January 2, 2008 (entered on Stockpickr 3/4/08) Portfolio - Stockpickr! Your Source for Stock Ideas

January 2, 2008 (entered on Stockpickr 3/4/08)

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Created by mkgref

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Date updated:03-04-2008

Begining my individual portfolio. Using this to help track my ideas, positions, etc.

RJA
Ab Svensk Element
$7.40
-4.02%
$7.54

Added RJA to my real portfolio on 1/2/2008 Play on world agriculture boom. People are richer, they want more meat, meat takes a lot of grain to produce.

People owning RJA also tend to own: ALL BPOP C CHS CWTR FITB HBAN

TheStreet.com Rating: No Rating What is this?

MIDD
Middleby Corp (th
$34.16
-10.08%
$37.04

Added MIDD to my real portfolio on 1/2/2008 Great management, continue to grab market share.

People owning MIDD also tend to own: WLT WY AAV AERO ALL AOS ASH

TheStreet.com Rating: B- What is this?

HW
Headwaters Inc
$9.39
-9.19%
$9.95

Added HW to my real portfolio on 1/2/2008 Great new energy technology will kick in over the next 2-5 years. Will also benefit when housing recovers. These two drivers at the same time will launch the stock in 2009 or 2010

People owning HW also tend to own: BHP GTE CLRK DUK FTEK IMGN IVAN

TheStreet.com Rating: C- What is this?

RFMD
Rf Micro Devices
$1.95
-12.56%
$2.14

Added RFMD to my real portfolio on 1/2/2008 Very smart management, great relationships will industry leading OEMs, penetration into China/India will make them killer over the next 2-4 years.

People owning RFMD also tend to own: MR STP ANGN AOB BITS BRCD CHINA

TheStreet.com Rating: D+ What is this?

GLD
Spdr Gold Shares
$71.71
-5.68%
$74.44

Not yet added to real portfolio. 3/3/08 - I firmly believe in the bull market of gold, especially as a play on diversifying away from the $USD.

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

TheStreet.com Rating: No Rating What is this?

ETFC
E*trade Finl Corp
$2.28
-0.44%
$2.18

Not yet added to real portfolio. 3/3/08 - Way oversold with a great management team in place, and Citadel backing with strategy. SUb prime fiasco won't bankrupt them and they are recovering subscribers. Still the best internet broker out there. I plan to buy ETFC when 1) I have money to do so and 2) any pullback below $4.00 per share.

People owning ETFC also tend to own: APA BAC C CFC CSCO CSX CVS

TheStreet.com Rating: D What is this?

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	Start Price	Return Value	Start Date
RJA	13.16	-43.77%	Mar 4th
MIDD	67.79	-49.61%	Mar 4th
HW	13.41	-29.98%	Mar 4th
RFMD	3.04	-35.86%	Mar 4th
GLD	97.24	-26.25%	Mar 4th
ETFC	4.34	-47.47%	Mar 4th
Average return:	-38.82%
Success rate:	0%
Tracking Started: 03-04-2008

Start Price

Return Value

Start Date