BAM capital Portfolio 1
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Created by BAM capital
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Date updated:08-12-2007
This portfolio has 20 percent cash on the side to keep it diversified, because right now it is overweight in a few areas and also a bit speculative. SHLD is accumulated on any weakness. I'm still looking for a good Defensive play.
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SHLD
Sears Holdings Co - $67.65
- +1.14%
- $67.36
Eddie lampert--enough said
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GOOG
Google Inc. - $551.10
- +0.45%
- $547.72
Still cheaper than yahoo and kicking its but!
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GOOG
Google Inc. - $551.10
- +0.45%
- $547.72
Still cheaper than yahoo and kicking its but!
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FCX
Freeport Mcmoran - $79.56
- +0.08%
- $78.58
No Analysis added
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EMC
E M C Cp - $16.73
- -0.48%
- $16.70
No Analysis added
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COP
Conocophillips - $52.11
- +0.31%
- $51.45
No Analysis added
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HAL
Halliburton Co - $31.03
- +1.57%
- $30.20
Huge buy back in oil service sector. Possible takeover candidate with that kind of cash flow
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CAT
Caterpillar Inc - $57.60
- -0.67%
- $57.38
No Analysis added
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