|
Final
Segment #1: |
 |
|
'Am
I
Diversified?' |
|
|
|
Wednesday,
June 10, 2009 |
|
|
 |
 |
|
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
suggest a
stock, it
doesn't mean
you should
go "all in"
like I did
with the
Vulcan Materials
(VMC),
and they
just did
this big
secondary
(stock
offering)...
so you know,
look... oh
contrare...
You've got
to mitigate
the risk by
diversifying...
Look...
Diversification
is the only
sure thing I
know about.
It's going
to protect
you from the
downside.
That's why
we play, "Am
I
Diversified?"
on
Wednesdays...
I'd like to
start with
Jane W. in
Florida
please...
(see
caller's
portfolios -
and Jim's
critiques -
below)
|
|
Continued below...
|
|
|
|
|
|
|
Jim's Charitable
Trust Alert -
Just happened:
* Just
BOUGHT new bank stock:
Bank of
America!
*
see
all
Jim's
latest
holdings here> |
|
|
|
Wednesday,
October 22, 2008
(Cont'd from
above)...
▼ ▼
▼ ▼
▼
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 |
|
 |
AMD |
4.82 |
Advanced Micro Devices Inc.
(AMD)
|
|
|
|
C |
3.48 |
|
|
|
DIS |
25.10 |
|
|
|
RT |
6.77 |
|
|
|
SWHC |
4.97 |
Smith & Wesson Holding Corp.
(SWHC)
|
|
Caller:
I want to know if I
am diversified...
Stocks are:
Advanced Micro Devices Inc.
(AMD), Citigroup (C), Walt Disney (DIS),
Ruby Tuesday, Inc.
(RT)
and Smith & Wesson
(SWHC)?...
Jim:
A
|
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 |
|
|
WIN |
8.50 |
Windstream Corporation (WIN)
|
|
|
|
NRT |
32.36 |
North European Oil
Royalty Trust (NRT)
|
|
|
|
NAT |
34.04 |
Nordic American Tanker (NAT)
|
|
|
|
PSEC |
9.25 |
Prospect Capital
Corporation (PSEC)
|
|
|
|
ANH |
6.60 |
Anworth Mortgage Asset Corp.
(ANH)
|
|
Caller:
I want to know if I
am diversified...
Stocks are:
Windstream Corporation (WIN),
North European Oil
Royalty Trust
(NRT), Nordic American Tanker
(NAT),
Prospect Capital
Corporation (PSEC)
and Anworth Mortgage Asset Corp.
(ANH)?...
Jim:
Alright, let's go
over those... Man,
Justin believes in
what I call
leverage! NRT, I
like these. I want
to take profits, by
the way, in the
BP Prudhoe Bay Royalty Trust
(BPT)...
I recommended the
BPT not that long
ago. It's had a
nice, nice move.
Permian Basin Royalty Trust
(PBT)
too. Those have had
nice moves. NRT is
like that. It's
moved up a lot with
oil. I want to take
profits. But that's
an oil trust. Nordic
American Tanker...
You know, that's
Herbjorn (CEO), we
absolutely like.
That's oil-related,
but we're going to
let that go, because
it's really a
shipping company.
Now, PSEC...
mezzanine
(financing)... they
invest in
mortgages... they
invest in little
loans to companies.
I'm not crazy about
that... I think
Anworth and PSEC are
in the same business
basically... and
Windstream is telco.
You've got too much
concentration in
financials, so I
need you to take
some action. But
boy, do you ever
have big
dividends... sell,
sell, sell... Get a
little more
diversified...
|
Verdict:
NO,
Caller's portfolio
is NOT diversified. |
[end of segment]
Read Jim's next Segment
here
▼ ▼
▼ ▼
▼
Read Jim's next Segment
here
|
|
|
|
|
|
|
|
 |
|
|
 |
 |
|
|
|
Search for Jim's past comments about a specific
stock. Use
ticker symbol or company name in quotes
(e.g., GOOG or "Google") |
|
 |
|
|
|
|
|
|
