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Walter's style

Walter's opinions

Jul 07 at 6:02 ET

buying opportunity for PWE

if you wanted to own PWE for its steady very high dividend yield off energy investments this might be an opportunity. stock dropped ~5% earlier today and only reason I could identify was a change to Canadian taxing regulations that has been in the works f...  

By Walter 3 Comments

Symbols: PWE

May 11 at 2:56 ET

VMC good bet if you believe the US will continue to build things

VMC is a producer of materials for the building industry - sand gravel stone which are all hard to transport and provide it with a competitive edge. it has been punished over the past year with the housing crisis, but with quarries in 9 of the 10 fastest ...  

By Walter 2 Comments

Symbols: VMC

Apr 21 at 10:12 ET

should our money and our mouths be linked?

I am not talking just about the "buy for the long term" mantra vs. the behavior we actually see... I am talking about investing in China. we are all upset by what is happening in Tibet, the Chinese approach towards Taiwan, and towards the west - yet we ...  

By Walter 2 Comments

Symbols: PTR, CN, SHA, T, ACH, H

Apr 11 at 1:25 ET

well I certainly didn't see this coming!!

who would of thought that GE might take 12% hit to the stock price - I thought this was a safe haven. now the question is if the analysts are over reacting when they demote this to a Hold rating. so - to sell or not to sell, that is the question ...  

By Walter 1 Comments

Symbols: GE

Mar 11 at 2:07 ET

Buying S

First of all - this stock is hugely risky. it can always go down further. Having said that: - Short term: seems like the market over reacted to day on bad news from last month, due to the S&P predicting they may lower rating - long term - Sprint is lookin...  

By Walter 3 Comments

Symbols: S

Read more opinions by Walter

Walter's bio

  • Risk Group(5.4/10) Growth
  • GuruRankTop 2%
  • Member SinceAug 07
  • Return 1 Month-2.38%
  • Return 3 Months-2.23%
  • Return YTD-12.70%
  • Trades/Month2.06
Walter is a Technology Guru

“3000 years of beautiful tradition, from moses to sandi cofax - you're g'damn right I'm living in the f'in passed„

http://www.marketguru.com/Walter

Walter's major holdings

  • % of Portfolio
  • AAPL

    Apple Inc.16.33%
  • RY

    Royal Bank of Canada13.87%
  • CMP

    Compass Minerals International Inc.10.42%
  • GOOG

    Google Inc.9.55%
  • GE

    General Electric Company8.82%
  • CPB

    Campbell Soup Company8.20%
  • VMC

    Vulcan Materials Company7.37%
  • GRMN

    Garmin Ltd.7.26%
  • PFE

    Pfizer Inc5.75%
  • PWE

    Penn West Energy Trust Trust Units4.51%