The Humphrey Partnership
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Created by vmega
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Date updated:05-28-2008

The Humphrey Partnership is a long-short equity portfolio whose goal is to outperform the S&P 500 over the long and short terms. The portfolio may diversify into commodities and bonds.

symbol name last price % change open
  • +
  • GIFI
    Gulf Island Fab
  • $36.71
  • -1.18%
  • $37.78

This is an oil play. But instead of betting on the oil producers, we're betting on oil services. Lower risk play. Company is really growing.

People owning GIFI also tend to own: AMEDATPGBBDBLUDCBSTCEDCCRDN

TheStreet.com Rating: B What is this?

  • +
  • VLCM
    Volcom
  • $17.91
  • -0.44%
  • $17.86

Underrated stock with good management.

People owning VLCM also tend to own: GTYRCWCHSZUMZANFBERCAKE

TheStreet.com Rating: C What is this?

  • +
  • PBR
    Petroleo Brasilei
  • $44.81
  • -1.34%
  • $44.29

This is a bet on not only oil but Brazil.

People owning PBR also tend to own: ACIAINVANRAPCBBDBTUCHK

TheStreet.com Rating: A- What is this?

Portfolio not tracked!

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