Walter's style
- Technology 39.26%
- Financial 20.18%
- Basic Materials 10.42%
- Conglomerates 8.82%
- Consumer Goods 8.20%
Walter's opinions
Jul 07 at 6:02 ET
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...
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 ...
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 ...
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 ...
Mar 11 at 2:07 ET
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...
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
“3000 years of beautiful tradition, from moses to sandi cofax - you're g'damn right I'm living in the f'in passed„
Walter's major holdings
- % of Portfolio
- Apple Inc.16.33%
- Royal Bank of Canada13.87%
- Compass Minerals International Inc.10.42%
- Google Inc.9.55%
- General Electric Company8.82%
- Campbell Soup Company8.20%
- Vulcan Materials Company7.37%
- Garmin Ltd.7.26%
- Pfizer Inc5.75%
- Penn West Energy Trust Trust Units4.51%