Rounder's Forever Fund
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average rating: 4.00 / 1 ratings
Created by rounderjd
DESCRIPTION:

Date updated:07-13-2007

A 25 year old's margin account for long term investments (20+ years)

symbol name last price % change open
  • +
  • KO
    Coca Cola Co The
  • $45.38
  • -1.41%
  • $45.60

The world will always need to drink, and we can count on Coca-Cola to produce the nectar of the gods.

People owning KO also tend to own: AAAIGIBMINTCJNJJPMMSFT

TheStreet.com Rating: B What is this?

  • +
  • COP
    Conocophillips
  • $49.06
  • -9.08%
  • $52.29

The world will always need oil. And this stock seemed terribly cheap.

People owning COP also tend to own: ALLCHICCRHDIIB.PKDVNESVGMK

TheStreet.com Rating: B What is this?

  • +
  • WDC
    Western Digital C
  • $13.77
  • -6.33%
  • $14.37

I reject the thesis that hard drives will be replaced by flash drives anytime soon. The compact size of flash drives notwithstanding, they're a huge way off from the capacities needed for most practical applications. This stock was terribly cheap when I bought it, and even more so when I added to my position.

People owning WDC also tend to own: MIIBHICVXSBLVLOFMDPWEI

TheStreet.com Rating: C+ What is this?

  • +
  • HOG
    Harley Davidson
  • $22.35
  • -13.14%
  • $25.11

Profitable and hardly cash-starved, HOG seems a good play based on demand from recreational bikers and anyone looking for an enviro/econo-friendly transportation alternative.

People owning HOG also tend to own: EATAFLAMPAPOLCOHERSGGG

TheStreet.com Rating: C What is this?

  • +
  • MCD
    Mcdonalds Cp
  • $54.18
  • -1.72%
  • $55.16

Among my most speculative and higher P/E plays, MCD fills a symbolic role in my Forever Fund: the embodiment of a kid's dream of better things to come.

People owning MCD also tend to own: DENNDRTEHNZIASGJRCCNOOFPBY

TheStreet.com Rating: A+ What is this?

  • +
  • SBUX
    Starbucks Cp
  • $9.99
  • -4.95%
  • $10.24

My highest P/E buy, bought on a dip (I hope). Who says it's tapped for growth in the U.S.? India/China has caffeine addicts, too.

People owning SBUX also tend to own: CMECVSDELLEBAYGEGSLEH

TheStreet.com Rating: C What is this?

  • +
  • TTM
    Tata Motors Inc
  • $4.83
  • -8.17%
  • $5.06

These guys know how to run a company. A lower P/E buy that adds a healthy dose of country diversification.

People owning TTM also tend to own: ASEICMGLENTKOVLOGMEINTC

TheStreet.com Rating: C What is this?

  • +
  • NSANY
    Nissan Mtr Spon A
  • $9.58
  • -8.24%
  • $10.04

A play on the Japanese economy. Also the cheapest car stock around.

People owning NSANY also tend to own: DCXFGMHMCTMBUDC

TheStreet.com Rating: No Rating What is this?

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Start Price

Return Value

Start Date

KO 52.09 -12.88% Jun 21st
COP 79.67 -38.42% Jun 21st
WDC 19.24 -28.43% Jun 21st
HOG 60.12 -62.82% Jun 21st
MCD 51.07 +6.09% Jun 21st
SBUX 26.26 -61.96% Jun 21st
TTM 16.69 -71.06% Jun 21st
NSANY 21.66 -55.77% Jun 21st
KEP 22.31 -60.02% Jun 21st
MMM 87.41 -33.43% Jun 21st
RY.TO 55.85 -16.47% Jun 21st
TCK-B.TO 48.60 -70.53% Jun 21st
TRP.TO 37.09 -6.98% Jun 21st
CNR.TO 56.23 -12.63% Jun 21st
SJR-B.TO 46.25 -57.30% Jun 21st
POW.TO 39.65 -32.66% Jun 21st
AI-UN.TO 7.18 -60.31% Jun 21st
ANF 73.71 -62.73% Jun 22nd
TRLG 19.64 -19.65% Jun 22nd
AXX.TO 6.14 -75.24% Jun 22nd
MO 68.20 -71.72% Jun 22nd
PFE 25.38 -34.04% Jun 22nd
OMC 52.92 -47.09% Jun 29th
CCO.TO 54.00 -69.20% Jun 29th
CAT 78.30 -53.36% Jun 29th
COS-UN.TO 32.30 -15.76% Jul 5th
GLW 25.705 -57.32% Jul 5th
WMT 48.93 +6.83% Jul 12th
EXPE 29.5401 -63.00% Jul 12th
UPS 74.25 -37.52% Jul 12th
BNS.TO 51.41 -20.05% Jul 12th
DOW 46.31 -52.26% Jul 13th
DO 104.14 -38.17% Jul 13th

Average return:

-39.85%

Success rate:

6.06%

Deleted Stocks:

PENN 61.60 -2.45% Jun 22nd
SNDK 48.94 +11.24% Jun 29th

Tracking Started: 06-21-2007

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