bwalter current holdings
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Created by bwalter
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Date updated:10-10-2007
My current holdings. Primarily a growth investment strategy. I aim to stay 80-100% invested in 9-12 stocks.
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BCSI
Blue Coat Systems - $25.85
- +0.04%
- $25.92
Business is becoming more and more global. As a result companies need to move more and more data across WAN's. There is huge growth coming in the WAN acceleration segment. Blue Coat has an excellent product suite and management that delivers.
-
CMG
Chipotle Mex Gril - $89.88
- +1.84%
- $88.17
Excellent management. Very consistent performance. Enjoy a cult-like following from many of their customers. Very very far from having the U.S. saturated.
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GRMN
Garmin Ltd. - $28.83
- +2.52%
- $28.10
GPS will have a hot holiday season. Nokia's purchase of Navteq will not have any impact to Garmin in the next couple years. Much room for growth yet for Garmin
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LXU
Lsb Industries In - $11.28
- 0.00%
- $N/A
No Analysis added
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MON
Monsanto Company - $73.66
- +5.23%
- $69.87
No Analysis added
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PCP
Precision Castpar - $100.26
- -1.42%
- $101.12
With MON (and to a lesser extent TRMB), I'm a bit heavy on the agriculture, but thats not a bad thing with the ethanol (short term play) and fertilizer (huge demand growth from China) demand.
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POT
Potash Cp Saskatc - $99.61
- -0.06%
- $99.50
No Analysis added
-
SAM
Boston Beer Co In - $40.85
- +1.04%
- $40.47
A somewhat defensive stock but yet still fits as a growth stock. SAM has the feel of a microbrewery but yet has national distribution. They are bringing more capacity online to keep up with demand
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