don65 2008 Contest
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Date updated:07-19-2008

2008 Contest Portfolio

symbol name last price % change open
  • +
  • Y
    Alleghany Cp
  • $272.40
  • +0.29%
  • $271.83

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

People owning Y also tend to own: AAPLATICLCSCOGEGSJNJ

TheStreet.com Rating: C What is this?

  • +
  • MO
    Altria Group Inc
  • $18.98
  • -1.20%
  • $19.16

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: AAAAPLADBEBAMDVYGEHON

TheStreet.com Rating: No Rating What is this?

  • +
  • BAC
    Bk Of America Cp
  • $16.09
  • +0.06%
  • $16.03

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

People owning BAC also tend to own: AAADPAVPBRK-BBUDCSCOCX

TheStreet.com Rating: C- What is this?

  • +
  • BR
    Broadridge Fin So
  • $22.26
  • +0.32%
  • $22.19

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
  • $32.48
  • -0.88%
  • $32.48

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: A What is this?

  • +
  • XOM
    Exxon Mobil Cp
  • $74.38
  • -0.36%
  • $74.38

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: C+ What is this?

  • +
  • HEW
    Hewitt Assoc Inc
  • $40.69
  • -0.39%
  • $40.63

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: B+ What is this?

  • +
  • JPM
    Jp Morgan Chase C
  • $42.46
  • -0.21%
  • $42.47

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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A. Here's another one:
http://seekingalpha.com/article/173986-s
hipping-three-high-risk-high-reward-opti
ons

Also, DSX, for instance moved up after
hours.

It might depend on your timeframe. The
related indexes appear to be trending
up. (this is not a recommendation).

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