Dave+Amy_Retirement
1041 views
Rate Now: 1 2 3 4

average rating: 0.00 / 0 ratings
Created by daverk
DESCRIPTION:

Date updated:06-28-2007

A mix of value stocks, growth funds, international exposure and some down market hedging makes up my 401(k). Macro and micro circumstances taken into consideration. No precise asset allocation went into these picks, but it will do well in most any market environment.

symbol name last price % change open
  • +
  • CNQ
    Canadian Nat Res
  • $66.09
  • -1.39%
  • $65.565

Undervalued assets, predominantly in Canada.

People owning CNQ also tend to own: AAPLBRCMBTUCCJCTRPGGGOOG

TheStreet.com Rating: C+ What is this?

  • +
  • TNP
    Tsakos Energy Nav
  • $17.15
  • +0.41%
  • $17.10

5% dividend, 5% yield. Best management in the tanker industry. Severely undervalued assets which would benefit immensely by going private.

People owning TNP also tend to own: BRCDBWCGMFXCGMRXCSIQFOLDHRLY

TheStreet.com Rating: C What is this?

  • +
  • ZOLT
    Zoltek Companies
  • $9.46
  • +1.07%
  • $9.29

Carbon fiber will be HUGE and these guys are just starting to execute. Need a few more quarters for things to kick into high gear, but the risk is waiting too long.

People owning ZOLT also tend to own: APNS.OBAVNRDSCOEBHIECPGEVICGE

TheStreet.com Rating: D+ What is this?

  • +
  • NBGNX
    Neuberger & Berma
  • $26.00
  • -0.50%
  • $N/A

Had an off year in 2006, but 5 and 10 year returns beat benchmark. Look for it to outperform in 2007.

People owning NBGNX also tend to own: BMDBTJCAMTCATCGMFXCGMRXCNQ

TheStreet.com Rating: No Rating What is this?

  • +
  • BMD
    Bmd
  • $0.00
  • N/A
  • $N/A

Alternative energy pick

People owning BMD also tend to own: APCAPPAUYAVNXCBICOLMCOV

TheStreet.com Rating: No Rating What is this?

  • +
  • NVEC
    Nve Corporation
  • $39.53
  • -0.38%
  • $39.67

Revolutionary new product - MRAM which stores information using the spin of electrons. Very, very small and risky, but huge pay-off if the product takes off. Would surely get acquired also.

People owning NVEC also tend to own: HITTKNOTTWGPAMATCVACZNEBAY

TheStreet.com Rating: B What is this?

  • +
  • IIF
    Ms India Inv Fd
  • $22.46
  • +0.22%
  • $22.42

An ETF made up of Indian companies.

People owning IIF also tend to own: AMGNANFBBBBCWCOELOSHARMER

TheStreet.com Rating: No Rating What is this?

  • +
  • CGMFX
    Cgm Focus Fund
  • $29.61
  • -0.67%
  • $N/A

I've got a man-crush on Ken Heebner because his funds do so well.

People owning CGMFX also tend to own: BRSIXPGVFXBRGCCJCHKCPCVA

TheStreet.com Rating: No Rating What is this?

previous next
 

Start Price

Return Value

Start Date

CNQ 52.4199 +26.08% Mar 13th
TNP 47.7299 -64.07% Mar 13th
ZOLT 28.34 -66.62% Mar 13th
NBGNX 34.14 -23.84% Mar 13th
BMD 2.7608 ------ Mar 13th
NVEC 27.0658 +46.05% Mar 13th
IIF 43.25 -48.07% Mar 13th
CGMFX 37.16 -20.32% Mar 13th
CGMRX 27.54 -26.69% Mar 13th
BTJ 30.66 ------ Mar 13th
CAT 64.12 -9.62% Mar 13th
DEF 25.56 -19.52% Mar 13th
LOR 21.79 -51.03% Mar 13th
CAMT 4.09 -66.99% Mar 13th
HRLY 15.34 -28.36% Mar 13th
HSGFX 15.84 -19.19% Mar 13th
NUAN 17.15 -19.83% Jun 28th
FDG 31.77 ------ Jun 28th
VCLK 29.03 -65.55% Jun 28th

Average return:

-23.94%

Success rate:

12.5%

Deleted Stocks:

DD 51.51 +0.78% Mar 13th
VGSTX 21.17 +5.01% Mar 13th
EQY 26.31 +4.33% Mar 13th
COP 68.39 +11.13% Mar 13th

Tracking Started: 03-13-2007

Comments not available

ADD YOUR COMMENTS:

Cramer's Take on Headline Stocks...

Not a Stockpickr member? Join the community today -- for free.Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about...

11.20.09 | 11:48 AM
Jim Cramer's Portfolios of the Week

By Roberto Pedone Posted on Nov. 20, 2009 According to Jim Cramer, options expiration is driving the current market selloff. He pointed out that the only stocks that we...

11.20.09 | 08:09 AM
'Fast Money' Portfolios of the Week

By Roberto Pedone Posted on Nov. 19, 2009 According to CNBC’s “Fast Money” traders, the stock market is showing no signs of stopping its current bull run. Joe Ter...

11.19.09 | 11:13 AM
Squeezing the Shorts: Earnings G...

By Jonas Elmerraji Posted on Nov. 18, 2009 There are plenty of reasons for stocks to have the attention of short-sellers. Waning financials, a deteriorating business mo...

11.18.09 | 12:36 PM
more articles
The Presidential/Political Thread
01.02.08 | 08:05 AM From author Dave Cox
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZA
What happened to SPRD this week?
11.21.09 | 19:28 PM From author xdhong
more forums
today 's lists
Rising on Unusual Volume

Here are some stocks that moved up on unusual volume on Nov. 19, 2009. more

Dogs of the Dow

Here are the 10 stocks in the Dow Jones Industrial Average stocks with the highest yields as of the market close on June 2, 2009. more

Stocks With Unusual Option Activity

Unusually active options can often indicate that a major event in a stock is about to take place, or that unsophisticated investors (using options in lieu of leverage) are ... more