Skullcandy Inc (SKUL), Dendreon Corporation (DNDN): One Person’s Trash Is Another Person’s Treasure Portfolio

Last November, I announced my intention to create a portfolio of 10 companies that investors had effectively thrown away and given up on, in the hope of showing that deep-value investing and contrarian thinking can actually be a successful investing method. I dubbed this the “One Person’s Trash Is Another Person’s Treasure” portfolio, and over a 10-week span, I highlighted companies that I thought fit this bill and could drastically outperform the benchmark S&P 500 (INDEXSP:.INX) over the coming 12 months. If you’re interested in the reasoning behind my choices, then I encourage you to review my synopsis of each portfolio

selection:

Now let’s get to the portfolio and see how it fared this week:

Company Cost Basis Shares Total Value Return
Exelon  $31.25 31.68

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