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STYLE MODEL PORTFOLIO 1

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 Style Model Portfolio 2    

 Technology is the place to be !!

MODEL PORTFOLIO RECOMMENDED ON OCTOBER 15th  2009

 

 

 We see a rebound in these strong companies that have proven strategic position in the industries related to technology.

 They show a big volume and a liquid market.

This model portfolio selection for $300'000 was allocated on a equal dollar amount basis, (for example: $50'000 on each stock) and has generated a total of $368'000 for a profit of $68'000 or 22.68% as of the date of October 15th 2009 (1 year and 4 months and 3 weeks).

 

Invest now and look for a good return in the medium to long term horizon!

 

  

On October 15th 2009, we suggest to purchase :

 

 

INTEL (INTC)

 

Initial Purchase Price on October 15th 2009:   $20.83

 

Latest Price is automatically updated on the Chart below

 

 

 

APPLIED MATERIALS (AMAT)

 

Initial Purchase Price on October 15th  2009:  $13.71

Latest Price is automatically updated on the Chart below

 

 

 

SANDISK CORP. (SNDK)

 

Initial Purchase Price on October 15th  2009:  $20.86

 

Latest Price is automatically updated on the Chart below

 

 

 

CISCO (CSCO)

 

Initial Purchase Price on October 15th 2009:  $24.38

 

Latest Price is automatically updated on the Chart below

 

 

 

BROADCOM (BRCM)

 

Initial Purchase Price on Ocober 15th  2009:  $31.04

 

Latest Price is automatically updated on the Chart below

 

 

 

CORNING INC. (GLW)

 

Initial Purchase Price on October 15th  2009:  $15.97

Latest Price is automatically updated on the Chart below

 

 

 

 

 

 

STYLE HIT THE ROAD…

 

 

 

Original recommendation on MARCH 10th 2009

Price update on March 23rd 2011

 

 

FLASH...........FLASH......... FLASH..........FLASH..........FLASH...........FLASH...........FLASH

 

 

 

The following stocks look ready for a Strong Rebound.......

 

 

                             Company name                                                Ticker                          Equity Price in USD            Actual

                                                                                                                                     ( March 10th 2009)     March 23rd 2011

 

                             Rio Tinto Plc.                                                  RIO                                               $27.22                      $66.13

                       Vale SA                                                          VALE                                             $13.65                      $32.25

                       Occidental Petroleum                                       OXY                                              $53.70                      $100.16

                       Freeport Mc Moran                                          FCX                                              $46.98                      $52.28

                       Proshares Ultra Oil Gas                                     DIG                                              $19.70                      $58.42

                       Caterpillar                                                        CAT                                              $25.75                      $106.79

 

These are our favorites in the commodities fields,  as they will benefit early from any rebound in demand from the actual slow situation

 

 

 

Comments from Sibel (employee at Capital Performance Partners).

 

- One of my favorite is Vale SA. As a giant Brazilian iron producer,Vale has benefited extremely from China new's infrastructure program. Just think of all those steel rails !:)

 

 

JANUARY / APRIL 2009

 

 

In these challenging times, what to look for is ;  a regular dividend paid quaterly !

We have selected a sample of big names companies listed in New York, with a high liquidity and a solid track record of dividend payments.

 

Average dividend yields in the past 12 months has been substantial. These world class companies are global players in various key sectors, therefore answering the need for diversification, they include foods, health, beverages, technologies, chemicals and energy.

 

Any economic rebound will certainly revalue these companies, as for the dividends they will provide a regular yearly income.

 
Model Portfolio Ticker Shares Invest Price*  Price Total Invested Last Value**
Catch the dividends (Last)**
Philip Morris INTL INC PM 1187 42.12 62.95 49996.44 74'721.65
Kraft Foods INC KFT 1746 28.64 30.89 50005.44 53'933.94
Diageo P L C DEO 924 54.13 75.04 50016.12 69'336.96
Microsoft Corp MSFT 2537 19.71 25.33 50004.27 64'262.21
Monsanto Co. New MON 625 79.91 68.98 49943.75 43'112.50
Pfizer Inc PFE 2857 17.5 19.97 49997.5 57'068.57
Conocophillips COP 1012 49.38 77.55 49972.56 78'480.60

 

   Prices in USD

 

**(Opening Price on March 23rd 2011).

 

                                                       

                                                   CATCH THE DIVIDEND !!!

