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Final
Segment #1: |
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'Am I
Diversified?' |
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Wednesday,
April 1, 2009 |
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In this segment, Jim
takes 2-4 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:
When I tell you to
own a stock that
doesn’t mean you
should all of your
eggs in one basket…
or a
Cal-Maine Foods (CALM)
for that matter…
even if you are
almost positive that
it will go up… oh no
my friend, I don’t
have any of that…
because
diversification is
the only free lunch…
and that you know…
although you know,
yesterday I build up
the salad, I paid
for it, and I forgot
to put the dressing
on it… I got the
free dressing… that
is why we are
playing Am I
Diversified?...
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Jim's
rating on
this stock |
STOCK
SYMBOL |
Closing
price that
day |
Full Company Name |
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MO* |
16.30 |
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ED |
39.39 |
Consolidated Edison Inc.
(ED)
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XOM |
69.23 |
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UL* |
19.25 |
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VZ |
31.22 |
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Caller:
I want to know if I
am diversified...
Stocks are:
Altria (MO*),
Consolidated Edison Inc.
(ED),
Exxon Mobil (XOM),
Unilever N.V. (UL*),
Verizon
(VZ)?...
Jim:
What do we got… we
got a food company,
food kind of like
Proctor & Gamble
which I own for
ActionAlertsPlus.com, my
charitable trust,
it is really moving
up… we got some
Altria, the tobacco
company, that is
Philip Morris, I
have been scaling
out of that one…
why, because Sid my
newsstand guy says
no one will pay
$8... ExxonMobil the
largest oil company
in the world, we
like that… and ConEd,
who I believe that I
believe George has
to pay the bill to,
an excellent utility
which we like… and
(cross thru Verizon
because the CEO is
not coming on the
show) but I normally
like the stock…
alright, (tried to
erase the x)… so
what do we have… we
have a Telco
company, a food and
drug company,
utility, an oil
company and a
tobacco company…
that is unbelievable
diversification… and
I totally applaud
it...
Verdict:
YES,
Diversified.
Next portfolio
analysis by Jim,
below...
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Continued below...
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Monday,
October 22, 2008
(Cont'd from
above)...
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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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KO |
44.86 |
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AAPL |
108.69 |
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COST |
46.35 |
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CVX* |
68.30 |
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WFC* |
14.48 |
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Caller:
I want to know if I
am diversified...
Stocks are:
Coca-Cola (KO), Apple (AAPL), Costco (COST), Chevron Corp. (CVX*),
and for her spec
play, Wells Fargo (WFC*)?...
Jim:
Let’s go right to
work… my favorite
oil which I own for
ActionAlertsPlus.com, my
charitable trust,
that is called
Chevron… Apple stock
everyone thought
that when Steve Jobs
got sick, maybe or
not the stock was
just finished, there
are like 40,000
Steve Jobs there,
that is a great
technology company…
Wells Fargo, I own
it for
my charitable trust,
there was a heavy
put buying all day
today, people keep
thinking something
bad is going to
happen, I think mark
to market gets
lenient, I like that
bank… Coca-Cola,
weak dollar play,
could raise the
dividend, fantastico…
Costco, Jim Sinegal,
is a big favorite, I
am a Costco member,
however, they are
squeezed for cost
right now… I got a
retailer, I got a
gasoline company, I
got a technology
company, I got a
beverage company, I
got a bank…
hallelujah, Ellen
knows how to play
the game…. I salute
Ellen...
Verdict:
YES,
Diversified.
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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CVX* |
68.30 |
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WMT* |
52.82 |
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JNJ* |
53.04 |
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XLNX |
19.39 |
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UTX |
43.88 |
United Technologies
(UTX)
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Caller:
I want to know if I
am diversified...
Stocks are:
Chevron Corp. (CVX*),
Wal-Mart (WMT*),
Johnson & Johnson (JNJ*),
Xylinx (XLNX),
and
United Technologies
(UTX)...
Jim:
Let’s go right to
work here… first, I
have three names
that I own for
my charitable trust,
ActionAlertsPlus.com…
the great drug
company Johnson &
Johnson, really
stagnated here at
$52, every since
Warren Buffet
started selling it…
I own Wal-Mart the
largest retailer,
and boy are they
great, I always wish
Lee Scott the best,
he is the retired
CEO… Chevron, I
already told you
that that is my
favorite oil
company… Xylinx is a
semiconductor
company that I
recommended because
they had better than
expected earnings…
United Technologies,
a diversified
conglomerate…. a
diversified
conglomerate, drug
company, retail,
oil, tech… wow,
another guy who
really gets it… he
really gets it… he
is an astute watcher
of the show.
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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HD |
23.83 |
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SWN* |
30.01 |
Southwestern Energy Co.
(SWN*)
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STM |
5.13 |
STMicroelectronics NV (STM)
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YHOO |
12.75 |
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FAS |
5.94 |
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Caller:
I want to know if I
am diversified...
Stocks are:
Home Depot (HD),
Southwestern Energy Co.
(SWN*),
STMicroelectronics NV (STM),
as well as
Yahoo! (YHOO),
and Financial
ETF (FAS)?...
Jim:
Alright here we go…
FAS... this is an
ETF, this is a
financial ETF it is
for when you really
believe the
financials and think
they are going to go
up, it is the
opposite of the SKF…
so we got the Home
Death Spot, my Home
Death Spot was
filled on Saturday,
filled… I was
looking for garden
furniture, they did
not have the best
garden furniture,
okay… I own it for
ActionAlertsPlus.com…
Southwestern, a
principal great
natural gas company,
be careful natural
gas is under $4,
very, very scary to
me when it gets
there… I have to
tell you I would be
a seller of natural
gas, it is at $3.68
today… Yahoo, that
is also, never know
when it is going to
make a comeback
online company… and
ST Micro, that is a
tech company… I am
going to regard
Yahoo as an internet
play, we got a tech
company, we got a
financial, we got a
natural gas., we got
a retailer… yes,
everyone is wise to
my game… nice going.
Verdict:
YES,
Diversified.
[verbatim recap]
[end of segment]
Read Jim's next Segment
here
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Read Jim's next Segment
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