kakatiya Portfolio 1
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Created by kakatiya
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Date updated:12-14-2007
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WU
Western Union Com - $18.81
- -0.79%
- $18.75
Holding. Reconsidering after Warren Buffets sell out and using their service personally.
-
CFC
Cfc - $0.00
- N/A
- $N/A
Holding. Bought what I thought was low. In deep red on this one. Hoping BAC will buy them out.
-
DFS
Discover Fin Svcs - $14.53
- 0.00%
- $14.45
Accumulating as much as I can. Buyout by COF in 2 years ?
-
MA
Mastercard Inc - $236.90
- +2.89%
- $227.76
No brainer. Get paid every time someone swipes a master card. Not selling unless management gets fancy notions and start screwing things up. Global travel is growing and MA gets even bigger margins on exchange rates.
-
SBUX
Starbucks Corpora - $21.12
- +7.21%
- $20.40
Holding. Has to go up. Over beaten. No one has the same ambiance. You can not buy ambiance.
-
WFMI
Whole Foods Marke - $28.25
- +4.24%
- $27.01
Holding. Bought on antitrust dip. More food recalls and scare the better for them. How much is your families well being worth to you ?
-
EBAY
Ebay Inc. - $23.34
- +0.43%
- $23.00
Holding. Small stake. Hopefully will spin of Paypal and I can get out.
-
LOW
Lowes Companies - $20.94
- +4.33%
- $20.22
Accumulating. Too good to pass by. Has more room to grow than HD. Better management I think.
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04.13.09 | 01:10 AM From author
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Q.
In the sprit of political neutra...
11.08.09 | 12:01 PM Asked by
Brian Larson
A. i bought into ECLP last thursday. . They
compete with CERNER on putting in big
medical records systems into hospitals.
I believe the industry is going to
consolidate as well.
Q.
Steel....playing catch up now. ...
03.24.09 | 11:34 AM Asked by
dgbkr
A. The only one I own : SLX,
too hard pick a winner out all of them
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