sempdog Portfolio 1
213 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
  • $41.33
  • -1.97%
  • $40.98

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
  • $50.92
  • +0.02%
  • $49.97

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
  • $23.04
  • -1.41%
  • $23.04

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: C+ What is this?

  • +
  • GLW
    Corning Inc
  • $16.58
  • -1.66%
  • $16.40

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: AOBCOGOCRYPGELGRMNGSMDRX

TheStreet.com Rating: C+ What is this?

  • +
  • VWO
    Vangrd Emrg Mkt E
  • $39.93
  • -3.64%
  • $39.52

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 -4.22% Nov 3rd
IDXX 122.60 -58.47% Nov 3rd
WOOF 43.97 -47.60% Nov 3rd
GLW 23.91 -30.66% Nov 3rd
VWO 113.75 -64.90% Nov 3rd

Average return:

-41.17%

Success rate:

0%

Tracking Started: 11-03-2007

Comments not available

ADD YOUR COMMENTS:

Jim Cramer's Portfolios of the Week

By Roberto Pedone Posted on Nov. 27, 2009 According to Jim Cramer, investors need to know the four enemies of all bull markets. On Wednesday’s “Mad Money” TV show...

11.27.09 | 13:36 PM
'Fast Money' Portfolios of the Week

By Roberto Pedone Posted on Nov. 27, 2009 According to CNBC’s “Fast Money” traders, the adjustment in the third-quarter GDP figure released on Tuesday from an exp...

11.27.09 | 12:22 PM
Black Friday Short-Squeeze Oppor...

By Jonas Elmerraji Posted on Nov. 25, 2009 With Thanksgiving fast approaching, retailers have one thing on their collective minds: Black Friday. After all, the day, whi...

11.25.09 | 13:33 PM
Dividend Stocks for the Week

By Jonas Elmerraji Posted on Nov. 24, 2009 Don’t dismiss dividends right now. While stocks may have made significant strides in the rally that’s taken hold of the m...

11.24.09 | 11:36 AM
more articles
Other People's Ideas (OPI)
11.28.09 | 15:23 PM From author Valerie J
General market Technical Analysi...
11.14.07 | 22:55 PM From author ZA
The Presidential/Political Thread
01.02.08 | 08:05 AM From author Dave Cox
buyittradeit's blog
10.25.08 | 16:06 PM From author buyittradeit
more forums
Q. Regarding valuation analysis, Cr...
11.28.09 | 12:18 PM Asked by snassif

A. any forward growth guidance you get from
a company has to be taken with a grain
of salt. dubai was not news 2 days ago,
yesterday it clipped the s n p for 20
points. these are turbulent times and
all forward statements are a guess. 5
year ones are a joke. we've had a really
nice upternd for the last 8 months, that
may be coming to and end or at the very
least its probably gonna get choppy.
you're gonna have to be the judge of the
reliability of any future estimates and
any one stock can have multiple guesses
at theirs.

today 's lists
Analyst Downgrades

Analyst Downgrades or Estimate Reductions for Nov. 27, 2009. Read more here. more

TheStreet.com TV Videos

These are some of the stocks mentioned on TheStreet.com TV recently. Click the URL below each stock to watch the videos. more

Biggest % Gainers

Here are some of the largest % gainers from Nov. 27, 2009. more