Gary's Portfolio Portfolio - Stockpickr! Your Source for Stock Ideas

Gary's Portfolio

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Created by Gary Gambino

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Date updated:07-27-2008

The largest 10 holdings in my non-retirement portfolio, excluding ETF's and mutual funds

BRK-B
Berkshire Hath Hl
$3447.00
-0.09%
$3443.1001

Great hedge during high-volatility period

People owning BRK-B also tend to own: AEG AZ ING INTC OPA.V ORCL SDA

TheStreet.com Rating: No Rating What is this?

QCOM
Qualcomm Incorpor
$45.10
+0.02%
$44.83

Finally has Nokia litigation put to rest.

People owning QCOM also tend to own: AAPL BEAS BMC BOBJ CDNS CHKP CSCO

TheStreet.com Rating: B- What is this?

DEO
Diageo Plc Ads Ne
$67.95
-0.47%
$67.33

Lower multiple, better dividend than many US-based consumer staples

People owning DEO also tend to own: AAPL BAC BBY BGT CSCO CTSH DVN

TheStreet.com Rating: No Rating What is this?

BDX
Becton Dickinson
$73.70
+0.33%
$73.52

Medical devices - best sub-sector in health care. Will do well if either party is in power.

People owning BDX also tend to own: ABT AMGN BMY CAH DNA FRX GENZ

TheStreet.com Rating: B- What is this?

BA
Boeing Co
$51.70
+0.52%
$51.12

One of the best performing Dow 30 stocks - a near monopoly given Airbus's recent performance

People owning BA also tend to own: AAPL BEN BMY COST GLD GOOG IAAC

TheStreet.com Rating: C What is this?

ETN
Eaton Cp
$63.19
-0.02%
$63.03

Cramer "New Tech" pick.

People owning ETN also tend to own: ABX BA BAC BHP C CHK CHL

TheStreet.com Rating: B- What is this?

CTAS
Cintas Corporatio
$27.96
-0.46%
$28.07

Another well-run small cap that should come back faster than the general market.

People owning CTAS also tend to own: AFL C CSCO EMC HAL MOV MSFT

TheStreet.com Rating: B What is this?

GAS
Nicor Inc
$38.57
-0.77%
$38.80

Great small cap utility value with great dividend.

People owning GAS also tend to own: BIDZ BPT CALM CAT COP CT DEO

TheStreet.com Rating: B What is this?

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	Start Price	Return Value	Start Date
DEO	82.25	-17.39%	Apr 4th
BA	90.19	-42.68%	Apr 4th
BRK-B	4690.00	-26.50%	Dec 2nd
QCOM	54.45	-17.17%	Jul 27th
BDX	85.01	-13.30%	Jul 27th
ETN	71.00	-11.00%	Jul 27th
CTAS	28.56	-2.10%	Jul 27th
GAS	38.68	-0.28%	Jul 27th
GS	178.66	-4.84%	Jul 27th
TTC	33.34	+18.36%	Jul 27th
Average return:	-14.19%
Success rate:	10%
Deleted Stocks:
BAM	54.07	-32.99%	Apr 4th
LUK	29.78	+57.69%	Apr 4th
SHW	65.78	-19.50%	Apr 4th
UTX	64.96	+0.42%	Apr 4th
MFE	29.32	+12.18%	Apr 4th
LOW	31.45	-22.38%	Apr 4th
RESP	43.93	------	May 24th
CSCO	28.02	-19.95%	Dec 2nd
OMG	56.29	-41.64%	Dec 2nd
C	33.30	-43.39%	Dec 2nd
Hated Stocks:
SHLD	183.37	-60.39%	Dec 2nd
ALU	12.4105	-70.83%	Apr 4th
BGG	30.89	-38.49%	Apr 4th
ZZ	17.93	-85.89%	Apr 4th
VPHM	11.07	-30.44%	Jul 27th
Deleted Hate Stocks:
AMGN	56.6085	-4.75%	May 24th
PFE	25.83	+5.85%	Apr 4th
BOOM	33.6652	+88.53%	Apr 4th
Tracking Started: 04-04-2007

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