cmac Current Holdings
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average rating: 3.00 / 1 ratings
Created by Cmac
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Date updated:09-06-2007
Typically I target value plays and good managements. I tend to hold longer term (ie, more than 1 yr) but also have several speculative stocks to keep things interesting.
-
MO
Altria Group Inc - $18.54
- -0.70%
- $18.58
yield and breakup value. Looking for international spin-off now that Kraft is completed.
-
SHLD
Sears Holdings Co - $67.65
- +1.14%
- $67.36
Lampert management brains.
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PEP
Pepsico Inc - $61.76
- +0.87%
- $60.99
Picked up during recent sell off. Good defense.
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CROX
Crocs - $5.75
- -15.94%
- $6.02
One of my speculative stocks. Like their price point and viral products. International growth will help drive over the next 12 months.
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BAM
Brookfield Asset - $21.10
- -2.68%
- $21.22
Great management. Buffet style pick. Mgmt are great capital allocators. I will own this for years.
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ABB
Abb Ltd - $19.52
- +0.98%
- $19.30
Infrastructure play. Mgmt recently said they will be increasing financial targets.
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MSFT
Microsoft Corpora - $28.52
- +0.18%
- $28.32
tech play.
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MKL
Markel Cp Hldg Co - $327.41
- -0.94%
- $327.00
Good management. Another Buffet style pick. In fact, some speculation MKL could be acquired by Berkshire for its management & Buffet succession.
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