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Final
Segment #1: |
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'Am
I
Diversified?'... |
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Wednesday,
January 28, 2009 |
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In this segment, Jim
takes 2-3 callers
and asks them to
submit five stocks
that make up their
largest positions in
their portfolio.
He then comments on
whether or not they
are properly
diversified.
Jim:
I said at the top of
the show… our
government is doing
what needs to be
done to stabilize
the banks,
resuscitate the
economy… that is the
good news… how about
some bad news here…
there is still too
many X factors… at
least the reason we
are allowing any
single investment
strategy in one
sector… you need to
be prepared for all
sorts of
contingencies… the
good, the bad, and
of course the ugly…
and with that it is
once again time to
play Am I
Diversified?… where
I put a dross on the
show and it makes it
seem like I am
responsible...
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Jim's
rating on
this stock |
STOCK
SYMBOL |
Closing
price that
day |
Full Company Name |
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CAT |
33.00 |
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DE |
37.85 |
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HCBK |
12.53 |
Hudson City Bancorp (HCBK)
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MCD |
59.20 |
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HD |
23.00 |
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Caller:
I currently own
Caterpillar Inc. (CAT),
Deere & Co. (DE),
Hudson City Bancorp (HCBK),
McDonald's
(MCD),
and
AT&T (T)?
Jim:
Okay, let’s take a
look at this one… no
nonsense about this…
no face making
partner… okay, here
is the deal… we got
AT&T, Randall
Stephenson when is
he going to get his
due… the CEO… that
was a monster good
quarter… what did
they do to the
stock… I think they
hammered it… man,
communists…
McDonald’s, Jim
Skinner, how much do
we like him… that
company is a great…
maybe the best fast
food… lets call the
best restaurant
chain in the world…
Hudson City, Ron
Hermance, we gave
him the bank of the
year… he is one of
the few banks that
not only doesn’t
need TARP… but he
will probably end up
loaning money to the
federal government…
ut oh…ut oh… this is
called two of a
kind… two of my
favorites but I have
two industrial
companies that make
the same kind of
machinery equipment…
I say no… we can’t
do that… you are
going to have to
flip… why don’t you
sell the CAT and
keep the Deere.
Verdict:
NOT Diversified.
Next portfolio
analysis by Jim,
below...
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Continued below...
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Wednesday,
October 22, 2008
(Cont'd from
above)...
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Jim (cont'd):
The next caller had
the following
portfolio of
five stocks, on
which Jim
commented,
with his opinion
shown below them...
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Jim's
rating on
this stock |
STOCK
SYMBOL |
Closing
price that
day |
Full Company Name |
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WMT* |
48.73 |
Wal-Mart (WMT*)
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LLY |
39.09 |
Eli Lilly & Co. (LLY)
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FO |
37.96 |
Fortune Brands (FO)
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HPQ* |
37.41 |
Hewlett-Packard (HPQ*)
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AOB |
5.25 |
American Oriental
Bioengineering (AOB)
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Caller:
My top five,
Wal-Mart (WMT*),
Eli Lilly & Co. (LLY),
Fortune Brands (FO),
Hewlett-Packard (HPQ*),
and my spec,
American Oriental
Bioengineering (AOB)?
Jim:
Man, you are a life
in your hands kind
of player, but you
come from the gold
district, so I
understand that…
let’s take a look…
okay, we have got
Eli Lily, excellent
dividend, called the
bottom in the drug
stock
single-handedly, I
like the company…
Fortune Brands, we
like management, we
like that pastiche
of… hey they have
Salsa… I like
Patron, personally,
but that is not
about stock picking…
so they have a good
yield, a curious odd
mixture of furniture
and liquor, I don’t
know… when you hit
your head after you
have had a lot to
drink… you hit your
head on the sink…
okay, Wal-Mart,
stock is at $48,
that is an insult to
Lee Scott and the
hundreds of
thousands of people
who work at
Wal-Mart, I bought
some today for
ActionAlertsPlus.com, my
charitable trust…
Hewlett Packard, I
own it, Mark Herd,
never gets his due…
except for in
Cramerica… and this
one is spec… you
identified it as
spec… so that is
okay… we got a
retailer, we got the
best technology
company, we got a
conglomerate, we got
a drug company, we
got a spec… yes… I
say hallelujah… he
rocks… Ken rocks!
Verdict:
YES,
Diversified.
▼ ▼
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The next caller had
the following
portfolio of
five stocks, on
which Jim
commented,
with his opinion
shown below them...
|
Jim's
rating on
this stock |
STOCK
SYMBOL |
Closing
price that
day |
Full Company Name |
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GGB |
6.83 |
Gerdau S.A. (GGB)
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AFAM |
32.98 |
Almost Family Inc. (AFAM)
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SWN |
32.29 |
Southwestern Energy Co.
(SWN)
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PETS |
14.95 |
PetMed Express Inc. (PETS)
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AAON |
19.16 |
AAON Inc. (AAON)
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Caller:
I’ve got some stocks
for you. The first
one is
Gerdau S.A. (GGB),
the next one is
Almost Family Inc. (AFAM),
the third one is
Southwestern Energy Co.
(SWN),
fourth one is
PetMed Express Inc. (PETS),
and the last one is
AAON Inc. (AAON)?
Jim:
Wow… wow… alright,
alright… this is
very hard… this is a
hard portfolio
because it is
difficult… alright,
we have a steel
company… we have a
nursing company… we
got a, I am going to
describe this one as
an air conditioning
company, I don’t
know how else to do
it… we have a
retailer… but it is
actually, well a
retailer for pets…
and a very good
energy company… we
have got energy, we
have got steel, we
got nursing, we got
air conditioning,
and we got retail…
you know what… it is
diversified… it is
certainly not the
portfolio that I
would want… okay…
but I do praise
diversification when
I see it… and that
man is diversified.
Verdict:
YES,
diversified.
How great a game is
this?… Right?... I
mean like you can
sit around and play
parlor games… you
could play Scrabble…
hey you could play…
you know, like,
Parcheesi… I play
Parcheesi… I play Am
I Diversified!
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[verbatim recap]
[end of segment]
Read Jim's next Segment
here
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Read Jim's next Segment
here
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