Sean's Portfolio I Portfolio - Stockpickr! Your Source for Stock Ideas

Sean's Portfolio I

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TheStreet.com Rating: C+

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Created by Sean Owens

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Date updated:08-05-2007

Value/GARP with contrarian tendency. Focus on FCF growth and management quality.

BAC
Bk Of America Cp
$16.29
+1.24%
$16.28

Strong brand. Consistent growth, good yield, and good valuation.

People owning BAC also tend to own: AA ADP AVP BRK-B BUD CSCO CX

TheStreet.com Rating: C- What is this?

PEP
Pepsico Inc
$62.49
+0.66%
$62.46

Great brand and competitive advantage. Consistent growth and descent yield. Good management.

People owning PEP also tend to own: ADM AVP BF-B BTI CL CVS DEO

TheStreet.com Rating: B What is this?

PFE
Pfizer Inc
$18.53
+0.93%
$18.49

Good brand and competitive advantage. Good valuation and yield. Significant investment in R&D and good FCF.

People owning PFE also tend to own: AA ALL APC BUD COP CVX DOW

TheStreet.com Rating: B What is this?

BP
Bp Plc
$58.64
+1.40%
$58.75

Good value and yield. Strong brand. Low risk nergy play.

People owning BP also tend to own: BAC CBSH CL ED FITB FRE GE

TheStreet.com Rating: C+ What is this?

ORCL
Oracle Corporatio
$22.60
+1.16%
$22.59

Good brand and competitive advantage. Good FCF. Large market power. Good value.

People owning ORCL also tend to own: AAPL AMD CSCO DELL GOOG IBM INTC

TheStreet.com Rating: B+ What is this?

CSCO
Cisco Systems
$23.90
+1.88%
$23.67

Good brand and competitive advantage. Good FCF. Large market power.

People owning CSCO also tend to own: AAPL AMD DELL GOOG IBM INTC MSFT

TheStreet.com Rating: B- What is this?

AIG
Amer Intl Group N
$35.28
+0.51%
$35.63

Good brand and competitive advantage. Undervalued on historical basis. Dividend growth.

People owning AIG also tend to own: AA IBM INTC JNJ JPM KO MSFT

TheStreet.com Rating: D- What is this?

HSY
The Hershey Compa
$36.39
-1.33%
$37.33

Good brand and competitive advantage. Good value and consistent growth.

People owning HSY also tend to own: ERTS NBR GME GOOG KO NFLX NKE

TheStreet.com Rating: B What is this?

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	Start Price	Return Value	Start Date
BAC	47.00	-65.34%	Aug 5th
PEP	66.47	-5.99%	Aug 5th
PFE	23.51	-21.18%	Aug 5th
BP	66.50	-11.82%	Aug 5th
ORCL	19.66	+14.95%	Aug 5th
CSCO	29.46	-18.87%	Aug 5th
AIG	61.64	-42.76%	Aug 5th
HSY	45.15	-19.40%	Aug 5th
CAB	23.00	-44.74%	Aug 5th
EEQ	52.65	-8.53%	Aug 5th
EMC	18.68	-8.24%	Aug 5th
JNJ	60.55	+3.53%	Aug 5th
MCD	48.52	+31.88%	Aug 5th
WM	33.86	-1.71%	Aug 5th
S	19.77	-80.27%	Aug 5th
AAV	12.1501	-51.93%	Aug 5th
BPP	21.396	-53.40%	Aug 5th
Average return:	-24.66%
Success rate:	17.65%
Hated Stocks:
GM	32.04	------	Aug 5th
NYT	22.35	-60.13%	Aug 5th
Tracking Started: 08-05-2007

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