Tuesday, October 22, 2013

Updated Stock Holdings 10-22

Hadn't done this in a while, and just wanting to update my top stock positions as of today.

INTC - Intel
WDC - Western Digital
CMI - Cummins
BRK.B - Berkshire Hathaway B shares
OUTR - Outerwall/Coinstar
NEU  - Newmarket Corp
CHRW - CH Robinson Worldwide
CTSH - Cognizant Tech
QCOM - Qualcom
SNI - Scripps Networks
CHKP - Checkpoint software
VMI - Valmont Industries
CF - CF Industries

I guess the newest 2 additions were VMI Valmont Industries and SNI Scripps.   I think the only recent sell I had was liquidating my ORCL Oracle position (at a loss I think). 

I did purchase a small position in TIVO (TiVo) the other day, but it is small and not based in my traditional valuation methods.  My wife really likes her TIVO and I read a presentation about their new products and progress in becoming the set top box for more cable providers (who then won't have to develop their own), and it just felt like TIVO might have a good chance to build up a to a tipping point where the economies of scale tip in their favor.  The stock has not done much in a long time, and the earnings are not currently there - so support things - this is just a small gut call that seemed it might have a good chance of working out.

No comments: