Beating the Street
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Created by martin
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Date updated:09-13-2006

Who cares about next month, let's compare next year.

symbol name last price % change open
  • +
  • MKL
    Markel Cp Hldg Co
  • $326.90
  • -0.02%
  • $326.95

Markel insurance- much like BRK in the 1970's they're putting the insurance float to work- stuffing it down holes that make more money,

People owning MKL also tend to own: CSHCTRPJNJLGBTLVSQMARSVI

TheStreet.com Rating: C What is this?

  • +
  • QMAR
    4.82
  • $24.29
  • 0.00
  • $24.29

Maritime company trading for less than it's assets- with a massive dividend yield. So the Street thinks things are going to get that much worse?

People owning QMAR also tend to own: CSHCTRPJNJLGBTLVSMKLSVI

TheStreet.com Rating: No Rating What is this?

  • +
  • CTRP
    Ctrip.com Interna
  • $68.07
  • +1.08%
  • $66.94

Largest travel agency in China- huge growth- the Chinese are going to have to spend those trade deficit dollars somewhere, right? And the 2008 Olympics won't hurt either. Expedia was over a 10b company- CTRP just 1.5B with a larger market.

People owning CTRP also tend to own: CSHJNJLGBTLVSMKLQMARSVI

TheStreet.com Rating: B- What is this?

  • +
  • WFMI
    Whole Foods Marke
  • $26.36
  • -2.26%
  • $26.65

Ii believe that mgmt will reach the 12b sales goal by 2011. This will make an easy double from my low 50's price. I think it's a shareholder friendly, world-class company.

People owning WFMI also tend to own: AIGAXPAXSBBBYBRK-ABRK-BBRO

TheStreet.com Rating: C What is this?

  • +
  • LVS
    Las Vegas Sands C
  • $16.35
  • -3.54%
  • $16.52

Las Vegas sands casino- looks expensive unitl you actually look at cash flow potential. It's a value stock posing as a inflated growth story.

People owning LVS also tend to own: CSHCTRPJNJLGBTMKLQMARSVI

TheStreet.com Rating: C- What is this?

  • +
  • JNJ
    Johnson And Johns
  • $62.31
  • +0.60%
  • $61.82

Good old JNJ- people run to it when times are scary- but I got in around 58- nice solid yield with tons of room to grow distributions (only 30% payout ratio). Besides, it's a all-around bet on healthcare and pharma with a floor made out of band-aids.

People owning JNJ also tend to own: AAAIGIBMINTCJPMKOMSFT

TheStreet.com Rating: B What is this?

  • +
  • SVI
    Svi
  • $0.00
  • N/A
  • $N/A

A little bit of speculation to liven up the portfolio. SVI just bought Jamba Juice- but the merger isn't complete. So the uncertainty is giving us about a 20% discount.

People owning SVI also tend to own: CSHCTRPJNJLGBTLVSMKLQMAR

TheStreet.com Rating: No Rating What is this?

  • +
  • SYMC
    Symantec Corporat
  • $17.72
  • -0.84%
  • $17.71

Lots of pent-up value here. CEO John Thompson will make this stock worth 30% more from it's 18.50 last week.

People owning SYMC also tend to own: CSHCTRPJNJLGBTLVSMKLQMAR

TheStreet.com Rating: D What is this?

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