End of Week review - 20 Stock Portfolio

Posted by Tim

October 12, 2007

I want to put up a few notes concerning my 20 Stock Portfolio and some of the stocks there in.

First, the portfolio seems stuck at 10 stocks. This is due to a couple of factors: First, my research time has been somewhat limited. Second, I am really looking for what I believe are special stocks for this portfolio. I have looked closely at a couple that did not make the cut: (OPTT: 8.53 +0.20 +2.40%) and (CHC: 2.94 +0.24 +8.89%).

A couple of stocks it the portfolio are doing really, really well and held up the portfolio. These are the types of gainers I am looking for and wish I owned more than one of them. A big round of applause for (GIGM: 11.96 +0.47 +4.09%) and (ANW: 31.27 +0.06 +0.19%).

Now the dogs: (TMA: 0.42 +0.08 +23.53%) and (WSTG: 8.09 +0.09 +1.13%) are treading water with one arm and one leg. TMA has an earning release next week and I am looking for positive news on the dividend. I think the selling is related to news not related to the profitability of the business. I posted here a couple of days ago. WSTG is a very small company with very small news. They have an earning release at the end of October. With some growth and continued dividend the stock should do OK. I am giving WSTG a couple of quarters to keep showing earnings growth while collecting the 4.5% dividend. (VSE: 5.69 +0.16 +2.89%) has given up some ground since my positive post on Wednesday. I see falling corn prices and rising oil as positives that may take a while to reach the bottom line, but I am positive on the one and two year prospects.

[[SF:]], (NAT: 35.78 +0.74 +2.11%) and (PWE: 29.24 -0.24 -0.81%) are income stocks that will start paying off soon and the (SLW: 11.73 +0.05 +0.43%) story remains the same and the stock is doing well.