Larry G Portfolio 1
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Created by L.G.
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Date updated:03-27-2008

Opportunistic plays on continuing high energy and commodity prices.

symbol name last price % change open
  • +
  • BNI
    Burlingtn N Sante
  • $98.26
  • -0.05%
  • $98.20

Increasing traffic and advantage over trucking.

People owning BNI also tend to own: ASHBTUCELGENGHANSHTELMT

TheStreet.com Rating: B What is this?

  • +
  • APA
    Apache Cp
  • $95.75
  • -2.25%
  • $94.84

Solid drilling history and excellent management.

People owning APA also tend to own: AMGNBACCCOPCVXDOWDRE

TheStreet.com Rating: C+ What is this?

  • +
  • RIG
    Transocean Ltd
  • $84.91
  • -1.68%
  • $84.00

Long term contracts, rig shortages, growth in offshore and deepwater activity.

People owning RIG also tend to own: ABKBBDCFCDEFCXFREFWLT

TheStreet.com Rating: B- What is this?

  • +
  • SLB
    Schlumberger Ltd
  • $63.14
  • -2.91%
  • $62.63

Best of breed in worldwide oil services.

People owning SLB also tend to own: ACIAINVANRAPCBBDBTUCHK

TheStreet.com Rating: B- What is this?

  • +
  • TROW
    T. Rowe Price Gro
  • $47.37
  • -3.50%
  • $47.37

Growth in investment funds, quality reputation.

People owning TROW also tend to own: BKCDISFDXICFJPMMMM

TheStreet.com Rating: B- What is this?

  • +
  • COP
    Conocophillips
  • $51.92
  • -1.85%
  • $51.15

Oil, gas, refining shortages.

People owning COP also tend to own: AAALLAPCBUDCVXDOWGSK

TheStreet.com Rating: C- What is this?

  • +
  • HAL
    Halliburton Co
  • $29.09
  • -3.71%
  • $28.99

Worldwide growth in oil services demand.

People owning HAL also tend to own: ATIMFLXTEXTIEAIGBAC

TheStreet.com Rating: B- What is this?

  • +
  • MCD
    Mcdonalds Cp
  • $63.60
  • -0.47%
  • $62.98

Worldwide growth, continuing menu turnaround.

People owning MCD also tend to own: DENNDRTEHNZIASGJRCCNOOFPBY

TheStreet.com Rating: A What is this?

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Start Price

Return Value

Start Date

WFC 36.30 -25.23% Dec 13th
RIG 83.44 +1.76% Apr 23rd
SLB 75.10 -15.93% Apr 23rd
TROW 51.25 -7.57% Apr 23rd
COP 70.81 -26.68% Dec 13th
HAL 31.53 -7.74% Apr 23rd
MCD 48.68 +30.65% Apr 23rd
FCX 71.00 +18.51% Apr 23rd
CAT 82.97 -30.76% Jul 12th
APA 75.33 +27.11% Aug 28th
BNI 84.16 +16.75% Dec 13th

Average return:

+0.44%

Success rate:

45.45%

Deleted Stocks:

CSX 45.33 -4.63% Apr 23rd
BTU 48.89 -15.26% Jul 11th
XLE 71.70 +8.09% Jul 11th
TCK 45.84 -18.08% Jul 11th
CVS 39.20 +5.23% Dec 17th

Hated Stocks:

FRPT 4.99 +2.00% Dec 13th

Tracking Started: 04-23-2007

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