asudchiman - Stock Portfolio
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Created by asudchiman
DESCRIPTION:

Date updated:05-22-2008

Stock Picks that I personally own.

This is my high conviction list.

In full disclosures, I have significant gains in many of these firms and have been trading them for a while.

symbol name last price % change open
  • +
  • ATLS
    Atlas Energy
  • $25.78
  • -1.79%
  • $26.22

A) Cohen Family - They simply coin money. B) Collect checks from it's ownership of ATN 5.5% yield(driller), AHD 5%yld / APL 9%yld (Pipeline), etc. C) Marcellus Shale - http://geology.com/articles/marcellus-shale.shtml D) Did I mention the Cohen Family?

People owning ATLS also tend to own: ABDAFFMAGOAIZALJAMPBDE

TheStreet.com Rating: C What is this?

  • +
  • PETD
    Petroleum Develop
  • $18.51
  • +0.05%
  • $18.45

Previously PDC shared 20% of all drilling with their partnerships. Now they will keep 100% of profits for themselves. On top of this, I believe the cost of keeping it in house with be cheaper than raising through partnerships.

People owning PETD also tend to own: FROIMOSLAZPWEIRADTOPTCAH

TheStreet.com Rating: D+ What is this?

  • +
  • ATN
  • $0.00
  • 0.00%
  • $N/A

Drilling General Partner in the Appalachian Region. Do a web search for "Marcellus Shale". http://geology.com/articles/marcellus-shale.shtml

People owning ATN also tend to own: CEPDIVXEVRGLSGOOGKBWMORN

TheStreet.com Rating: No Rating What is this?

  • +
  • APL
    Atlas Pipeline Pt
  • $7.15
  • -0.83%
  • $7.08

A) Cohen Family - They simply coin money. B) This is a toll booth for the transport of Natural Gas. C) Marcellus Shale - http://geology.com/articles/marcellus-shale.shtml

People owning APL also tend to own: HASMSCLRKFDGFRPMICRUTH

TheStreet.com Rating: D What is this?

  • +
  • RSO
    Resource Cap Corp
  • $5.14
  • +2.59%
  • $5.04

A) Cohen Family -- you want to them on your side -- period. They coin money for a living. B) misunderstood Commercial REIT.

People owning RSO also tend to own: CSECVXDDEODREMOPBCT

TheStreet.com Rating: D What is this?

  • +
  • REXI
    Resource America
  • $3.85
  • -0.77%
  • $3.90

A) Cohen Family B) Manager of Assets - The market is not getting the value of this company. They get the benefit of leverage with out the major exposure. They manage the products, they don't directly own them. (yes this is a simplistic summary -- do the research)

People owning REXI also tend to own: AXPCEFCOMSCRESYIBAIRSQUIP

TheStreet.com Rating: D What is this?

  • +
  • ETO
    Eaton Vance Tax-a
  • $18.47
  • -0.16%
  • $18.32

tracks well with the S&P but pays 6% yield. High Integrity - Eaton Vance took it upon themselves to redeem all auction preferred shares in the portfolio. This was a classy move that they were not required to do. Any time the shares trade at a significant discount to NAV it is screaming buy.

People owning ETO also tend to own: CNXCTXSFDXGOOGGSHCPLOW

TheStreet.com Rating: No Rating What is this?

  • +
  • MO
    Altria Group Inc
  • $18.98
  • -1.20%
  • $19.16

Plain & Simple. I want the dividend. MO helps balance out my more aggressive stock picks.

People owning MO also tend to own: AAAAPLADBEBAMDVYGEHON

TheStreet.com Rating: No Rating What is this?

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Start Price

Return Value

Start Date

ATLS 59.49 -56.66% Nov 7th
PETD 43.83 -57.77% Nov 7th
ATN 34.49 ------ Nov 7th
APL 47.64 -84.99% Nov 7th
RSO 9.05 -43.20% Nov 7th
REXI 15.15 -74.59% Nov 7th
MO 72.94 -73.98% Nov 7th
ETO 32.72 -43.55% May 22nd
PPDI 42.77 -50.85% May 22nd

Average return:

-21.83%

Success rate:

0%

Deleted Stocks:

GSF 88.10 ------ Nov 7th
RIG 129.64 +19.56% Nov 7th
EMC 23.40 -26.11% Nov 7th
CSCO 34.08 -25.56% Nov 7th
IMA 63.33 -49.33% Nov 7th
HOLX 64.42 -65.23% Nov 7th
FCX 113.50 +6.24% Nov 7th
PCU 130.91 -17.76% Nov 7th
DPHIQ.PK 0.295 ------ Nov 7th

Tracking Started: 11-07-2007

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