FrankM's
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Created by Frank
DESCRIPTION:

Date updated:11-10-2006

Relative newbie's attempt to develop stock picking skills while building an aggressive leaning portfolio with descretionary funds

symbol name last price % change open
  • +
  • SHFL
    Shuffle Master
  • $8.47
  • +0.95%
  • $8.16

I see lots of growth potential in their core products and new innovations including intelligent gaming tables.

People owning SHFL also tend to own: ACASCLPHPQMRKPHIVZPNRA

TheStreet.com Rating: C- What is this?

  • +
  • JNJ
    Johnson And Johns
  • $60.30
  • +0.53%
  • $59.94

Solid, low-risk portfolio anchor. 11/10/2006 - I couldn't resist putting a stop on this @ $68 before the election, since I only paid $58 in May, so I no longer own any. I'll probably be buying again in the future, though, I haven't stopped liking it.

People owning JNJ also tend to own: AAAIGIBMINTCJPMKOMSFT

TheStreet.com Rating: B What is this?

  • +
  • BAC
    Bk Of America Cp
  • $15.05
  • -0.53%
  • $14.94

Solid, low risk portfolio anchor.

People owning BAC also tend to own: AAPLGOOGINTCMSFTRACKCFCASH

TheStreet.com Rating: C- What is this?

  • +
  • XEC
    Cimarex Energy Co
  • $44.68
  • -0.58%
  • $44.36

Low P/E, fast growth. Seems like a good value. I anticipate the Iraqi civil war escalating into a regional Shia/Sunni Arab/Persian war and driving energy prices very high. XEC should benefit as a domestic explorer/producer. 11/10/2006 - Added some more shares when it dipped to $36.40

People owning XEC also tend to own: EXPEIACIMCDVRTXAPCAPPAUY

TheStreet.com Rating: D What is this?

  • +
  • MCHP
    Microchip Technol
  • $25.59
  • +0.87%
  • $25.16

Solid company with good growth and good divdend. I know some of their products and like them Every embedded systems engineer knows what a PIC processor is. 11/10/2006 - MCHP Delivered its 5 BILLIONth PIC processor this week. You probably own some of these processors and don't even know it, they're ubiquitous.

People owning MCHP also tend to own: BACESLRJNJSHFLWFMIXECA

TheStreet.com Rating: C+ What is this?

  • +
  • ESLR
    Evergreen Solar
  • $1.42
  • -8.39%
  • $1.42

Pure, risky speculation! I'm buying in the dips hoping to hit another homerun with this. I anticipate lots of demand growth due to overblown global warming hysteria.

People owning ESLR also tend to own: AEZBLDPGFIGSSNTRZRTKABX

TheStreet.com Rating: D What is this?

  • +
  • WFMI
    Whole Foods Marke
  • $28.25
  • +4.24%
  • $27.01

11/10/2006 I added this after it plunged to $48.75. I'm betting on continued growth even though it's slowed down now. I like the growth potential in the theme. I realiize this is risky speculation, but this is a risky portfolio.

People owning WFMI also tend to own: CSHCTRPJNJLGBTLVSMKLQMAR

TheStreet.com Rating: C What is this?

Portfolio not tracked!

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