Date updated:04-27-2007
This is the stock portion of my portfolio - representing about 50% of my total holdings. Of the remaining 50%, I hold about 34% in index funds bought through 401k's and 16% in cash sweep accounts and bonds.
My investing strategy for stock holdings is split into 3 camps:
1: Long term holdings in best of breed companies who have proven that they can pay and raise dividends
2: Undervalued cyclical stocks which appear to be on sale
3: Emerging speculative stocks, who make a profit, have high margins and little or no debt.

-
JNJ
Johnson And Johns - $61.43
- +0.46%
- $61.09
No Analysis added

-
BAC
Bk Of America Cp - $15.98
- -0.50%
- $16.08
No Analysis added

-
CAT
Caterpillar Inc - $58.78
- +0.36%
- $58.85
No Analysis added

-
SILC
Silicom Ltd - $8.10
- -1.82%
- $8.14
No Analysis added

-
DVN
Devon Energy Cp ( - $67.79
- +0.73%
- $67.21
No Analysis added

-
ELOS
Syneron Medical L - $10.75
- -0.65%
- $10.78
No Analysis added

-
AEHR
Aehr Test Systems - $1.44
- +4.35%
- $1.44
No Analysis added

-
AUY
Yamana Gold Inc - $12.71
- +3.50%
- $12.28
No Analysis added
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A. yes...he's making his own videos.
A. The only one I own : SLX,
too hard pick a winner out all of them
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