Oceana1225 Portfolio 1
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Created by Oceana1225
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Date updated:05-30-2007

My own.

symbol name last price % change open
  • +
  • AAPL
    Apple Inc.
  • $201.46
  • +3.66%
  • $196.95

Bought it at $88.00. Trimmed off about 20% at $115.00 (just in case). Staying in until before the i-phone launch. I actually heard Guy Adami say that you should get out of Aapl when the stock's volume reaches 150m over 2 days. But, regardless, I feel like all the up is in when the phone comes out and it becomes more risky at that point. I may buy it back later, though, if it comes down sufficiently. I picked the stock initially because it had everything I like in a stock. Growth and decent value at the time. Plus, I am a huge Mac fan and I do like to pick what I know.

People owning AAPL also tend to own: AMDCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • EMC
    E M C Cp
  • $17.01
  • +1.67%
  • $17.02

Recommended by Smart Money. Remembered its good old days. Actually, bought it because right before Smart Money article, I had heard about RSA (I think), the security firm that EMC owns, and, knowing Windows' computers rely on so much security, and that security was becoming a bigger issue in the world, I decided to buy EMC after research. Got in at 14.40. Not sure when to get out given the VMWare IPO in July -- I need to figure it out.

People owning EMC also tend to own: ATVICCJCELGCRZODSXDVNGDX

TheStreet.com Rating: B What is this?

  • +
  • HOLX
    Hologic
  • $15.32
  • +1.26%
  • $15.35

Started looking at this stock at $55.00 and couldn't decide what to do with it. Then, I followed it right up to I think $62.00 and never bought. I liked the info and the appeal of owning a health care stock with more of an appliance play rather than a drug stock. Bought TMO, but felt like I overpayed. When HOLX came down, I finally bought in at about $52.00. I love the women's health angle of the merger with CYTC. So, I'm hanging in there. Now, I feel like if the merger goes well, this could be a 30% or more gain (in a while).

People owning HOLX also tend to own: APCAPPAUYAVNXBMDCBICOLM

TheStreet.com Rating: D What is this?

  • +
  • GLW
    Corning Inc
  • $15.80
  • +3.27%
  • $15.35

Saw it initially on Mad Money, but, listening to Jim, I never buy right on his recommendation. I researched for a while, and then I saw the street had an article about how it was about to break out and realized that it had come down considerably since Jim's mention. Did my research and got in at about 23.70. Unfortunately, I missed the down today to buy a bit more -- not sure if I will, but I may.

People owning GLW also tend to own: ADTNALGNAMLNBEASCCMPCKFRCRL

TheStreet.com Rating: C+ What is this?

  • +
  • TASR
    Taser Internation
  • $4.41
  • 0.00%
  • $4.45

I've been watching this stock head up and I usually overanalyze until I miss a chance. There's heavy short interest, so I pulled the trigger after a considerable move up. But it seems to announce new contracts every day or so, and it doesn't seem to have too much coverage. I got this in the stocks under $10.00 (although I paid closer to 11.00 for it given the predictions to go to 13 or 14.) Also, I think there is a lot of short interest in it (although I'm not sure I read that correctly). But, I don't feel like the down side is as much as the upside here.

People owning TASR also tend to own: AMDEXELPDLIPIODXZOLTNUANWFMI

TheStreet.com Rating: C- What is this?

  • +
  • GE
    Gen Electric Co
  • $15.85
  • +3.39%
  • $15.70

Not a favorite, but I'm hanging in there. It certainly seems to be picking up recently, but I can see why it can't get much traction -- too many shares out there. But it has a nice dividend, good growth and I'm hopeful -- my initial buy was when it was moving up back in December and I've just started making money on it. I wish I had added to my position while it was down, but, instead, I couldn't throw good money after bad. I was wrong about that -- it's up $3.00 I think in the past month.

People owning GE also tend to own: AIGAXPDELLIBMINTCMSFTAAPL

TheStreet.com Rating: C What is this?

  • +
  • AMSWA
    American Software
  • $6.54
  • -0.46%
  • $6.62

I really like the presentation about this stock although it may be a bit pricey for its' earnings. I initially came across this one when researching other software plays (although I now heard Jim say that software is dumb for the summer). But, it's moving up a bit since I bought it at 9.02 and I think it has good growth potential. Plus, the dividend is amazing for a small, software stock and I wanted some dividend payers for the IRA. I made my decision on a recommendation by a street.com article -- that was my final straw for making the decision.

People owning AMSWA also tend to own: ACELAINVCYTREWZAPSGCREAFDRAM

TheStreet.com Rating: C+ What is this?

  • +
  • BBY
    Best Buy Co Inc
  • $41.78
  • +3.83%
  • $40.51

Of all of my stocks, this one is my biggest dog. I bought it in December -- I think it missed earnings, I had been looking at it, and I thought the $5.00 downturn was big -- so I bought it at about $50.00 and, of course, despite a good quarter, it just can't move. I can't decide whether or not to cut my losses, but, they report again in June and I think I'll hang it a bit more -- I just am not seeing the upside on that stock, although so far, Jim has not said it was time to cut it loose like he did when P&G missed earnings. I think I'll pose that question at some point, because I just don't know what to do with this stock. It really is trading at a low valuation and it even has a dividend.

People owning BBY also tend to own: AAPLBACBGTCSCOCTSHDEODVN

TheStreet.com Rating: C+ What is this?

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