Dynamics Engineering & Industrialization Focus Fund
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average rating: 3.50 / 2 ratings
DESCRIPTION:

Date updated:03-07-2008

Finding my comfort zone. Restructuring the portfolio to suit my strong point. Not trying to run a diversified portfolio. I’m not running this for retirement. Its a specialized fund in science, engineering, and technology. Most picks here are for the long term, looking at supercycles of 7-14 years that will dwarf the credit crisis we have now, which is already making Paul Bunyan look like a baby (much much bigger, and hairier).

symbol name last price % change open
  • +
  • UNP
    Union Pacific
  • $64.50
  • +0.56%
  • $64.59

Weak dollar. Lets keep exporting stuff! Maybe some lead back to China? Just kidding. How about just some POT(ash).

People owning UNP also tend to own: CCATDEFNMFREGEKO

TheStreet.com Rating: B What is this?

  • +
  • POT
    Potash Cp Saskatc
  • $114.18
  • +1.85%
  • $113.13

If you saw how excited the CEO was on Fast Money talking about the potential growth, you'd think he was smoking some. Perfect explanation of the growth: once people taste meat, they don't go back. Meat requires several times more grains to produce. Show me the POT baby.

People owning POT also tend to own: ABKBBDCFCDEFCXFREFWLT

TheStreet.com Rating: B- What is this?

  • +
  • RIO
    Rio
  • $0.00
  • N/A
  • $N/A

No Analysis added

People owning RIO also tend to own: CMTSORCLSNYAMRCBTCNQ

TheStreet.com Rating: No Rating What is this?

  • +
  • PCU
    Southern Copper C
  • $35.86
  • +2.99%
  • $35.15

No Analysis added

People owning PCU also tend to own: BHPBTUBXPCBGCNXDLRFCX

TheStreet.com Rating: C What is this?

  • +
  • PCP
    Precision Castpar
  • $107.20
  • +1.97%
  • $105.16

Riding the commercial airplane replacement and buildout cycle. Also, essential for the furnaces going into the power plants popping up in China every 2 weeks.

People owning PCP also tend to own: AAAMEATICAGCEGCMICOL

TheStreet.com Rating: B- What is this?

  • +
  • ABB
    Abb Ltd
  • $19.21
  • +1.05%
  • $19.11

Perfect play on the power grid (along with PCU and PCP), both the decaying ones in the U.S. and the new grids to be build in China, India, Russia, Europe, Mid East, and Latin America. A growth-value. Hard to say that about many stocks. A lot of advanced energy-generation and energy-conservation technologies no one talks about.

People owning ABB also tend to own: ACEAMATCCSCODOWFFCX

TheStreet.com Rating: B- What is this?

  • +
  • FWLT
    Foster Wheeler Ag
  • $31.40
  • +0.54%
  • $31.49

No MDR, but should approach MDR's perfection with the opportunities in the Middle East and especially in Asia. The new products they're pushing including the CFB and Pluto platforms should help margins & efficiency explode.

People owning FWLT also tend to own: ABKBBDCFCDEFCXFREHES

TheStreet.com Rating: C+ What is this?

  • +
  • MDR
    Mcdermott Int Pan
  • $21.58
  • -0.05%
  • $21.75

4000% over 5 years, and still trading at the lower end of it's P/E range. This should not be classified as a Engineering & Construction company. It's a highly efficient mass (low cost) producer of oil & gas infrastructure.

People owning MDR also tend to own: GESITGSTHJF.PKBRCMFXIACHASTI

TheStreet.com Rating: C What is this?

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Start Price

Return Value

Start Date

UNP 120.99 -46.69% Mar 7th
POT 159.15 -28.26% Mar 7th
RIO 34.11 ------ Mar 7th
PCU 113.00 -68.27% Mar 7th
PCP 106.25 +0.89% Mar 7th
ABB 25.35 -24.22% Mar 7th
FWLT 66.27 -52.62% Mar 7th
MDR 53.04 -59.31% Mar 7th
RIG 138.43 -37.61% Mar 7th
CHK 45.07 -44.84% Mar 7th
FSLR 208.77 -42.06% Mar 7th
GLW 23.16 -27.20% Mar 7th
AAPL 120.93 +68.85% Mar 7th
FCN 62.98 -26.06% Mar 7th
NLY 15.81 +14.36% Mar 7th
HOLX 56.30 -73.89% Mar 7th
MO 73.97 -74.06% Mar 7th
MCD 53.04 +21.51% Mar 7th
LLL 105.46 -24.14% Mar 7th

Average return:

-29.09%

Success rate:

22.22%

Tracking Started: 03-07-2008

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