Below is the final result of the Stock Portfolio I published in the Header of my Board during 2007 :-
I believe I’ve recently achieved, WITHIN THE LAST YEAR, viz. 2007, and with
a portfolio of LESS THAN 10 stocks, the 40% per annum Capital Gain
target I referred to between Messages #24195 and #24225 at "Value Investing".An 8% Stop Loss will be applied as per founder of 'Investor's Business Daily',
William J. O'Neil's Strategy.
PORTFOLIO Suggestion – Less than $5 billion Market Cap.
STOCK PRICE(03/01/07) PRICE UPDATE %CHANGE ACTION Results Due :
AOB(1) 9.97(10/09) 10.75 7.82% Q2 good. Buy. 3/08
AOB(2) -8.00% Allow previous -8% loss.
AVTR 73.30(21/3/07)67.44(27/07)-8.00% Two poor Qtrs.
EBIX 26.60 77.50 191.35% Buy. Great Annuals !! Op.Margin now 29% !! 4/08
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Net Average Change +61.06%....(A)
PORTFOLIO Suggestion – Greater than $5 billion Market Cap.
I am currently analysing these stocks in order to determine which, in my opinion, have
the greatest medium term potential.
CHL,COL,EMR,GRMN,ITW,JNJ,JOYG,KO,LH,MBT,
MMM,NVO,QCOM,RL,SIAL,TSP,TSS,WFR,ZMH.
I'm considering reducing this list to :-
GRMN,NVO,QCOM,SIAL,TSP,TSS,WFR.
At this stage I'm only going with GRMN, NVO and WFR.
STOCK PRICE(24/05/07) PRICE UPDATE %CHANGE ACTION Results Due :
GRMN(1) 60.87 96.14x50% +28.97% Q3 down 10%. Take 50% profit at $96.14. 2/08
GRMN(2) 60.87 90.95x50% +24.71% Check Q4 and/or profit update.
WFR 56.61 87.88 +55.24% Buy. Very good Q4/2007 results. 4/08
NVO 55.91(31/8/07) 62.84 +12.40% Buy. 1/08
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Net Average Change +40.44%....(B)
.
Total Average Change of (A) and (B) +50.75%. .... Nice to hit 50% before year end !!! |
