mwilbert Portfolio 1
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Created by mwilbert
DESCRIPTION:

Date updated:03-04-2008

Significant current holdings. This is a portfolio of securities which can be purchased on US exchanges (or US mutual funds). There is a bias toward stocks which are cheap on a P/S, P/CF, or P/E basis. Also a bias toward dividends and foreign income.

Avoids using mutual funds for domestic exposure--uses individual stocks instead.

long EMC/short VMW trade now closed out--that worked out nicely.

symbol name last price % change open
  • +
  • TSO
    Tesoro Corp
  • $13.25
  • +0.23%
  • $13.20

I bought this a few years ago when it was very cheap because it was overleveraged. Now I have massive gains that I don't want to take all at once. I've sold most of it, but it has gone up so much it is still a large holding. I still like it, but I don't expect huge gains 10/26 Just sold some Feb 65 calls against my position after the Kerkorian announcement--didn't sell that many, maybe I'll sell more when I have a better idea what is going on. Covered the calls on the recent weakness after the poison pill was announced.

People owning TSO also tend to own: AHMAIZALBAMPAVTAXCABBI

TheStreet.com Rating: C What is this?

  • +
  • MO
    Altria Group Inc
  • $18.98
  • -1.20%
  • $19.16

Undervalued when I bought it, waiting for Kraft spinoff. I like dividend paying stocks. Good foreign income. Bought more on 2/27 on weakness. I own a lot of it, but I would buy more if it fell much further on general market condiitions. Sold some in early August, still have a lot. Bought back a big chunk on weakness 2/8. It is both defensive and has the international spinoff coming, so it seems like a good idea right now--div currently over 4%. Can't buy any more--that takes me up to my limit.

People owning MO also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: No Rating What is this?

  • +
  • MSFT
    Microsoft Corpora
  • $29.62
  • -0.54%
  • $29.67

Vista should help a bit with earnings. I expect it will also reduce piracy somewhat. Large foreign revenue stream--I like non-dollar revenue streams. Sold some recently as it went up, but I might buy it back if it falls again.

People owning MSFT also tend to own: AAPLAMDCSCODELLGOOGIBMINTC

TheStreet.com Rating: B What is this?

  • +
  • NBR
    Nabors Inds Inc N
  • $19.83
  • -5.75%
  • $20.86

Natural gas drilling is underappreciated at the moment. Has almost fallen enough (7/27) to buy more, but not quite yet, I think. Bought more (10/5) Close to a full position now. Bought more (10/20). Bought more (10/30) I don't know why I wrote I was close to full before, I'm probably still only at about 80% of max, but I am buying in 5% increments now. I bought some more in November, but I don't remember exactly when.

People owning NBR also tend to own: AVXBAMCHEUY.PKCVAFCE-AHLDVF.PKIVSBF.PK

TheStreet.com Rating: C What is this?

  • +
  • COP
    Conocophillips
  • $52.08
  • -0.91%
  • $52.28

My favorite oil stock. I bought a bunch after the Burlington acquisition because even though they overpaid I think nat gas is going to be very valuable, and the stock had been penalized too much. I sold some recently because I had too much energy, but I will be looking to buy it back. Just bought a little more (7/26)

People owning COP also tend to own: ADMAIZALLCBCNICSCCVX

TheStreet.com Rating: C- What is this?

  • +
  • CHK
    Chesapeake Energy
  • $23.03
  • -1.50%
  • $23.20

Bought it when it fell after disappointing earnings. Natural gas is being undervalued. I did not like or understand their secondary offering, but generally management seems to have been sensible.

People owning CHK also tend to own: AHMAIZALBAMPAVTAXCABBI

TheStreet.com Rating: C What is this?

  • +
  • FDP
    Fresh Del Monte P
  • $22.68
  • +0.71%
  • $22.56

I have always liked this company, it seems like it should be a good business, and I expect margins will improve. If they don't it will be a mistake.

People owning FDP also tend to own: BFKCHKCMCSACOPDBNDFJEWT

TheStreet.com Rating: B- What is this?

  • +
  • RHA
    Accelerated Rtn R
  • $11.36
  • 0.00%
  • $N/A

(note--this symbol doesn't work anymore (it is the French symbol)--the ADR no longer trades on the NYSE, nor under this symbol. This is a turnaround that has now been underway for a while. I bought it a few years ago just after it appeared it wasn't going to go bankrupt--it was selling for a incredibly low P/S, and I figured if they could get the debt under control eventually it would make money. They have been selling assets ever since, and they are still very reasonably priced, but the balance sheet is now quite a bit better. I still think it is OK, but I haven't bought any above 2. Maybe I should, but I own a reasonable amount Sold a little at the beginning of August.

People owning RHA also tend to own: ESVHTENOVSTRATWIBFK

TheStreet.com Rating: No Rating What is this?

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Start Price

Return Value

Start Date

TSO 96.83 -86.32% Mar 17th
MO 84.73 -77.60% Mar 17th
MSFT 27.33 +8.38% Mar 17th
NBR 29.28 -32.27% Mar 17th
COP 65.34 -20.29% Mar 17th
CHK 29.57 -22.12% Mar 17th
FDP 18.86 +20.25% Mar 17th
RHA 3.58 +217.32% Mar 17th
FAX 6.29 +3.50% Mar 17th
VEIEX 23.57 +8.66% Mar 17th
PFBDX 10.29 +1.07% Mar 17th
DFJ 51.74 -27.04% Mar 17th
EWY 49.34 -6.61% Mar 17th
DBN 30.27 -11.50% Mar 17th
EWT 13.67 -9.51% Mar 17th
SAFT 35.77 +1.06% Jul 20th
NCC 28.24 -92.21% Aug 26th
ING 45.21 -69.52% Oct 2nd
FMD 38.35 -94.37% Oct 9th
MRO 57.40 -42.47% Nov 13th
FHN 21.09 -37.79% Nov 19th
RIG 136.38 -38.55% Nov 29th
FIREX 15.26 -42.01% Dec 10th
UCR 26.40 ------ Dec 10th
CMCSA 18.28 -17.89% Dec 10th
BFK 14.71 -15.50% Feb 15th

Average return:

-12.98%

Success rate:

28%

Deleted Stocks:

DRL 1.68 -19.64% Mar 17th
CYD 7.50 +24.27% Mar 17th
VZ 36.32 +24.72% Mar 17th
BTJ 30.73 ------ Mar 17th
NITE 15.42 -4.99% Mar 17th
SCT 4.06 -18.97% Mar 17th
KTC 22.22 +25.20% Mar 17th
TOPP 10.02 ------ Mar 17th
C 54.09 -50.64% May 5th
KOMG 27.82 ------ May 5th
TRB 28.91 ------ Jul 31st
GSF 77.35 ------ Oct 2nd
MGPI 9.59 -28.68% Oct 5th

Hated Stocks:

XOM 79.66 -6.63% May 1st
GM 31.30 ------ May 1st

Tracking Started: 03-17-2007

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