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Final
Segment #1: |
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Wednesday,
February 11, 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:
Told you I was
serious about the
diversification
game… it is hard to
make accurate
predictions about
this market… and
this market, it
feels down right
impossible
sometimes… that is
why I have made it
my personnel mission
to trumpet the
merits of
diversification
throughout the land…
so it came to pass
on Wednesday’s we
play Am I
Diversified?…
This is a chance to
get your portfolio
in shape… what you
have to do is you
have to call me…
announce your five
stocks… and then ask
me, Am I
Diversified?...
|
Jim's
rating on
this stock |
STOCK
SYMBOL |
Closing
price that
day |
Full Company Name |
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DE |
38.28 |
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PPL |
31.29 |
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MO* |
16.47 |
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GE |
11.94 |
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BMY* |
22.63 |
Bristol-Myers Squibb Co.
(BMY*)
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Caller:
Okay I have five
stocks here, I have
been chasing them
all the way down -
Deere (DE),
PPL Corporation (PPL),
Altria (MO*),
General Electric (GE),
Bristol-Myers
(BMY*)?
Jim:
Let’s take a look at
this… we have got an
interesting grouping
here… we’ve got a
bunch of these
stocks that I own
for
my charitable trust,
ActionAlertsPlus.com
you can follow
along… I send out
emails saying that I
wish this Altria - I
wish it would go to
$20... but it has
got a great yield…
that is a tobacco
company… that is the
old Phillip-Morris
they split into two…
Philip Morris International
(PM)
is the
international, this
(Altria (MO*)
is the domestic… it
has got a great
yield… Bristol-Myers
I own that one for
the trust… this is
got another
fantastic yield… it
is a great drug
company… it has got
a lot of great
cancer drugs… PPL is
probably a local
company for my
friend here… because
this is Pennsylvania
Power and Light… it
is a well run
company… General
Electric, it is
parent company to
this network… I work
for it… I own it for
my trust… you could
argue that it has
been a terrible
stock… I work for
it, okay… and John
Deere is a company
that is deeply
related to
agriculture… much
less to
infrastructure, but
it trades with the
infrastructure
names… what do we
have… we have an
agricultural stock,
a big industrial, a
utility, a tobacco,
and a drug company…
Ed has got it
exactly right…I
salute him.. .that
is perfect
diversification…
that is exactly what
we are looking for.
Verdict:
YES,
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)...
▼ ▼
▼ ▼
▼
Jim (cont'd):
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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ED |
40.26 |
Consolidated Edison Inc.
(ED)
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MRK |
29.72 |
Merck (MRK)
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WMT* |
48.23 |
Wal-Mart (WMT*)
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MCD |
57.08 |
McDonald's
(MCD)
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RIMM |
48.76 |
Research
In Motion (RIMM)
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Caller:
My five stocks are -
Consolidated Edison
(ED),
Merck (MRK),
Wal-Mart (WMT*),
McDonald's
(MCD),
and
Research
In Motion (RIMM).
Tell me, Jim, am I
diversified?
Jim:
Alright, talk about
a hot button
portfolio… RIMM we
know I like it… did
I tell you to take
profits… I mean I
told some people to
take profits… I
obviously didn’t
make a big stink
about it… that was
bad… this is a tech
company… and I still
believe in it, it is
up 20% for the year…
Merck is a great
yielding drug
company… I think it
is getting it’s act
together… Wal-Mart I
own it for
my charitable trust,
ActionAlertsPlus.com,
it is the finest
retailer in the
land… once again we
salute Lee Scott,
the former CEO… Con
Ed, safest, bumped
the dividend, it has
got a nice yield… it
has got a 5.87%
yield, that is
pretty good…
utilities were
slower today…
McDonald’s got a 3%
yield plus Jim
Skinner, everyone
knows McDonalds, I
salute the company,
I am trying to buy
it for
my charitable trust…
alright what do we
got here…. we got a
food company, you
know a food
retailer… we got a
tech… we got a drug
company… we got a
retailer… I am not
linking food retail
with store retail,
they are very
different… and we
have a utility… that
is again perfect
diversification…
some would quibble
and say Jim, these
are both consumer
spend plays
McDonalds and
Wal-Mart… that would
be wrong… Wal-Mart
is a big retailer,
and McDonalds is
fast food… I like
these two players…
they both get the
gold medal… and I am
not talking about
the flour.
Verdict:
YES,
Diversified.
[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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