Happy Thanksgiving.On this day reserved for the three F's -- family, friends and football -- it's time to revisit the Holiday Portfolio. After a slow start, the summer and fall have been good to equity investors. For that, we give thanks.
Six Stocks, 12 MonthsThe concept is simple: I select a group of five stocks that I believe deserve watching over the next 12 months, readers pick one and I follow them -- regardless of their performance -- throughout the year. I'll revisit the portfolio on each market holiday and, at times, make comments about the stocks on RealMoney's Columnist Conversation. The only way a stock is removed from the portfolio is if it merges with another company or ceases to trade on a major exchange. The portfolio serves two purposes. First, it follows the fundamental progress of a group of stocks over a lengthy period of time. My hope is that the portfolio will serve as a forum for in-depth discussion of investment decisions and company strategy and reinforce the importance of ongoing portfolio analysis. Second, it provides an opportunity to look at both short-term trading strategies and longer-term investment strategies with the same stocks. So, as you enjoy that extra turkey leg or second piece of pumpkin pie, take a look at the stocks in this year's bountiful basket.
Banking ProfitsThe leading performer in this year's Holiday Portfolio is Compass Bancshares (CBSS), a Southern regional bank that has gotten a boost from a strong regional economy and a solid rally in many of the larger regional banks. The stock has come in just a bit since
|Company & Ticker||Recent Price||Price 12/31/2005||Change YTD||Dividend||Yield at Cost||Current Yield|
|Chesapeake Energy (CHK:NYSE)||$32.90||$31.73||3.69%||$0.24||0.76%||0.73%|
|Compass Bancshares (CBSS:Nasdaq)||$57.10||$48.25||18.34%||$1.56||3.23%||2.73%|
|General Electric (GE:NYSE)||$35.80||$35.05||2.14%||$1.00||2.85%||2.79%|
|Portfolio Performance Y-T-D||11.12%||2.82%||2.52%|
|S&P 500 Y-T-D||12.38%|
|Source: TSC Research|