SCM Portfolio 1
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Created by scott mccartney
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Date updated:05-06-2007

Stocks I like: strong franchises, barriers to entry, reasonable valuations, cash generation, returning cash to shareholders.

symbol name last price % change open
  • +
  • HOG
    Harley Davidson
  • $27.00
  • +2.86%
  • $26.32

Name another company's brand that people tattoo on themselves. Stock is reasonably valued on slowing growth expectations. Looking to overseas growth for the next secular leg up.

People owning HOG also tend to own: EATAFLAMPAPOLCOHERSGGG

TheStreet.com Rating: C What is this?

  • +
  • LLTC
    Linear Technology
  • $27.16
  • +0.41%
  • $27.18

Niche semi name, best margins in the business. Announced divvy hike and massive buyback, poised for the inevitable turn in the sector

People owning LLTC also tend to own: AMATAROCFICHRSCYEMCLAVA

TheStreet.com Rating: C What is this?

  • +
  • WFMI
    Whole Foods Marke
  • $27.49
  • +0.29%
  • $27.45

Fallen growth angel. They said SBUX couldn't make a living merely selling coffee either.

People owning WFMI also tend to own: CSHCTRPJNJLGBTLVSMKLQMAR

TheStreet.com Rating: C What is this?

  • +
  • LECO
    Lincoln Electric
  • $52.92
  • +0.90%
  • $52.65

Largest pure-play welding name. Hidden infrastructure play. The stock is still cheap.

People owning LECO also tend to own: BOHCRRDCIFRKFWRDGGGHBHC

TheStreet.com Rating: C+ What is this?

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