Point ONE
1150 views
Rate Now: 1 2 3 4

average rating: 4.00 / 1 ratings
Created by Gary Seidel
DESCRIPTION:

Date updated:10-12-2007

In this portfolio I like to speculate. I have the bulk of my money in mutual funds, but use this to play with (but take it seriously).

http://www.agencynet.us
Http://www.pointonerealty.com

symbol name last price % change open
  • +
  • ARD
    Arena Resources
  • $48.32
  • -4.98%
  • $50.54

You have to love this stock. Domestic Oil producer, and with the low dollar, the value of their holdings increases as the dollar impacts the price of oil. All production is domestic for these guys. Increasing their production, leases, and finds. Their reserves are not priced into the price, and are highly discounted by the market, which will eventually figure it out. They recently passed a billion in market cap, and shares will increase with an upcoming stock split, so more mutual funds will now have them on the radar screen. Good growth, good balance sheet, small cap getting bigger, the dollar's slide increases their value, and the chart is outstanding. I am moving my target from $60 per share, up to $90 per share. Expect some bumps in the road, but the price will continue to be up and to the right. Buy on dips of of 10%, and we will see them and have in the past year.

People owning ARD also tend to own: AMDCHINADIODGRMNHAWKIYEMSFT

TheStreet.com Rating: A What is this?

  • +
  • SOFO
    Sonic Foundry Inc
  • $0.60
  • -1.64%
  • $0.62

This one could be a screamer. Excellent growth last year. A stock whose product many could use, typically for web based learning, and knowledge sharing. I am very interested in the search engine over voice and video, versus a simple word search. More should be coming out on that this year. A very disappointing quarter, and a very quiet company, no need to worry about them wasting time on quarter updates, or anything for that matter. You only hear news at the quarterly conference call. They still have room to grow if they can hit their stride. I am keeping a close eye on it and this is my biggest speculative play.

People owning SOFO also tend to own: ARPCMEDFRPT.OBNEOLSMTSSPARARD

TheStreet.com Rating: D What is this?

  • +
  • TRB
    Trb
  • $0.00
  • N/A
  • $N/A

A simple play on the price versus the buy out price. My guess is that Zell will go through with the purchase, and you can pick up some quick money here. Should close in 3 months. That is 21% return on the price of $28 per share, or 84% annualized. Not bad.

People owning TRB also tend to own: AIGCGCILUKMROMSFTPFE

TheStreet.com Rating: C What is this?

  • +
  • VLO
    Valero Energy Cp
  • $37.09
  • -2.19%
  • $38.01

Buy cheap "sour" oil and refine it. A great formula for excellent margins. They should make a lot of money with oil t $60 per barrel, and will do very well even at $50. Highly underpriced, and cheap. Like a dumb ass I got tired of this not moving and sold it, only to see it go up $10. I still like it and will buy on downward moves

People owning VLO also tend to own: BZHGSFMCFSWNWHTASHATG

TheStreet.com Rating: C+ What is this?

  • +
  • CVX
    Chevron Corp
  • $98.63
  • +1.24%
  • $98.19

Cheap. Cheap Cheap

People owning CVX also tend to own: AAALLAPCBUDCOPDOWGSK

TheStreet.com Rating: A+ What is this?

  • +
  • CAT
    Caterpillar Inc
  • $70.31
  • -0.16%
  • $70.03

Time to play on infrastructure and the dollar's decline. With so much business overseas, converting to dollars will be a winner

People owning CAT also tend to own: AIGALLBACCCBSCOPCVX

TheStreet.com Rating: A What is this?

  • +
  • GOOG
    Google
  • $537.00
  • +1.89%
  • $531.00

I sold last year thinking it was too high, what a fool. The numbers speak for themselves. I am holding on for now and not selling. We have recentlty seen them stall out (summer, 2007), but this is solid. They just keep thinking of ways to sell advertising, on the internet, cell phones, etc. Soon they will start doing "sky writing" in a new effort to generate revenue. Don't put it past them, they know their job is to sell advertising, and they do it well.

People owning GOOG also tend to own: AAPLAMDCSCODELLIBMINTCMSFT

TheStreet.com Rating: B What is this?

  • +
  • FCX
    Freeport Mcmoran
  • $108.64
  • +0.99%
  • $108.44

OK, I will admit I got this from Cramer. He is right on the Chinese infrastructure play, and the use of copper. So far it has run up with other commodity stocks, and buyout rumors. For now I will enjoy the ride.

People owning FCX also tend to own: AAAINVAPABBDBTUCHKCNX

TheStreet.com Rating: A What is this?

previous next
 

Start Price

Return Value

Start Date

ARD 58.57 -17.50% Jul 6th
SOFO 2.18 -72.48% Jul 6th
VLO 75.28 -50.73% Jul 6th
CVX 87.1084 +13.23% Jul 6th
CAT 77.90 -9.74% Jul 6th
GOOG 541.86 -0.90% Jul 6th
FCX 86.87 +25.06% Jul 6th
YHOO 26.99 -20.90% Oct 12th
TRB 28.75 ------ Aug 27th

Average return:

-22.80%

Success rate:

25%

Deleted Stocks:

SPAR 18.03 -16.81% Jul 6th
GS 221.87 -0.28% Jul 6th

Hated Stocks:

AMD 14.335 -63.03% Jul 6th
MOT 17.80 -60.34% Jul 6th
SHLD 168.34 -56.17% Jul 6th

Tracking Started: 07-06-2007

Comments not available

ADD YOUR COMMENTS:

Barron's Roundup - 7-5

Speaking of Dividends: This Barron's column highlights the latest dividend increases, initiations and cutbacks. This week there’s information the Intel (INTC), Duke Energ...

07.06.08 | 02:04 AM
You Ask, Altucher Answers

7-2-08 I've been responding to a new batch of questions posed by members of the Stockpickr community on Stockpickr Answers. Anybody can ask, respond or comment at St...

07.02.08 | 10:48 AM
Where Else Can You Find Stockpic...

Here are a few of the places where you can find Stockpickr content. Rocket Stocks: Each week, we lay out a group of stocks that have the potential to move higher in the...

07.01.08 | 13:18 PM
You Ask, Peltier Answers

07-01-08 On Stockpickr Answers, David Peltier responded to a new batch of questions posed by members of the Stockpickr community. Peltier writes two weekly newsletters...

07.01.08 | 10:26 AM
more articles
What about the Amero?
08.12.07 | 18:29 PM From author Amerotic
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZackAttack
Preferred Stock
07.03.08 | 19:26 PM From author William W. Miller
CSE
07.02.08 | 09:56 AM From author William W. Miller
more forums
today 's lists
Stocks Most Likely to Disappoint

This list consists of stocks that have had very nice up move over the last year and may be poised to disappoint going forward. The basis for the list is as follows: 52 w... more

Biggest % Gainers

Here is the stock list of some of the largest % gainers from the prior trading day. more

Top Stock Buybacks

This is a portfolio of stocks that consist of the top stock buybacks announced in the prior week. This will be updated every Friday. more