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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Paul Senior who wrote (17802)10/2/2003 1:25:56 PM
From: - with a K  Read Replies (3) | Respond to of 78462
 
Re: HELE, the only thing I see is the headline, "HELE under pressure after top-line disappoints, and EPS aided by lower tax rate."

Interesting timing, since yesterday was the start of my stock contest I'm organizing for friends and family in order to help some beginners (some parents and kids) learn about picking stocks. (Rules: just for fun, although I'm interested in using real money for some picks; up to 5 stocks; hold for 6 months; no trading; emphasis on diversity.) Being a 6 month period, I found myself thinking more aggressively and borrowed some ideas from Dale's 50% thread.

My first portfolio, which is now off to a bad start: HELE, IMDC, WLS, STHLY, ARO.

Second portfolio: PLMD, QSII, UTSI, MSSN, MAXF

Other picks from friends and family:

DELL, MCD, WM, BOBJ

SWY, NOK, AMD, SUNW

COST, FO, ANF, C, AMZN

VZ, ABS, GE, YUM, GTW

LNCR, SSL, CVH, TGT, MSFT

ABS, PCL, BAC, SBUX, NNBP(!)

PETC, PDCO, SONC, GGP, LCUT

Obviously, this is an eclectic and interesting bunch of stocks. In these picks I see big and small, well known and obscure, value and growth, stable and speculative. Perhaps it is representative of how "amatuers" invest?!! Of course, I'd like to think I have a leg up on these friends and teenagers, but who knows what will "win."

Comments or predictions are welcomed and encouraged.

- Kris



To: Paul Senior who wrote (17802)10/2/2003 1:54:59 PM
From: - with a K  Read Replies (1) | Respond to of 78462
 
Putting my money where my mouth is, I also added to HELE. My research for the contest was very compelling, but then, it was my research!

:>)