Robin Volk Portfolio 1
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Created by Robin V
DESCRIPTION:

Date updated:01-27-2007

Realatively diversified. Intrests in the ansullary parts of stocks. There are some ADR's from Norway, because I am familar terrain and the government

symbol name last price % change open
  • +
  • GLNG
    Golar Lng Limited
  • $12.24
  • -5.26%
  • $12.29

Because it is connected to the concept that LNG is one of the fuels that will be in high demand. Golar has the largest LNG tanker in the world. It's Norwegian and connected to other Norwegian stocks I own

People owning GLNG also tend to own: AAPLCOPEMCERFEWZHTEMON

TheStreet.com Rating: D+ What is this?

  • +
  • STO
    Statoil Asa
  • $25.15
  • -4.77%
  • $24.56

Again, it's Norwegian and has a great track record from the discovery of oil in the North Sea

People owning STO also tend to own: NHYBDTBTULOWNRPGNRNP

TheStreet.com Rating: B- What is this?

  • +
  • NHY
    221.47
  • $12.90
  • 0.00
  • $12.90

Norwegian....Third largest aluminum producer in the world. It has another perk.....It buys it's power from the government..............and Norway has a great deal of hydrokinetic energy that it buys at about a 16% discount to the energy intensive making of aluminum

People owning NHY also tend to own: STOBTUNOKAAAETALLBF

TheStreet.com Rating: No Rating What is this?

  • +
  • ACGY
    Acergy S.a.
  • $14.90
  • -1.84%
  • $14.65

Norwegian.......experience in the deepwater drilling in deepwater. Using ROV's (robots) to do it's work where man doesn't really have the capacity to funtion profitably

People owning ACGY also tend to own: KBALBNDAQASEIAUYFDGGFIMSFT

TheStreet.com Rating: B- What is this?

  • +
  • COP
    Conocophillips
  • $51.92
  • -1.85%
  • $51.15

Does a great deal of business in Norway and it's work in LNG. I also believe that the need for oil and gas will not deminish for a long while

People owning COP also tend to own: AAALLAPCBUDCVXDOWGSK

TheStreet.com Rating: C- What is this?

  • +
  • OII
    Oceaneering Intl
  • $54.21
  • -2.73%
  • $53.84

Same as the others

People owning OII also tend to own: AEMCNXDXDEGYGGMTUNANX

TheStreet.com Rating: B- What is this?

  • +
  • OPSW
    Opsw
  • $0.00
  • N/A
  • $N/A

I believe the automation of data centers and networking, mostly ASP's as well as government work

People owning OPSW also tend to own: BGFCCIELPFRGLNOPPGHSSRI

TheStreet.com Rating: No Rating What is this?

 

Start Price

Return Value

Start Date

GLNG 25.46 -51.92% Nov 9th
STO 34.23 -26.53% Nov 9th
NHY 15.78 -18.25% Nov 9th
ACGY 27.17 -45.16% Nov 9th
COP 83.95 -38.15% Nov 9th
OII 71.43 -24.11% Nov 9th
OPSW 0.00 ------ Nov 9th

Average return:

-31.43%

Success rate:

0%

Hated Stocks:

MSFT 34.74 -15.89% Nov 9th

Tracking Started: 11-09-2007

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Q. Regarding valuation analysis, Cr...
11.28.09 | 12:18 PM Asked by snassif

A. any forward growth guidance you get from
a company has to be taken with a grain
of salt. dubai was not news 2 days ago,
yesterday it clipped the s n p for 20
points. these are turbulent times and
all forward statements are a guess. 5
year ones are a joke. we've had a really
nice upternd for the last 8 months, that
may be coming to and end or at the very
least its probably gonna get choppy.
you're gonna have to be the judge of the
reliability of any future estimates and
any one stock can have multiple guesses
at theirs.

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