Bubble Proof
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average rating: 2.85 / 6 ratings
Created by Seth Plarman
DESCRIPTION:

Date updated:07-07-2007

Absolute Return
85% Long-- equities to own and forget
15% Short-- active alpha
The stocks that comprise this portfolio contain holdings from personal, family, and Trust accounts.
Investing Influences: J. Grantham, Douglas L. Bridges, S. Klarman, B. Ritholtz, S. Druckenmiller & G. Soros.
Recommended reading: B. Ritholtz (a talented money manager) http://bigpicture.typepad.com
A piece about my father, written by Allan Sloan (originally appearing in Newsweek): http://www.iht.com/articles/2002/12/14/mcents14_ed3_.php#

symbol name last price % change open
  • +
  • KEWL.PK
    Keweenaw Lnd Assn
  • $165.00
  • +0.61%
  • $165.00

A truly remarkable timber company that trades at roughly 1/2 the price of the timber on its land. In 2003, KEWL's timber was assessed at $213 per/share. Trading at $171.50, the stock price fails to properly price the timber stands appreciative value, mineral rights, or vast real-estate. Bottom line: the company remains extremely undervalued. Last summer hedge fund manager P. Goldstein offered $200 a share just to look at the books; the company rejected the offer without blinking. In my opinion, with all of the private equity money floating around (at least at this writing), the company could be bought out in 3-5 years-- which, part of me would regret, as it is a green rated company (it cuts less than half its annual growth), with a stellar management team. It is the largest holding in my portfolio. http://www.keweenaw.com/klahome.htm

People owning KEWL.PK also tend to own: ECAIRBTMOSMRONHWKNRTOHI

TheStreet.com Rating: No Rating What is this?

  • +
  • SYK
    Stryker Cp
  • $50.39
  • +0.78%
  • $49.95

One of the top surgical parts makers; great growth; I've owned it for years. With baby-boomers in need of knees, hips and other joints, it's a great demographic play. Recently, SYK reported a solid quarter and re-affirmed '07 estimates, but saw a lot of profit-taking after a pending product delay. It looks like the company's long awaited spinal putty will have to wait until late '08-- if not later.

People owning SYK also tend to own: AUYBHPCHKCVSGRMNLMTNVT

TheStreet.com Rating: B- What is this?

  • +
  • NRT
    North European Oi
  • $31.93
  • +0.22%
  • $31.76

Oil Royalty Trust with petroleum rights in Oldenburg, Germany. 98% of royalties come from the sale of natural gas-- extracted and sold by the German divisions of XOM and RDS. However, the payouts to the trust are tied to Lt. Heating Oil prices in Germany, and typically lag the current market price by about 3-6 months. Currently yields almost 9%. Great stock to own if you're bullish on Oil/Gas Prices for the long term. One caveat is proven reserves. Due to the structure of the Trust, the information regarding the Oldenburg concession is limited to year by year data. If interested in NRT, please follow the link below and leaf through the 10-K PDFs. www.neort.com

People owning NRT also tend to own: ALDBCSCRTDBCFROGSMSZ

TheStreet.com Rating: B- What is this?

  • +
  • MRO
    Marathon Oil Corp
  • $33.53
  • +1.61%
  • $33.14

Great intergrated oil, with excellent refining margins. Maybe a bit too much gulf exposure, but otherwise a stock to buy and forget about.

People owning MRO also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: C What is this?

  • +
  • OHI
    Omega Healthcare
  • $17.87
  • +0.62%
  • $17.77

REIT, great demographic play, as it owns nursing home real-estate. A bit pricy due to the private equity interest in the sector, but a good REIT nonetheless. I would wait until the air comes out of the REIT sector before buying...the position has appreciated so much, and the 6% yield is good enough to keep me in-- no matter how much gets taken off the top in the coming months.

People owning OHI also tend to own: AMXBACBAMCHKFCFSIIVIJNJ

TheStreet.com Rating: B What is this?

  • +
  • IRBT
    Irobot Corporatio
  • $14.83
  • +1.64%
  • $14.48

Cutting-edge small cap robotics company with valuable intellectual property, and promising military contracts. After earnings Monday, it took a 25% nose dive after a luke warm quarter, and reduced '07 guidance. I think the sell-off represents an excellent entry point for the shares ($15-16). Risks: Only 17-20% Institution owned, with a small public float of 9 million. It's a volatile stock, true to its small cap tech nature. As evidenced by the Q4 CC, management does not tweak earnings to satisfy short-term expectations. While this makes the company more efficient and valuable in the long run, it increases potential for price shocks and disappointed investors impatient for results. Argus Research senior analyst Kevin Calabrese rates the shares a BUY, and recently put a $27 target on IRBT.

People owning IRBT also tend to own: ACGLADSATHRAVCTCCOIEBAYFTWR

TheStreet.com Rating: C What is this?

  • +
  • ECA
    Encana Corp
  • $54.86
  • +3.51%
  • $53.40

Canadian Oil Sands play. If you believe in Peak Oil (and it's more credible than Yergin and CERA's analysis), why not start accumulating companies with stakes in the next source of NA oil. ECA, along with CNQ, is one of the best ways to play the Oil Sands.

People owning ECA also tend to own: BUCYFLIRHANSINGRTMVLOWIRE

TheStreet.com Rating: No Rating What is this?

  • +
  • WFC
    Wells Fargo & Co
  • $27.83
  • -0.11%
  • $28.01

No Brainer here. Wells Fargo is the best run bank in the US. Period. My father owned WFC for the family for two decades, and its grown consistently over that time frame. If interest rates rise later in the year, the stock won't push to new highs, that's for sure. But that's no reason to sell, either. I'll patiently take my 3% and watch them still deliver earnings growth, despite the threat of inflation + sub prime fallout. WFC is also an equity of choice for whales like Buffet & Tweedy Browne, not to mention a core holding for a slew of massive institutions. It is 69% institution owned.

People owning WFC also tend to own: ACEBACCCBCOPCVXDIS

TheStreet.com Rating: C What is this?

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Start Price

Return Value

Start Date

KEWL.PK 184.00 -10.33% Apr 5th
SYK 68.28 -26.20% Apr 5th
NRT 37.50 -14.85% Apr 5th
MRO 102.79 -67.38% Apr 5th
OHI 17.40 +2.70% Apr 5th
IRBT 14.63 +1.37% Apr 5th
ECA 52.07 +5.36% Apr 5th
WFC 34.44 -19.19% Apr 5th
MOS 30.01 +86.54% Apr 24th
NHWK 18.34 -70.88% Jul 7th

Average return:

+1.09%

Success rate:

40%

Hated Stocks:

BIDU 94.58 +367.52% Apr 5th
HANS 38.30 -8.62% Apr 5th
SMSI 18.74 -64.14% Apr 7th
NGA 13.25 -62.34% May 10th
MCO 70.73 -66.83% Jun 6th

Deleted Hate Stocks:

GSOL 16.29 +31.61% Apr 5th
EZPW 14.41 0.00% Apr 5th
ALD 28.97 +1.42% Apr 5th

Tracking Started: 04-05-2007

04/24/2007 23:04 PM CDT Asked by ZodiacZ
Thanks for putting so much info and insight behind your picks and pans, you are a great resource for the average joe trying to become above average.

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