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Brian Nichols is the author of the critically acclaimed book "Taking Charge With Value Investing: How to Choose the Best Investments According to Price, Performance, & Valuation to Build a Winning Portfolio (McGraw-Hill 2013)". This is a book that takes a deep look into the psyche... More
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  • Portfolio Holdings As Of March 12 2012 13 comments
    Mar 12, 2012 12:06 AM | about stocks: AAPL, ALU, S, DISH, XPO, DLTR, SPPI, JVA, GALE, ROYL
    Back in December I reorganized my portfolio, and posted the stocks that I held within my portfolio. However, over the last couple weeks I have made several additional changes to my portfolio. I had said that I would be updating a list, quite frequently that included my holdings, but unfortunately I have failed to update the list. As of now, my cash position is much smaller than usual, at only 7%, and I plan to hold the stocks within my portfolio for quite some time. As usual, I have already placed limit orders on each of the stocks I own, which is the level that I am willing to take profits. Below is a list of the stocks I currently own, it's in order of greatest to least in terms of value within my portfolio.

    AAPL
    XPO
    MA
    DLTR
    F
    SPPI
    S
    DISH
    ALU
    TPX
    ROYL
    HOG
    ZAGG
    IMUC.OB
    GALE
    JVA

    Stocks recently sold include: CAT, KR, and LULU

    This portfolio is perhaps the riskiest portfolio that I have held in any period over the last five years. I have eliminated all but three stocks that return a yield, and am concentrating on value. I have sold LLY, DUK, GLW, CHD and T which all have yield and sold small cap stocks COOL and ACUR but will maybe buyback at a later time. I have also sold all but one of my energy holdings as I believe energy will be volatile throughout the election.

    Stocks: AAPL, ALU, S, DISH, XPO, DLTR, SPPI, JVA, GALE, ROYL
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This post has 13 comments:

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  •  
    Brian!! I appreciate a million times!! for this update!!

    Juts wanna ask, I though SPPI is your largest holding, and I see now it went down to 6 ? not optimistic anymore ?

    And do you really fell AAPL can (with this $545 price) get you better return, then all below ?

    You once mentioned to me you always have 3-4 short positions, can you share that with me please ?

    Thanks!
    12 Mar 2012, 12:44 AM Reply Like
  •  
    I love SPPI but its fall has knocked it down. My top 8 are very close and can change from day-to-day
    12 Mar 2012, 08:11 AM Reply Like
  •  
    So far all you smaller positions performed way better then your big positions, I think you should change around. no ?
    12 Mar 2012, 12:48 AM Reply Like
  •  
    I just added JVA on Friday after earnings. Its only 275 shares, very small
    12 Mar 2012, 08:12 AM Reply Like
  •  
    We'll your so far up with 50%!!
    12 Mar 2012, 04:58 PM Reply Like
  •  
    I used to own but sold
    12 Mar 2012, 08:12 AM Reply Like
  •  
    Thank, please keep me updates if any changes!

    btw, do you see the gain in YELP today ?
    12 Mar 2012, 05:01 PM Reply Like
  •  
    I would ignore it. Just be patient. Sometimes it takes a couple months. If you notice, nearly every stock that falls has pops throughout the fall. Don't be surprised to see YELP lose 5% or more tomorrow, and if not it will occur soon. If the trend continues.
    12 Mar 2012, 05:46 PM Reply Like
  •  
    I can't believe you missed THLD its up 440% YTD
    So whats he secret how do you find such stocks ?
    12 Mar 2012, 06:34 PM Reply Like
  •  
    You can't get em all. I just bought the ones that I thought were the cheapest in terms of valuation and growth, along with other data that isn't necessarily measurable.
    12 Mar 2012, 06:49 PM Reply Like
  •  
    So , Brian you never told us your secret how do value is if a stock is cheap, since you don't use technical indicators. ?
    12 Mar 2012, 09:10 PM Reply Like
  •  
    Hi Brian,

    Thanks for posting your articles here. I enjoy reading them and use them to research stocks further.

    In your article "10 Biotech Stocks...Part One" published Feb 9 you said you were long on JAZZ and CLDX, and in "10 Biotech Stocks...Part III" published Feb16 you said you were long QCOR. I don't see these 3 stocks listed in your portfolio here dated Mar 12, and was wondering what prompted you to sell?

    Or, if you've already posted your reasoning elsewhere on the site, perhaps you could direct me to those posts!

    Thanks,

    Peter
    17 Apr 2012, 10:34 AM Reply Like
  •  
    JVA looks attractive now, LULU forgot to stop rallying ;)
    24 Apr 2012, 04:00 AM Reply Like
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