Roakes Investments Portfolio - Stockpickr! Your Source for Stock Ideas

Roakes Investments

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Created by Rawbrrt

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Date updated:06-22-2009

I go long in companies with little debt, a lot of cash, and great brand strength. I never try to limit my investments by any restrictions. Any cap-size, any industry, any time frame, as long as I feel the stock is undervalued. Simplicity.

GE
Gen Electric Co
$15.59
-1.08%
$15.66

Perhaps one of the last of a dying breed: the bluechip. I know, but eventually they will shrink their finance arm and get back to what they do best.

People owning GE also tend to own: AIG BAC C COP CVX FNM JNJ

TheStreet.com Rating: C What is this?

GOOG
Google Inc.
$569.964
-0.53%
$569.99

The Coca-Cola of the internet. It is a juggernaut in any environment.

People owning GOOG also tend to own: AAPL AMD CSCO DELL IBM INTC MSFT

TheStreet.com Rating: B What is this?

GOOG
Google Inc.
$569.964
-0.53%
$569.99

The Coca-Cola of the internet. It is a juggernaut in any environment.

People owning GOOG also tend to own: AAPL AMD CSCO DELL IBM INTC MSFT

TheStreet.com Rating: B What is this?

CLNE
Clean Energy Fuel
$12.00
0.00%
$N/A

Eventually crude will spike again. When it does, people will reconsider NG as a transportation fuel.

People owning CLNE also tend to own: ALLT ALY ANW BRK-B CECE CMVT FTEK

TheStreet.com Rating: D What is this?

ATVI
Activision Blizza
$11.38
0.00%
$N/A

Activision/Blizzard has some of the best brand loyalty/recognition. And video games are the closest things to being recession proof in the tech sector.

People owning ATVI also tend to own: CCJ CELG CRZO DSX DVN EMC GDX

TheStreet.com Rating: No Rating What is this?

TSCM
Thestreet.com
$2.47
-1.98%
$2.50

Yup. Good ol' Cramer has a great brand behind him, and this company is CHEAP! This company is so well capitalized, it has around $2.50 a share in cash and trades around $3. Its acquisitions are finding their selective niches and are well poised for growth.

People owning TSCM also tend to own: AIG BA C CPWR DIS FWLT GS

TheStreet.com Rating: No Rating What is this?

WFC
Wells Fargo & Co
$27.87
-1.59%
$28.21

Best of breed bank. Well capitalized. Wachovia was a great addition. Their deposit base and branch offices have taken off with this acquisition, and they have a strong enough balance sheet to bite the bullet with all of Wachovia's bad debt.

People owning WFC also tend to own: ACE BAC C CB COP CVX DIS

TheStreet.com Rating: C What is this?

BRKA
Berkshire Hath Hl
$103250.00
0.00%
$N/A

I don't even need to say why.

People owning BRKA also tend to own: ACLI APOL AUY BABY BBBY BDAY BSX

TheStreet.com Rating: No Rating What is this?

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	Start Price	Return Value	Start Date
GE	18.96	-17.77%	Dec 18th
GOOG	355.67	+60.25%	Dec 18th
CLNE	10.99	+9.19%	Dec 18th
ATVI	12.31	-7.55%	Dec 18th
TSCM	3.74	-33.96%	Dec 18th
WFC	31.30	-10.96%	Dec 18th
BRKA	117950.00	-12.46%	Dec 18th
WEN	3.11	+32.15%	Dec 18th
JNJ	61.42	+1.45%	Dec 18th
DPS	16.215	+68.36%	Jan 2nd
Average return:	-2.09%
Success rate:	50%
Deleted Hate Stocks:
BIDU	131.30	+111.73%	Jan 2nd
Tracking Started: 12-18-2008

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