yakmonger Portfolio 1
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Created by yakmonger
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Date updated:07-13-2007

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symbol name last price % change open
  • +
  • ACAS
    Amer Capital Ltd
  • $21.13
  • -3.47%
  • $21.70

great dividend, great management

People owning ACAS also tend to own: CLPHPQMRKPHISHFLVZGSF

TheStreet.com Rating: D+ What is this?

  • +
  • PRAA
    Portfolio Recover
  • $43.89
  • -0.68%
  • $43.89

I got into this stock last summer, and with consumer debt at record levels as well as foreclosures rising, I see even more growth ahead.

People owning PRAA also tend to own: ABYANLYCRYPIIVINSHANWKPTA

TheStreet.com Rating: B- What is this?

  • +
  • RIG
    Transocean Inc
  • $120.99
  • -0.93%
  • $122.42

Day rates keep on rising means contracted revenue growth.

People owning RIG also tend to own: ABKBBDCFCDEFCXFREFWLT

TheStreet.com Rating: A- What is this?

  • +
  • SLB
    Schlumberger Ltd
  • $86.74
  • -2.15%
  • $88.60

High oil prices means that people will go to greater trouble to drill the oil, which means more business for slb.

People owning SLB also tend to own: ACIAINVANRAPCBBDBTUCHK

TheStreet.com Rating: A What is this?

  • +
  • MU
    Micron Technology
  • $4.17
  • -3.47%
  • $4.29

Although flash prices are down, these lower prices mean that it is much more likely that a laptop can be built using flash instead of a hard drive and not be priced through the roof. This would be a huge spike in demand for flash memory, and mu would be a huge beneficiary of this.

People owning MU also tend to own: QQQQSMHFMDMOMRHUNHACAD

TheStreet.com Rating: D What is this?

  • +
  • VZ
    Verizon Commun
  • $34.21
  • -4.17%
  • $35.51

Great dividend, and I also like the wireless segment. If FIOS turns out to be a good investment then vz will have a really good thing going for it.

People owning VZ also tend to own: AAAIGIBMINTCJNJJPMKO

TheStreet.com Rating: B- What is this?

  • +
  • KO
    Coca Cola Co The
  • $51.71
  • +0.10%
  • $51.74

global growth, and never a bad thing to be in buffet's largest holding.

People owning KO also tend to own: AAAIGIBMINTCJNJJPMMSFT

TheStreet.com Rating: B What is this?

  • +
  • CAT
    Caterpillar Inc
  • $63.94
  • -5.60%
  • $66.00

a lot of people think its dependent on housing, but its really another good play in global growth

People owning CAT also tend to own: AAALLAPCBABACCCBH

TheStreet.com Rating: B What is this?

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Start Price

Return Value

Start Date

ACAS 46.03 -54.10% Jul 13th
PRAA 64.45 -31.90% Jul 13th
RIG 109.01 +10.99% Jul 13th
SLB 89.58 -3.17% Jul 13th
MU 13.73 -69.63% Jul 13th
VZ 41.82 -18.20% Jul 13th
KO 53.24 -2.87% Jul 13th
CAT 85.24 -24.99% Jul 13th
ELN 21.90 -41.64% Jul 13th
LVLT 6.20 -50.00% Jul 13th

Average return:

-28.55%

Success rate:

10%

Tracking Started: 07-13-2007

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