Roy Barkwell Portfolio 1
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Created by Roy in Oceanside
DESCRIPTION:

Date updated:06-26-2008

Normally this is a diversified protfolio of stocks and ETFs. However, at this time (Feb 08) it is being run as a non-diversified portfolio concentrated in 5 sectors as follows: Energy Services, Health Care, Basic Material, consumer staples, and starting recently, new additions in beaten down financial services stocks. It has a mix of large and small cap stocks.

symbol name last price % change open
  • +
  • BDX
    Becton Dickinson
  • $73.70
  • +0.33%
  • $73.52

High quality medical equipment company. Allows participation in health care sector without exposure to pharma. Long term steady grower. Long history of increasing dividends and earnings. Teriffic long term chart. Excellent management and market position. Not too expensive on PE basis. A long term core holding. A core holding. Fwd PE = 20. Est 5 year EPS growth rate = 12%. PEG = 1.65 1/31/07

People owning BDX also tend to own: ABTAMGNBMYCAHDNAFRXGENZ

TheStreet.com Rating: B- What is this?

  • +
  • MO
    Altria Group Inc
  • $18.98
  • -1.20%
  • $19.16

Altria. Formerly Phillip Morris. Good, high quality defensive stock. Large cap value. Large foreign exposure.

People owning MO also tend to own: AAAAPLADBEBAMDVYGEHON

TheStreet.com Rating: No Rating What is this?

  • +
  • SPY
    S&p Dep Receipts
  • $109.43
  • -0.36%
  • $109.25

S&P 500 index fund. Source of funds for sell off.

People owning SPY also tend to own: ANVAYEAZOBBYBPZCOHCTRN

TheStreet.com Rating: No Rating What is this?

  • +
  • RIG
    Transocean Ltd
  • $83.80
  • -1.67%
  • $84.83

Largest offshore oil driller. 144 offshore rigs total. More than twice the size of its nearest competitor. Large exposure to foreign oil plays. Recently merged with Global Santa Fe.

People owning RIG also tend to own: GSFHPNBRAAPLADBEBBYCMCSA

TheStreet.com Rating: B- What is this?

  • +
  • NVO
    Novo Nordisk A S
  • $66.15
  • +0.08%
  • $66.15

Large Danish Pharma company. Specializes in diabetes pharma. Seems to keep its competitors at bay. No drugs coming off pattent soon.

People owning NVO also tend to own: AAPLACIAMZNBNICBICMGCNI

TheStreet.com Rating: A- What is this?

  • +
  • CLB
    Core Labs Nv
  • $105.74
  • -0.95%
  • $105.63

Oil field services. Small cap. Oil reservior services, geophysical, exploration. Based in Holland. More volitile than major oil companies. Higher returns over time.

People owning CLB also tend to own: BABDCBTJETREVEPGNBTGS

TheStreet.com Rating: B What is this?

  • +
  • NUE
    Nucor Cp
  • $41.13
  • -0.22%
  • $40.80

No Analysis added

People owning NUE also tend to own: AXAFDXNOKRTPSLBTMDEBS

TheStreet.com Rating: C What is this?

  • +
  • OIH
    Oil Service Holdr
  • $117.10
  • -2.25%
  • $118.92

No Analysis added

People owning OIH also tend to own: BTUSPYXLEXOMDVNMPETSUN

TheStreet.com Rating: No Rating What is this?

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Start Price

Return Value

Start Date
BDX 75.33 -2.16% Mar 27th
MO 85.08 -77.69% Nov 21st
RIG 82.03 +2.16% Nov 30th
NVO 94.16 -29.75% Dec 4th
EWS 13.55 -16.09% May 29th
SPY 148.33 -26.23% Aug 25th
CLB 126.62 -16.49% Dec 13th
FCX 105.87 -20.12% May 30th
PBR 118.81 -57.87% Jun 15th
NOV 75.36 -43.22% Jun 15th
MOS 88.37 -37.41% Jun 20th
TTES 45.05 -49.57% Jun 8th
NUE 75.00 -45.16% May 29th
OIH 215.39 -45.63% May 29th
IEO 82.10 -39.89% May 29th
DIA 125.84 -17.95% May 29th
PM 51.16 -2.80% May 29th
DNR 33.52 -60.41% Jun 15th
BUCY 76.05 -31.55% Jun 20th
SWN 44.57 -6.91% Jun 20th
BTU 85.53 -46.93% Jun 26th
EMR 50.97 -18.23% Jun 26th
FCG 31.29 -48.87% Jun 26th

Average return:

 -8.31%

Success rate:

 4.35%

Deleted Stocks:
GS 209.87 -21.39% Feb 29th
DEO 79.56 +4.54% Mar 27th
TM 131.26 -5.23% Mar 27th
NYX 93.60 -11.73% Mar 27th
TMO 46.16 +10.70% Mar 27th
LMT 98.18 +1.49% Aug 25th
MET 63.77 +7.46% Mar 27th
LAMR 61.91 +1.81% Mar 27th
UNP 100.94 +10.04% Mar 27th
GBX 26.80 -15.34% Mar 27th
NHWK 17.61 -0.06% Mar 27th
HAL 31.04 +4.90% Mar 27th
CAT 66.88 +14.11% Mar 27th
SRCL 81.56 -31.54% Mar 27th
SLB 94.23 -16.93% Jan 18th
RTN 58.27 +9.23% Aug 25th
CSCO 30.73 -5.50% Aug 25th
PPA 22.30 +0.72% Aug 25th
EMU 11.81 0.00% Aug 25th
XLK 25.76 +2.17% Aug 25th
KRE 45.80 -27.88% Feb 9th
MCD 49.41 +15.00% Aug 31st
EZU 112.48 +8.00% Sep 10th
PG 71.40 +1.27% Nov 29th
BA 96.26 -3.53% Oct 13th
KO 61.57 -5.64% Oct 28th
GLS 20.01 -13.54% Nov 6th
HOLX 66.68 -18.27% Nov 6th
MHS 98.07 -56.26% Jan 25th
BTI 75.60 -6.43% Nov 27th
COP 77.72 +0.71% Nov 29th
AGU 57.96 +9.92% Dec 17th
ITY 105.25 ------ Jan 3rd
WAT 55.27 +10.10% Jan 24th
FTI 53.37 +39.40% Jan 25th
CGV 48.42 -4.28% Jan 30th
PRU 77.40 -7.91% Feb 7th
JNY 15.45 -16.83% Feb 15th
XTO 55.00 +15.87% Feb 15th
UBS 32.71 -10.64% Feb 21st
OII 60.20 -2.51% Feb 22nd
DRQ 52.43 +13.41% Feb 29th
WHQ 65.00 ------ Feb 29th
POT 161.03 +22.82% Mar 6th
LDSH 36.98 -11.87% Mar 6th
PCP 104.00 -7.63% Mar 9th
WFT 67.26 -33.63% Mar 9th
FWLT 62.82 +20.53% Mar 9th
KOL 58.16 -1.86% Jun 20th

Deleted Hate Stocks:
WMT 48.07 -9.01% Apr 4th
PFE 25.71 -3.77% Apr 4th
MU 11.91 -7.47% Apr 4th

Tracking Started: 03-17-2007

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