nkord Portfolio 1
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Created by nkord
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Date updated:11-23-2007

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symbol name last price % change open
  • +
  • AYI
    Acuity Brands Inc
  • $32.93
  • +1.57%
  • $32.72

Bought for spinoff with ZEP. Consumer non-discretionary stock cleaning products. Concerned over future of lighting business with lagging home development but commercial buildings and MRSA should offset.

People owning AYI also tend to own: AQNTAZRCATYCOMSEACFORMGES

TheStreet.com Rating: C+ What is this?

  • +
  • PPL
    Ppl Corp
  • $30.37
  • +1.74%
  • $29.96

Steady growth, safety stock.

People owning PPL also tend to own: APHBCRBKCSCCSLGPCGR

TheStreet.com Rating: C What is this?

  • +
  • SWHC
    Smith & Wesson Ho
  • $4.56
  • +6.79%
  • $4.31

Bought after a huge dip from a dissapointing earnings report, long-term stock. Worried about effect of recession on consumption of firearms.

People owning SWHC also tend to own: AVCACOPHNZIHRISIGORCLSAH

TheStreet.com Rating: D+ What is this?

  • +
  • ZEP
    Zep Inc
  • $18.40
  • 0.00%
  • $N/A

Makes cleaning products, steady market well-poised for recession. Spinoff should increase operating margins.

People owning ZEP also tend to own: RFMDAYIMIMVPPLPVGSWHC

TheStreet.com Rating: D+ What is this?

  • +
  • MI
    New M&i Corporati
  • $5.53
  • +6.35%
  • $5.32

Bought because Metavante spinoff makes the 2 companies worth more than MI alone. Barrons Article. Subprime and banking mess has really detracted value from this stock, I should have had a stop loss.

People owning MI also tend to own: BACBBTCCMAFITBJPMKEY

TheStreet.com Rating: D What is this?

  • +
  • MV
    Mv
  • $0.00
  • N/A
  • $N/A

Its a tech stock that came froma spinoff with MI.

People owning MV also tend to own: BPCATDISGEHOGKFTMI

TheStreet.com Rating: D- What is this?

  • +
  • PVG
    Penn Virginia Gp
  • $13.72
  • 0.00%
  • $N/A

It is a more stable play on the upstream market. It makes its money from leases on its land, hence it is relatively uneffected by the volatile price of natural gas but poised to do well over the long term.

People owning PVG also tend to own: AAPLAMZNATIBMYBTUCELGFDX

TheStreet.com Rating: C- What is this?

 

Start Price

Return Value

Start Date

AYI 34.87 -5.56% Nov 23rd
PPL 48.95 -37.96% Nov 23rd
SWHC 10.03 -54.54% Nov 23rd
ZEP 12.91 +42.53% Nov 23rd
MI 29.57 -81.30% Nov 23rd
MV 22.92 ------ Nov 23rd
PVG 30.21 -54.58% Nov 23rd

Average return:

-31.90%

Success rate:

16.67%

Tracking Started: 11-23-2007

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