This Day On The Street
Continue to site
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here

Dividend Stars Portfolio: December Update

-----------------------------

Other Notable News:

Novartis (NVS - Get Report) had a good month (up 4.75%); in spite of some negative news regarding its blood pressure drug Tekturna. The company announced that they were ending a recently concluded study of the drug for high-risk patients with diabetes and renal impairment. The study was terminated early due to patient safety concerns. There were thoughts that the drug could be a future blockbuster for Novartis, but now it's more likely that the drug could be sold or taken off the market. Tekturna accounts for roughly 1% of sales for NVS, and has not turned a profit as of yet. JP Morgan analysts have noted that the news might not be the end of the world, and could result in "substantial cuts to the investment behind Tekturna, with upside to 2012 and 2013 margins." The stock remains a conviction pick, as its strong pipeline and diversified business line (which includes generic business Sandoz and eye care company Alcon) should help support the upcoming patent expiration of Diovan in 2012.

-----------------------------

Portfolio Returns (Dec 1st to Dec 31st):


Proshares Ultrashort FTSE (FXP): +8.58%
Exxon Mobil (XOM): +6.23%
McGraw Hill (MHP): +5.07%
Novartis (NVS): +4.75%
Proctor & Gamble (PG): +4.1%
Chubb (CB): +3.93%
PepsiCo (PEP): +3.53%
Microsoft (MSFT): +2.69%
Honeywell (HON): +0.33%
Deere (DE): -1.23%
Target (TGT): -1.78%
Norfolk Southern (NSC): -2.57%
Intel (INTC): -2.69%
Mattel (MAT): -3.38%

If you have any questions, comments or suggestions, feel free to message me on Twitter at @bostoncfa

Equity research manager Chris Stuart, CFA, joined TheStreet Ratings after working as a senior investment analyst with Merrill Lynch covering small-cap equity and alternative investment strategies. Prior to that, Stuart worked for One Beacon Insurance as an actuarial analyst and at H&R Block as a financial adviser. Stuart earned his bachelor's degree in finance from the University of Massachusetts, Amherst. He holds a Chartered Financial Analyst (CFA) designation and is a member of the Boston Security Analysts Society (BSAS) and the CFA Institute.
2 of 2

Check Out Our Best Services for Investors

Action Alerts PLUS

Portfolio Manager Jim Cramer and Director of Research Jack Mohr reveal their investment tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
Quant Ratings

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
Stocks Under $10

David Peltier uncovers low dollar stocks with serious upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
14-Days Free
Only $9.95
14-Days Free
Dividend Stock Advisor

David Peltier identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Updates with exact steps to take - BUY, HOLD, SELL
Trifecta Stocks

Every recommendation goes through 3 layers of intense scrutiny—quantitative, fundamental and technical analysis—to maximize profit potential and minimize risk.

Product Features:
  • Model Portfolio
  • Intra Day Trade alerts
  • Access to Quant Ratings
Options Profits

Our options trading pros provide over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • Actionable options commentary and news
  • Real-time trading community
SYM TRADE IT LAST %CHG
FXP $27.23 7.30%
XOM $85.12 0.01%
DE $93.53 -0.88%
INTC $34.02 0.92%
NSC $93.72 -1.20%

Markets

DOW 18,126.12 -36.87 -0.20%
S&P 500 2,120.79 -2.69 -0.13%
NASDAQ 5,097.9760 -8.6170 -0.17%

Partners Compare Online Brokers

Free Reports

Top Rated Stocks Top Rated Funds Top Rated ETFs