Kemo89 Portfolio 1
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Created by Kemo89
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Date updated:08-02-2007
Diversified/ Rules Confirmation
Paper Plays while I am stuck in the sand box for the second time
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CKSW
Clicksoftware Tec - $5.20
- -2.26%
- $5.12
Speculation Play - Fundamentals of company are sound - Good growth potential, well placed and increased interest in product and services - SMALL CAP: Potential Buy out play by Large Cap due to the companies good numbers (no debt) and product/services Gut says it is a potential 10 banger
-
STI
Suntrust Banks - $22.59
- -0.44%
- $22.00
Southeast Bank -"family bank for the last 50 years", has doen the family well. - Numbers are good Replaces Compass Bank as a the Bank play
-
GE
Gen Electric Co - $15.94
- -1.48%
- $15.49
Numbers are sound has weathered the ups and downs of the maket Managment sound
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BP
Bp Plc - $58.11
- -1.87%
- $56.71
Oil/Gas play Still in homework phase
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HON
Honeywell Intl In - $38.48
- -1.61%
- $38.15
"local" play (Defense Industry) - Military contracts are going to go through the roof in the next couple of years as the Military has to "rebuild" after four plus years of in Iraq
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GD
Gen Dynamics Cp - $67.08
- -1.54%
- $66.95
See HON - The "fleet" of the US Marines and US Army are going to go through a complete rebuild and service and GD always makes sure it gets more than its fair share of these contracts. - Watch- Who gets the vehicle bids for both services for the next 3-5 years as almost every HUMMV is going to get replaced.
-
CSCO
Cisco Systems - $23.38
- -1.52%
- $23.09
Have tracked for years HUGE money on hand Have tracked its trend line since 2000 Understand its market One to track and watch
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A. The only one I own : SLX,
too hard pick a winner out all of them
today 's lists
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08/09/2007 09:47 AM CDT Asked by Kemo89
GD got the first of many Vehicle contracts for the MRAB series of vehicles