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Final
Segment #1: |
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'Am I
Diversified?' |
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Wednesday,
May 6, 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...
See callers'
portfolios below...
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Continued below...
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Wednesday,
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...
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Jim's
rating on
this stock |
STOCK
SYMBOL |
Closing
price that
day |
Full Company Name |
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GE |
13.67 |
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TXN |
18.31 |
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DNDN |
20.82 |
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RIMM |
77.07 |
Research
In Motion (RIMM)
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POT |
96.04 |
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Caller:
I want to know if I
am diversified...
Stocks are:
General Electric (GE),
Texas Instruments (TXN),
Dendreon Corp. (DNDN),
Research
In Motion (RIMM),
and
Potash (POT)...
Jim:
Alright, now this is
complicated...
complicated for a
couple of reasons...
One is that RIMM,
well that's
Blackberry... and
TXN makes the
innards for a lot of
cellphones... so I
think we've got to
count that as a
pair. That's not
diversified well.
Dendreon is a spec.
I'm not going to
regard it as a
typical biotech,
because it's got
that Provenge and
it's been approved,
but that's still a
spec, and it's had a
big run. Potash...
we know that as a
fertilizer
company... and
General Electric...
I own it for
My charitable trust,
ActionAlertsPlus.com...
I'm paid in GE stock
and I work for GE...
You have a
diversified
industrial company,
you've got a
fertilizer company
and you've got a
biotech spec, but
you have two techs.
We've got to make a
change here, right
here, right now...
I'm suggesting that
you own... How about
this? Why not own an
oil and gas
company?... Me, I
think
ConocoPhillips (COP*)
would fit in
perfectly. I would
sell the TXN and buy
COP*. There, that's
the answer.
Verdict:
NO,
Not 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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OLN |
13.16 |
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EVEP |
18.35 |
EV Energy Partners LP
(EVEP)
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TOO |
13.65 |
Teekay Offshore
Partners LP (TOO)
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BVF |
10.05 |
Biovail Corporation
(BVF)
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STAR |
20.09 |
Starent Networks,
Corp. (STAR)
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Caller:
I want to know if I
am diversified...
Stocks are:
Olin Corp.
(OLN),
EV Energy
Partners LP (EVEP),
Teekay Offshore
Partners LP (TOO),
Biovail
Corporation (BVF),
and Starent
Networks, Corp.
(STAR)...
Jim:
Wow, this is a
complicated
portfolio... these
are not names that
lend themselves to
an easy analysis...
Biovail is a drug
company, Starent is
a red, red hot
company that does
network equipment.
This company is one
of the hottest tech
companies that I've
ever seen. TK...
this is an oil and
gas partnership...
Uh oh... be careful.
We've got two oil
and gas partnerships
right here, and that
is... that's EVEP...
that's a match. We
don't want
matches... This is
not Match Game...
And Olin has a good
yield.. it's a
chemical company...
A chemical company,
a drug company, a
tech company... but
two oil and gas...
No, we're going to
make a change, and
we're going to bring
in... How about a
bank? How about
JPMorgan (JPM*)?
Verdict:
NO,
Not 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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