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
  • $47.41
  • -0.59%
  • $47.66

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
  • $87.31
  • -0.07%
  • $87.10

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: GSFHPNBRAAPLADBEBBYCMCSA

TheStreet.com Rating: B- What is this?

  • +
  • EMC
    E M C Cp
  • $16.88
  • +0.78%
  • $16.70

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
  • $26.71
  • -0.85%
  • $27.02

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

People owning NYX also tend to own: AIGBACCPWRDISFWLTGS

TheStreet.com Rating: D+ What is this?

  • +
  • DUK
    Duke Energy Cp Hl
  • $16.04
  • +0.19%
  • $16.03

Well run utility with nice dividend

People owning DUK also tend to own: AAPLDISGAPGEMSFTAAALL

TheStreet.com Rating: C+ What is this?

  • +
  • SE
    Spectra Energy
  • $19.17
  • +1.05%
  • $18.99

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

People owning SE also tend to own: AEPAMPAOCCAGCSXEIXF

TheStreet.com Rating: C What is this?

  • +
  • BDX
    Becton Dickinson
  • $72.72
  • +0.72%
  • $72.43

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 +11.19% May 31st
NYX 83.08 -67.85% May 31st
DUK 19.54 -17.91% May 31st
SE 26.63 -28.01% May 31st
EMC 17.74 -4.85% Aug 10th
RIG 127.25 -31.39% Dec 6th
BDX 86.10 -15.54% Mar 10th

Average return:

-10.73%

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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