DBH Portfolio 1
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Created by DBH
DESCRIPTION:

Date updated:07-10-2007

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symbol name last price % change open
  • +
  • MO
    Altria Group Inc
  • $19.14
  • -0.10%
  • $19.24

inherited some....have continued to build position over the last couple years. love the dividend, and it will be a tough sell when PMI spins off.

People owning MO also tend to own: AAAAPLADBEBAMDVYGEHON

TheStreet.com Rating: C What is this?

  • +
  • ESV
    Ensco Intl Inc
  • $41.87
  • -3.39%
  • $43.34

swapped out of RIG into ESV after big gain in RIG. This one represents more value IMO.

People owning ESV also tend to own: ADMAIZALLCBCNICOPCSC

TheStreet.com Rating: B- What is this?

  • +
  • CHK
    Chesapeake Energy
  • $23.03
  • 0.00%
  • $N/A

Arguably the best CEO of all publicly traded companies....wish stock would move a lot more.

People owning CHK also tend to own: AHMAIZALBAMPAVTAXCABBI

TheStreet.com Rating: C- What is this?

  • +
  • FCX
    Freeport Mcmoran
  • $83.80
  • -1.62%
  • $84.65

Gold and copper presence.....gotta have it.

People owning FCX also tend to own: ACIAINVANRAPCBBDBTUCHK

TheStreet.com Rating: D What is this?

  • +
  • NTGR
    Netgear
  • $19.99
  • -0.05%
  • $19.97

Slowly building this one......more of a 2008 story than a 2007 story.

People owning NTGR also tend to own: AIGANPIASPVCOODOWELOSJNJ

TheStreet.com Rating: C What is this?

  • +
  • CLF
    Cliffs Natural
  • $44.15
  • 0.00%
  • $N/A

No Analysis added

People owning CLF also tend to own: AKHFPLPWEISNEWOSIRPPL

TheStreet.com Rating: C What is this?

  • +
  • OXPS
    Optionsxpress Hol
  • $14.76
  • -1.53%
  • $15.00

even if it doesn't get bought (which I think it will), it still represents good value at this level. all the exchanges want derivative presences....why not online brokers?

People owning OXPS also tend to own: APNS.OBAVNRDSCOEBHIECPGEVICGE

TheStreet.com Rating: C+ What is this?

  • +
  • NYX
    Nyse Euronext
  • $24.80
  • -0.96%
  • $25.23

Trading around this one has kept it from being a big loss, but quoting a certain homebuilder CEO, this one has sucked so far this year.

People owning NYX also tend to own: AIGBACCPWRDISFWLTGS

TheStreet.com Rating: D+ What is this?

 

Start Price

Return Value

Start Date

MO 70.26 -72.76% Jun 14th
ESV 61.32 -31.72% Jun 14th
CHK 36.28 -36.52% Jun 14th
FCX 81.75 +2.51% Jun 14th
NTGR 36.04 -44.53% Jun 14th
OXPS 27.25 -45.83% Jun 14th
NYX 80.68 -69.26% Jun 14th
CLF 84.33 -47.65% Jul 10th

Average return:

-38.36%

Success rate:

12.5%

Deleted Stocks:

HAL 35.50 -0.54% Jun 14th

Tracking Started: 06-14-2007

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Q. I think that you've got to be lo...
12.03.09 | 21:01 PM Asked by DogBones

A. " I think that you've got to be
long here, despite the imminent monthly
jobs number."

um...yeah...youre correct...except you
can replace the comma above with one big
giantic period. The Fed (world
banks/govts) are practically holding a
gun to everyones head FORCING them to
take on risk (buy assets) - hands down
that trumpts any argument anywhere about
anything... Benanke made that very clear
weeks ago... yet the very obvious weekly
head fakes continues.

Who would want to fight the Fed here?
None of us retail folks should be
selling based on bogus scares (like ANY
bad numbers, Dubia, or any of the many
LAME reasons we've heard since August),
unless that selling is part of our plan.
I dont know why everyone is mincing
words (even Cramer, although today he
was a tiny bit more explicit). Just say
it!!! "There are absolutely no
reason to be afraid of the market,
people must escape falling currencies by
purchasing assests!!!"...which is
exactly what the Fed wants...when the
dust settles, JOBS WILL BE CREATED...at
least that appears to be the plan...The
Fed is at "DEFCON 1", an
election year is coming up...They are
forcing some stuff to be fixed here;
attacking from all sides; you will be
swashed trying to get in their way...at
least thats how I see right now (lol). I
do not know if things will work out for
them (Great Depression II?), but so far
theres nothing showing it will not. USA
rocks!!!

lol...I probably shouldnt be saying this
today; jinxing myself; because Im
expecting tomorrow is quiet or down (not
UP!!!!), so I can get grab some
goodies...I really shouldnt be
advertising how bogus it is...but yeah,
I cant really see anyone SERIOUSLY being
anti-long anywayz, so its not like
breaking news (lol).

To answer your question(s), my guess is
the numbers will be SPUN so that Friday
is a bad day ...just like the most of
the Fridays...lol...I am amazed that
such trickery works each week...but youd
better get ur shorts/inverses outta
there quick, cause you know what happens
next...same old story...even though I am
cant see this trickery working anymore
Fridays for the rest of the year.

Have Fun!

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