Added AZZ

I added AZZ with the proceeds from trimming SSYS, DDD and selling FARO. I'm also keeping a close eye on OSIS (my #1 stock pick for the year...whoops) which is down big after revenues came in light and they guided to the low end for next quarter.

AZZ has solid growth potential with EPS and Sales growth expected to be over 25% in the upcoming quarters. It currently trades at an FPE of 15 and is making all time highs after basing after earnings.

Trimmed DDD and SSYS

I took 1/3 off of DDD and SSYS each today as earnings are approaching and the stocks are quite extended. I will take a little more off before earnings and then look to add it back if the stocks base and breakout again. With the proceeds I am planning to play the breakout in AIG above $36.25 and AZZ above $42.

$FARO out

Sold all $FARO, too many good stocks running to own this weakling.

Added to $SODA

I purchased more $SODA on the breakout of $50. With 40% short float and solid fundamentals I think this stock can explode back to all time highs of $80. The portfolio is now 100% invested but I'm looking to sell FARO on further weakness and trim about 33% each from SSYS and DDD before earnings.

Current Portfolio
AIG
ALGN
DDD
FARO
ONVO
OPEN
OSIS
PRLB
SIRO
SODA
SSYS
XRX

Mixing Drinks with SODA

I just put some of the proceeds from the AIG and ACI sells to work in SODA at $49 and will add on above $50 (stops beneath $45). I love potential for this move because the stock seems undervalued with a PEG of .8 and it has a short float of 40%. The reason for this is that no one understands the story, which is not making sodas for kids, its making mixed drinks for adults. This Christmas several of my friends requested Sodastream for one reason, vodka mixed drinks. With over 60 flavors, every hipster and wannabe mixologist has to have one of these for entertaining. I think we are starting to see investors recognize this demand which will  squeeze shorts for the next 43 days until earnings on Feb 27. If earnings are what I believe they could be, this stock could be back at all time highs ($80) before the end of the 2nd quarter.

Portfolio Update: OPEN, PRLB and BWLD Purchased

I began building a position in OPEN today on the recapture of the $50 level. My plan is to build this position by scaling in on pullbacks to the 50 day, looking for a major move this year as the heavy (33%) short float gets squeezed and investors see the massive potential for this business model.

I made a support level buy of BWLD with a stop beneath recent support only to be immediately poleaxed by the descending 50 day moving average as the stock touched this resistance and sold off 3% to be one of the 7% of stocks that were negative half way through the day. 2013 may be my lucky year because I may be bailed out of this weak stock due to the after hour announcement that SAC Capital has acquired a 5% position. My target for BWLD is $90, but I definitely believe this company has the fundamentals and brand name to trade well over $100 in the next two years.

I bought a small amount of PRLB due to it showing up on my fundamental finviz screens, breaking above the $40 resistance and also being related to the high PE expansion being seen in 3D printing stocks. Once again I instantly regretted this decision as the stock knifed lower and went negative on the day. This doesn't concern me like BWLD did since PRLB has run so much so fast and is due for a price or time correction. I am a buyer of PRLB in the 30s, especially the $34-36 range.

Current Portfolio
ACI
AIG
ALGN
BWLD
DDD
FARO
ONVO
OSIS
PRLB
SIRO
SSYS
XRX