kempshall Portfolio 1
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Created by kempshall
DESCRIPTION:

Date updated:07-02-2008

Here's my novice portfolio.

symbol name last price % change open
  • +
  • MPEL
    Melco Crown Entm
  • $6.15
  • +2.50%
  • $5.90

I want to get in on the Macau gaming market, and I like the pure plays like Melco. Cramer hates this company. I'm starting to see why.

People owning MPEL also tend to own: BJSCATHALIFNJNJMONBR

TheStreet.com Rating: D What is this?

  • +
  • MOT
    Motorola Inc
  • $9.06
  • -0.88%
  • $8.84

Did well with Icahn and BEAS, hoping for a repeat.

People owning MOT also tend to own: CCLXCVSGOOGGSHDJNJ

TheStreet.com Rating: C- What is this?

  • +
  • LMC
    Lundin Mining Cor
  • $4.09
  • 0.00%
  • $4.03

Cramer recommended it, claims the zinc, nickel, copper, and lead markets are all coming off a bottom.

People owning LMC also tend to own: BENCCAKECHSCMCSAFRGGS

TheStreet.com Rating: D What is this?

  • +
  • GOOG
    Google
  • $444.25
  • -1.33%
  • $445.57

Everyone says it's going up to... well, a lot.

People owning GOOG also tend to own: AAPLAMDCSCODELLIBMINTCMSFT

TheStreet.com Rating: B What is this?

  • +
  • DLIA
    Delia*s
  • $2.38
  • -4.42%
  • $2.41

Purely speculative, trying to make some money off tween/teenage girls with disposable income and impulsive spending tendencies.

People owning DLIA also tend to own: ALOYBDYCIIGMSFTTYCUSG

TheStreet.com Rating: D What is this?

  • +
  • AEO
    Amer Eagle Outfit
  • $16.01
  • +1.91%
  • $15.49

Playing the "youth with disposable income" market, although AEO seems less speculative than dELiA*S (that's the most ridiculous name ever to type out). American Eagle targets the 15-25 y/o market, where the customers at the older end of the spectrum probably have real jobs that pay better than leeching off parents. Also, AEO has a positive EPS (unlike DLIA), trades at only 13-point-something times earnings (as opposed to DLIA's -100x earnings), projects positive growth, and will hopefully increase sales once the weather changes for good.

People owning AEO also tend to own: LRWLYGRWTSHLDSHWTHOBAC

TheStreet.com Rating: C What is this?

  • +
  • ZOLT
    Zoltek Cos Inc
  • $17.21
  • +4.56%
  • $16.71

Big fan of the wind energy market and the carbon fibers wind turbines are made from. I panic sold this one when some jackass law firm was investigating it for accounting problems or something, but then Zoltek dropped to below where I bought it the first time and rectified my mistake.

People owning ZOLT also tend to own: APNS.OBAVNRDSCOEBHIECPGEVICGE

TheStreet.com Rating: C What is this?

  • +
  • SBS
    Companhia Sanea A
  • $39.91
  • -2.30%
  • $40.00

Play on water and on Brazil.

People owning SBS also tend to own: AIZAVTCHICCOPCRHCXDIIB.PK

TheStreet.com Rating: A- What is this?

previous next
 

Start Price

Return Value

Start Date

MPEL 18.24 -66.28% Oct 10th
ZOLT 44.49 -61.32% Dec 19th
LMC 13.89 -70.55% Oct 10th
MOT 19.16 -52.71% Oct 17th
GOOG 633.48 -29.87% Oct 18th
DLIA 3.05 -21.97% Nov 5th
AEO 21.93 -26.99% Nov 6th
SBS 47.00 -15.09% Jan 2nd
IAG 9.25 -38.92% Jan 25th
MNEAF.OB 1.45 -34.48% Jan 25th
VIP 33.18 -33.73% Jan 28th
GYGC.PK 0.15 ------ Jul 2nd

Average return:

-47.50%

Success rate:

0%

Hated Stocks:

PFB 16.10 ------ Nov 6th
BEAS 14.05 ------ Nov 6th
WM 35.99 -88.14% Oct 10th
BWTR 8.27 -77.51% Apr 8th

Tracking Started: 10-10-2007

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