MikeNC Portfolio 1
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Created by MikeNC
DESCRIPTION:

Date updated:03-10-2008

My Stocks

symbol name last price % change open
  • +
  • ARG
    Airgas Inc
  • $46.12
  • -1.91%
  • $45.45

consistant, reliable grower. supplies commercial construction, mining, energy which I think all will do well long term.

People owning ARG also tend to own: BHIBIIBBKCCOLCSCVSDECK

TheStreet.com Rating: B What is this?

  • +
  • RIG
    Transocean Ltd
  • $84.91
  • -1.68%
  • $84.00

Offshore driller w/o a lot of NA exposure. Received from GSF acquisition. Will buy more as it goes down :)

People owning RIG also tend to own: ABKBBDCFCDEFCXFREFWLT

TheStreet.com Rating: B- What is this?

  • +
  • EMC
    E M C Cp
  • $16.75
  • -0.95%
  • $16.40

Bought this for a trade off of upcoming VMWare spinoff. On top of that I also like the company's product portfolio.

People owning EMC also tend to own: ATVICCJCELGCRZODSXDVNGDX

TheStreet.com Rating: B What is this?

  • +
  • NYX
    Nyse Euronext
  • $25.24
  • -2.09%
  • $25.08

unseen growth in derivitives, European market expansion, good marketing/advertising

People owning NYX also tend to own: ALLBBOFLCMECZFCFKFSGFSIITG

TheStreet.com Rating: D+ What is this?

  • +
  • DUK
    Duke Energy Cp Hl
  • $16.69
  • -0.36%
  • $16.52

Well run utility with nice dividend

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

TheStreet.com Rating: C+ What is this?

  • +
  • SE
    Spectra Energy
  • $19.31
  • -1.78%
  • $19.24

Spin off of Duke Energy, looks well run, good dividend

People owning SE also tend to own: CNQGEMWAPFEPWEUPSWAG

TheStreet.com Rating: C What is this?

  • +
  • BDX
    Becton Dickinson
  • $74.72
  • -1.07%
  • $74.31

One of the "arms dealers" for all sorts of biotech, pharma, hospitals etc. nice diagnostic business too

People owning BDX also tend to own: BGCCVDABTAVXAVYBUDCLAY

TheStreet.com Rating: B- What is this?

 

Start Price

Return Value

Start Date

ARG 42.64 +8.16% May 31st
NYX 83.08 -69.62% May 31st
DUK 19.54 -14.59% May 31st
SE 26.63 -27.49% May 31st
EMC 17.74 -5.58% Aug 10th
RIG 127.25 -33.27% Dec 6th
BDX 86.10 -13.22% Mar 10th

Average return:

-10.83%

Success rate:

14.29%

Deleted Stocks:

GSF 68.30 ------ May 31st
WM 43.72 -15.92% May 31st
MET 68.00 -6.19% May 31st
PG 63.55 -0.61% May 31st
GD 80.24 -2.22% May 31st
CVS 39.17 -0.66% Dec 6th

Tracking Started: 05-31-2007

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