Retained Holdings
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Created by EnoOnmai
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Date updated:12-22-2007
This is what was kept from my first portfolio, minus what's liquidated. I'm comparing the three for fun.
As of 6/6/07 Retained is outperforming liquidated.
12/21/07
WOW, up 11% since the change over, and liquidated is down 9%. I'm sooooo happy.
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COP
Conocophillips - $56.96
- 0.00%
- $58.52
Not the best opportunity in integrated oil, but probably close. When I got in I think it was probably a toss up between COP and BP.
-
CPST
Capstone Turbine - $1.38
- +1.47%
- $1.44
Looking for exit point. I've been waiting for the new management to do something, but I'm not sure that it's possible.
-
GOOG
Google - $362.71
- -4.81%
- $393.75
The play of the century, but it's painful watching right now. A small position for a long time will be worthwhile. Of course another pull back into the $440 range would be nice.
-
HAL
Halliburton Compa - $21.34
- 0.00%
- $23.05
Waiting. This stock must catch up to its peers sometime. When it does then the hardest part is going to be having patience and letting it run.
-
MDRX
Mdrx - $0.00
- N/A
- $N/A
I think there's one more big jump available as A4 gets fully integrated, then it's time to move on.
-
NLY
Annaly Capital Ma - $13.40
- 0.00%
- $13.74
Waiting for the rate cuts, then this becomes a cash machine.
-
NYX
Nyse Euronext - $30.42
- 0.00%
- $34.23
Listening to Cramer on this one. There is no obvious reason why this should not outperform within a quarter.
-
RIG
Transocean Inc - $84.84
- 0.00%
- $84.72
Great stock pick by cramer.
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