ThomasCavey Portfolio 1
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average rating: 2.50 / 2 ratings
Created by ThomasCavey
DESCRIPTION:

Date updated:10-20-2007

GMO,NVDA,EMC,CCJ,RIO,LMC,EWH,EWT,EWS,EWM,JPNR,CSCO,FNX,SNDA,EWZ,VCLK,WX,TF,DSX

symbol name last price % change open
  • +
  • GMO
    General Moly
  • $2.28
  • 0.00%
  • $N/A

Good business plan and management seems competent. To-date conservatively financed - all equity. Minerals provide hedge against inflation. Bank feasability report with NPV of $1.4 billion dollars encouraging. Surprised the stock did not react more.

People owning GMO also tend to own: BAMBHPGLDIBNINTVMICPZE

TheStreet.com Rating: No Rating What is this?

  • +
  • NVDA
    Nvidia Corporatio
  • $13.32
  • +1.99%
  • $13.13

Nividia seems best of breed in its market segment.

People owning NVDA also tend to own: EDUINTCOFIXUAUAAAPLALJCSCO

TheStreet.com Rating: D+ What is this?

  • +
  • EMC
    E M C Cp
  • $16.98
  • +0.89%
  • $16.88

An interesting way to own Vimware at a discount.

People owning EMC also tend to own: ATVICCJCELGCRZODSXDVNGDX

TheStreet.com Rating: B What is this?

  • +
  • CCJ
    Cameco Cp
  • $29.91
  • +3.85%
  • $29.19

Largest uranium mining company in the world. Outlook for business - nuclear power becoming brighter every day. Although results from Cigar Lake deferred for one year until 2011, the long term story for the Company is compeling assuming management doesn't make any more mistakes.

People owning CCJ also tend to own: AAPLBYICAHCMECSCOCVSEBAY

TheStreet.com Rating: C+ What is this?

  • +
  • WX
    Wuxi Pharmatech A
  • $17.37
  • 0.00%
  • $N/A

This is a recent Chinese IPO in the medical field.

People owning WX also tend to own: AUYBHPBTUBWPCAEICELGCHK

TheStreet.com Rating: No Rating What is this?

  • +
  • RIO
    Rio
  • $0.00
  • N/A
  • $N/A

Largest iron ore mining company in the world. Also owns International Nickel. Excellent hedges against weaker dollar. Now appears that CVRD will invest in coal properties in Australia. Analyists predict significant price increase when iron ore contracts are renegotiated for 2008. Last year prices were increased 9 1/2%. Understand a 25% increase is possible next year.

People owning RIO also tend to own: CMTSORCLSNYAMRCBTCNQ

TheStreet.com Rating: No Rating What is this?

  • +
  • LMC
    Lmc
  • $0.00
  • N/A
  • $N/A

Canadian based miner with mines in Sweden, Portugal and Ireland. Produces a variety of metals including gold, copper and lead. Lundin Family recently purchased 1 million shares - an encouraging sign.

People owning LMC also tend to own: BENCCAKECHSCMCSAFRGGS

TheStreet.com Rating: No Rating What is this?

  • +
  • EWH
    Ishare Msci Hongk
  • $16.18
  • 0.00%
  • $N/A

Tracks the Heng Seng index. Now that the Chinese Government is allowing its citizens to purchase shares listed in Hong Kong, there is the potential for a great deal of money to flow into this market where shares are much cheaper than in Shanghai.

People owning EWH also tend to own: ABTBKCATCSCOCTXDEDHI

TheStreet.com Rating: No Rating What is this?

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Start Price

Return Value

Start Date

GMO 5.42 -57.93% Apr 5th
CCJ 44.93 -33.43% Apr 5th
RIO 39.74 ------ Apr 5th
LMC 13.16 ------ Apr 5th
EWS 12.80 -9.53% Apr 5th
EWM 11.15 -1.79% Apr 5th
NVDA 52.34 -74.55% Sep 6th
EMC 19.44 -12.65% Sep 6th
EWH 18.57 -12.87% Sep 6th
EWT 15.77 -21.18% Sep 6th
JNPR 34.60 -22.57% Sep 6th
RIG 107.50 -19.44% Sep 6th
CSCO 32.22 -25.76% Sep 6th
FNX 28.59 -13.82% Sep 6th
SNDA 33.33 +59.26% Sep 20th
EWZ 68.32 +15.52% Sep 20th
WX 40.24 -56.83% Oct 11th
TF 14.95 -35.12% Oct 11th
VCLK 29.32 -67.19% Oct 11th
DSX 38.18 -57.46% Oct 20th

Average return:

-19.07%

Success rate:

11.11%

Deleted Stocks:

HL 9.34 -19.70% Apr 5th
RAD 5.93 -15.51% Apr 5th
AUY 15.08 -14.46% Apr 5th
EXC 71.04 +2.82% Apr 5th
LVLT 6.07 -15.32% Apr 5th
BAC 49.95 -2.20% Sep 6th
OCNF 21.87 -5.21% Sep 6th
CLB 119.25 +10.18% Sep 20th

Hated Stocks:

JSDA 24.7501 -97.13% Sep 6th
KKD 6.26 -48.88% Sep 6th

Tracking Started: 04-05-2007

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