dave wells Portfolio 1
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Created by dave wells
DESCRIPTION:
Date updated:01-01-2008
primarily value stuff with a few flyers thrown in...private investor...value bent...like low psr/pb /fcf ratios..nice cash cushion on the balance sheet helps...for energy ideas i follow mcdep.com...have owned many energy names since 2001...for 2008 i am focused on tech,infrastructure,energy --avoiding domestic companies --expect a weak domestic economy...barrons is a decent source for ideas....realmoney.com is third major source of ideas...bob marcin is tops..fitzpatrick excellent and there is always cramer.
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QCOM
Qualcomm Incorpor - $43.90
- +0.11%
- $43.54
barrons recommendation..$80 target
-
FLEX
Flextronics Inter - $6.94
- -2.25%
- $6.97
recent marcin pick
-
VLO
Valero Energy Cp - $17.29
- -1.59%
- $17.56
last refinery built in the us in the 1970s...margins fluctuate but capacity keeps getting tighter and tighter..also own sunoco..both have big buybacks
-
NLY
Annaly Capital Ma - $17.06
- -0.87%
- $17.18
fed behind the curve...rates headed lower..possibly much lower
-
AAPL
Apple Inc. - $194.34
- +0.16%
- $193.00
trimmed 2/3 at 110..my wife insisted we hang in there with the rest.i keep hearing about it..shouldnt be this easy...damn
-
KBR
Kbr Inc - $20.28
- -1.74%
- $20.25
boone pickens holding
-
INTC
Intel Corporation - $18.93
- +0.21%
- $18.82
No Analysis added
-
GE
Gen Electric Co - $15.33
- +6.24%
- $14.98
immelt just plunked down $1m for shares
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