Ken Fisher: Portfolio Strategy
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Created by John Foreman
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Date updated:05-30-2007

Refering to Forbes Investment Guide 2007, Ken Fisher remains bullish in 2007 and into 2008; noting the markets love our current gutless Congress.

"In years when Congress is active, political risk aversion rises, and as it does, demand for stocks and bonds falls." - Ken Fisher

He believes stocks are unbelieveably cheap right now and can pick winners using stocks that start with any single letter. This portfolio features E.

See www.Forbes.com for more information.

symbol name last price % change open
  • +
  • RE
    Everest Re Grp Lt
  • $89.83
  • 0.00%
  • $N/A

Bermuda's Everest Re Group is a well-run, midsized reinsuer that has takeover written all over it. It shouldn't be a public stock for long and has no defense against a takeover. The company's insiders have been buying stock to put in their own pockets, and the stock is cheap; trading at seven times this years earnings.

People owning RE also tend to own: ACGLENHMXREORHPREPTPRGA

TheStreet.com Rating: B What is this?

  • +
  • ENB
    Enbridge Inc
  • $41.36
  • +0.71%
  • $41.43

Enbridge operates the world's longest pipeline and moves most of Western Canada's crude oil. Seeing as this Canada-based company is one of the only plays on the Canadian oil and tar sands (the globe's largest energy deposit) the company will surely continue to grow. As oil prices go up, the more attractive Enbridge becomes. And in today's world of common acquisitions, Enbridge could now also be a potential takeover.

People owning ENB also tend to own: KMPTGPAEPEDEEPGEHPQ

TheStreet.com Rating: B- What is this?

  • +
  • ERIC
    Lm Ericsson Telep
  • $10.64
  • -0.19%
  • $10.70

Sweden's LM Ericsson is the leading supplier of cell-tower equipment like antennas and transmitters. Wireless is the furture; therefore Ericsson will grow. This $62 billion dollar business is cheap, trading and 15 times 2007 earnings. And a takeover is always possible.

People owning ERIC also tend to own: ANNAUYBACBHIFGEGLW

TheStreet.com Rating: C What is this?

  • +
  • EMN
    Eastman Chem Co
  • $59.30
  • +2.08%
  • $58.63

Eastman Chemical, an instustrial materials company, will do well given our thriving global economy, but they will also flurish in a slowdown. This company's two main products, polyethylene terephthalate and acetate tow, are so heavily used in things whos demand is not affected by a sluggish economy- plastic pottles and cigarette filters. At 70% of annual revenues and 15 times temporarily depressed earnings, shares of EMN are cheap.

People owning EMN also tend to own: ISISTGCTRCAAAPLAIGCARCVX

TheStreet.com Rating: B- What is this?

 

Start Price

Return Value

Start Date

RE 105.09 -14.52% May 30th
ENB 34.66 +19.33% May 30th
ERIC 37.71 -71.78% May 30th
EMN 66.06 -10.23% May 30th

Average return:

-19.30%

Success rate:

25%

Tracking Started: 05-30-2007

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Q. can anyone explain the BGF seper...
11.12.09 | 20:03 PM Asked by BS7518

A. BGF was an enhanced income security,
which represented one share of common
stock (BGS) plus $7.15 principal amount
of senior subordinated debt. They first
separated the note from the stock, then
did a partial redemption of the bond.
You should have received the following
for each share of BGF
1 share common (BGS)
$4.28 cash per share for the partial
redemption (this includes dividend)
1 note with face value of $3.11

There really is no market for the bond
portion. You will probably end up
holding it until redemption.

Hope that helps.

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