Welcome to week 14 of my stock-picking throwdown with Mr. Market. Let's get right to the numbers:


Starting Price*

Recent Price

Total Return





Harris & Harris (NASDAQ:TINY)












Taiwan Semiconductor (NYSE:TSM)
















Source: Yahoo! Finance. *Tracking began on Aug. 7, 2008. **Adjusted for dividends and other returns of capital.

I'll say this for Mr. Market: He's focused. Who cares if we have a new president? He's more concerned with stop-and-start bailouts than with weak earnings from tech stalwarts such as Intel (NASDAQ:INTC). Thus, my digital portfolio continues to blink a bright shade of red.

But is that really fair? One prognosticator says that Apple (NASDAQ:AAPL) is headed for the mother of all earnings blowouts in January. Cisco (NASDAQ:CSCO), short-term woes notwithstanding, is outrageously cheap. Nibbling at low-priced tech stocks like these now should lead to a feast of wealth later.

Consider history. David Gardner produced a decade of 20% returns by buying and holding the likes of Amazon and eBay in the real-money Rule Breaker portfolio. Tom Gardner's "simpleton portfolio" was also a market-beater. I believe that, with these five tech stocks, I will achieve similar success.

Checkup time!
Now, let's move on to the rest of today's update:

  • Harris & Harris' third-quarter letter to shareholders is now available. Net asset value declined, as expected, but liquid assets still account for nearly 50% of this tiny tech investor's market cap at current prices. Crazy.
  • IBM may, indeed, be legally in the right with this lawsuit. But it still sounds silly.
  • Taiwan Semiconductor reported a 10.6% decline in October sales due to the slowing global economy. I'm waiting it out because, to me, TSMC's dividend yield of more than 5% appears sustainable.

There's your checkup. See you back here next week for more tech-stock talk.

Get your clicks with more techie Foolishness:

Amazon, Apple, and eBay are Stock Advisor selections. Intel is an Inside Value pick. Akamai, Google, and Harris & Harris are Rule Breakers recommendations. The Motley Fool owns a few shares and covered calls in Intel. Try any of these market-beating services free for 30 days. There's no obligation to subscribe.

Fool contributor Tim Beyers is getting killed in CAPS right now. Thankfully, his real portfolio is doing better. He had stock and options positions in Apple and stock positions in Akamai, Harris & Harris, IBM, Oracle, and Taiwan Semiconductor at the time of publication. The Motley Fool owns shares of S&P 500 depository receipts and has a tech-tastic disclosure policy.

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