| COMPANY |
| CONTACT |
|
|
|
FlASH (NEW)!!!
HIT THE ROAD (NEW!) |
| MARKET OPPORTUNITIES |
| MARKETS |
|
recommendations |
| GLOBAL STOCK recommendations |
| INDEX FUNDS |
| SEARCH |
| GLOSSARY |
Technology is the place to be !!
MODEL PORTFOLIO RECOMMENDED ON October15th 2009
(Prices updated on March 3rd 2010)
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 $323'144 for a profit of $23'144 or 7.72% for this period (4 months and 2 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
Opening Price on March 3rd 2010: $20.69
|
APPLIED MATERIALS (AMAT) |
Initial Purchase Price on October 15th 2009: $13.71
Opening Price on March 3rd 2010: $12.42
|
SANDISK CORP. (SNDK) |
Initial Purchase
Price on October 15th 2009: $20.86
Opening Price on March 3rd 2010: $32.48
|
CISCO (CSCO) |
Initial Purchase
Price on October 15th 2009: $24.38
Opening Price on March 3rd 2010: $24.61
|
BROADCOM (BRCM) |
Initial Purchase Price on Ocober 15th 2009: $31.04
Opening Price on March 3rd 2010: $31.24
|
CORNING INC. (GLW) |
Initial Purchase
Price on October 15th 2009: $15.97
Opening Price on March 3rd 2010: $17.61
Original recommendation on MARCH 10th 2009
Price update on March 3rd 2010
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 3rd 2010
Rio Tinto Plc. RTP $107 $212.82
Vale SA VALE $13.65 $29.17
Occidental Petroleum OXY $53.70 $81.20
Freeport Mc Moran FCX $86.15 $77.98
Proshares Ultra Oil Gas DIG $19.70 $33.60
Caterpillar CAT $25.75 $58.15
These are our favorites in the commodities fields, as they will benefit early from any rebound in demand from the actual slow situation
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 | 49.81 | 49996.44 | 59'124.47 |
| Kraft Foods INC | KFT | 1746 | 28.64 | 28.64 | 50005.44 | 50'476.86 |
| Diageo P L C | DEO | 924 | 54.13 | 65.51 | 50016.12 | 60'531.24 |
| Microsoft Corp | MSFT | 2537 | 19.71 | 28.46 | 50004.27 | 72'203.02 |
| Monsanto Co. New | MON | 625 | 79.91 | 71.77 | 49943.75 | 44'856.25 |
| Pfizer Inc | PFE | 2857 | 17.5 | 17.60 | 49997.5 | 50'283.20 |
| Conocophillips | COP | 1012 | 49.38 | 49.71 | 49972.56 | 50'306.52 |
Prices in USD
**(Opening Price on March 3rd 2010).
HIGH DIVIDEND YIELD STOCKS
(Updated on March 3rd 2010, prices at the opening of the markets)
|
United Kingdom |
Prices are in Brit P. |
|
|
|||||
|
Ticker |
Description |
Recommended |
Last Price (03.03.2010) |
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 |
£3.87 |
8.34 |
N.A |
4.74 |
1.60 |
|
|
BARC LN Equity |
Barclays PLC |
£3.99 |
£3.27 |
0.853 |
2.207 |
3.90 |
0.55 |
|
|
The Netherland |
Prices are in Euros |
|
||||||
|
Ticker |
Description |
Recommended |
Last Price (03.03.2010) |
Dividend Yield (trailing 12mo.) |
Price/ Earnings P/E |
52 week High Price |
52 week Low Price |
|
|
(on 08/10/02) at price |
||||||||
|
AGN NA Equity |
Aegon NV |
11 |
4.75 |
N.A |
N.A |
6.26 |
1.827 |
|
|
|
|
|||||||
|
Italy |
||||||||
|
Ticker |
Description |
Recommended |
Last Price (03.03.2010)
|
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 |
16.95 |
6.80 |
13.56 |
18.77 |
11.82 |
|
|
|
|
|||||||
|
Germany |
||||||||
|
Ticker |
Description |
Recommended |
Last Price (03.03.2010) |
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 |
51.52 |
2.695 |
30.179 |
56.75 |
32.69 |
|
|
|
|
|||||||
|
France |
||||||||
|
Ticker |
Description |
Recommended |
Last Price (03.03.2010) |
Dividend Yield (trailing 12mo.) |
Price/Earnings P/E |
52 week High Price |
52 week Low Price |
|
|
(on 08/10/02) at price |
||||||||
|
SZE FP Equity |
Suez SA |
15.05 |
28.90 |
N.A |
8.68 |
31.15 |
22.15 |
|
|
Denmark |
Price is in Danish Kr |
|||||||
|
Ticker |
Description |
Recommended |
Last Price (03.03.2010) |
Dividend Yield (trailing 12mo.) |
Price/Earnings P/E |
52 week High Price |
52 week Low Price |
|
|
(on 08/10/02) at price |
||||||||
|
TDC DC Equity |
TDC A/S |
kr158.00 |
kr240.50 |
3.73 |
15.72 |
261.50 |
137.30 | |
|
|
|
|||||||
|
Norway |
Price is in Nor. Kr |
|||||||
|
Ticker |
Description |
Recommended |
Last Price (03.03.2010) |
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 |
kr136.10 |
5.327 |
23.66 |
150.50 |
106.56 |
|
|
|
||||||||
|
United States |
Prices are in US$ |
|||||||
|
Ticker |
Description |
Recommended |
Last Price (03.03.2010) |
Dividend Yield (trailing 12mo.) |
Price/Earnings P/E |
52 week High Price |
52 week Low Price |
|
|
(on 08/10/02) at price |
||||||||
|
RCL Equity |
Royal Caribbean Cruises Ltd |
$15.50 |
$28.41 |
N.A |
37.38 |
28.96 |
5.40 |
|
|
TROW Equity |
T Rowe Price Group Inc |
$22.20 |
$51.40 |
1.95 |
29.88 |
55.48 |
20.09 |
|
|
MMC Equity |
Marsh & McLennan Cos Inc |
$38.54 |
$23.38 |
3.42 |
14.70 |
25.46 |
17.18 |
|
|
GE Equity |
General Electric Co |
$23.50 |
$15.90 |
2.51 |
13.70 |
17.52 |
5.73 |
|
|
AA Equity |
Alcoa Inc |
$18.83 |
$13.24 |
0.90 |
N.A |
17.60 |
4.97 |
|
|
T Equity |
AT&T Inc |
$21.02 |
$24.88 |
6.63 |
11.28 |
28.73 |
21.62 |
|
|
PLD Equity |
Prologis |
$23.45 |
$12.84 |
4.67 |
35.66 |
15.04 |
4.87 |
|
|
AMB Equity |
AMB Property Corp |
$26.21 |
$24.64 |
4.54 |
46.49 |
27.43 |
9.12 |
|
|
|
||||||||
|
Italy |
|
|||||||
|
Ticker |
Description |
Recommended |
Last Price (03.03.2010) |
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 |
2.56 |
0.84 |
22.00 |
3.43 |
0.87 |
|
|
|
||||||||
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.
Grand-Chκne 6, 1003 Lausanne - Switzerland. Phone : +41 21 331 15 50 - Fax +41 21 331 15 25
E-MAIL : pshama@cperformance.com