don65 2008 Contest
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Created by don65
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Date updated:07-19-2008

2008 Contest Portfolio

symbol name last price % change open
  • +
  • Y
    Alleghany Cp
  • $308.45
  • -1.14%
  • $316.00

Anticipating a weak market year, this company has a Berkshire flavor without the risk of Buffett death

People owning Y also tend to own: AIGAOBAODAXABACBMYDBV

TheStreet.com Rating: B What is this?

  • +
  • MO
    Altria Group Inc
  • $20.99
  • +0.05%
  • $21.07

Anticipating a weak market year, addictions will not diappear, good dividend, trigger for growth when North American tobacco is spun-ou

People owning MO also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: D+ What is this?

  • +
  • BAC
    Bk Of America Cp
  • $29.29
  • +4.31%
  • $28.30

Anticipating a weak market year, good dividend not likely to be diminished, oversold due to liquidity concerns.

People owning BAC also tend to own: AAPLGOOGINTCMSFTRACKCFCASH

TheStreet.com Rating: C What is this?

  • +
  • BR
    Broadridge Fin So
  • $19.45
  • +1.94%
  • $19.16

Anticipating a weak market year, a recent spin-out still undervalued. Relatively immune from business slow-down.

People owning BR also tend to own: MRKMSFTMWRKPFEULUSGWU

TheStreet.com Rating: C- What is this?

  • +
  • CHKP
    Check Point Softw
  • $25.58
  • +1.71%
  • $25.13

Anticipating a weak market year, this is the king of free cash flow. Undervalued at the moment. Internet users will continue to need protection.

People owning CHKP also tend to own: AEOSCRYPHNRPAYXTCHCTRLGCOSI

TheStreet.com Rating: B What is this?

  • +
  • XOM
    Exxon Mobil Cp
  • $78.81
  • +1.10%
  • $78.54

Anticipating a weak market year, cash will continue to flow into thie company. Still undervalued if crude oil prices stay above $70/barrel.

People owning XOM also tend to own: AAAIGIBMINTCJNJJPMKO

TheStreet.com Rating: A+ What is this?

  • +
  • HEW
    Hewitt Assoc Inc
  • $40.01
  • -0.07%
  • $40.07

Anticipating a weak market year, will benefit from outsourcing demand as companies cut costs to respond to weakening market demands.

People owning HEW also tend to own: CVNSINFYMSFTNTORCLWITSVVS

TheStreet.com Rating: C What is this?

  • +
  • JPM
    Jp Morgan Chase C
  • $37.00
  • +3.99%
  • $35.52

Anticipating a weak market year, same reasoning as BAC. Strong company, good dividend, oversold.

People owning JPM also tend to own: AAAIGIBMINTCJNJKOMSFT

TheStreet.com Rating: B- What is this?

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