invcap Portfolio 8/Ken Fisher
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Created by invcap
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Date updated:10-01-2007

Portfolio Strategy by Ken Fisher/Forbes-be bullish in a bull market, but don't be either a bull or a bear all the time

symbol name last price % change open
  • +
  • MFC
    Manulife Fin Corp
  • $17.70
  • -0.62%
  • $17.58

Second largest N American life insurer. Selling @ 10x 2008 earnings-a takeout candidate if multiple does not expand.

People owning MFC also tend to own: AIGCLPAVNRSIRIALAAMTDHBC

TheStreet.com Rating: D+ What is this?

  • +
  • DOX
    Amdocs Ltd Ord
  • $26.43
  • -0.15%
  • $26.41

Growing rapidly and selling for 16x 2008 earnings

People owning DOX also tend to own: ORCLTWGPRHDTIEAAPLADBEAGN

TheStreet.com Rating: B- What is this?

  • +
  • STZ
    Constellation Brd
  • $17.09
  • +0.59%
  • $17.03

World's largest winemaker w/ diversified price points. Selling at 15x 2008 earnings

People owning STZ also tend to own: ASHATGBACCBMNINFBNI

TheStreet.com Rating: C What is this?

  • +
  • HES
    Hess Cp
  • $58.84
  • +2.22%
  • $57.93

Integrated oil will do well with high crude prices. Selling at 12x 2007 earnings

People owning HES also tend to own: ADBEAGUCOINEBSEMUFRGGCT

TheStreet.com Rating: C+ What is this?

  • +
  • VAL
    Valspar Corp
  • $27.55
  • +0.22%
  • $27.45

200 year old company in paints and coatings. At 15x 2008 earnings would be an easy and profitable acquisition for another paint company or buyout firm.

People owning VAL also tend to own: AAUKACASAGDAGOBTICOPCOST

TheStreet.com Rating: B+ What is this?

  • +
  • SHI
    Sinopec Shanghai
  • $41.14
  • +2.29%
  • $40.74

Chemicals-down 25% since May. If global economy remains strong should bounce back. Selling @ 9X 2008 estimate.

People owning SHI also tend to own: EYEFRPT.OBGEMPPPWIAOBCHL

TheStreet.com Rating: No Rating What is this?

  • +
  • HNP
    Huaneng Power Int
  • $26.09
  • -1.02%
  • $26.13

One of China's largest power generation firms. A pure play on China growth. At 15X trailing earnings growth is not priced in.

People owning HNP also tend to own: ARAYCHCG.OBCOGOCVYDUGFXEGASS

TheStreet.com Rating: No Rating What is this?

  • +
  • INFY
    Infosys Technolog
  • $51.23
  • +0.55%
  • $51.38

Down 26% from peak-should bounce back-Affordable @20X 2007 earnings.

People owning INFY also tend to own: AAPLACNADSKANSSCDNSCTSHEBAY

TheStreet.com Rating: B What is this?

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Start Price

Return Value

Start Date
MFC 38.37 -53.87% Aug 1st
DOX 38.00 -30.45% Aug 1st
STZ 22.97 -25.60% Aug 1st
HES 65.34 -9.95% Aug 1st
VAL 28.75 -4.17% Aug 1st
SHI 69.62 -40.91% Sep 5th
HNP 46.50 -43.89% Sep 5th
INFY 48.62 +5.37% Sep 5th
IIT 39.67 -32.29% Sep 5th
CHT 17.58 +1.76% Sep 5th
LPL 21.13 -34.55% Sep 5th
BMA 29.41 -1.46% Oct 1st
VCP 28.62 ------ Oct 1st
VIV 4.96 +481.65% Oct 1st
SBS 49.40 -23.14% Oct 1st
CPA 40.05 +23.55% Oct 1st
GOL 24.00 -46.17% Oct 1st
SAN 50.57 +15.09% Oct 1st

Average return:

 +10.65%

Success rate:

 29.41%

Tracking Started: 08-01-2007

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