Manoncamelshump's Stock Portfolio
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Created by manoncamelshump
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Date updated:10-10-2009

1.Long positions in utilities for dividends and U.S. infrastructure exposure.

2.Long positions in tech companies that have multinational exposure and supply the hardware and software or expertise necessary for expansion of global capitalism.

3. Long positions in industrial material companies with international exposure.

4. Energy, particularly natural gas supply and transportation.

5. Speculative positions in drugs and REITs with high yield.

symbol name last price % change open
  • +
  • PGN
    Progress Energy I
  • $38.51
  • +1.00%
  • $38.23

Above 5% yield, regulated electric vertically integrated utility outside of organized markets...expect to hold this stock long b/c this company is doing some cleaning up of its house and has new CEO. Basically, I like the Carolinas and the fact that they also have a Florida territory where there are relatively good regulators. whole industry under cap & trade cloud.

People owning PGN also tend to own: BLSCEGCVXFONSTSTTT

TheStreet.com Rating: B- What is this?

  • +
  • GXP
    Great Plains Ener
  • $17.78
  • -0.50%
  • $17.77

on-the-mend, getting back to basics electric utility with large dividend. Owns nukes in its generation fleet and is a transmission owner. they missed, they are in the doghouse. whole industry under cap & trade cloud.

People owning GXP also tend to own: AAPLABBAMZNBPCNQDVNECA

TheStreet.com Rating: C+ What is this?

  • +
  • DUK
    Duke Energy Cp Hl
  • $16.22
  • +0.75%
  • $16.05

electric with CEO Rogers who has a portfolio of nukes, wind, and efficiency efforts in addition to coal and gas generation. transmission owner. whole industry under cap & trade cloud.

People owning DUK also tend to own: ACFBMYBRK-ABRK-BCNQDJCOFRX

TheStreet.com Rating: C+ What is this?

  • +
  • CSCO
    Cisco Systems
  • $23.46
  • -0.93%
  • $23.49

punished for bad guidance and missing expectations..internet ain't going anywhere and a recession's not going to stop this company from expanding all over the world as part of the global development story.

People owning CSCO also tend to own: AAPLAMDDELLGOOGIBMINTCMSFT

TheStreet.com Rating: B- What is this?

  • +
  • GE
    Gen Electric Co
  • $15.59
  • -1.08%
  • $15.66

Yep, it's been wacked for its financial business, but I am still keeping this for the dividend and the long-term.

People owning GE also tend to own: AIGAXPDELLIBMINTCMSFTAAPL

TheStreet.com Rating: C What is this?

  • +
  • WMB
    Williams Cos
  • $19.85
  • +0.15%
  • $19.67

I bought this b/c although know for its pipelines, it has e&p division. It has been bitch slapped by low gas price...but this story is not over yet...ok it maybe, oh what a dog!

People owning WMB also tend to own: AHMAIZALBAMPAVTAXCABBI

TheStreet.com Rating: B- What is this?

  • +
  • ABB
    Abb Ltd
  • $18.70
  • +0.38%
  • $18.48

a Switzerland-based provider of power and automation products and systems. essentially ABB is a play into the grid investment story, though it has substantial revenue from the automation division.

People owning ABB also tend to own: ACEAMATCCSCODOWFFCX

TheStreet.com Rating: B- What is this?

  • +
  • ACI
    Arch Coal Inc
  • $22.26
  • -2.88%
  • $22.60

if nat gas goes up than so will coal.

People owning ACI also tend to own: AAPLAEMCOPERFGOOGHALNE

TheStreet.com Rating: C What is this?

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