Date updated:05-15-2009
My broad market portfolio
more commentary on this and my eight rules of portfolio management over at my blog:
http://alephblog.com

-
NE
Noble Corp (switz - $36.97
- -0.16%
- $36.42
No Analysis added

-
IBA
Industrios Bachoc - $19.70
- 0.00%
- $18.74
Largest chicken and egg producer in Mexico. Looks cheap, and it feeds a growing middle class

-
COP
Conocophillips - $47.93
- 0.00%
- $48.00
cheap energy co

-
SBS
Companhia De Sane - $31.97
- 0.00%
- $31.77
Third largest water utility in the world; still cheap after the recent run-up, in my opinion

-
CVX
Chevron Corporati - $69.35
- 0.00%
- $69.10
Out of favor gas producer

-
DIIB.PK
Dorel Inds Cl B - $21.3948
- +1.25%
- $21.09
No Analysis added

-
MGA
Magna Internation - $32.25
- 0.00%
- $33.05
No Analysis added

-
ORCL
Oracle Corporatio - $20.35
- +2.16%
- $19.77
No Analysis added
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A. see *unknown risk* below. if that can't
be resolved than i wouldn't own the
stock. mike
A. The only one I own : SLX,
too hard pick a winner out all of them
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07/02/2007 15:56 PM CDT Asked by David Merkel
please note that the average return is mis-stated because of a 200% stock dividend on RBSPF... really brings down the returns