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

Date updated:05-26-2009

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
  • $39.86
  • -1.82%
  • $40.12

I love these guys. Averaging up on this one. Buy on dips and hang on. These guys are turning into a powerhouse. Market Cap passed $1 Billion just last year, still moving up despite stock hit. Seems well managed. If you like oil, you will like ARD.

People owning ARD also tend to own: AMDCHINADIODGRMNHAWKIYEMSFT

TheStreet.com Rating: B What is this?

  • +
  • SOFO
    Sonic Foundry
  • $0.55
  • 0.00%
  • $N/A

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.OBNEOLSMTSSPARAOD

TheStreet.com Rating: D What is this?

  • +
  • RIG
    Transocean Ltd
  • $83.80
  • -1.67%
  • $84.83

I have a new screen, look for stocks that are way off of their highs, have a low PE ratio, a good PEG ratio, decent balance sheet, and in the oil sector. ARD and RIG come out on top time and time again....

People owning RIG also tend to own: GSFHPNBRAAPLADBEBBYCMCSA

TheStreet.com Rating: B- What is this?

  • +
  • VLO
    Valero Energy Cp
  • $16.47
  • +0.67%
  • $16.60

Still a great formula, I just wish we had more movement.

People owning VLO also tend to own: BZHGSFMCFSWNWHTASHATG

TheStreet.com Rating: D+ What is this?

  • +
  • CVX
    Chevron Corp
  • $76.77
  • -0.74%
  • $76.85

Looks cheap but watching for a good purchase point here...

People owning CVX also tend to own: ADMAIZALLCBCNICOPCSC

TheStreet.com Rating: B- What is this?

  • +
  • UYG
    Ultra Financials
  • $5.63
  • -1.05%
  • $5.60

Banks will come back, and this ETF will ride the wave with them.

People owning UYG also tend to own: AODARDCVXFCXGEHWMTW

TheStreet.com Rating: No Rating What is this?

  • +
  • OSK
    Oshkosh Cp
  • $37.97
  • -3.04%
  • $38.87

Lot's of defense orders. Beaten up, will come back...

People owning OSK also tend to own: AESBERODPPGHTXUWLPASD

TheStreet.com Rating: D What is this?

  • +
  • FCX
    Freeport Mcmoran
  • $84.57
  • -0.18%
  • $84.08

Looking for an entry point, have been for the last 6 months, and may have missed it on the way up...

People owning FCX also tend to own: ACIAINVANRAPCBBDBTUCHK

TheStreet.com Rating: D What is this?

previous next
 

Start Price

Return Value

Start Date

ARD 58.57 -31.94% Jul 6th
SOFO 2.18 -74.77% Jul 6th
VLO 75.28 -78.12% Jul 6th
CVX 87.1084 -11.87% Jul 6th
FCX 86.87 -2.65% Jul 6th
RIG 71.79 +16.73% May 26th
UYG 3.78 +48.94% May 26th
OSK 10.99 +245.50% May 26th
MTW 6.05 +74.55% May 26th
HW 3.81 +31.23% May 26th
GE 13.10 +19.01% May 26th
AOD 7.24 +21.82% May 26th

Average return:

+12.08%

Success rate:

58.33%

Deleted Stocks:

SPAR 18.03 -16.81% Jul 6th
CAT 77.90 -55.96% Jul 6th
GOOG 541.86 -27.38% Jul 6th
GS 221.87 -0.28% Jul 6th
YHOO 26.99 -44.50% Oct 12th
TRB 28.75 ------ Aug 27th

Hated Stocks:

AMD 14.335 -51.52% Jul 6th
MOT 17.80 -53.48% Jul 6th
SHLD 168.34 -56.85% Jul 6th

Tracking Started: 07-06-2007

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