Portfolio

Index Reading: Buffett: “Don’t buy stocks just because they are undervalued.”

Yamana Gold Inc. (AUY)

Yamana Gold, Inc. engages in the acquisition, exploration, development, and operation of precious metal properties principally gold, as well as copper mining properties primarily in Brazil, Chile, Argentina, Honduras, and the United States. The company holds interests in various properties, including Chapada property, a copper and gold mine prospect, located in northern Goias State; S�o Francisco gold mine property located in the western portion of Mato Grosso State in West Central Brazil; Jacobina property located in the state of Bahia in northeastern Brazil approximately 340 kilometres northwest of the city of Salvador; The Gualcamayo Property located in northern San Juan Province, Argentina; El Penon project located in the Atacama Desert in Region II of northern Chile; and Minera Florida project located within the Alhue District, situated 73 kilometers south of Santigao in Region Metropolitana, central Chile. It also has interests in other properties comprising San Andr�s project located in the Department of Cop�n in the interior highlands of western Honduras approximately 150 kilometres from San Pedro Sula; Fazenda Brasileiro located in northeast Brazil in the eastern portion of Bahia state; and Alumbrera property located in northwest Argentina. In addition, Yamana has a joint venture interest in The Rossi/Storm project located in northern end of the Carlin Trend, Nevada, the United States. The company was founded in 1980. It was formerly known as Yamana Resources, Inc. and changed its name to Yamana Gold, Inc. in 2003. The company is based in Toronto, Canada.

Recommendation: Strong Buy
Porfolio %= 40% of my porfolio
Price targeted=20+
Accumlate below $15

http://finance.yahoo.com/q?s=auy

ITT Educational Services Inc. (ESI)

ITT Educational Services, Inc. provides postsecondary degree programs in the United States. The company offers diploma, associate, bachelor, and master degree programs in various fields of study, including information technology, electronics technology, drafting and design, business, criminal justice, and health sciences. As of December 31, 2007, it owned and operated 97 institutes in 34 states that offered degree programs to approximately 53,000 students. The company was founded in 1946 and is headquartered in Carmel, Indiana.

Recommendation: Strong Buy
Porfolio %= 20% of my porfolio
Price targeted=$70+
Accumlate around $50

http://finance.yahoo.com/q?s=ESI

Altria Group Inc. (MO)

Altria Group, Inc., through its subsidiaries, engages in the manufacture and sale of cigarettes and other tobacco products in the United States and internationally. The company, through Philip Morris USA, offers cigarettes. Altria Group, through John Middleton, manufactures machine-made large cigars; and through, Philip Morris Capital Corporation, holds a portfolio of leveraged and direct finance lease investments. In addition, the company has a 28.6% economic and voting interest in SABMiller plc, a brewer. It sells its tobacco products to wholesalers, large retail organizations that include chain stores, and the armed services, as well as distributors, retailers, and state-owned enterprises. The company was founded in 1919 and is based in Richmond, Virginia.

Recommendation: Strong Buy
Porfolio %= 15% of my porfolio
Price targeted=$70+
Accumlate around $50

http://finance.yahoo.com/q?s=mo

Barrick Gold Corp. (ABX)

Barrick Gold Corporation engages in the acquisition, exploration, and development of gold properties. It primarily explores for gold, copper, silver, and zinc. The company holds interests in various gold mineral resources, including Goldstrike, Pueblo Viejo, Cortez, Bald Mountain, Turquoise Ridge, Round Mountain, Ruby Hill, Hemlo, Marigold, Golden Sunlight, Eskay Creek, South Arturo, and Donlin Creek mines located in North America; Lagunas Norte, Veladero, Pascua-Lama, and Pierina mines situated in South America; Porgera, Kalgoorlie, Cowal, Plutonic, Kanowna, Darlot, Granny Smith, Lawlers, Henty, Osborne, and Reko Diq mines located in Australia Pacific; and Bulyanhulu, North Mara, Buzwagi, and Tulawaka mines situated in Africa. Barrick Gold Corporation’s copper mines include Zaldivar Mine located in Chile and Osbone Mine situated in Australia. As of December 31, 2007, the company had proven and probable mineral reserves of 124.6 million ounces of gold, 6.2 billion

Recommendation: Strong Buy
Porfolio %= 10% of my porfolio
Price targeted=$70
Accumlate below $39

http://finance.yahoo.com/q?s=ABX

NVIDIA Corporation (NVDA)

NVIDIA Corporation provides visual computing technologies designed to generate interactive graphics on consumer and professional computing devices in the United States and internationally. It operates in four segments: Graphic Processing Unit (GPU), Media and Communications Processor (MCP), Professional Solutions Business (PSB), and Consumer Products Business (CPB). The GPU segment comprises products that support desktop and notebook personal computers, and plus memory products. The MCP segment consists of NVIDIA nForce core logic and motherboard GPU products. The PSB segment offers professional workstation products and other professional graphics products, including high-performance computing products. The CPB segment provides mobile brands and products that support handheld personal media players, personal digital assistants, cellular phones, and other handheld devices. This segment also licenses video game consoles and other digital consumer electronics devices. The company markets its products to original equipment manufacturers, original design manufacturers, add-in-card manufacturers, system builders, and consumer electronics companies. NVIDIA was founded in 1993 and is headquartered in Santa Clara, California.

Recommendation: Buy
Porfolio %= 5% of my porfolio
Price targeted=$35+
Accumlate below $20

http://finance.yahoo.com/q?s=nvda

<5% still remains as cash

<5% of porfolio

http://investment-blog.net/about/

If you want to know about my full detail of my investment activity, please go visit my category of “journal-of-stock-investments“