mikiedwards Portfolio 1
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Created by mikiedwards
DESCRIPTION:

Date updated:04-04-2007

For now I'm heavy in tech. But, seasonally, I also like pharmacu ,entertainment, Japanese auto. I'm mostly a short-term trader with core picks; TM, LVS, AAPL. I do trade in and out of those but tend to keep a base of four stocks; Aapl, Deo, Lvs & Tm. I listen to 'The Street' and 'Real Money' commentary everyday. I'm not the best 'financials' analyst... So, I listen to the experts carefully. I study the charts all the time and try to 'trend-trade' as much as possible.

symbol name last price % change open
  • +
  • DIOD
    Diodes Incorporat
  • $19.22
  • +4.91%
  • $18.32

I got in on Diodes last summer and have traded in and out a few times. This was a TSC breakout team suggestion. I bot the lows in July, 06, sold in Sept., and bot the lows again in January, 07. I missed a sale during that Febuary peak. Company has had $ probs and for now, it's slow, slow, slow. I have not added to my position since January, 07

People owning DIOD also tend to own: AMDARDCHINAGRMNHAWKIYEMSFT

TheStreet.com Rating: C What is this?

  • +
  • SWIR
    Sierra Wireless
  • $9.66
  • +1.15%
  • $9.65

I see growth potential in this company. It's small enough to make large advances and seems to be run conservatively. It has had problems and I've used those times to buy more. You almost can't go wrong at a cost basis of $12 and I've added to my positions when the stock falls. It's on a bit of a run now.

People owning SWIR also tend to own: AAPLPEIXELOSGLDGNBTPCZPFE

TheStreet.com Rating: C- What is this?

  • +
  • DEO
    Diageo Plc Ads Ne
  • $69.20
  • +0.26%
  • $69.29

Traded this one for the first time when the market fell in March, 07. It's a Cramer pick that I'd been watching for a while. I put a lot of cash to work on 3/2/07. I'd waited for months for a nice pullback. I grabbed the opportunity because the company looks good, sales will likely continue to be strong and it's a bit of a darling right now.

People owning DEO also tend to own: AAPLBACBBYBGTCSCOCTSHDVN

TheStreet.com Rating: No Rating What is this?

  • +
  • LVS
    Las Vegas Sands C
  • $16.12
  • 0.00%
  • $N/A

Have traded this one a few times and finally sold out in January '07. Bought in again the first week of March. This sector is a little sluggish right now. Good buying opts tho, so I keep buying the mid 80's.

People owning LVS also tend to own: CSHCTRPJNJLGBTMKLQMARSVI

TheStreet.com Rating: C- What is this?

  • +
  • TM
    Toyota Mtr Cp Ads
  • $81.98
  • +0.65%
  • $81.22

I love Toyota stock. I think it will go to $140+ easily within the year. I buy everytime it dips to low $120's.

People owning TM also tend to own: AXAFDXNOKNUERTPSLBAAPL

TheStreet.com Rating: C- What is this?

  • +
  • AAPL
    Apple Inc.
  • $196.23
  • -0.38%
  • $199.05

I've been in and out of this stock a few times. I like Apple mostly because news moves it a lot. Right now it's the 'hip' play. Nothing stays hip for long tho. But if anyone can keep 'reinventing' hip, Apple can. Whether you like the company or not, this stock is fun.

People owning AAPL also tend to own: AMDCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • THQI
    Thq Inc.
  • $4.83
  • -3.01%
  • $4.95

Was playing with GameStop through the winter. And ATVI. THQI has given me a few good trades. Michael Comeau and the TSC breakout team liked this sector. It's been good for me... THQI has strong growth although it's sector is narrow. I believe it has a very strong market. But, I'll be done with this sector soon... for the season. I'll look into GME, ATVI and WWE, as prices come down. This is a great 'holiday' sector if prices are low in the summertime. 3/4/07 Sold THQI today.

People owning THQI also tend to own: ADIARWBEAVBRLKMPMVLRVBD

TheStreet.com Rating: D What is this?

  • +
  • VPHM
    Viropharma Incorp
  • $8.14
  • +5.03%
  • $7.74

I keep trying to play the 'news' on this one. Everything I study says this company is a strong, dedicated group. Pipeline is tough, profit is a ways away but this stock, while risky, seems to hold at $12 on the downside. I'm buying it up for its 'drug approval' in 2008. But I trade it on the highs in the meantime. Every tiny negative detail knocks this stock down enough to get in again.

People owning VPHM also tend to own: ASPVHANSESLRSLABAAPLAMGNBBY

TheStreet.com Rating: C- What is this?

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Start Price

Return Value

Start Date

DIOD 34.74 -44.67% Apr 4th
SWIR 16.05 -39.81% Apr 4th
DEO 82.10 -15.71% Apr 4th
LVS 88.92 -81.87% Apr 4th
TM 127.8299 -35.87% Apr 4th
AAPL 94.52 +107.61% Apr 4th
THQI 34.78 -86.11% Apr 4th
VPHM 14.32 -43.16% Apr 4th
MO 69.99 -72.62% Apr 4th

Average return:

-40.10%

Success rate:

11.11%

Hated Stocks:

YHOO 31.75 -51.78% Apr 4th
PWAV 6.02 -77.08% Apr 4th

Tracking Started: 04-04-2007

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