Date updated:10-18-2007
what i currently own

-
GS
Goldman Sachs Grp - $176.51
- -0.03%
- $176.40
these are the smartest guys in the room

-
SIRI
Sirius Xm Radio I - $0.6221
- -1.41%
- $0.63
merger speculation

-
RIMM
Research In Motio - $63.67
- 0.00%
- $N/A
bought the day before earnings because the stock had been down and wanted the pop - and got it - now i'm hanging on for the ride to $140

-
PCP
Precision Castpar - $100.26
- -1.42%
- $101.12
this is my aerospace pick - even if BA is late with the 787 and it's earnings are affected, PCP will still have strong earnings. PCP is also an energy play because they make parts for tubine generators. I doubled down on bad news from BA today (787 delay). cost basis: 146.32... could have gotten in at $140, but hind sight doesnt put more cash in my account for such purchases.

-
RIG
Transocean Ltd - $88.50
- +0.40%
- $87.99
giant dividend coming down the pipe and increased valuation from the merged company

-
LMT
Lockheed Martin C - $74.60
- -1.31%
- $75.40
reported increase in dividend, and they seem to be growing - will sell if the dems elect the next president.

-
CVX
Chevron Corp - $78.34
- +0.88%
- $77.41
i sold XOM at around 94 because oil was coming down under $80 and i figured it would be a seasonal drop.. then CVX came out with news about refining margins and the stock dropped, so I picked it up.. maybe not a good pick because it seems like oil goes up $1 and CVX goes up $.50, but oil drops $.50 and CVX drops $1.00. I don't understand why the bias to the down side, but up until around $82 oil XOM and CVX seemed to track the Goldman OIL idx very closely - then they seemed to detach. maybe worries about the crack spread?

-
VM
Virgin Mobile Usa - $4.38
- 0.00%
- $N/A
IPO hype - boy am I an idiot for this stock. it is my single biggest soaking ever - down 16% right now from where i took it. I might let it ride for 30 days cause I could use the tax loss, but oy, it's pretty painful. this company really sucks - i think the managment is pretty crappy and really, what virgin company has been successful in the US? i can see why the brand is successful in europe and britain, but boy oh boy, this ain't europe is it? Here's the worst part of the story - they used the capital raised from the IPO to pay off part of their debt - PART of it, not all. Geez.. I'll probably amputate this limb if it bleeds to -20% before 30 days. Right now, VM's stock is bleeding like a wounded bear. I smell a class action.
- Top Professional Portfolios
- 1. Navellier & Associ...
- 2. Fidelity Contrafund - ...
- 3. Argus Management
- 4. Charlie Munger
- 5. Calamos Advisors
- show all
- Top Do-It-Yourself Portfolios
- » Joy
- » tsamanuli Portfolio 1
- » Albo's First Portfolio
- » Fundsonly Portfolio 1
- » rk00005
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
By Jonas Elmerraji Posted on Nov. 10, 2009 After six straight days of gains, the markets are taking a breather today, which gives us the chance to focus our attention b...
By Roberto Pedone Posted on Nov. 9, 2009 Financial-Services Bull: Barron’s talks with Anton Schutz, portfolio manager at the Burnham Financial Industries Fund (BURFX)...
By Jonas Elmerraji Posted on Nov. 9, 2009 Last week brought investors a welcome return to gains as the S&P 500 pushed up 3.2% over the course of the last five trading d...
By Roberto Pedone Posted on Nov. 6, 2009 According to Jim Cramer, the bears are tellinginvestors six lies. On Wednesday’s “Mad Money” TV show, Cramer said if you ...
A. The only one I own : SLX,
too hard pick a winner out all of them
These are the stocks from Jim Cramer's Oct. 30 Lightning Round. We list the stocks on which he is BULLISH and BEARISH.... more
Analyst Upgrades for Nov. 2, 2009. Read more here. more
Here are some of the biggest stocks that made the 52-week high list on Nov. 2, 2009. more













Comments not available