bwalter current holdings
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Created by bwalter
DESCRIPTION:

Date updated:10-10-2007

My current holdings. Primarily a growth investment strategy. I aim to stay 80-100% invested in 9-12 stocks.

symbol name last price % change open
  • +
  • BCSI
    Blue Coat Systems
  • $26.75
  • -1.91%
  • $26.05

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.

People owning BCSI also tend to own: AAPLACCP.OBAMAGEMKRFCSXFTGXHAYN

TheStreet.com Rating: B- What is this?

  • +
  • CMG
    Chipotle Mex Gril
  • $83.33
  • -1.33%
  • $82.99

Excellent management. Very consistent performance. Enjoy a cult-like following from many of their customers. Very very far from having the U.S. saturated.

People owning CMG also tend to own: ANSSAQNTBEAVCABCLUBDIGEDRIV

TheStreet.com Rating: B- What is this?

  • +
  • GRMN
    Garmin Ltd.
  • $31.01
  • -2.58%
  • $30.75

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

People owning GRMN also tend to own: ACIWADMADSAZPNCERNCKFRCREE

TheStreet.com Rating: C+ What is this?

  • +
  • LXU
    Lsb Industries In
  • $12.31
  • 0.00%
  • $N/A

No Analysis added

People owning LXU also tend to own: ACIAMAGAXTIFPPGWHMXHPC

TheStreet.com Rating: C+ What is this?

  • +
  • MON
    Monsanto Company
  • $79.50
  • -1.69%
  • $79.07

No Analysis added

People owning MON also tend to own: CALCOPDSLHALMOSHLDSTX

TheStreet.com Rating: C+ What is this?

  • +
  • PCP
    Precision Castpar
  • $105.27
  • -1.80%
  • $105.02

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.

People owning PCP also tend to own: AAAMEATICAGCEGCMICOL

TheStreet.com Rating: B- What is this?

  • +
  • POT
    Potash Cp Saskatc
  • $111.64
  • -2.22%
  • $109.92

No Analysis added

People owning POT also tend to own: ABKBBDCFCDEFCXFREFWLT

TheStreet.com Rating: B- What is this?

  • +
  • SAM
    Boston Beer Co In
  • $41.81
  • +0.36%
  • $40.89

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

People owning SAM also tend to own: CMEGMICEISEARNAUSGWM

TheStreet.com Rating: B- What is this?

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Start Price

Return Value

Start Date
CMG 129.80 -35.80% Oct 9th
POT 103.66 +7.70% Oct 9th
BCSI 40.20 -33.46% Oct 9th
GRMN 108.46 -71.41% Oct 9th
LXU 23.29 -47.14% Oct 9th
MON 87.77 -9.42% Oct 9th
PCP 148.93 -29.32% Oct 9th
SAM 51.05 -18.10% Oct 9th
TRMB 41.98 -45.74% Oct 9th
VMW 95.09 -56.57% Oct 9th
WX 33.70 -52.52% Oct 9th

Average return:

 -35.62%

Success rate:

 9.09%

Deleted Stocks:
SPWR 88.61 ------ Oct 9th

Tracking Started: 10-09-2007

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