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ITGURU's style

ITGURU's opinions

Jul 08 at 8:58 ET

CHK and Energy bubble?

I t appears to me that Energy is in or approaching yet another bubble. Tech, then housing, now energy. Just wondering what the prevailing thoughts in the community are and specifically how does chk fair through this. What does the anouncment on 25 millio...  

By ITGURU 7 Comments

Symbols: CHK

Jun 03 at 2:10 ET

Under Armour

I maintain postions in UA in both this portfolio and my real portfolio. They have maintained greats growth in sales, and are starting to step into the footware market which should allow it to maintain growth rates for the next few years. Kipplinger ha...  

By ITGURU 8 Comments

Symbols: SKX, IT, PG, UA, CROX

Jun 02 at 3:59 ET

MPW looks interesting with nearly 9% dividend

MPW is a reit specializing in acquiring and leasing medical facilities. They have had outstanding growth since their inception in 2005 and at current pricing offers a dividend of nearly 9%. This looks like a good oportunity to take advantage of the expect...  

By ITGURU 1 Comments

Symbols: MPW

May 18 at 3:03 ET

Why I like Genentech

Genentech has shown great great returns over the past 5 years Return on Equity nearly 20% and return on capital over 15%. over the past 10 years sales are up 25%/year One of their major products Avastin has been approved in the treament of various canc...  

By ITGURU 3 Comments

Symbols: TEVA, NVS, PMCS, CELG

May 15 at 4:57 ET

EMC and VMW

What are the prevailing thoughts on EMC and VMW? Is it time to take profits or is something big about to happen?  

By ITGURU 4 Comments

Symbols: EMC, ADBE, LOGI, NVDA, VMW, C, NTAP

Read more opinions by ITGURU

ITGURU's bio

  • Risk Group(4.7/10) Moderate
  • GuruRankTop 1%
  • Member SinceApr 08
  • Return 1 Month2.26%
  • Return 3 Months-5.18%
  • Return YTD-1.50%
  • Trades/Month45.74
ITGURU is a Financial Guru

http://www.marketguru.com/ITGURU

ITGURU's major holdings

  • % of Portfolio
  • BAC

    Bank of America Corp.12.63%
  • FRT

    Federal Realty Investment Trust8.38%
  • CSX

    CSX Corp.8.15%
  • MKL

    Markel Corp.6.95%
  • XOM

    Exxon Mobil Corp.6.13%
  • WFR

    MEMC Electronic Materials Inc.6.02%
  • JPM

    JPMorgan Chase & Co.5.28%
  • CMCSA

    Comcast Corp.4.99%
  • DNA

    Genentech Inc.4.71%
  • SIRI

    Sirius Satellite Radio Inc.3.75%