Over 21 months later, here's how /r/investing performed on the underrated stock survey. Inspired by Mr_Suzan and galloog1

[christianfrend]

In October of 2018, /@thatwhichwas was inspired by a post from /@extraneous to seek out underrated stock picks from the /r/investing community and monitor their performance.

Post-COVID bounce, I wanted to see how these picks have performed, so I've gathered them all here.

A few of these have earnings posting soon, so the ranks may change, but overall it looks like a solid performance by the community. Any new underrated stocks to think about?

Some quick stats:​

• Overall average return: ~33% (compared to ~18% for the S&P 500)
• Equal rated return: ~50% (as pointed out by /@bonsaigirl)
• Return on the most upvoted pick: Disney (DIS) 1%
• Highest returning pick: Enphase (ENPH) 1110% (recommended by /@neontetra)
• If you invested in the top 5 most upvoted stocks, you would have seen a 27% return
• If you invested in the top 5 most controversial stocks, you would have seen a 99% return
• The top 10 gainers in order were ENPH, TSLA, APT, DXCM, OKTA, AYX, BAND, ALU, WIX, LRCX
• If you had picked one of these stocks at random, you would have had a ~53% chance of >10% gains and a ~19% chance of >100% gains

If you'd like to participate in the next round, I've opened up a new survey here:
https://www.reddit.com/i2thge/

The full list of picks and performance:​

Company Symbol 10/2/18 07/31/20 Increase Provided by
Enphase Energy
ENPH
$4.99
$60.36
1110%
/@neontetra
Tesla
TSLA
$310.70
$1,430.76
360%
/@charlesjeyalin
AfterPay Touch Group
APT
$17.82
$68.54
285%
/@georgieq
DexCom
DXCM
$126.14
$435.54
245%
/@cafethu
Okta Inc
OKTA
$68.27
$220.98
224%
/@ibbj
Alteryx
AYX
$55.06
$175.49
219%
/@christianfrend , /@alicelh
Bandwidth Inc
BAND
$53.40
$144.78
171%
/@holiness4
Altium
ALU
$26.56
$72.00
171%
/@georgieq
Wixcom
WIX
$111.96
$290.48
159%
/@exodus02
Lam Research Corp
LRCX
$151.08
$377.16
150%
/@dadof19
Advanced Micro Devices
AMD
$31.42
$77.43
146%
/@galileesilk , /@sylviaduncan-coolest-loser
Etsy Inc
ETSY
$48.14
$118.38
146%
/@ibbj
LGI Homes Inc
LGIH
$46.41
$114.11
146%
/@danbuter
Apple Inc
AAPL
$227.26
$425.04
87%
/@elinternational
Microsoft
MSFT
$115.61
$205.01
77%
/@judyc
Tencent Holdings
TCEHY
$40.46
$68.49
69%
/@ilovejesuschristourlord
Galapagos NV
GLPG
$110.65
$184.14
66%
/@perfect786
American Outdoor Brands Inc
SWBI
$14.43
$23.89
66%
deleted

Amazon Com Inc
AMZN
$1,981.42
$3,164.68
60%
/@cherryjohnson
McCormick & Co Inc
MKC
$134.34
$194.90
45%
/@lija
CSL Limited
CSL
$198.52
$270.10
36%
deleted

Intuit Inc
INTU
$227.72
$306.37
35%
/@humanities
Square Company
SQ
$97.83
$129.85
33%
/@asatrugirl , /@schlappy
Illinois Tool Works
ITW
$143.14
$184.99
29%
/@saved_by_grace82
First Data Corp
FISV
$23.79
$30.24
27%
/@atngoc44
Visa
V
$150.79
$190.40
26%
/@journeyofchrist , /@janeenjoy
Salesforce
CRM
$154.90
$194.85
26%
/@patriciadsykes79
Sturm Ruger & Co
RGR
$66.13
$81.37
23%
deleted

ETFMG Prime Cyber Security
HACK
$39.64
$48.40
22%
/@brunilda , /@mister_kisses
Waste Management Inc
WM
$90.17
$109.60
22%
/@vitari
Texas Instruments
TXN
$107.74
$127.55
18%
/@saved_by_grace82
Palo Alto Networks
PANW
$219.32
$255.92
17%
/@adhidarmawijaya
Unitedhealth Group Inc
UNH
$269.10
$302.78
13%
/@marizzapan
WP Carey Inc
WPC
$63.67
$71.37
12%
/@dan78
Amphenol Corp De
APH
$94.47
$105.76
12%
deleted

Micron Technologies
MU
$45.15
$50.06
11%
/@12345678910
Verizon
VZ
$54.29
$57.48
6%
/@protonbunny
Brookfield Infrastructure Partners L.P.
BIP
$40.12
$41.84
4%
deleted

Walt Disney Co
DIS
$116.24
$116.94
1%
/@gup20
Arista Networks
ANET
$259.64
$259.77
0%
/@ross_souls
Carlisle Companies
CSL
$121.06
$119.08
-2%
/@dan78
Vista Outdoor Inc
VSTO
$17.46
$17.15
-2%
deleted

