K RobertsonInvestments
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Created by K Robertson
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Date updated:05-03-2007

Based on Value

symbol name last price % change open
  • +
  • DO
    Diamond Offshore
  • $101.69
  • +1.82%
  • $100.125

I bought DO at the beginning of the year after taking a nice profit on BP. I was in for the extra dividend which gave me a fast %5 return. I've lived through some dips but am very pleased with the current stock price and looking forward to next year's extra dividend...

People owning DO also tend to own: ACIBJSBTUCNXCWEIDNRGSF

TheStreet.com Rating: B What is this?

  • +
  • TM
    Toyota Mtr Cp Ads
  • $77.86
  • +2.38%
  • $77.52

They are obviously headed for number 1 car maker in US and Worldwide. In addition, they have a strong presence in the growing field of robotics. (See IRBT also) This was probably my easiest and best pick for 2006. Now in 2007, seeing some pull back as people worry about weak US economy. I'm sticking with it and expect to be rewarded by the end of the year or sooner. Toyota is certainly not dependent on US for it's profits now that it is #1 in the world.

People owning TM also tend to own: AXAFDXNOKNUERTPSLBAAPL

TheStreet.com Rating: C- What is this?

  • +
  • EXP
    Eagle Materials I
  • $27.75
  • +1.31%
  • $27.51

I sold my FRK too soon. Ouch!! I took my relatively small profit and reinvested in the sector through EXP - a very undervalued company. It has exposure to the building industry through sheet rock but it is the low price producer in this market. It's recent earnings report demonstrated that it is firing on all cylinders!

People owning EXP also tend to own: BNIBRK-ABRK-BCABCMCSKCOPCSTR

TheStreet.com Rating: C What is this?

  • +
  • GS
    Goldman Sachs Grp
  • $168.92
  • -1.29%
  • $171.97

Premiere deal maker in the US. Looks like 2007 will be another banner year for those deals.

People owning GS also tend to own: AOBCOGOCRYPGELGLWGRMNMDRX

TheStreet.com Rating: C What is this?

  • +
  • IRBT
    Irobot Corporatio
  • $14.83
  • +1.64%
  • $14.48

Least value based investment but I believe robots are the today what PCs were in the early '80s. I want to ride the wave into the future. Looks like military contracts will be the big driver for 2007.

People owning IRBT also tend to own: ACGLADSATHRAVCTCCOIEBAYFTWR

TheStreet.com Rating: C What is this?

Portfolio not tracked!

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