dac Portfolio 1
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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
  • $39.57
  • -1.25%
  • $39.94

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: B What is this?

  • +
  • AIG
    Amer Intl Group N
  • $35.48
  • -9.67%
  • $35.44

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
  • $26.91
  • +0.26%
  • $26.68

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
  • $29.18
  • -1.29%
  • $29.34

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
  • $3425.00
  • +0.88%
  • $3380.00

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
  • $18.54
  • -0.70%
  • $18.58

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

People owning MO also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: C What is this?

  • +
  • KFT
    Kraft Foods Inc
  • $26.78
  • -0.92%
  • $26.88

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
  • $37.97
  • -1.17%
  • $38.37

Good buy in the high 40's.

People owning MDT also tend to own: AAPLADBEBBYCMCSAGOOGJCPORCL

TheStreet.com Rating: B- What is this?

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Start Price

Return Value

Start Date

WAG 46.26 -14.46% Mar 17th
AIG 66.87 -46.94% Mar 17th
SYY 32.44 -17.05% Mar 17th
CR 39.80 -26.68% Mar 17th
BRK-B 3532.00 -3.03% Mar 17th
MO 84.73 -78.12% Mar 17th
KFT 30.42 -11.97% Mar 17th
MDT 48.87 -22.30% Mar 17th
S 18.86 -84.89% Mar 27th
JNJ 60.03 +0.45% Mar 27th
MTU 11.14 -51.53% May 15th
SNY 47.76 -23.16% May 21st
NMR 17.49 -59.75% Jul 26th
ZMH 88.08 -38.95% Jul 26th

Average return:

-28.27%

Success rate:

7.14%

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.

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