Skip to content
 
Neubert Top Ten Positions for End of July 2007 E-mail
Written by David Neubert   
Monday, 06 August 2007

This is the ongoing list of my top holdings.

See May 2007 List.
See June 2007 List.

Top Ten Listed/Tradable Holdings as of June month end (prices as of August 6, 2007):

1. Ishares Inflation Protected Treasuries ETF (TIP - $100.051)
2. Chevron Corp (CVX - $79.64)
3. Berkshire Hathaway (BRK/A - $111,000)
4. Conoco Philips (COP - $76.55)
5. B P Prudhoe Bay Oil RoyaltyTrust (BPT - $65.89)
6. Citigroup (C- $45.85) - new addition to top 10 list
7. Usiminas S.A. Brazil ADR (USNZY - $59.75)
8. Vanguard Pacific ETF (VPL - $68.86)
9. Amgen Inc (AMGN - $51.45)
10. 3M (MMM - $87.18) - new this month

---

11. Intel (INTC - $24.04) (part of options cocktail mention and part outright position)
12. Bank Of America (BAC - $47.20)

Off the list since July:
Anglo America PLC UK ADR (AAUK - $27.23) - relative performance
Pfizer Inc (PFE - $23.82) - relative performance

Site Disclaimer

Tags

See All Tags

AMGN  BAC  BPT  BRK.A  C  COP  CVX  David Neubert  MMM  Neubert Top Holdings History  PFE  TIP  VPL 

Comments (1)add
...
written by pere , August 12, 2007
what's your thesis on USNZY?

how do you think the widely known, but unannounced layoffs will affect AMGN?

why did you drop PFE?
Write comment

security image
Write the displayed characters


busy
Tag it:
YahooBuzz
Stumble
Facebook
Digg
Delicious
Technorati
YahooMyWeb
Digg
Hugg
Reddit
Spurl

David Neubert
About the author:
David Neubert ran the largest trading desk in the world.
Read More >>
Last Updated ( Tuesday, 09 October 2007 )
 
< Prev   Next >
[ Back ]
 

Related Items


Top

Members