My Retirement
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Created by Matt SDBOS
DESCRIPTION:

Date updated:03-08-2008

Equities Held in my IRA
Other US Total Market and some international vanguard index funds and Third Avenue Value. Individual stocks = 65%. Index funds & mutual funds = 35%.

symbol name last price % change open
  • +
  • CVS
    Cvs Caremark Cp
  • $29.79
  • +3.19%
  • $29.02

about 30% of my IRA. I am concerned about same store sales. Many CVSs are situated close to Wall Marts and price-sensitive consumers are going to be a headwind to CVS. The opening of minute clinics is a postive I like very much. This will prove to be a money maker for CVS as well as a money saver for HMOs, PCPs, etc...

People owning CVS also tend to own: ADMAVPBF-BBTICLDEOK

TheStreet.com Rating: B What is this?

  • +
  • ACG
    Alliancebernstein
  • $8.21
  • +1.11%
  • $8.13

Still holding on to this one.

People owning ACG also tend to own: BSXDTVEFAEFTERSHLTJANSX

TheStreet.com Rating: No Rating What is this?

  • +
  • SHLD
    Sears Holdings Co
  • $67.65
  • +1.14%
  • $67.36

This stock has been a house of pain. My current position is about 30% higher than current prices. I will still stick with SHLD. Lampert is going to monetize the valuable brands. Lampert is going to close underperforming stores and I think we'll see a boost in operating margins. The same store sales declines is a big concern and they are simply awful. However, the cash flow is still positive and Lampert won't let that turn negative.

People owning SHLD also tend to own: AAALLAPCBABACCCAT

TheStreet.com Rating: D+ What is this?

  • +
  • DNA
    N/a
  • $80.43
  • 0.00
  • $80.43

The recent avastin decision is very much a positive for Genentech. I view prices around $80 as a good entry for DNA.

People owning DNA also tend to own: AAPLDSCMGOOGXOMDWELXGLW

TheStreet.com Rating: B What is this?

  • +
  • SQNM
    Sequenom
  • $3.21
  • 0.00%
  • $N/A

Development of a $1,000 genome chip would be huge. It is still years away but their core business is doing well and growing well enough to continue to fund future R&D. Should be cash flow positive in a year. Update: SQNM is getting whacked along with the rest of the market. I'd pick at this stock on days that it get's pushed down.

People owning SQNM also tend to own: ACGCVSDNASHLDSLBSPYAPPX

TheStreet.com Rating: D- What is this?

  • +
  • SPY
    S&p Dep Receipts
  • $107.13
  • +0.26%
  • $106.26

I am not a fan of this ETF because of the weight financials carry in it. The current credit problems will get solved sooner rather than later, but the aftermath will be felt for some time. I don'd understand why foreign banks aren't buying US banks - maybe they will when we know, for sure, what the balance sheets of some of these banks look like.

People owning SPY also tend to own: DIAGOOGGRMNQQQQRHATUNYHOO

TheStreet.com Rating: No Rating What is this?

  • +
  • SLB
    Schlumberger Ltd
  • $64.40
  • -1.08%
  • $64.35

Finding oil in deeper and more far away places seems to be a growth industry. I wish I got on the bandwagon for this one soon.

People owning SLB also tend to own: AXAFDXNOKNUERTPTMAAPL

TheStreet.com Rating: B- What is this?

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