David Page Portfolio 1
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Created by David Page
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Date updated:01-31-2007

My Actual current starter portfolio. None really picked on strength of specific ratios or numbers, more of a gut instinct or personal preference. This was before I started learning how to crunch the numbers.

symbol name last price % change open
  • +
  • AAPL
    Apple Inc.
  • $194.34
  • +0.16%
  • $193.00

Unique offerings, surprise announcements, innovative technology, plus I was fairly certain about the potential offering of the iPhone. Bought too high, but have gained about 7%

People owning AAPL also tend to own: AMDCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • CSCO
    Cisco Systems
  • $23.82
  • -0.46%
  • $23.71

I'm in IT and have been following CSCO for a long time. Bought it fairly high but it's up over 20%

People owning CSCO also tend to own: AAPLAMDDELLGOOGIBMINTCMSFT

TheStreet.com Rating: B- What is this?

  • +
  • DLTR
    Dollar Tree
  • $48.78
  • +0.95%
  • $47.67

DLTR is local to where I am, good local stock, consistent dividends if shallow growth. I have some relationships with employees and have worked with them before from an IT perspective. Mainly for diversification purposes

People owning DLTR also tend to own: BIGBTHECLGGPNKMXMDRXMS

TheStreet.com Rating: A- What is this?

  • +
  • EBAY
    Ebay Inc.
  • $23.34
  • +0.43%
  • $23.00

I'm not sure...down 15% for me

People owning EBAY also tend to own: AAADPAVPBACBRK-BBUDCSCO

TheStreet.com Rating: C+ What is this?

  • +
  • SAI
    Saic Inc
  • $18.49
  • 0.00%
  • $N/A

Again, relationships and previous working relationship drove this purchase...I got in post IPO at the IPO high and have dropped significantly despite earnings growth. I believe defense contracting will only increase despite a democratic congress.

People owning SAI also tend to own: AMPBIOFCOVDFSEIGFLMLGFG

TheStreet.com Rating: B- What is this?

  • +
  • GOOG
    Google Inc.
  • $551.10
  • +0.45%
  • $547.72

Everybody wants GOOG and I bought just 1 share. Up 20% from where I bought...I just like the company, their mantra and their innovation.

People owning GOOG also tend to own: AAPLAMDCSCODELLIBMINTCMSFT

TheStreet.com Rating: B What is this?

  • +
  • GOOG
    Google Inc.
  • $551.10
  • +0.45%
  • $547.72

Everybody wants GOOG and I bought just 1 share. Up 20% from where I bought...I just like the company, their mantra and their innovation.

People owning GOOG also tend to own: AAPLAMDCSCODELLIBMINTCMSFT

TheStreet.com Rating: B What is this?

  • +
  • SIX
    Six
  • $0.00
  • N/A
  • $N/A

Low price stock, undervalued at purchase and helped round out portfolio away from tech stocks...it's fun. I like investing in fun/entertainment.

People owning SIX also tend to own: CMGICSIQGSSHYGSKADONTREV

TheStreet.com Rating: No Rating What is this?

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