August 2009 - Steve Cook's Strategic Stock Investments

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Steve Cook's Strategic Stock Investments

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Be sure to read my daily commentary within my free blog, Steve Cook on Disciplined Investing, covering the economic, political and market developments that impact Your Money. I include links to analysis by experts, their opinions and data that support those opinions as well as my own.

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Subscriber Alert-8/31/09

As I promised in Saturday’s Closing Bell, I spent part of the weekend reviewing our holdings and re-checking our internal indicator. My conclusion was that some action needed to be taken. In our investment strategy statement each week, I have cited...

Published 08-31-2009 8:33 AM by Steve Cook
Subscriber Alert-8/28/09

Subscriber Alert I am going to Add some names to our Buy Lists, though no purchases will be made. In the High Yield Portfolio, Zenith Insurance (ZNY-$27) has traded into its Buy Value Range and is being Added to the High Yield Buy List. In the Aggressive...

Published 08-28-2009 8:38 AM by Steve Cook
Review of SEIC Investments (Aggressive Growth Portfolio): write up on Amphenol

SEI Investments offers comprehensive software products and computer processing services to trusts and investment programs and administrative and distribution services to mutual funds and other pooled funds. SEI has grown its profits and dividends at a...

Published 08-27-2009 8:42 AM by Steve Cook
Review of WalMart (Dividend Growth Portfolio)

Wal-Mart Stores is the world’s largest retailer operating 891 discount stores, 2,612 super centers, 602 Sam’s Clubs, 153 Neighborhood Markets in the US and 3615 foreign stores in Latin America, Canada, Europe and Asia. The company has grown...

Published 08-26-2009 8:55 AM by Steve Cook
Review of UGI (Dividend Growth Portfolio)

UGI Corp operates AmeriGas Propane, a gas utility, an electric utility, an energy services business and an international propane subsidiary. The company has grown earnings 16% over the last 10 years, though its dividend has increased at a slower pace...

Published 08-25-2009 8:36 AM by Steve Cook
Subscrober Alert-8/24/09

Subscriber Alert At the Market open this morning, our Portfolios will continue to put cash to work, focusing on laggards and issues that benefit from inflation. Cash will drop to 16%. In the Dividend Growth Portfolio, additions will be made to gold (GLD...

Published 08-24-2009 8:42 AM by Steve Cook
Subscriber Alert--8/21/09

Subscriber Alert Our Portfolios are moving from a 19-21% cast position to an 18% position. In doing so, we are focusing on groups that have been laggards and/or are inflation beneficiaries. The Dividend Growth Portfolio will purchase small additions to...

Published 08-21-2009 8:18 AM by Steve Cook
Review of Reliance Steel (Aggressive Growth Portfolio)

Reliance Steel provides value-added metals processing services and distributes more than 100,000 metal products. The company has grown profits and dividends at a 20%+ rate and earned a 19% return on equity over the last five years. RS operations are under...

Published 08-20-2009 8:38 AM by Steve Cook
Review of VF Corp (Dividend Growth and High Yield Portfolios)

VF Corporation is an apparel maker and distributor and a leader in jeanswear, sportswear, intimate apparel and workwear. Its brands include Lee, Wrangler, Jansport, Nautica, The North Face, Vans, Napaplin, John Varvatos and Reed. The company has grown...

Published 08-19-2009 8:48 AM by Steve Cook
Review of Total System Services (Dividend Growth Portfolio)

Total System Services is a major processor of credit, debit and private label card transactions for institutions in North America. TSS has grown dividends and profits at a 15-20% annual pace for the past 10 years earning a 20% return on equity. Despite...

Published 08-18-2009 8:44 AM by Steve Cook
Subscriber Alert-8/14/09

Subscriber Alert Our Portfolios are raising their commitment to gold and non dollar denominated (foreign stock) ETF’s from 10% of the total assets of the Portfolio to 15%. An introductory position (1%) of the Vanguard European Stock ETF (VGK) is...

Published 08-14-2009 8:40 AM by Steve Cook
Subscriber Alert: Plus a review of Mastercard (Aggressive Growth Portfolio)

Subscriber Alert The stock price Abbott Labs (ABT-$44) has traded into their Buy Value Range. Accordingly, ABT is being Added to the Dividend Growth Buy List. The Dividend Growth Portfolio owns this stock and it is a full position. No additional purchase...

Published 08-13-2009 8:46 AM by Steve Cook
Review of T Rowe Price (Dividend Growth Portfolio)

T. Rowe Price Group Inc provides investment advisory and administrative services to an assortment of no load funds, sponsored investment products and private accounts. The company has generated a 15-20%+ return on equity and an 11-15% growth rate in earnings...

Published 08-12-2009 6:51 AM by Steve Cook
Review of OneOk Ptrs (High Yield Portfolio)

ONEOK Partners engages in gathering, processing, storing and transporting natural gas in the US. This partnership has earned a 12-17% return on equity over the last five years and has grown profits 40%+ rate. Dividends have increased at a much more modest...

Published 08-11-2009 8:34 AM by Steve Cook
Subscriber Alert--Adding to Gold position

SUBSCRIBER ALERT 8/6/09 Our Portfolios are raising the position if gold to a full—3-3.5%. Using US Global Gold (USERX) and GLD

Published 08-06-2009 7:45 AM by Steve Cook

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August 2009 - Steve Cook's Strategic Stock Investments

FREE - FOR A LIMITED TIME ONLY

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Subscriber Alert-8/31/09

Subscriber Alert-8/28/09

Review of SEIC Investments (Aggressive Growth Portfolio): write up on Amphenol

Review of WalMart (Dividend Growth Portfolio)

Review of UGI (Dividend Growth Portfolio)

Subscrober Alert-8/24/09

Subscriber Alert--8/21/09

Review of Reliance Steel (Aggressive Growth Portfolio)

Review of VF Corp (Dividend Growth and High Yield Portfolios)

Review of Total System Services (Dividend Growth Portfolio)

Subscriber Alert-8/14/09

Subscriber Alert: Plus a review of Mastercard (Aggressive Growth Portfolio)

Review of T Rowe Price (Dividend Growth Portfolio)

Review of OneOk Ptrs (High Yield Portfolio)

Subscriber Alert--Adding to Gold position