Wall Street estimates for EPS 13 cents on sales of $851 million.My among their top-15 holdings at the start of Q4. Buy on the way down !! EA has been in a large-scale restructuring effort designed to reduce costs and improve the quality of game releases. The December quarter showed a large improvement on this front, with operating expenses reduced to 56% of total revenue compared to 62% for the same period the previous year.But they also recently acquired Playfish, a leading social gaming company, and they have a large footprint in the smart-phone app market, which is set to keep expanding in the foreseeable future. In addition, there is plenty of cash on the books, so I see a great opportunity in ERTs by Dec. 2010 and into 2011 ... On the long run the game industry is booming and therefore EA should be one of the outperformers for the coming years. The company also still holds dominant hard-copy video games, including Madden, FIFA, NBA Live, Need for Speed, NHL, etc.. And with a recent announcement Of NBA JAMS , coming out in DEC. 2010 , This should be a huge success for EA Sports !Longtime designer Mark Turmell has joined Electronic Arts' Tiburon studio as chief creative officer just as EA announces a reboot of the classic sports game he created, NBA Jam.

"I couldn't be more excited to have this all kind of coincide with my arrival," Turmell -- who also co-created Smash TV and NFL Blitz -- tells Gamasutra in a new interview. "[The game's] fundamentals are great, but of course, it's 15 years later. There's certainly a lot of additional effort and enhancement that has to happen."

At Tiburon, Turmell will primarily work on the Madden and NCAA franchises, but he's consulting on the new Wii-exclusive NBA Jam (pictured), which is in development at EA Vancouver: "I'm looking at that product every week," he says. "I've sat with the team extensively, and I'm close to the product."

The original NBA Jam team was just ten people. At the time, Turmell coined the title's signature over-the-top basketball gameplay just by experimenting.