The OnlineFinancialSector.com (OFS) recommendation list embodies the “buy and hold” philosophy of the site’s founder Michael Markowski.  The philosophy of Mr. Markowski who has been involved in the capital markets since 1977 when he joined Merrill Lynch upon his graduation from college is very s simple.  It is to buy those companies that the OFS is recommending and hold them until they are either acquired or go out of business.  His belief as to why the Online Financial Sector is the best to invest in was explained by him in his “Betting the Odds” article that he wrote for Equities Magazine in the summer of 2009.  He has been recommending companies who are members of the Online Financial Sector since 2002.  Not a single one of his recommendations has gone out of business. 

 

Each and every public company member of the Online Financial Sector that has been recommended by Mr. Markowski and their price on the date of recommendation are published on the OnlineFinancialSector.com   Those recommendations that were acquired are on the OFS recommendations acquired list.  The remaining companies who he has recommended and who have not been yet acquired are on the current recommended list.  

 

Online Financial Sector Recommendations by Markowski 2002-2014 as of July 31, 2014

Company

Ticker

Date rec.

Price  Rec.

Price  7/31/14

% Return

Low*High*

Crowd

Content

thestreet.com

TST

12/1/2003

$3.65

$2.43

-33%

$1.20$16.74

y

y

Morningstar

MORN

9/1/2007

$63.97

$67.81

8%

$25.78$85.97

y

y

Investview

INVU

3/3/2008

$36.00

$0.82

-98%

$0.80$36.00

n

y

Ameritrade

AMTD

1/8/2009

$11.99

$32.12

168%

$10.09$34.19

y

n

China Finance Online

JRJC

3/9/2009

$7.85

$4.04

-48%

$1.02$14.00

y

y

Interactive Brokers

IBKR

3/9/2009

$10.80

$23.01

113%

$10.80$35.47

y

n

E*Trade

ETFC

6/19/2009

$12.60

$21.02

67%

$7.08$25.58

y

n

Bankrate

RATE**

10/11/2013

$22.02

$16.86

-23%

14.44$23.14

y

y

LinkedIn

LNKD

10/11/2013

$226.62

$180.64

-20%

$136.02$253.66

y

n

Facebook

FB

10/11/2013

$49.11

$72.65

48%

$43.55$76.74

y

n

Yelp

YELP

10/11/2013

$67.33

$67.16

0%

$49.11$101.75

y

n

Zillow

Z

10/11/2013

$82.35

$143.53

74%

$70.28$164.90

y

n

Groupon

GRPN

10/11/2013

$11.12

$6.47

-42%

$5.18$12.42

y

n

Tree.com

TREE

10/11/2013

$28.60

$25.52

-11%

$22.94$35.05

y

y

Zynga

ZNGA

12/13/2013

$4.11

$2.92

-29%

$2.73$5.89

y

n

Global Social Media ETF

SOCL

12/13/2013

$20.35

$19.63

-3%

$16.12$23.00

n

n

Twitter

TWTR

12/13/2013

$59.00

$45.19

-23%

$29.51$65.92

y

n

Pandora Media

P

12/13/2013

$27.26

$25.12

-8%

$21.47$40.44

y

n

Renren

RENN

1/10/2014

$3.18

$3.29

3%

$3.00$3.53

y

n

United Online
UNTD           1/31/2014               $12.11                     $10.72            -11%$9.43$12.36yn
GannettGCI1/31/2014$27.15                    $32.72             20%$25.53$34.08yy
Home AwayAWAY7/31/2014$34.72$34.720%NANAyn
* range since recommendation
**IPO June 2011 
Online Financial Sector Recommendations Acquired

Company

Ticker

Date rec.

Price rec.

Price acq.

% Change

Bankrate

RATE*

10/28/02

$2.44

$28.50

+1081%

Multex

MLTX

02/10/03

$4.75

$7.35

+55%

Marketwatch

MKTW

03/31/03

$7.44

$18.03

+142%

Think or Swim (Investools)

SWIM

11/10/03

$1.14

$10.45

+816%

Interactive Data

IDC

09/01/07

$27.93

$33.84

+21%

Options Express

OXPS

03/03/08

$23.00

$17.91

-22%

Trade Station

TRAD

02/11/09

$5.90

$9.75

+65%

Edgar Online

EDGR

07/01/09

$1.33

$1.09

-11%

 

*Acquired July 2009