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Petróleo Brasileiro S.A. - Petrobras Message Board

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  • jaquecroissant jaquecroissant Oct 14, 2011 5:07 PM Flag

    Suggestion to the Board

    I'm up about 225% now in DECK. The high end retailer's are an interesting story. PCP I'm up 70%. ISRG up 53%. AAPL and GOOG, ENDP, all looking good also. I own too many stocks lol. These are all old positions that make up my core.

    I recently bought INTC for the dividend,when divy was 4%, I'm up about 13%. I feel like it's a locked in profit...a buy and hold. I also recently bought NUE for the yield.....about flat on that position so far.

    recent additions:
    CMI down 3%
    CTSH up 9%
    COH up 7%.
    FFIV up 15%
    MA up 7%

    What has hurt me lately?....all the cyclicals I own(FCX,CLF,SSL,MOS)down on average 20% in those positions.

    I'm in EBIX at 15. up 6%. Scary stock but great story....not for the faint of heart. It has held up better than my cyclicals.

 
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