Endbridge Inc
ENB
$33.18
$32.00
-4%
/@jasonmoorrey
Learning Technologies Group
LTG
$143.00
$133.00
-7%
/@fanheld
Berkshire Class B
BRK.B
$216.40
$195.78
-10%
/@kebetulanbatak
Cameco Corp
CCJ
$11.24
$10.16
-10%
/@plaura94515-farmer
Rollins Inc
ROL
$59.02
$52.40
-11%
/@hoahongden , deleted

AT&T Inc
T
$33.49
$29.58
-12%
/@johnhenrygroenewald
Live Nation Entertainment
LYV
$54.58
$46.81
-14%
/@henry123
CVS Health Corp
CVS
$79.50
$62.94
-21%
/@cc26
Arrow Financial Corp
AROW
$36.05
$27.30
-24%
/@trinitywarrior
Toronto-Dominion Bank
TD
$61.06
$44.28
-27%
/@peaksprt
Bruce Flatt
BAM
$44.87
$32.33
-28%
/@peaksprt
Intellia Therapeutics
NTLA
$25.76
$17.81
-31%
/@cherishedteddies
HP Inc
HPQ
$26.06
$17.58
-33%
/@dqgg
Sangamo Therapeutics
SGMO
$16.60
$10.83
-35%
/@zoleee
Anheuser-Busch Inbev SA Sponsored ADR (Belgium)
BUD
$86.54
$54.43
-37%
/@moobandy
Kraft Heinz Co
KHC
$55.60
$34.38
-38%
/@nowhereman72
Blue Planet Investment Trust PLC
BLP
$38.00
$23.00
-39%
deleted

Unisys Corp
UIS
$20.09
$11.89
-41%
deleted

Teva Pharmaceutical Industries
TEVA
$21.50
$11.54
-46%
/@jeannetteh
Direxion Financial Bull 3X Shares
FAS
$69.49
$34.97
-50%
/@zach5
Cedar Fair L P
FUN
$52.48
$23.84
-55%
/@friendlyinvader
Century Link
CTL
$21.89
$9.65
-56%
/@cafethu
Direxion SHS ET/Daily JR Gold Miner
JNUG
$384.50
$161.84
-58%
/@buife
AMC Entertainment Holdings
AMC
$19.86
$4.04
-80%
/@fola1985
Transentrix
TRXC
$5.81
$0.49
-92%
/@cafethu
Oasis Petroleum
OAS
$14.27
$0.64
-96%
/@wil72

The original post can be found here:

https://www.reddit.com/r/investing/comments/9kl1i4

In graphical form here:

https://imgur.com/a/fc9Ls2k

Edit: JNUG has been corrected to represent the reverse split (thanks to /@aresden) and subsequent stats have been updated. This has brought the overall gains down from 36% to 33%

Disclaimer: As noted /@joshuastyles, "people who continue to pick their own eventually see losses that are also greater than the market". Please do not interpret gains shown here as an endorsement of the investing prowess of the community

 

[ellie21]

@christianfrend Wow, this is awesome!

 

[deerantler]

@ellie21 Agreed - I had always wanted something like this. Really interesting to see.

 

[christianfrend]

@ellie21 Starting up a new one here: https://www.reddit.com/i2thge/

 

[trungtamsuadieuhoa]

@christianfrend I actually started researching a few stocks from this list, after discovering the initial post. I ended up buying some ENPH and it's been one of my strongest performers. To be clear, I didn't just look at the list and hit market buy. I read up on the industry, compared them to other companies, found forums with installers complaining about one vs the other, etc.

But thank you to Reddit for having discussions like this.

 

[pamwilson]

@trungtamsuadieuhoa the stock worries me a lot but it continues to go up.

but i had the same doubts about TSLA yet i refused to invest. so i took a risk on ENPH and i'm glad i did.

 

[trungtamsuadieuhoa]

@pamwilson I worry about ENPH in the near-term. An economic recession will not inspire home-owners to install solar. Also, I'm not sure how much of their supply chain is in China, but that could be hurt by growing tensions between the US and China as well.

I think the current valuation is nuts, as are most stocks right now. Things are trading wayyyyy above real values. I'm not adding more shares until I know what the economic outlook is for the country.

TSLA is so overvalued by any real metric, but it's a popular brand so people are buying.

 

[dellaa]

@trungtamsuadieuhoa Check out $TAN.

 

[aresden]

@christianfrend JNUG had a reverse split, the actual price at 10/2018 should be ~400

 

[christianfrend]

@aresden Thanks, great catch.

I've corrected the overall numbers, as well as the accompanying graphic.

 

[pogue72]

@aresden I see splits, no reverse splits.
06/28/2019 1 for 5
04/23/2020 1 for 10

Edit: correct on reverse splits,but price should be lower

 

[boazgeorge]

@christianfrend @wil72 come claim your award! We have F's to give

 

[lynaec]

@boazgeorge $DPZ Free Pizza coupon?

 

[solarflare]

@christianfrend Can we make a reddit ETF?

 

[resjudicata]

@christianfrend ༼ つ ◕_◕ ༽つ All hail /@neontetra ༼ つ ◕_◕ ༽つ

 

[christianfrend]

@resjudicata They post earnings tomorrow, so it will be interesting to see how they behave today.

 

[resjudicata]

What why me?

 

[resjudicata]

Because of your 1110% increase

 

[resjudicata]

Ok. Any in hot stock tips?

$Resn

 

[resjudicata]

Just tell me SPY puts or calls?