Liquidated holdings
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Created by EnoOnmai
DESCRIPTION:

Date updated:12-22-2007

These are holdings which I've liquidated as I prepare to completely alter my investment strategy. I'm tracking these to compare to my new plan.

As of 6/6/07 Retained is outperforming liquidated.

12/21/07 - Liquidated at -9%. Glad I got rid of these!

symbol name last price % change open
  • +
  • MO
    Altria Group Inc
  • $19.29
  • -0.46%
  • $19.14

Weakness in last quarter and finalization of KFT spinoff left me with nothing but the dividend which I can get in CD.

People owning MO also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: D+ What is this?

  • +
  • MRVL
    Marvell Tech Grou
  • $6.57
  • -2.52%
  • $6.79

I've had it with the nepotistic management. Even with good business, I think this company will be in deep trouble when the legal eagles come to the plate.

People owning MRVL also tend to own: ACIWADMADSAZPNCERNCKFRCREE

TheStreet.com Rating: C What is this?

  • +
  • USG
    U S G Cp
  • $19.68
  • -0.96%
  • $19.78

Warren may have this picked OK but I need the cash and this isn't going anywhere soon.

People owning USG also tend to own: HRTMRHAESCKHCTRPDRHEBAY

TheStreet.com Rating: D+ What is this?

  • +
  • DNA
    Genentech Inc
  • $82.55
  • -3.65%
  • $85.98

I'm finally convinced that the pipeline weakness makes this no longer BOB. Time for something new.

People owning DNA also tend to own: ABTAMGNBDXBMYCAHFRXGENZ

TheStreet.com Rating: A- What is this?

  • +
  • COF
    Capital One Finan
  • $36.40
  • -6.38%
  • $37.12

Well, I listened to Cramer on this one and held while it when it hit $77. Then when the quarter hit I was crushed along with everyone else who trusted management. Lessons like this are very painful.

People owning COF also tend to own: AFGAIZAMPAMTDAWBCBACCKFR

TheStreet.com Rating: C What is this?

  • +
  • TJX
    T J X Cos Inc
  • $25.13
  • -6.20%
  • $26.26

I still believe this company has a great upside opportunity as it is probably the best off-price retailar. But current retail weakness makes waiting painful.

People owning TJX also tend to own: AIGAXPAXSBBBYBRK-ABRK-BBRO

TheStreet.com Rating: A+ What is this?

  • +
  • PEP
    Pepsico Inc
  • $53.64
  • -2.47%
  • $53.99

This actually was a keeper, but I made 5% in one week, captured the dividend and needed the cash. I expect this will be one I wish I had kept.

People owning PEP also tend to own: ADMAVPBF-BBTICLCVSDEO

TheStreet.com Rating: A What is this?

  • +
  • SONC
    Sonic Cp
  • $9.85
  • -5.92%
  • $10.27

Watching the paint dry simply isn't worth it. Great business, moves too slow for my tastes.

People owning SONC also tend to own: AAPLALSKBAGOOGORCLQCOMSAI

TheStreet.com Rating: C What is this?

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Start Price

Return Value

Start Date

MO 68.888 -72.00% May 1st
MRVL 16.09 -59.17% May 1st
USG 45.76 -56.99% May 1st
DNA 81.70 +1.04% May 1st
COF 73.73 -50.63% May 1st
TJX 28.00 -10.25% May 1st
PEP 66.30 -19.10% May 1st
SONC 22.50 -56.22% May 1st
KFT 33.46 -15.78% May 1st
CHK 34.04 -37.96% May 1st
FNSR 3.73 -81.77% May 18th

Average return:

-41.71%

Success rate:

9.09%

Tracking Started: 05-01-2007

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