knklhead Portfolio 1
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Created by knklhead
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Date updated:03-23-2007

No Brainer Portfolio

I'm fairly bullish on the market since parts of it are still trying to recover to pre-01 levels. Watch out for the inverted yield curve. 9 out of the last 9 recessions were preceeded by an inverted yield curve.

SOX is the key. The market cannot sustain a major run without the semi's supporting it.

symbol name last price % change open
  • +
  • DSX
    Diana Shipping In
  • $17.25
  • +3.36%
  • $16.65

Capital appreciation plus a 9% yield....duh

People owning DSX also tend to own: ALDBMYCNEGAINGOODHTEML.TO

TheStreet.com Rating: C+ What is this?

  • +
  • AVT
    Avnet Inc
  • $27.39
  • -0.04%
  • $27.18

I deal with Avnet on a daily basis. Electronics distributors are good indication of economic activity 3-6 months out. When lead times start moving out, it's a sign of tightening inventories and higher profits for distributors.

People owning AVT also tend to own: AHMAIZALBAMPAXCABBICASY

TheStreet.com Rating: C What is this?

  • +
  • ARW
    Arrow Elcts
  • $26.47
  • -0.53%
  • $26.43

Avt's main competition.

People owning ARW also tend to own: AAIDCRDXDFXPSKFSRSTEO

TheStreet.com Rating: C What is this?

  • +
  • NSM
    Natl Semiconducto
  • $13.61
  • -1.23%
  • $13.64

National's been going thru the roof this week after exceeding analyst's expectations for 4Q06. Watch SOX. It's the key to market performance in 07. Just about to break out of a huge 5 year triangle.

People owning NSM also tend to own: AMGNCTSHFFIVMDTNETLNIHDOIIM

TheStreet.com Rating: C What is this?

  • +
  • RY
    Royal Bank Of Can
  • $53.94
  • 0.00%
  • $N/A

Royal Bank of Canada. Some of the strongest financials I've seen and greatly undervalued.

People owning RY also tend to own: AIGCDBGSJPMSANUBS

TheStreet.com Rating: C What is this?

  • +
  • UFS
    Domtar Corp New
  • $52.00
  • 0.00%
  • $N/A

Domtar plus Weyerhauser. Everyone needs paper. P&F breakout, above 61.8% fibonacci on the rebound. Strong financials and technicals coming together.

People owning UFS also tend to own: AMXCOVCZZEXHFAFGFAHLX

TheStreet.com Rating: D What is this?

  • +
  • NR
    Newpark Resources
  • $2.79
  • 0.00%
  • $N/A

Just broke out of consolidation - 3/07.

People owning NR also tend to own: BDTBTULOWPGNRNPSTOTYC

TheStreet.com Rating: C- What is this?

  • +
  • TNP
    Tsakos Energy Nav
  • $17.15
  • +0.41%
  • $17.10

Moving up. Good fin's. Higher oil will drive the bottom line too. 5% yield.

People owning TNP also tend to own: BRCDBWCGMFXCGMRXCSIQFOLDHRLY

TheStreet.com Rating: C What is this?

 

Start Price

Return Value

Start Date
DSX 18.36 -6.05% Apr 6th
AVT 38.88 -29.55% Apr 6th
ARW 39.63 -33.21% Apr 6th
NSM 24.72 -44.94% Apr 6th
RY 51.09 +5.58% Apr 6th
UFS 9.74 +433.88% Apr 6th
NR 7.33 -61.94% Apr 6th
TNP 53.79 -68.12% Apr 6th

Average return:

 +24.46%

Success rate:

 25%

Hated Stocks:
DALRQ.PK 0.365 ------ Apr 6th

Tracking Started: 04-06-2007

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