dac Portfolio 1
2153 views
Rate Now: 1 2 3 4

average rating: 3.00 / 2 ratings
Created by dac
DESCRIPTION:

Date updated:07-26-2007

Value oriented. Strong stable companies at good prices with a few ETF/N's thrown in for interest.

symbol name last price % change open
  • +
  • WAG
    Walgreen Co
  • $23.36
  • -4.07%
  • $23.91

Bought in low 40's. This is a high quality company with decent growth prospects so I am willing to pay a little higher multiple.

People owning WAG also tend to own: ADMAVPBF-BBTICLCVSDEO

TheStreet.com Rating: C+ What is this?

  • +
  • AIG
    Amer Intl Group I
  • $2.11
  • -4.52%
  • $2.17

Big insurer/financial services company. Good buy after the Greenberg scandal. Still a good long term holding. Bought in the low 50's

People owning AIG also tend to own: AAIBMINTCJNJJPMKOMSFT

TheStreet.com Rating: D+ What is this?

  • +
  • SYY
    Sysco Cp
  • $23.77
  • -5.56%
  • $24.78

High quality company at good price in the low 30's.

People owning SYY also tend to own: GPCACASALDALLBACGEHOG

TheStreet.com Rating: B What is this?

  • +
  • CR
    Crane Co
  • $17.92
  • -6.76%
  • $18.75

Solid industrial company at decent price. Some liability risk.

People owning CR also tend to own: AIGBRK-BJNJKFTMDTMOMTU

TheStreet.com Rating: C What is this?

  • +
  • BRK-B
    Berkshire Hath Hl
  • $3948.55
  • -2.75%
  • $3985.00

Not a bad price right now and insurance biz is strong. Run by some guy named "Buffet"

People owning BRK-B also tend to own: AEGAZINGINTCOPA.VORCLSDA

TheStreet.com Rating: No Rating What is this?

  • +
  • MO
    Altria Group Inc
  • $19.29
  • -0.46%
  • $19.14

My motto, "when in doubt, buy more Mo."

People owning MO also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: D+ What is this?

  • +
  • KFT
    Kraft Foods Inc
  • $28.18
  • -3.59%
  • $28.56

Good value here around 30. I will hold it after it is spun out of MO.

People owning KFT also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: B What is this?

  • +
  • MDT
    Medtronic Inc
  • $39.63
  • -3.58%
  • $40.74

Good buy in the high 40's.

People owning MDT also tend to own: AAPLADBEBBYCMCSAGOOGJCPORCL

TheStreet.com Rating: B- What is this?

previous next
 

Start Price

Return Value

Start Date

WAG 46.26 -49.50% Mar 17th
AIG 66.87 -96.84% Mar 17th
SYY 32.44 -26.73% Mar 17th
CR 39.80 -54.97% Mar 17th
BRK-B 3532.00 +11.79% Mar 17th
MO 84.73 -77.23% Mar 17th
KFT 30.42 -7.36% Mar 17th
MDT 48.87 -18.91% Mar 17th
S 18.86 -81.60% Mar 27th
JNJ 60.03 +2.32% Mar 27th
MTU 11.14 -33.21% May 15th
SNY 47.76 -40.41% May 21st
NMR 17.49 -32.82% Jul 26th
ZMH 88.08 -41.35% Jul 26th

Average return:

-32.07%

Success rate:

14.29%

Deleted Stocks:

SLM 41.51 +31.62% Mar 17th
DFJ 51.74 -0.70% Mar 17th
FXY 85.60 -3.90% Mar 17th
DJP 50.22 +3.48% Mar 27th

Tracking Started: 03-17-2007

08/02/2007 13:30 PM CDT Asked by dac
Note, MO is listed at a loss due to the spin off of KFT. It should actually reflect a gain. Also, ZMH had dropped to around 80 when I added it to the portfolio but for some reason Stockpickr reflects the price before the earnings hit. Perhaps I needed to wait a day for Stockpickr to update their prices before trying to add it to this portfolio.

ADD YOUR COMMENTS:

'Fast Money' Portfolios of the Week

The traders of CNBC’s “Fast Money” are starting to notice some significant changes in the stock market. CEOs are loading up on shares in their companies, “Wall Stre...

11.19.08 | 17:26 PM
Highest-Yielding Stocks of the T...

James Simons, president of Renaissance Technologies, was one of five hedge fund managers called to Washington, D.C., last week to testify before Congress. Simons was o...

11.18.08 | 18:15 PM
Cramer's Take on Top-Searched St...

Treasury Secretary Henry Paulson and Federal Reserve Chairman Ben Bernanke dominated headlines on Tuesday after the two were grilled on Capitol Hill regarding their managem...

11.18.08 | 17:19 PM
Monthly Dividend Stocks With 10%...

There are a huge number of stocks, including closed-end funds, real estate trusts, master limited partnerships and oil royalty trusts, that pay their dividends monthly. The...

11.18.08 | 14:49 PM
more articles
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZackAttack
Dear crooked CEO
11.19.08 | 17:17 PM From author srea
Neel Kashkari
11.19.08 | 17:40 PM From author MTnews
Auto Shorts
11.19.08 | 10:59 AM From author mrcuban
more forums
today 's lists
Upcoming Stock Splits

This list consists of stocks with upcoming splits. It will be updated every 2 weeks. more

Analyst Upgrades

Analyst Upgrades for Nov. 14, 2008 more

52-Week Lows

Each day we'll select up to 10 stocks on the 52-week low list and give commentary. This is not a comprehensive list of the 52-week low list but just select stocks we think ... more