January 22nd: Ed’s Daily Portfolio Summary   6 comments

DIS: 0.39 to $52.73 ( 0.75% , 4.19% overall)– bought at $50.61
LINE: 0.62 to $38.13 ( 1.65% , -3.49% overall)– bought at $39.51
NNVC: 0.00 to $0.49 ( 0.00% , -12.50% overall)– bought at $0.56
SAND: 0.02 to $13.13 ( 0.15% , 11.55% overall)– bought at $11.77
SPXU: -0.52 to $32.81 ( -1.56% , -5.20% overall)– bought at $34.61
TZA: -0.23 to $11.30 ( -1.99% , -2.92% overall)– bought at $11.64
YHOO: -0.12 to $19.90 ( -0.60% , 31.18% overall)– bought at $15.17

OVERALL: -0.27%

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Posted January 22, 2013 by edmcgon in Open Thread, Portfolio

6 responses to January 22nd: Ed’s Daily Portfolio Summary

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  1. Got my Email offer from Jim Jubak about his new Free Site RULE501. Would be interested in comments from the group, especially Marshall, since he is a Long Term Buyer like me. I bought 4 stocks last year for the Dividend (22 total in 401K and Wife’s Inheritance investment) and sold 2 for cash in preparation for the CRASH that never seems to come but every one keeps predicting. Just waiting for safe (?) Intel ( INTC), Kraft (KRFT) , Microsoft ((MSFT), Public Finance (PBCT), to get better prices for her account. The 2 stocks we sold had Dividends of 2 % and I want to up that to 4% with the new stocks I am watching. I hope we see the CHAOS (next few months ?) that I read about in some End of The World Stock advice I keep seeing, since I notice that you guys can make 4% or more in a single day. and then I can get my low price and go back to just reading about all the bad stuff and hopefully collect a Safe Dividend.

    • Rule 501 looks interesting, although it is hard to tell without being able to see what is behind the curtain. Note that the site is only free initially. And since I can’t access it at work (firewall won’t let me in), there really is no reason for me to try it.

      • 2 guys went on vacation so busy here. hope to look at the site when I get caught up.

      • went back to the Email offer and you are right. It is a Invitation only site. I thought it was the Free Site he was talking about.

  2. I will throw in my two cents regarding your question. Disclaimer, I am not an investment advisor, so you need to do your own due diligence. INTC and MSFT are easy. I own them both and I like them. I have been adding to my INTC position as I think AMD is going down the tubes and I believe INTC will eventually become a major player in mobile space. I am less crazy about MSFT, I sold 1/2 my position at the start of 2013 as with the advent of the cloud and the move away from PCs, I think their earnings stream could be challenged. PBCT is a local bank here in Ct. The only bank I own is JPM. I am not crazy about the stock PBCT. The metrics I look at for banks are price/book value, price to earnings ratio and ROE. PBCT is only about 85% of BV, so that is a plus, but they are 17x 2013 earnings and have a very low 4% ROE. Ct is not a growth market. Obviously I like JPM, the one regional bank I have been considering in PNC as I like the exposure to the shale boom around Pittsburgh. Finally, KRFT seems ok though a bit expensive. For non-financials I look at Income/Enterprise value and I like that to be greater than 10%. I also look at ROE and potential growth. If you have to be in the consumer space (the defensive stocks are all pretty expensive), my first pick would be PM as they will benefit from weakening dollar and the Intl markets have more growth promise. After them I’d look to domestic tobacco plays: LO, RAI and MO. But KRFT is a decent play, just when I look at their growth potential vs Earnings Yield they are close to fully valued.

    • Marshall, Thanks for the input. I too think the market is at Value and looking for a pull back. Mo is a stock we own and is priced more than it’s Fair Value (like most of our stocks) BUT what would I buy to replace them is I sold? Thant is why I am looking at PBCT, a bank with lots of money in reserve and a Dividend over 5% and just below it’s Fair Value (F $13). hoping that when the economy gets better they will make money Lending it out. So, Wait is the name of the game. we have plenty of time to buy. I just hate waking up and seeing I missed a chance to get a good buy. 2 more weeks and I will be back in the States with my own Internet and time to watch the Market. Steve

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