GuvJim Portfolio
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Created by GuvJim
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Date updated:02-08-2008
Young Investor with a little defense
-
MO
Altria Group Inc - $15.10
- +0.07%
- $15.13
Defensive play
-
AUY
Yamana Gold Inc - $7.16
- +5.76%
- $7.00
Gold Spec
-
FCX
Freeport Mcmoran - $29.25
- +4.50%
- $27.39
China will be an importer of copper.
-
SHLD
Sears Holdings Co - $49.98
- +23.26%
- $45.00
Long term bet on Lampert
-
HPQ
Hewlett Packard C - $37.64
- -0.53%
- $37.70
Global company more sales coming from outside the U.S. Strong balance sheet. Mark Hurd is doing a good job at the helm.
-
LVLT
Level 3 Communica - $1.32
- +37.50%
- $0.975
Long term tech spec on bandwidth shortage and they are continuously getting new contracts.
-
NCX
Nova Chemicals Co - $5.70
- 0.00%
- $5.52
Potential acquisition target and fundamentals are great.
-
EMC
E M C Cp - $11.89
- +6.35%
- $11.74
Bought for the VMWare component. Thinking of shorting it since Microsoft decided to go to war against it.
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