Date updated:01-17-2007
Portofolio built on companies with the following aspects:
Low valuation to price to book and sales.
Low number of shares outstanding.
Good management
Overlooked or low visibility or seemingly having problems, which in reality are not serious
Cheap stocks with all having serious upside potential, but little downside
All have excellent balance sheets. I'm a patient investor.

-
CCBL
Ccbl - $0.00
- N/A
- $N/A
Solid management and well run. Would want to buy under $8.

-
ACLS
Axcelis Technolog - $1.17
- +34.48%
- $0.92
Great balance sheet. low price valuation to book and sales. Would want to buy at about $6

-
TWX
Time Warner Inc N - $31.01
- -0.39%
- $30.79
Poised to steadily move upward over the next few years. Okay at current levels to buy

-
FDG
Fdg - $0.00
- N/A
- $N/A
Energy play with great dividend. Stock has been cut in half recently so bought at near lows. Okay to take small positions at current levels

-
CTEC
Ctec - $0.00
- N/A
- $N/A
Great future in medical testing. Great balance sheet. Low number of shares available for future buyers...good move strongly in future moves. Would like to buy under $15

-
XLTC
Excel Technology - $0.00
- 0.00%
- $N/A
Excellent balance sheet and management. Laser companies gonna be big mover in the future. Low number of shares outstanding. Okay to buy from 22-26

-
NPTE
North Pointe Hold - $0.00
- 0.00%
- $N/A
Insurance Company that has removed exposure to Hurricanes. Great balance sheet, low shares outstanding. Okay to buy at from $8-$10.5

-
WRLS
Telular Corporati - $3.06
- +1.85%
- $3.08
Cheap Wireless play with good balance sheet, little debt, and good management. Okay to Buy
- Top Professional Portfolios
- 1. Navellier & Associ...
- 2. Fidelity Contrafund - ...
- 3. Argus Management
- 4. Charlie Munger
- 5. Calamos Advisors
- show all
- Top Do-It-Yourself Portfolios
- » Joy
- » tsamanuli Portfolio 1
- » Albo's First Portfolio
- » Fundsonly Portfolio 1
- » rk00005
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- » Renaissance Technologies
- show all
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)...
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...
By Roberto Pedone Posted on Nov. 6, 2009 According to Jim Cramer, the bears are tellinginvestors six lies. On Wednesday’s “Mad Money” TV show, Cramer said if you ...
By Roberto Pedone Posted on Nov. 5, 2009 The traders on CNBC’s “Fast Money” told their viewers what they must know after Warren Buffett announced on Tuesday his l...
A. The only one I own : SLX,
too hard pick a winner out all of them
Here are some of the largest % gainers from Nov. 2, 2009. more
Here are the 10 stocks in the Dow Jones Industrial Average stocks with the highest yields as of the market close on June 2, 2009. more
Analyst Upgrades for Nov. 2, 2009. Read more here. more













Comments not available