Date updated:11-10-2006
Relative newbie's attempt to develop stock picking skills while building an aggressive leaning portfolio with descretionary funds

-
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.

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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.

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BAC
Bk Of America Cp - $15.05
- -0.53%
- $14.94
Solid, low risk portfolio anchor.

-
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

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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.

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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.

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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.
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A. Also dont like that it has relations
with the god aweful never profitable
automobile industry, but is moving its
resources to the building side and
conserving energy for them.
A. The only one I own : SLX,
too hard pick a winner out all of them
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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
Here is the stock list of some of the largest % losers from Nov. 2, 2009. more











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