Peter the freshman Portfolio 1
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Created by Peter the freshman
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Date updated:01-30-2007

Canadian and American equity . Diversified value and growth.

I have not covered all industries yet and will add companies when I do the homework. For now I only have Financials, Oil and Gas, Consumer Discretionary, Health care and food and beverage covered.

symbol name last price % change open
  • +
  • BHI
    Baker Hughes Intl
  • $41.59
  • +1.44%
  • $40.81

The Oil services industry will continue to see solid growth for many years. BHI offers a diversified product line, has international exposure and great numbers. Should continue to see solid growth and sells at a discount to its peers.

People owning BHI also tend to own: ANNAUYBACERICFGEGLW

TheStreet.com Rating: C What is this?

  • +
  • CNQ
    Canadian Nat Res
  • $69.27
  • +1.91%
  • $68.53

Has great exposure to western canadian oil and gas. Demand for energy will continue to grow . The company has had strong growth.Valuation is good and with a market cap of 26 billion still alot of room to run over the long term

People owning CNQ also tend to own: AAPLBRCMBTUCCJCTRPGGGOOG

TheStreet.com Rating: C+ What is this?

  • +
  • NBR
    Nabors Inds Inc N
  • $21.28
  • +2.75%
  • $20.80

Another Oil services and drilling company poised to see alot of demand in the future because of increased energy demands around the world. International exposure and absolutely rock bottom valuation. So cheap that i almost feel like im missing something...so if that is the case, let me know .

People owning NBR also tend to own: ESVHPRDCAMTDBNIGLWUNH

TheStreet.com Rating: C What is this?

  • +
  • BNS
    Bank Of Nova Scot
  • $47.03
  • 0.00%
  • $N/A

Not many investments as consistent as the major canadian banks. Has had stable domestic growth but the real future growth drivers are in the capital markets division and international operations and BNS has great exposure to both areas with 30% of revenuescoming from Cap markets and 30% coming from international banking. It is canadas most international bank and should see the most growth in the coming years all the while selling at a discount to its peers. consistant growing dividend also.

People owning BNS also tend to own: CAJGSBCEGEGRMNLMTMCD

TheStreet.com Rating: No Rating What is this?

  • +
  • GS
    Goldman Sachs Grp
  • $168.92
  • -1.29%
  • $171.97

Globally leading I bank and broker and with a saturation of retail banking in north america and a rising corporate M&A activity and increased wealth for individual investors, this form of financial service is poised for increased growth. Not to mention an multiple well below its peers.

People owning GS also tend to own: AOBCOGOCRYPGELGLWGRMNMDRX

TheStreet.com Rating: C What is this?

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

Genentech is a world leader in biotechnology, a great product line and they have the funds to continue to increase R&D for future developments. It is hard to tell where the next big hit in pharma will come so I also would not mind owning a biotech ETF just to cover my bases in an unpredictable but growing industry.

People owning DNA also tend to own: AAPLDSCMGOOGXOMDWELXGLW

TheStreet.com Rating: No Rating What is this?

  • +
  • AMED
    Amedisys Inc
  • $39.30
  • +0.13%
  • $39.21

A baby Boomer play. A growing provider of specialized health care services should see strong growth in the coming years with an aging population. A somewhat speculative play with a market cap on only 600-700 million but in a growth sweet spot and only selling at 14X forward earnings.

People owning AMED also tend to own: ATPGBBDBLUDCBSTCEDCCRDNDIOD

TheStreet.com Rating: B What is this?

  • +
  • JWN
    Nordstrom Inc
  • $34.83
  • +3.41%
  • $33.97

No Analysis added

People owning JWN also tend to own: AAPLAMRCOSTDEGOOGGSITA

TheStreet.com Rating: C+ What is this?

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