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Updated: 08-May-08 15:14 ET - MU  |  RIG  |  NWS.A 

  Active Portfolio
Company Date Added Price When Added % Gain/ Loss Last Comment
Cisco Systems Inc. (CSCO) 02-15-06 19.70 +30.30% 05-07-08
Ebay Inc. (EBAY) 09-12-06 28.00 +9.90% 01-24-08
Immucor (BLUD) 11-14-03 6.22 +348.90% 09-27-05
Intel (INTC.) 01-27-06 21.69 +8.40% 04-16-08
Johnson & Johnson (JNJ) 03-06-07 61.55 +8.10% 04-15-08
Micron Technology Inc. (MU) 04-23-07 11.20 -26.50% 05-08-08
Newmont Mining Corp (NEM) 07-24-07 43.80 +3.50% 02-21-08
News Corp. (NWS.A) 11-11-05 14.77 +25.50% 05-08-08
Transocean (RIG) 07-11-05 54.96 +171.70% 05-08-08
Walt Disney (DIS) 03-11-05 27.64 +25.10% 05-07-08

Cisco Systems Inc. (CSCO)

Updated 07-May-08 08:02 ET
Third quarter results from Cisco (CSCO) only further strengthened our conviction on the name as a long-term growth story. We remain buyers of the stock at current levels. Cisco regained ground in the quarter with notable execution in a challenging environment. Cisco's performance kept pace with its large-cap tech peers, which following better-than-expected results, has sparked renewed buying interest in the Technology sector.... MORE
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Ebay Inc. (EBAY)

Updated 24-Jan-08 10:07 ET
We are now underwater in our position in eBay (EBAY) after the stock has fallen precipitously from September highs on concerns over slowing core auction business and macroeconomic concerns. In October, the company posted a breakout quarter, reinforcing our view of the company's turnaround. The following weeks have been challenging as fears mounted, pushing the stock to January lows.... MORE
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Immucor (BLUD)

Updated 27-Sep-05 12:17 ET
Immucor sells blood testing equipment to hospitals and blood banks. The test equipment is high-priced, low margin, with a long sales cycle; supplies are proprietary and high margin... true razor/razor blade model in strong growing market. Extremely strong earnings report on Sept. 29 and raised guidance provides very strong confirmation of the overall investment premise.... MORE
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Intel (INTC.)

Updated 16-Apr-08 11:48 ET
Intel (INTC 22.21, +1.30) is back in the market's good graces today as investors are showing their appreciation for a better than expected first quarter earnings report and outlook. The bullish reaction is a little peculiar in that Intel basically delivered on the initial revenue guidance it provided in January and the lowered gross margin expectation it shared in March.... MORE
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Johnson & Johnson (JNJ)

Updated 15-Apr-08 10:46 ET
First quarter earnings for the world's largest health-products maker rose to $3.6 billion, or $1.26 per share. Johnson & Johnson's (JNJ) top and bottom line came in better than estimates. Earnings of $1.26 bested estimates by $0.06 and revenues of $16.19 billion, up 7.7% year-over-year, topped Wall Street's estimates of $15.83 billion.... MORE
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Micron Technology Inc. (MU)

Updated 08-May-08 15:14 ET
At the end of March, Elpida Memory announced plans to raise DRAM prices by 20% in April. While some thought the figure was too aggressive, particularly given Q2 is seasonally the industry's weakest, we argued the move was a step in the right direction and good news for the industry. The thinking was Elpida's efforts would enable industry players to negotiate higher prices with customers.... MORE
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Newmont Mining Corp (NEM)

Updated 21-Feb-08 12:59 ET
Shares of Newmont Mining (NEM) are gaining ground after the company posted a solid fourth quarter earnings result. Excluding a number of one-time items, including the write-down of Exploration goodwill and a gain on the sale of an equity portfolio, earnings totaled $517 million. Earnings per share from continuing operations totaled $0.51, above the consensus estimate of $0.37.... MORE
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News Corp. (NWS.A)

Updated 08-May-08 12:30 ET
It"s been a long ride since we first added News Corp (NWS.A 19.43) to the Active Portfolio back in 2005. Our initial recommendation was based on valuation with the stock trading at multi-year lows. Value turned into growth as News Corp started exacting value from its vast global assets including a rebound in its satellite business, enduring strength in its network and cable businesses, and new digital growth opportunities through its MySpace and Interactive properties.... MORE
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Transocean (RIG)

Updated 08-May-08 12:50 ET
In September 2005, we added Transocean (RIG) to the Active Portfolio based on what we viewed as a sustainable and significant upturn in the global exploration and production upcycle. We continuously argued the Street underappreciated the growth potential and visibility in deepwater exploration resulting from years of underdevelopment, economic growth, new demand, coupled with rising energy prices.... MORE
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Walt Disney (DIS)

Updated 07-May-08 09:05 ET
Fears of looming recession in the U.S. took shares in Disney (DIS) below the $30.00 level in recent weeks. The stock has staged a nice reversal in recent sessions ahead of its quarterly earnings. Once again, Disney blew it out of the park. Naysayers will find some fault with the quarter, but the bottom line is Disney's execution since Bob Iger took the reigns has been exceptional.... MORE
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