Bob's June Bride
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average rating: 0.00 / 0 ratings
Created by BerkBob
DESCRIPTION:

Date updated:09-27-2008

Portfolio is 60% stock, 25% mutual, balance cash. Recent adds include EWZ, PBR, and AUY Looking to buy more PBR and WMB. 9/29 increased MA position by 10%

symbol name last price % change open
  • +
  • CHK
    Chesapeake Energy
  • $26.50
  • -8.37%
  • $26.80

Bought at $64, $66, and $47. Nat gas looks better than oil over next year.

People owning CHK also tend to own: ACIAINVANRAPCBBDBTUCMCSK

TheStreet.com Rating: C What is this?

  • +
  • GE
    Gen Electric Co
  • $21.38
  • -0.88%
  • $20.54

This has been a loser over the long haul but added to position at $30 and $29 recently. Fundamentals look good, think shares will reach $40 over next 9 months

People owning GE also tend to own: AIGBACCCOPCVXFNMJNJ

TheStreet.com Rating: C+ What is this?

  • +
  • VZ
    Verizon Commun
  • $29.96
  • -4.10%
  • $30.59

Like dividend, cost above present value. Ultimate winner in FIOS but the marketing is expensive.

People owning VZ also tend to own: AAAIGIBMINTCJNJJPMKO

TheStreet.com Rating: B- What is this?

  • +
  • DLB
    Dolby Laboratorie
  • $31.35
  • -3.06%
  • $31.64

Recent earnings call looked good. DLB is more involved with licensing than manufacturing, positive outlook on digital movie projection.

People owning DLB also tend to own: CRYPGRMNIIVIMRHWFMICXDPHIQ.PK

TheStreet.com Rating: B What is this?

  • +
  • MA
    Mastercard Inc
  • $167.41
  • +4.50%
  • $151.16

Initial bought at $168, sold a few shares, bought again at $208. Stock recently lost "mo" but don't see any need to panic and sell all. Added 10% to position at $184

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

TheStreet.com Rating: C What is this?

  • +
  • MO
    Altria Group Inc
  • $19.33
  • -4.73%
  • $19.93

Held after split of PMI. Good dividend.Sold position 9/28, increase cash

People owning MO also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: D+ What is this?

  • +
  • PM
    Philip Morris Int
  • $46.12
  • 0.00%
  • $N/A

Held after split for future growth prospects in rest of world. A lot of cigarette smokers in China. A filthy habit and bad for health, but good for bottom line. Sold 9/28, increase cash

People owning PM also tend to own: AAPLANZBY.PKBAMBBDEBAYGOOGIFN

TheStreet.com Rating: No Rating What is this?

  • +
  • CSCO
    Cisco Sys Inc
  • $20.46
  • -3.72%
  • $20.37

Cramer don't like tech now, but although I have reduced amount I am long, the stock should look better by end of year or in 12 months

People owning CSCO also tend to own: AAPLAMDDELLGOOGIBMINTCMSFT

TheStreet.com Rating: B- What is this?

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Start Price

Return Value

Start Date

GE 30.33 -29.51% Jun 11th
VZ 37.52 -20.15% Jun 11th
DLB 45.70 -31.40% Jun 11th
MO 21.13 -8.52% Jun 11th
CSCO 26.36 -22.38% Jun 11th
PBR 66.29 -48.41% Jun 11th
MA 286.05 -41.48% Jun 11th
CHK 46.33 -42.80% Aug 7th
WMB 31.01 -42.95% Aug 7th
PM 55.47 -16.86% Aug 15th

Average return:

-18.42%

Success rate:

0%

Deleted Stocks:

PLD 58.14 -15.55% Jun 11th
GLW 26.36 -22.69% Jun 11th
PMI 4.32 -3.47% Jun 11th
JCI 32.68 -4.83% Jun 11th

Tracking Started: 06-11-2008

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