Date updated:08-16-2009
Current Holdings in Personal Portfolio

-
BRKA
Berkshire Hath Hl - $101700.00
- 0.00%
- $N/A
1) Warren Buffett 2) Strong core earnings growth for Non-insurance holdings 3) Prudent risk analysis over long term in insurance writing 4) Taking advantage of distressed bond insurers by starting a new high-margin business, conservatively run--typical Buffett

-
AEHR
Aehr Test Systems - $1.345
- +2.67%
- $1.39
Semiconductor testing trends favor full wafer contact systems. AEHR, Matsushita Electric Industrial, and Delta V Instruments (private, I believe)make these. Of these, AEHR is the most leveraged to this opportunity. It is illiquid, so be careful getting in and out of it. Use limit orders only. Also, some on-line brokers will only accept orders by calling them.

-
MSFT
Microsoft Corpora - $29.01
- +0.07%
- $28.88
1) Excellent cash generation 2) Near-monopoly position in some of its key markets 3) Vista adoption rates are good 4) High percentage of international sales provide for a small benefit from the weak dollar (bought $22.14 on 6/8/06) 5) Has blown away estimates the last two quarters and increased guidance in late January. MSFT may get a multiple increase as a safe growth haven, as more economically-sensitive companies fail to meet expectations in a slowing economy.

-
SAP
Sap Ag Ads - $46.94
- -0.51%
- $46.95
Relative valuations are pretty good. Customers are "sticky" because switching costs are high, and SAP is the ERP market leader. They are trying to expand into mid-sized business which is pressuring margins a bit, but it will strengthen their bottom line. New products were introduced around the end of 2007, which should make for good comparisons for the next few quarters if historical trends repeat.
- Top Professional Portfolios
- 1. Navellier & Associ...
- 2. Fidelity Contrafund - ...
- 3. Argus Management
- 4. Charlie Munger
- 5. Calamos Advisors
- show all
- Top Do-It-Yourself Portfolios
- » Joy
- » tsamanuli Portfolio 1
- » Albo's First Portfolio
- » Fundsonly Portfolio 1
- » rk00005
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
By Jonas Elmerraji Posted on Nov. 10, 2009 After six straight days of gains, the markets are taking a breather today, which gives us the chance to focus our attention b...
By Roberto Pedone Posted on Nov. 9, 2009 Financial-Services Bull: Barron’s talks with Anton Schutz, portfolio manager at the Burnham Financial Industries Fund (BURFX)...
By Jonas Elmerraji Posted on Nov. 9, 2009 Last week brought investors a welcome return to gains as the S&P 500 pushed up 3.2% over the course of the last five trading d...
By Roberto Pedone Posted on Nov. 6, 2009 According to Jim Cramer, the bears are tellinginvestors six lies. On Wednesday’s “Mad Money” TV show, Cramer said if you ...
A. Contact Altucher. He maybe willing to
help a brother out.
Also Scott Rothbort of Lakeview Asset
Management answers questions here
frequently. He may be able/willing to
help you out.
A. The only one I own : SLX,
too hard pick a winner out all of them
Analyst Downgrades for Nov. 2, 2009. Read more here. more
Analyst Upgrades for Nov. 2, 2009. Read more here. more
Here are some of the biggest stocks that made the 52-week high list on Nov. 2, 2009. more











Comments not available