Date updated:04-22-2007
This is a 401k that I have turned into a rollover IRA and decided to work on myself. My other and more significant retirement dollars are in another account and stuck in mutual funds. May not equal 100% due to rounding. :)

-
DLB
Dolby Laboratorie - $42.52
- +0.24%
- $42.79
Dolby is a great company. They seem to always surprise the market, so when they raise guidance for the year I assume they are being conservative. Owners still own and participate. No longer own but still track because I am a sadist... :)

-
GS
Goldman Sachs Grp - $179.85
- +1.89%
- $178.03
Great investment bank and very reasonably priced. Having to pay the share price feels expensive, but their PEG and PE are great. I sold this one at around $220 and was glad I did at the time, but was planning on buying it again and didn't because I could not find a stock I wanted to sell. Think this may have been a mistake.

-
JSDA
Jones Soda Co. - $0.70
- -4.11%
- $0.70
My spec pick, or one of them. I like the product, and with the company about to become more mass-distributed and using real cane sugar I think will make it close to a 4th pick behind Coke, Pepsi, and Dr. Pepper. I sold this at about $22 with a nice steady profit because I was amazed it shot up that far with a huge PEG, but then it went way over $30. I sold because I do not understand why it is so high, or why it stays there.

-
MO
Altria Group Inc - $18.97
- -0.52%
- $19.23
Nice dividend and really hoping now the split happens between domestic and international. Bought before the Kraft breakup because I saw value there. About 23.3% of my portfolio.

-
MRH
Montpelier Re Hld - $17.00
- +2.35%
- $16.79
Ouch. Really got hurt on this one, but I was wanting to at least hold it through the next quarter report and see if I still want to keep it. Down quite a bit on this one. Sold this and I am not sure if I will buy back anytime soon, but will look this summer maybe after a hurricane because I think it is poised to be safer than last time.

-
SBUX
Starbucks Corpora - $21.71
- +1.40%
- $21.60
I guess I bought this when it was perfectly priced, then bought it again when it looked cheap and it went down again. Probably one of the few that lost money on SBUX, but I did. The pain just got too much and I sold, and I am wondering whether or not they will be losing their margins in the future from companies that can sell similar products and make better margins while shortening SBUXs. MCD, Panera, etc...

-
SHLD
Sears Holdings Co - $69.83
- -1.65%
- $71.12
Up pretty good on this one but I do not have enough money invested in it I do not think. Looking for some weakness to sell some of my other stocks so I can buy more. Think this one is going to do good things this year. I sold this one and regret it, so I still track it. I may have to 'pull the trigger' if there is any weakness.

-
THQI
Thq Inc. - $5.38
- +6.75%
- $5.16
Have done pretty well on this one. I used this as my play on the Wii, which I figured would be good. They have a lot of titles in the area, and since the Nintendo tends to have more kid-like games, and THQI has a lot of them as well, I think this one will follow Wii higher. Sold this one but still watch it to see if there is a buying opportunity.
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