John R. Portfolio 1
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Created by John R.
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Date updated:01-29-2007
A reasonable value portfolio with good growth prospects mixed with a few turnaround situations.
-
UNH
Unitedhealth Grou - $28.67
- +1.63%
- $28.10
Recent pullback makes consistent grower a must have. Trading at 15x 2007 EPS estimates with forecast growth of 16% a year.
-
COF
Capital One Finan - $37.67
- -1.93%
- $37.89
Number 1 independent credit card company held down by fears of poor loan quality but recent quarter shows a decrease in the percentage of bad loans. 10x EPS with 13% growth ahead.
-
CX
Cemex Sab De Cv A - $11.03
- +0.82%
- $10.62
Dominant concrete company trading cheaply due to fear from the housing slow down. Lots of commercial development still going on sustaining their business. Slow, consistent grower trading at less than 10x EPS.
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RIO
Rio - $0.00
- N/A
- $N/A
Dominant iron ore miner. Recent acquisition of INCO awesome. Nickel trading at highs while other base metals are pulling back. Recent 9.5% increase in iron ore price should help. Trading at less than 10x EPS with rising estimates.
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JNJ
Johnson And Johns - $60.30
- +0.53%
- $59.94
Consistent grower. Diversified medical company with recent expansion from purchase of Pfizer's consumer division. Consistent grower trading at less than 16x EPS.
-
LVLT
Level 3 Communica - $1.25
- -0.79%
- $1.23
Turnaround story for internet backbone provider. I'll invest with Longleaf partners and Thornburg Value anytime.
-
TV
Telvisa S.a. - $20.53
- -0.34%
- $20.35
Large broadcaster of Spanish speaking content aroud the world. Trades at 20x EPS with 20% long-term growth. Dodge & Cox and Artisan in this one.
-
INTC
Intel Corporation - $18.93
- +0.21%
- $18.82
Reasserting mussle against AMD. Spurred on by Microsoft Vista and Apple's success.
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A. Also dont like that it has relations
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A. The only one I own : SLX,
too hard pick a winner out all of them
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03/10/2007 07:39 AM CST Asked by John R.
Portfolio still maintains a 2.4% advantage over the market. Worst performer is STZ with company specific problems. Watching INTC as well. YHOO weak on Friday but I bought more.
02/24/2007 17:57 PM CST Asked by John R.
Portfolio now up 6.04% vs 2.29% for S&P 500. 17 up/3 down. AUY, RIO, SNE, YHOO up more than 11%. STZ, INTC, and JNJ down less than 4%.
02/16/2007 22:16 PM CST Asked by John R.
Portfolio now up 4.88% vs. 2.59% for S&P 500. 18 stocks up/ 2 down. Biggest gainer is YHOO up 14.5%. Biggest loser is STZ down 3.42%.
02/11/2007 17:22 PM CST Asked by John R.
02/11/07 - Equal-weighted portfolio up 2.23% so far versus 1.33% for SP500. 16 stocks up/4 down. Friday decline of 0.49% with SP500 down 0.74%. Looking good so far.