Jim Landacre Portfolio 1
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Created by Jim Landacre
DESCRIPTION:

Date updated:04-23-2007

This is an eclectic mix of investments, combining growth with income. I continue to search for growth issues with a modest, but rapidly-growing, dividend stream. Mixed with a concentrated list of more growth-oriented issues, hey, what could be better?!?

symbol name last price % change open
  • +
  • WSDT.PK
    Wisdomtree Invstm
  • $1.76
  • 0.00%
  • $N/A

Wisdomtree is the creator of a host of innovative ETF's. While the field is getting crowded, and other indexers are larger and better-capitalized, this small shop is doing just fine.

People owning WSDT.PK also tend to own: CHDT.OBCMCSAQMARRSFF.OBTWXAAPLBMD

TheStreet.com Rating: No Rating What is this?

  • +
  • LUK
    Leucadia Natl Cp
  • $22.86
  • +0.22%
  • $22.99

Better than Buffett? I think so, and also more reasonably valued--and they split their stock occasionally, too.

People owning LUK also tend to own: AETBZHCGIFBPHOVKBHMDC

TheStreet.com Rating: D What is this?

  • +
  • CMP
    Compass Minerals
  • $65.84
  • 0.00%
  • $N/A

I've owned Compass Minerals for awhile. A corollary pick to FRZ, this one mines road salt for thawing frozen roads. They own the largest mine in the world, and are wisely branching out into complementary businesses (underground secure records storage--in parts of the mine!!). Smart people.

People owning CMP also tend to own: AGDBACBPLKMBLYGPVXSO

TheStreet.com Rating: B+ What is this?

  • +
  • MCHP
    Microchip Technol
  • $27.67
  • +1.84%
  • $27.21

Microchip has almost a 3% dividend yield, and Bloomberg is predicting a CAGR in the div of over 25% over the next 3-5 years. Works for me!!

People owning MCHP also tend to own: AAAPLADSKAMTCSCOCTSHEQIX

TheStreet.com Rating: C+ What is this?

  • +
  • WTR
    Aqua America Inc
  • $16.86
  • +0.06%
  • $16.96

Well off its highs, WTR is a consolidator of smaller water systems. With the largest footprint of water holdings in the country, and great management, it will be a great long-term hold.

People owning WTR also tend to own: CCLXCVSGOOGGSHDJNJ

TheStreet.com Rating: B- What is this?

  • +
  • LLTC
    Linear Technology
  • $27.84
  • +0.61%
  • $27.75

Linear Technology is a quality chip company with a decent, and growing, dividend. The stock is undervalued, breaking out (as of 2/22/07) and both it and its LEAP's are cheap. I've positioned myself with both the stock and some long-dated near-the-money calls.

People owning LLTC also tend to own: ADBECHKECLMSCMEEPAXGHLMCO

TheStreet.com Rating: C What is this?

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Q. I think that you've got to be lo...
12.03.09 | 21:01 PM Asked by DogBones

A. " I think that you've got to be
long here, despite the imminent monthly
jobs number."

um...yeah...youre correct...except you
can replace the comma above with one big
giantic period. The Fed (world
banks/govts) are practically holding a
gun to everyones head FORCING them to
take on risk (buy assets) - hands down
that trumpts any argument anywhere about
anything... Benanke made that very clear
weeks ago... yet the very obvious weekly
head fakes continues.

Who would want to fight the Fed here?
None of us retail folks should be
selling based on bogus scares (like ANY
bad numbers, Dubia, or any of the many
LAME reasons we've heard since August),
unless that selling is part of our plan.
I dont know why everyone is mincing
words (even Cramer, although today he
was a tiny bit more explicit). Just say
it!!! "There are absolutely no
reason to be afraid of the market,
people must escape falling currencies by
purchasing assests!!!"...which is
exactly what the Fed wants...when the
dust settles, JOBS WILL BE CREATED...at
least that appears to be the plan...The
Fed is at "DEFCON 1", an
election year is coming up...They are
forcing some stuff to be fixed here;
attacking from all sides; you will be
swashed trying to get in their way...at
least thats how I see right now (lol). I
do not know if things will work out for
them (Great Depression II?), but so far
theres nothing showing it will not. USA
rocks!!!

lol...I probably shouldnt be saying this
today; jinxing myself; because Im
expecting tomorrow is quiet or down (not
UP!!!!), so I can get grab some
goodies...I really shouldnt be
advertising how bogus it is...but yeah,
I cant really see anyone SERIOUSLY being
anti-long anywayz, so its not like
breaking news (lol).

To answer your question(s), my guess is
the numbers will be SPUN so that Friday
is a bad day ...just like the most of
the Fridays...lol...I am amazed that
such trickery works each week...but youd
better get ur shorts/inverses outta
there quick, cause you know what happens
next...same old story...even though I am
cant see this trickery working anymore
Fridays for the rest of the year.

Have Fun!

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