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 Hldgs Corp - $90.68
- -0.97%
- $90.89
Eddie lampert--enough said
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GOOG
Google - $444.25
- -1.33%
- $445.57
Still cheaper than yahoo and kicking its but!
-
FCX
Freeport Mcmoran - $73.91
- -1.36%
- $74.91
No Analysis added
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EMC
E M C Cp - $14.04
- +0.72%
- $13.85
No Analysis added
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COP
Conocophillips - $75.43
- -1.37%
- $76.54
No Analysis added
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HAL
Halliburton Co - $39.37
- -1.89%
- $39.88
Huge buy back in oil service sector. Possible takeover candidate with that kind of cash flow
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DEV
Dev - $0.00
- N/A
- $N/A
No Analysis added
-
CAT
Caterpillar Inc - $64.07
- +0.20%
- $63.79
No Analysis added
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