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Opening Segment #3: |
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'Am
I
Diversified?' |
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Wednesday,
May 27, 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...
Jim:
When I tell
you to own a
stock it
does not
mean that
you should
throw all of
your eggs in
one
Cal-Maine
basket..
even if you
are almost
positive
that it will
go up… oh
no, my
friend, my
buddy, my
pal… I will
not have any
of that
because
diversification
is the only
free lunch
in this
business…
and that is
why we play
"Am I
Diversified"…
What is that
all about?…
This is
where you
call me and
you tell me
your top
five
holdings… I
tell you
whether your
portfolio is
diversified
enough…
maybe you
need to mix
it up a
little...
(see
caller's
portfolios -
and Jim's
critiques -
below)
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See comments continued below...
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Wednesday,
May 27, 2009
(Cont'd from
above)...
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This 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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WFC* |
24.08 |
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COP* |
44.47 |
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X |
31.78 |
United States Steel Corp.
(X)
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AAPL |
133.05 |
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BMY |
19.52 |
Bristol-Myers Squibb Co.
(BMY)
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Caller:
I want to know if I
am diversified...
Stocks are:
Wells Fargo (WFC*), ConocoPhillips (COP*), United States Steel Corp.
(X), Apple (AAPL),
and Bristol-Myers Squibb Co. (BMY)...
Jim:
What do we have… we
have got a drug
company,
Bristol-Myers, with
a beautiful safe
yield… an
ActionAlertsPlus.com, my
charitable trust
name, along with
Wells Fargo… I
picked up a couple
of hundred shares
right at the bell,
down at $24, it
could go lower, but
I want you to buy
it… we got
ConocoPhillips,
which I believe
could be the most
undervalued oil and
gas name in the
world, and I own it
for
my charitable trust…
US Steel, I have to
tell you that I
prefer Nucor… and
Apple, I run it till
June 9th, I think
this can rally… that
is of course, when
the iPhone starts
shipping in China…
do not forget that
June 8th is
Developers Day… we
got oil, we got
bank, we got drug,
we got steel, we got
tech… hallelujah…
Fidelity should give
Kevin a fund… the
Kevin fund.
Verdict:
YES,
Caller's portfolio
is diversified.
▼ ▼
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This 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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GME |
22.01 |
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NKE* |
54.41 |
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S |
5.07 |
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C |
3.70 |
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MSFT |
20.13 |
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Caller:
I want to know if I
am diversified...
Stocks are:
GameStop Corp. (GME), Nike Inc. (NKE*), Sprint Nextel Corp.
(S), Citigroup (C),
and Microsoft (MSFT)...
Jim:
Well, am I
diversified?… Lets
take a look…
Citigroup, my friend
buddy pal Vic Pandit
(Citigroup CEO) is
trying to do a turn
around… Sprint, well
I already identified
that as a
speculative play
that I like, it is a
Telco… Game Stop,
just awful quarter…
sorry… Nike, I have
been buying it for
the trust,
man that stock every
since it announced
its restructuring,
it held $50, it is
looking good, I call
it apparel… and Mr.
Softie, who everyone
is worried because
it looks like they
are going to do an
acquisition… so what
do we have… we have
got a Telco, we got
a bank, we got a
tech, we got an
apparel and we got a
retailer… another
guy who came to
play… I am beginning
to believe that the
game is frankly,
that the guys are
absolutely just
rigging my game.
Verdict:
YES,
Caller's portfolio
is diversified.
This 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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HLS |
11.91 |
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KBR |
17.93 |
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NAT |
32.53 |
Nordic American Tanker (NAT)
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PKG |
15.37 |
Packaging Corp. of America
(PKG)
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PFE |
14.66 |
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Caller:
I want to know if I
am diversified...
Stocks are:
HEALTHSOUTH Corp.
(HLS), KBR, Inc. (KBR), Nordic American Tanker (NAT), Packaging Corp. of America
(PKG),
and Pfizer (PFE)?...
Jim:
Alright, let me
think… well we have
got a drug company
that everyone knows
that I cannot stand,
but hangs in there
like a non-champ… we
have got Packaging
Corp, which just
reported a good
quarter, as did
Templin, that
packaging game has
got game… KBR, which
is the cheapest
infrastructure play
in a group that
seems to be
emotionally… Nordic
American Tanker,
good yield… okay,
healthcare, a
shipper,
infrastructure,
drug, paper… hey,
that works for me.
Verdict:
YES,
Caller's portfolio
is diversified.
[verbatim recap]
[end of segment]
Read Jim's next Segment
here
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