Robert McAllister Portfolio 1
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Created by Robert McAllister
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Date updated:01-15-2007

Our portfolio is in the process of (slowly) moving towards more stocks with dividends than our previous focus on growth.

symbol name last price % change open
  • +
  • CNB
    Cnb
  • $0.00
  • N/A
  • $N/A

Quite frankly, we inherited a lot of shares.Even without that, it has been a solid performer.One of the best things about this is the ability to take small profits at 52 week highs and then use those to establish a cash position.It has really allowed us to have some flexibility that we wouldn't have ordinarily had. At the present time (1/13/07), I'm concerned about the inverted yield curve.

People owning CNB also tend to own: AUYBLSBVNCSCODUKGEGM

TheStreet.com Rating: No Rating What is this?

  • +
  • AAPL
    Apple Inc.
  • $204.45
  • +1.22%
  • $202.97

Recently bought AAPL for the branding power into the 21st century.

People owning AAPL also tend to own: AMDCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • APA
    Apache Cp
  • $98.14
  • +0.19%
  • $97.74

We 've owned Apache for some time now and it has been our best overall performer.We take profits at certain levels and look to buy more on the way down.

People owning APA also tend to own: BGCBHPCBIIPSSSRIAAPLAUY

TheStreet.com Rating: C+ What is this?

  • +
  • GOOG
    Google Inc.
  • $572.05
  • +0.74%
  • $569.40

We waited for a recent pullback to get in with a very small number of shares.I see Google as another market icon of the 21st century;with the best yet to come.

People owning GOOG also tend to own: AAPLAMDCSCODELLIBMINTCMSFT

TheStreet.com Rating: B What is this?

  • +
  • GOOG
    Google Inc.
  • $572.05
  • +0.74%
  • $569.40

We waited for a recent pullback to get in with a very small number of shares.I see Google as another market icon of the 21st century;with the best yet to come.

People owning GOOG also tend to own: AAPLAMDCSCODELLIBMINTCMSFT

TheStreet.com Rating: B What is this?

  • +
  • JNJ
    Johnson And Johns
  • $61.43
  • +0.46%
  • $61.09

We bought some JNJ to help diversify our portfolio, for the dividend factor and as a weak dollar play.

People owning JNJ also tend to own: AAAIGIBMINTCJPMKOMSFT

TheStreet.com Rating: B What is this?

  • +
  • QCOM
    Qualcomm Incorpor
  • $45.77
  • +2.05%
  • $45.28

We've owned Qualcom for awhile now and it has been okay but not spectacular.The main reason we bought it in the first place was to diversify our portfolio with US companies that do a large part of their business outside the US.I especially like it going into the Bejing Olympics.

People owning QCOM also tend to own: AAPLBEASBMCBOBJCDNSCHKPCSCO

TheStreet.com Rating: B- What is this?

  • +
  • DUK
    Duke Energy Cp Hl
  • $16.04
  • +0.19%
  • $16.03

Another stock we've owned for some time.I'm looking to buy more;primarily for the dividend.

People owning DUK also tend to own: ACFBMYBRK-ABRK-BCNQDJCOFRX

TheStreet.com Rating: C+ What is this?

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