ITGURU's style
- Financial 35.99%
- Services 21.18%
- Basic Materials 14.64%
- Technology 14.51%
- Healthcare 12.77%
ITGURU's opinions
Jul 08 at 8:58 ET
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...
Jun 03 at 2:10 ET
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...
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...
May 18 at 3:03 ET
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...
May 15 at 4:57 ET
What are the prevailing thoughts on EMC and VMW? Is it time to take profits or is something big about to happen?
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's major holdings
- % of Portfolio
- Bank of America Corp.12.63%
- Federal Realty Investment Trust8.38%
- CSX Corp.8.15%
- Markel Corp.6.95%
- Exxon Mobil Corp.6.13%
- MEMC Electronic Materials Inc.6.02%
- JPMorgan Chase & Co.5.28%
- Comcast Corp.4.99%
- Genentech Inc.4.71%
- Sirius Satellite Radio Inc.3.75%