Date updated:08-07-2007
Following diversification approach by using "baskets" in a few sectors (i.e. multiple names for oil and oil services, tec, etc.), so no need to jump on me for having pairs or three of a kinds.
Overall, I have achieved a nice balanace with the total portfolio with tech, oil, retail (WAG, MO), biotech (spec), and aerosapce. I also have split out the financials (asset mgmt) into a new sixth bucket...which is actually a pretty lonely pail since the only name left in there is BAM...but looking to jump on BAC, GS, and other cheap long term plays that have been knocked down.

-
MSFT
Microsoft Corpora - $29.41
- +0.65%
- $29.08
Great entry point and a solid (if uninspiring) pillar for the portfolio.

-
WAG
Walgreen Co - $38.89
- -0.31%
- $39.44
One of the places I am glad that I parked my money. Undervalued with excellent opportunity to continue its steady growth and ROC.

-
COP
Conocophillips - $51.77
- -0.29%
- $51.77
One of Cramer's 80-to-120 picks that is undervalued, and part of my oil and oil services basket.

-
SLB
Schlumberger Ltd - $63.89
- +1.53%
- $62.50
A foreign play that is another of Cramer's 80-to-120 picks.

-
EMC
E M C Cp - $16.83
- +0.48%
- $16.64
Waiting for the VMWare spinoff to drive this stock north of $21, and close out my position towards the end of Q4 or beginning of 2008.

-
ARNA
Arena Pharmaceuti - $3.63
- +2.54%
- $3.54
Been here forever (and a day) waiting for the pipeline to pan out as my spec play. Hoping that the FDA keeps their hammers at home, and ARNA is able to get some of their drugs into the marketplace.

-
HAL
Halliburton Co - $29.36
- +0.93%
- $28.89
As Jim says, this is the most hated stock in America, but not in my portfolio.

-
BAM
Brookfield Asset - $21.22
- 0.00%
- $N/A
Brookfield is the one name that will not be leaving this portfolio in the next two or three...decades.
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