Date updated:04-25-2007
A mix of value and growth in this combination of my retirement and discretionary portfolios. I should probably make a move or two to add some more defensive exposure like KO or DEO I like to trade in and out of some other names and I am also quite fond of the following names and may add them if given a good entry:
DEO, MPEL, LVS, TM, GILD, FWLT, UNH, ATI, PCU, AUY, COST, LVLT, AKAM, WFR, TTWO,

-
GS
Goldman Sachs Grp - $168.92
- -1.29%
- $171.97
Great business. Low multiple with good growth. Undervalued with respect to peers. Sum of parts perhaps in 350 range.

-
TTM
Tata Motors Inc - $13.84
- +0.14%
- $13.76
Good value and exposure to growing Indian market. Modest protection from government. Indian rates coming down? Exposure to some exciting clean-air technology. Exposure to not only middle-class, but also rising low-wage workers with new $2500 car.

-
CAT
Caterpillar Inc - $59.04
- +1.79%
- $58.02
Undervalued with regard to peers like DE. Being valued as a housing play, when exposure to housing is relatively small part of business. Great play on weak dollar as international business is growing and important part of commodity bull market. If rates are cut, this one should expand its multiple. Also, projections for $9 earnings by 2009.

-
GOOG
Google Inc. - $585.74
- +0.45%
- $586.44
becoming a value play at these levels. will continue to dominate the web search space. cheaper on a PEG and PE basis than most of its peers.

-
GOOG
Google Inc. - $585.74
- +0.45%
- $586.44
becoming a value play at these levels. will continue to dominate the web search space. cheaper on a PEG and PE basis than most of its peers.

-
NTDOY
Ntdoy - $0.00
- N/A
- $N/A
the best in the video game business. I also like ttwo and atvi, but ntdoy is the best and Wii will be even bigger than expected.

-
SHLD
Sears Holdings Co - $72.46
- +1.97%
- $71.20
Want my money with Eddie Lampert. FIG ipo should also help propel the valuation here. The retail business can't get a whole lot worse, but the real estate value could really help launch some exciting investments.

-
AAPL
Apple Inc. - $204.19
- -0.12%
- $205.50
will take more market share from Dell and HPQ. halo effect is real. appleTV looks like bust in terms of functionality and iphone questionalbe, but these are both 1st generation. they will get it right.
- Top Professional Portfolios
- 1. Fidelity Contrafund - ...
- 2. Navellier & Associ...
- 3. Calamos Advisors
- 4. Argus Management
- 5. Charlie Munger
- show all
- Top Do-It-Yourself Portfolios
- » Joseph Russell Portfolio 1
- » Albo's First Portfolio
- » Darrell Werth Portfolio 1
- » Top 5 Small-Cap Stocks: N...
- » Echo5Joker's Portfolio
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
By Roberto Pedone Posted on Nov. 27, 2009 According to Jim Cramer, investors need to know the four enemies of all bull markets. On Wednesday’s “Mad Money” TV show...
By Roberto Pedone Posted on Nov. 27, 2009 According to CNBC’s “Fast Money” traders, the adjustment in the third-quarter GDP figure released on Tuesday from an exp...
By Jonas Elmerraji Posted on Nov. 25, 2009 With Thanksgiving fast approaching, retailers have one thing on their collective minds: Black Friday. After all, the day, whi...
By Jonas Elmerraji Posted on Nov. 24, 2009 Don’t dismiss dividends right now. While stocks may have made significant strides in the rally that’s taken hold of the m...
A. The only one I own : SLX,
too hard pick a winner out all of them
Here are some stocks that moved up on unusual volume on Nov. 27, 2009. more
Here is the stock list of some of the largest % losers from Nov. 27, 2009. more
Analyst Downgrades or Estimate Reductions for Nov. 27, 2009. Read more here. more













Comments not available