Widows And Orphans Midday Report (7/31/13)

Jul. 31, 2013 12:36 PM ETMMM, AGNC, AAPL, MT, BRK.B, BKCC, CAT, GT, DHY, CSX, CYS, DD, EXG, EFC, GRMN, GE, HLF, JPM, PTMN, KKR, LMT, LO, MGA, MSFT, NAT, SCU, PBI, PSEC, GOLD, SKM, SLRC, SCCO, SXL, TMO, TTE, TWO, VZ, V, VOD, DHCP, XIN, ZTR
Please Note: Blog posts are not selected, edited or screened by Seeking Alpha editors.

Contributor Since 2013

Over 10 years of investing experience, I use dividend reinvestment to accumulate stocks. I view myself as a Long-Long investor, very rarely (if ever) making short term trades. My three model portfolios--Widows and Orphans, Climbers and Dogs, and Pretty Girls and Railroads, are basically each 1/3 of my actual trading portfolio, divided into thirds, with W&O being the top third and PG&R the bottom third. I consider myself an independant Buy-Side Analyst.
Symbol Company Name Price Price Chg. Price % Chg. Volume (000) Volume % Chg.
HLF Herbalife Ltd $65.09 5.05 8% 8,541 556%
GRMN Garmin Ltd $39.44 2.18 6% 2,383 442%
SI Siemens A G Adr $109.35 2.83 3% 398 118%
TMO Thermo Fisher Scientific $91.62 1.14 1% 575 -42%
MMM Three M Company $118.09 1.25 1% 1,162 10%
JPM J P Morgan Chase & Co $55.77 0.44 1% 6,209 -31%
BRKB Berkshire Hathaway Cl B $116.60 0.81 1% 1,346 -18%
DD Dupont De Nemours & Co $58.03 0.35 1% 2,419 1%
WAC Walter Investment Mgmt $39.62 0.22 1% 189 -37%
MSFT Microsoft Corp $32.00 0.15 0% 17,594 -14%
CSX C S X Corp $24.82 0.11 0% 1,643 -46%
OZM Och-Ziff Cap Mgmt Cl A $11.30 0.05 0% 304 -21%
VOD Vodafone Group Plc Adr $29.90 0.12 0% 3,079 -10%
MGA Magna Intl Inc $76.81 0.30 0% 232 -13%
KCAP K C A P Financial Inc $10.34 0.04 0% 84 -40%
TOT Total S A Adr $53.18 0.14 0% 592 8%
CAT Caterpillar Inc $83.31 0.12 0% 2,522 -2%
GE General Electric Co $24.49 0.01 0% 11,015 -34%
KKR K K R & Co Lp $20.81 0.00 0% 451 -53%
RSO Resource Capital Corp $6.60 -0.01 0% 224 -52%
ZTR Zweig Total Return Fund $13.17 -0.01 0% 19 -43%
EXG Eaton V Tx-Mgd Gl Div Eq $9.61 -0.01 0% 453 -0%
LMT Lockheed Martin Corp $119.93 -0.16 0% 828 9%
MT Arcelor Mittal Cl A $13.06 -0.02 0% 1,926 -19%
GOLD Randgold Resources Adr $72.77 -0.13 0% 414 -2%
CTB Cooper Tire & Rubber Co $33.56 -0.06 0% 903 -4%
AAPL Apple Inc $451.85 -1.47 0% 5,700 15%
PSEC Prospect Capital Corp $10.92 -0.06 -1% 671 -44%
SXL Sunoco Logistics Ptnr Lp $60.91 -0.37 -1% 49 -47%
DHY Credit Suisse Hi Yld Bd $3.06 -0.02 -1% 164 -40%
EFC Ellington Financial $22.71 -0.17 -1% 24 -70%
VZ Verizon Communications $50.04 -0.39 -1% 4,219 -15%
SKM S K Telecom Co Ltd Ads $21.42 -0.24 -1% 395 -38%
SLRC Solar Capital Ltd $21.85 -0.26 -1% 129 -19%
BKCC Blackrock Kelso Cap Corp $10.00 -0.12 -1% 135 -43%
LO Lorillard Inc $42.69 -0.53 -1% 1,801 20%
NAT Nordic Amer Tanker Ltd $9.46 -0.15 -2% 434 17%
PBI Pitney-Bowes Inc $16.33 -0.27 -2% 4,173 97%
SCCO Southern Copper Corp $26.34 -0.55 -2% 1,412 88%
TWO Two Harbors Investment $9.93 -0.32 -3% 3,522 13%
XIN Xinyuan Real Estate Ads $5.01 -0.20 -4% 335 131%
CYS C Y S Investments Inc $8.11 -0.36 -4% 940 -34%
V Visa Inc Cl A $181.83 -9.61 -5% 7,535 486%

Disclosure: I am long MMM, AGNC, AAPL, MT, BRK.B, BKCC, CAT, CTB, DHY, CSX, CYS, DD, EXG, EFC, GRMN, GE, HLF, JPM, KCAP, KKR, LMT, LO, MGA, MSFT, NAT, OZM, PBI, PSEC, GOLD, RSO, SI, SKM, SLRC, SCCO, SXL, TMO, TOT, TWO, VZ, V, VOD, WAC, XIN, ZTR.

Recommended For You

Comments

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.