Masun Portfolio 1
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Created by Masun
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Date updated:02-21-2008

I am currently in cash. I have made two trades in the 2008. I made a few dollars in TAP and lost a few in RIMM. I'm down about 2-3 dollars. Basicly, I have broken even so far. Everyone seems to like health care. If the fed doesn't cut rates I might just pick one up, and just ride it out for a while.

symbol name last price % change open
  • +
  • TAP
    Molson Coors Co C
  • $57.77
  • -0.22%
  • $57.54

Molson-Coors. The other domestic alcohol producer. It wants to increase marketshare and it opened a new brewery to help with its production.I think this will trade like a recession play if things slow down. Edit: TAP at 45.00 bucks as of today (1/23/08). You have to buy some at this price. It's cheap.

People owning TAP also tend to own: BABBYCVXDELLGEPHMTM

TheStreet.com Rating: A What is this?

  • +
  • X
    United States Ste
  • $145.19
  • -5.73%
  • $150.30

United States Steel. Man this stock has been doing nicely as of late. It's too bad I sold out of it at 107 before the big sell off. I should have jumped back in a 98 bucks like Guy said on fast money.

People owning X also tend to own: ATINUEOSRSLENRYLADP

TheStreet.com Rating: B What is this?

  • +
  • BIDU
    Baidu.com
  • $302.90
  • +1.32%
  • $303.98

It's got everything. It's got the Chinese Growth behind it. It's got the Google search engine thing going for it. I would buy it every chance I could at 350 and ride it back up to 400. Edit: BIDU at 329. Monday morning is going to be interesting for me and this stock. I have missed the last few opportunities to get 40-50 point moves in this stock. I'd hate to miss the 329 to 400 move.

People owning BIDU also tend to own: AMATAMTAMXFMCNKRYRACKSTP

TheStreet.com Rating: C- What is this?

  • +
  • LUM
    Lum
  • $0.00
  • N/A
  • $N/A

Luminent mortgage is my speculative play. It's a real cheap stock. It has been beaten up because of the mortgage crisis.

People owning LUM also tend to own: AHMANHCMOFBRMFANLYOPX

TheStreet.com Rating: No Rating What is this?

  • +
  • RIMM
    Research In Motio
  • $110.78
  • -0.20%
  • $113.30

RIMM keeps making money! The next time it drops off a few from its high, I'm going to pick some up. To think, I could have had some at 105 the day before its last qurater! D'OH! Edit: I can't believe that RIMM is getting cheap. I lost a couple of bucks on it though. Bought some at 109 and sold it later that same day at 107. I wasn't going to wait for it to come back. I think I'll see how low it goes before its next earnings release.

People owning RIMM also tend to own: ACIWADMADSAZPNCERNCKFRCREE

TheStreet.com Rating: A- What is this?

  • +
  • VZ
    Verizon Commun
  • $35.43
  • +0.14%
  • $35.50

Added verizon back in my portfolio today (1/23/08). VZ was waaaaay to cheap today. 38 bucks? No way!. Best telco in my mind, continues to expand Fios. Forget AT&T. They don't know how to sell thier triple play.

People owning VZ also tend to own: AAAIGIBMINTCJNJJPMKO

TheStreet.com Rating: B- What is this?

  • +
  • ACI
    Arch Coal Inc
  • $54.80
  • -8.50%
  • $60.31

After looking at a new 52 week high list last week, I saw this one. I looked at the chart and saw that it had a nice monster move in it. I know I fell asleep on the coal trade, but I might still make a little cash out of the deal.

People owning ACI also tend to own: AAPLAEMCOPERFGOOGHALNE

TheStreet.com Rating: B What is this?

 

Start Price

Return Value

Start Date

VZ 43.01 -17.62% Jan 23rd
TAP 53.36 +8.26% Dec 27th
X 120.03 +20.96% Dec 27th
BIDU 399.67 -24.21% Dec 27th
LUM 0.97 ------ Dec 27th
RIMM 118.94 -6.86% Dec 27th
ACI 52.82 +3.75% Feb 21st

Average return:

-8.71%

Success rate:

50%

Deleted Stocks:

TNH 86.60 +59.62% Jun 2nd
CAT 78.14 -5.69% Jun 2nd

Tracking Started: 06-02-2007

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