sempdog Portfolio 1
210 views
Rate Now: 1 2 3 4

average rating: 0.00 / 0 ratings
Created by sempdog
DESCRIPTION:

Date updated:11-03-2007

No description available

symbol name last price % change open
  • +
  • JPM
    Jp Morgan Chase C
  • $44.32
  • +0.34%
  • $44.34

undervalued, getting dragged down by other money center banks even through Q3 earnings were stronger than their peers. PE is under 10 while C is over 10, makes no sense.

People owning JPM also tend to own: AAAIGIBMINTCJNJKOMSFT

TheStreet.com Rating: B- What is this?

  • +
  • IDXX
    Idexx Laboratorie
  • $52.48
  • -0.62%
  • $52.775

all cash business, health care for pets without being dragged down by insurance companies. Should hold up in a recessionary environment since people will not stop spending for their pets. Their revenue growth should continue and they can control their expenses since they can operate independent of insurance companies. Earnings strong but PE is high at 42 times earnings. Will need to watch the next couple of quarters closely. May need to sell soon.

People owning IDXX also tend to own: AAPLBACYTXEMCGOOGJCGMO

TheStreet.com Rating: B What is this?

  • +
  • WOOF
    Vca Antech
  • $23.73
  • +0.21%
  • $23.67

all cash business, health care for pets without being dragged down by insurance companies. Should hold up in a recessionary environment since people will not stop spending for their pets. Woof is doing a very good job controlling expenses which is contributing positively to earnings. Their ROE is strong which tells me their management is effective at investing their capital internally. Earning growth is strong but the the stock is starting to become a little pricy.

People owning WOOF also tend to own: AMGNAXPCOPIACIOSTEXVLO

TheStreet.com Rating: B- What is this?

  • +
  • GLW
    Corning Inc
  • $16.29
  • +3.10%
  • $15.87

glass for big screen electronics has to come from somewhere. Like the fiber optic potential. Check out their return on equity of 26%, they are investing their capital effectively. Steady earnings growth over the past 3 years with no sign of flowing down. Currently trading around 18 times earnings which is reasonable relative to peers. GLW should be a slow and steady performer over the long term.

People owning GLW also tend to own: ADTNALGNAMLNBEASCCMPCKFRCRL

TheStreet.com Rating: C+ What is this?

  • +
  • VWO
    Vangrd Emrg Mkt E
  • $40.94
  • 0.00%
  • $N/A

Vanguard Emerging Markets ETF. Willing to ride this for a little longer due to global GDP hitting on virtually all cylinders. In my opinion, this ETF is the best way to get this exposure. No clue which individual stocks to buy and don't understand how to read the underlying companies. Like VWO over EEM due to expense ratio. VWO has an expense ratio of 30 bps which is very reasonable in my view. I also trust Vanguard's ability to track an index.

People owning VWO also tend to own: AAPLFCXMANMXNYXSWTIXXTO

TheStreet.com Rating: No Rating What is this?

 

Start Price

Return Value

Start Date

JPM 43.15 +2.71% Nov 3rd
IDXX 122.60 -57.19% Nov 3rd
WOOF 43.97 -46.03% Nov 3rd
GLW 23.91 -31.87% Nov 3rd
VWO 113.75 -64.01% Nov 3rd

Average return:

-39.28%

Success rate:

20%

Tracking Started: 11-03-2007

Comments not available

ADD YOUR COMMENTS:

Squeezing the Shorts: Large-Cap ...

By Jonas Elmerraji Posted on Nov. 11, 2009 Recently we put our short-squeeze focus on smaller stocks; this week we’re going large-cap. With higher trading volumes, mo...

11.11.09 | 15:19 PM
Dividend Stocks for the Week

By Jonas Elmerraji Posted on Nov. 10, 2009 After six straight days of gains, the markets are taking a breather today, which gives us the chance to focus our attention b...

11.10.09 | 15:04 PM
This Week's 'Barron's' Roundup

By Roberto Pedone Posted on Nov. 9, 2009 Financial-Services Bull: Barron’s talks with Anton Schutz, portfolio manager at the Burnham Financial Industries Fund (BURFX)...

11.09.09 | 11:01 AM
Rocket Stocks for the Week

By Jonas Elmerraji Posted on Nov. 9, 2009 Last week brought investors a welcome return to gains as the S&P 500 pushed up 3.2% over the course of the last five trading d...

11.09.09 | 08:04 AM
more articles
The Presidential/Political Thread
01.02.08 | 08:05 AM From author Dave Cox
HGUE / Solterra Renewable Techno...
11.12.09 | 02:19 AM From author ih8aloss
Nymph's Trading Daily Trading Diary
04.13.09 | 01:10 AM From author Trading Nymph
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZA
more forums
Q. WASHINGTON (MarketWatch) -- Casi...
11.12.09 | 01:52 AM Asked by kenandkristin

A. don't let divy's distract you, compare
the industry....the market wants good
balance sheets with growth.....if ya
find one with a divy then ya can look at
it like it's a bonus.

today 's lists
Stocks With Unusual Option Activity

Unusually active options can often indicate that a major event in a stock is about to take place, or that unsophisticated investors (using options in lieu of leverage) are ... more

Analyst Downgrades

Analyst Downgrades for Nov. 2, 2009. Read more here. more

Rising on Unusual Volume

Here are some stocks that moved up on unusual volume on Nov. 2, 2009. more