Posted in GRMN, HP, LOW, RIG, Stock Transactions on Aug 4th, 2008 No Comments »
On July 29, we purchased:
15.372 additional shares of Garmin Ltd. (GRMN) at $45.34
39.416 additional shares of Lowe’s Companies Inc (LOW) at $20.22
11.974 initial shares of Transocean Inc. (RIG) at $133.62
We sold 27 shares of Helmerich & Payne Inc (HP), a gas and drilling company, at $57.27 reducing the weight of this holding to 2.9%. Transocean, [...]
Posted in GE, Stock Transactions on Apr 21st, 2008 No Comments »
We purchased an initial position in General Electric (GE). It took a huge drop on April 11 when it missed its earnings. Historically, GE never missed earnings. With the drop in price, the dividend alone yields 3.87% based on the April 11 closing price. See attached a stock selection guide. This looks like an excellent [...]
Posted in Stock Transactions on Aug 30th, 2007 No Comments »
We sold Stryker Corp (SYK) at $67.48 and replaced it with Medtronic Inc (MDT) at $52.61. We sold Getty Images Inc (GYI) at 31.00 per share. We purchased Superior Energy Services (SPN) at $39.20.
Posted in SAP, Stock Transactions on Jun 12th, 2007 No Comments »
SSG and PERT | Google Finance | Company Website
We purchased an initial position in SAP AG on June 13, 2007. Here is the stock selection guide we used for the purchase decision.
Posted in Stock Transactions, WFC on Jun 12th, 2007 No Comments »
SSG and PERT | Google Finance | Company Website
We purchased an initial position in Wells Fargo & Company on June 13, 2007. This replaces Commerce Bancorp. Here is the stock selection guide we used for the purchase decision.
Posted in AIG, Stock Transactions on Jun 12th, 2007 No Comments »
SSG and PERT | Google Finance | Company Website
We purchased an initial position in American International Group on June 13, 2007. This replaces Capital One Financial in the financial sector of our portfolio. Here is the stock selection guide we used for the purchase decision.
Posted in MSFT, Stock Transactions on Jun 12th, 2007 No Comments »
SSG and PERT | Google Finance | Company Website
We purchased an initial position in Microsoft on June 13, 2007. Here is the stock selection guide we used for the purchase decision.
Posted in Stock Transactions on Jun 12th, 2007 No Comments »
We made the following changes to our portfolio:
Added to our positions in Bed Bath & Beyond (BBBY) and Amgen (AMGN).
We sold Commerce Bancorp (CBH) and Capital One Financial (COF). There will be replaced with American International Group (AIG) and Wells Fargo (WFC). That will keep the same exposure to financials but with [...]
Posted in Stock Transactions on Nov 23rd, 2006 No Comments »
Based on our email discussion, we sold Affiliated Computer Services and Marsh & McClennan Companies. We took an initial position in Getty Images and Walgreen Co. (The links will take you to the stock selection guide we used.) We can purchase more of these when either of these stocks dip in price.
These [...]
Posted in Stock Transactions, WAG on Nov 22nd, 2006 No Comments »
SSG and PERT | Google Stocks | Company Website
We purchased an initial position in Walgreens on November 22. Here is the stock selection guide we used for the purchase decision.