Saturday, April 21, 2012

New Portfolio

Looks like I've got enough new cash to create a new concentrated portfolio.  I spent a fair bit of time lately going through a good number of companies that were selected from stock screens and also the S&P's Outlook newsletter.

I haven't yet started any positions yet, but here is the list of 8 stocks that I plan on buying in the very near future along with the current price.

Manitowoc (MTW) -- $14.50
Fred's (FRED) -- $14.50
Sealed Air (SEE) -- $19
BJ's Restaurants (BJRI) -- $47
Paccar (PCAR) -- $42
Cummins (CMI) -- $116
Kelly Services (KELYA) -- $14
BorgWarner (BWA) -- $80

I'll give an update after I've established these positions or if I end up grabbing some other names instead. Also, if you have any opinions on any of these companies, I'd love to hear them.

No comments: