K Withrow Portfolio 1
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Created by K Withrow
DESCRIPTION:

Date updated:04-23-2007

Eceletic portfolio looking for stocks with catallysts to move the stock. Tilted toward buyout candidates.

symbol name last price % change open
  • +
  • MSFT
    Microsoft Cp
  • $25.65
  • -2.66%
  • $26.03

Huge cash balance. New set of investors looking at the company as it transitions from growth company to value company. Could do special dividend and increase its annual dividend. Vista moves from a '07 driver to an '08 driver.

People owning MSFT also tend to own: AAPLAMDCSCODELLGOOGIBMINTC

TheStreet.com Rating: B What is this?

  • +
  • AAPL
    Apple Inc
  • $160.18
  • -0.65%
  • $158.35

I-phone and new operating system are the catalysts. I think putting away the speculation on Jobs' status with the company from the option backdating has cleared a black cloud. Only thing that scares me is the stock is loved by so many small individual investors.

People owning AAPL also tend to own: AMDCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • C
    Citigroup Inc
  • $19.07
  • +4.21%
  • $18.05

Counting the days to celebrating Prince's departure. Needs to increase the dividend and restart the growth of this company. If Prince leaves - I think the spinoffs start within 3 months.

People owning C also tend to own: AIGBACPWRDISFWLTGSHAL

TheStreet.com Rating: C- What is this?

  • +
  • FLOW
    Flow Intl Corp
  • $5.80
  • -10.08%
  • $6.50

Activist has large stake; also like the fact that Royce owns a piece of this company. Would be an excellent fit for GE or similar company.

People owning FLOW also tend to own: AKAMALLIARGNBLTICGPICTSHCUTR

TheStreet.com Rating: B- What is this?

  • +
  • FLDR
    Flanders Corp
  • $6.66
  • -1.77%
  • $6.82

Stock is down over 30%. Fire in company plants have prior year earnings way down. Easy comparisons and I think it is a great candidate to be purchased in this environment.

People owning FLDR also tend to own: ALTIAUYDOCISONIVANNVAXTGA

TheStreet.com Rating: C- What is this?

  • +
  • TUNE
    Microtune Inc
  • $3.23
  • -1.82%
  • $3.28

Great play on the mobile TV phone systems.

People owning TUNE also tend to own: ARNAAUOAUYCCILULVLTRAD

TheStreet.com Rating: C- What is this?

  • +
  • AIG
    Amer Intl Group I
  • $22.34
  • +5.28%
  • $20.33

Just too cheap for the quality of this company and its future prospects.

People owning AIG also tend to own: AAIBMINTCJNJJPMKOMSFT

TheStreet.com Rating: D+ What is this?

  • +
  • NBR
    Nabors Inds Inc N
  • $31.40
  • -1.72%
  • $31.95

Great backlog; great cash flows; excellent buy-out candidate.

People owning NBR also tend to own: ESVHPRDCAMTDBNIGLWUNH

TheStreet.com Rating: B+ What is this?

 

Start Price

Return Value

Start Date

MSFT 27.80 -7.73% Mar 28th
AAPL 95.16 +68.33% Mar 28th
C 50.88 -62.52% Mar 28th
FLOW 11.96 -51.51% Apr 23rd
FLDR 6.83 -2.49% Apr 23rd
TUNE 4.44 -27.25% Apr 23rd
AIG 69.55 -67.88% Apr 23rd
NBR 31.74 -1.07% Apr 23rd

Average return:

-19.02%

Success rate:

12.5%

Tracking Started: 03-28-2007

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