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 - $72.64
- -0.42%
- $72.96
Eddie lampert--enough said
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GOOG
Google Inc. - $569.964
- -0.53%
- $569.99
Still cheaper than yahoo and kicking its but!
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GOOG
Google Inc. - $569.964
- -0.53%
- $569.99
Still cheaper than yahoo and kicking its but!
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FCX
Freeport Mcmoran - $84.57
- -0.18%
- $84.08
No Analysis added
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EMC
E M C Cp - $17.04
- -0.76%
- $17.08
No Analysis added
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COP
Conocophillips - $52.08
- -0.91%
- $52.28
No Analysis added
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HAL
Halliburton Co - $29.88
- -1.84%
- $30.22
Huge buy back in oil service sector. Possible takeover candidate with that kind of cash flow
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DEV
Merrill Lynch - $9.45
- +2.83%
- $9.22
No Analysis added
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