Updated from 8 a.m. EDT
By Stockpickr Guest Columnist Glen BradfordThere are two reasons you should read this entire article: 1. You aren't a millionaire. 2. You could be. It's time to update the list of stocks that are powering my portfolio -- the portfolio that has been paying my college tuition. I'm a value growth investor, meaning that I price the P/E ratio of companies based on how fast I expect them to grow. I only own those I expect to double over the next year. I get the growth rates through fundamental seasonal analysis, and I read the news, blogs, company reports and so on to figure out if there's a reason for the stocks to slow down. If there's not, and I can reasonably illustrate that they are indeed on a role and for sale on the cheap, I roll out with the buy. I don't cover every stock, because I don't think it's in my interest to cover stocks that I can't predict. Here's what I own in the order of percentage of holdings consumes, as well as a brief and honest description of each. Hint: My portfolio doesn't include a Microsoft(MSFT Quote), a Google(GOOG Quote), a LEHMAN(LEH Quote) or a Yahoo!(YHOO Quote). It does include Terex(TEX Quote) and The Andersons(ANDE Quote). For my 10 value growth stocks with analysis, please click here.- Loading Comments...
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| Dow Jones | S&P 500 | NASDAQ | 10-Year Note | |
|---|---|---|---|---|
| 10,344.84 | 1,095.63 | 2,144.60 | 32.01 |
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