 

                                            HIGH DIVIDEND YIELD STOCKS

 

(Updated on March 23rd 2011, prices at the opening of the markets)

 

United Kingdom

Prices are in Brit P.

 

 

Ticker

Description

Recommended 

Last Price (23.03.2011)

Dividend Yield (trailing 12mo.)

Price/

Earnings

 

P/E

52 week High Price

52 week Low  Price

(on 08/10/02) at price

AV/ LN Equity

Aviva Plc

£4.04

£4.31

10.51

12.65

4.31

4.25

BARC LN Equity

Barclays PLC

£3.99

£2.88

2.11

9.44

2.88

2.85

 

 

Italy

Ticker

Description

Recommended 

Last Price (23.03.2011)

 

Dividend Yield (trailing 12mo.)

Price/Earnings  P/E

52 week High Price

52 week Low  Price

(on 08/10/02) at price

ENI IM Equity

ENI-Ente Nazionale Idrocarburi SpA

€14.12

€17.01

5.89

10.00

17.05

16.91

 

 

Germany

Ticker

Description

Recommended 

Last Price (23.03.2011)

Dividend Yield (trailing 12mo.)

Price/Earnings  P/E

52 week High

Price

52 week Low  Price

(on 08/10/02) at price

BAYN GR Equity

Bayer AG

€17.64

€52.89

2.63

33.68

53.39

52.70

 

 

France

Ticker

Description

Recommended 

Last Price (23.03.2011)

Dividend Yield (trailing 12mo.)

Price/Earnings  P/E

52 week High Price

52 week Low  Price

(on 08/10/02) at price

GSZ FP Equity

Suez SA

€15.05

€27.31

5.51

12.91

27.31

27.07

 

 

Norway

Price is in Nor.  Kr

Ticker

Description

Recommended 

Last Price (23.03.2011)

Dividend Yield (trailing 12mo.)

Price/Earnings  P/E

52 week High Price

52 week Low  Price

 

(on 08/10/02) at price

STL NO Equity

Statoil ASA

kr56.00

kr152.60

3.94

12.72

153.4

151.50

 

 

United States

Prices are in US$

Ticker

Description

Recommended 

Last Price (23.03.2011)

Dividend Yield (trailing 12mo.)

Price/Earnings  P/E

52 week High Price

52 week Low  Price

(on 08/10/02) at price

TROW Equity

T Rowe Price Group Inc

$22.20

$63.03

1.77

25.01

63.57

62.77

MMC Equity

Marsh & McLennan Cos Inc

$38.54

$29.05

2.82

18.04

29.56

29.05

GE Equity

General Electric Co

$23.50

$19.49

2.56

16.80

19.77

19.47

AA Equity

Alcoa Inc

$18.83

$16.45

0.73

31.03

16.55

16.33

T Equity

AT&T Inc

$21.02

$28.10

6.01

12.94

28.30

28.00

AMB Equity

AMB Property Corp

$26.21

$34.14

4.10

N.A

34.54

33.89

 

Italy

 

Ticker

Description

Recommended 

Last Price (23.03.2011)

Dividend Yield (trailing 12mo.)

Price/Earnings  P/E

52 week High Price

52 week Low  Price

(on 08/10/02) at price

UCGR IM Equity

UniCredito Italiano SpA

€3.25

€2.05

2.19

27.55

2.06

2..03

 

 

The information provided here is based on data we consider reliable but which we do not represent to be accurate or complete.

 Any recommendation contained in this report may not be suitable for all investors.

Past performance is not indicative of future performance results.

 

 

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