jimgmcc Portfolio 1 Portfolio - Stockpickr! Your Source for Stock Ideas

jimgmcc Portfolio 1

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Created by jimgmcc

DESCRIPTION:

Date updated:08-10-2007

taxable portfolio; also includes mutual funds, etfs, bonds. Currently (08/07) staying away from US consumer, financials. Like industrials, energy, international

FWLT
Foster Wheeler Ag
$32.57
+1.91%
$31.85

Best power generation technology; on time/under budget projects. With worldwide infrastructure buildout can easily go to $400 in 5 yrs

People owning FWLT also tend to own: AIG BA C CPWR DIS GS HAL

TheStreet.com Rating: C+ What is this?

TEX
Terex Cp
$21.08
-2.09%
$21.62

better peg than CAT

People owning TEX also tend to own: ATI HAL MFLX TIE AHM AIZ ALB

TheStreet.com Rating: D What is this?

BA
Boeing Co
$50.68
+0.80%
$49.98

787 sold out to 2015

People owning BA also tend to own: AIG C CPWR DIS FWLT GS HAL

TheStreet.com Rating: C What is this?

RIG
Transocean Ltd
$87.31
-0.07%
$87.10

best of breed, getting better. $33 special dividend coming in 2007

People owning RIG also tend to own: GSF HP NBR AAPL ADBE BBY CMCSA

TheStreet.com Rating: B- What is this?

DO
Diamond Offshore
$100.01
+0.23%
$99.43

Better near term growth than RIG

People owning DO also tend to own: ACI BJS BTU CNX CWEI DNR GSF

TheStreet.com Rating: B What is this?

BUCY
Bucyrus Internati
$53.04
+2.69%
$52.09

Better PEG than JOYG

People owning BUCY also tend to own: ECA FLIR HANS INGR TM VLO WIRE

TheStreet.com Rating: C What is this?

TIE
Titanium Metals C
$9.32
+1.19%
$9.21

More growth than ATI; titanium pure play

People owning TIE also tend to own: ATI HAL MFLX TEX CSCO DVN SWN

TheStreet.com Rating: C- What is this?

VMI
Valmont Inds Inc
$76.36
+0.55%
$76.66

power poles and irrigation systems very strong

People owning VMI also tend to own: AGD DXPE IR LAYN LOW MS MTW

TheStreet.com Rating: B What is this?

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	Start Price	Return Value	Start Date
FWLT	99.99	-67.43%	Aug 10th
TEX	78.96	-73.30%	Aug 10th
BA	102.72	-50.66%	Aug 10th
RIG	103.60	-15.72%	Aug 10th
DO	96.55	+3.58%	Aug 10th
BUCY	72.98	-27.32%	Aug 10th
TIE	32.15	-71.01%	Aug 10th
VMI	79.44	-3.88%	Aug 10th
MFRI	24.99	-73.99%	Aug 10th
DVN	78.90	-14.08%	Aug 10th
PDE	34.22	-6.25%	Aug 10th
RIO	49.00	------	Aug 10th
CMCO	26.54	-37.94%	Aug 10th
CMC	28.88	-46.43%	Aug 10th
ACO	33.10	-15.71%	Aug 10th
ABB	24.08	-18.31%	Aug 10th
ATW	67.57	-43.57%	Aug 10th
AUY	11.26	+12.88%	Aug 10th
AVAV	20.80	+35.38%	Aug 10th
CCJ	39.60	-25.40%	Aug 10th
ESV	58.41	-21.35%	Aug 10th
STP	43.35	-68.35%	Aug 10th
TXI	84.04	-58.09%	Aug 10th
CSCO	31.68	-25.16%	Aug 10th
Average return:	-30.96%
Success rate:	13.04%
Tracking Started: 08-10-2007

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