My current stock portfolio consists of some mutual funds, but the most important part are the stocks I own.
Toyota Motor Corporation (TM)
It’s the best car company in the world and actually makes money and has a low PE.
Peabody Energy Corporation (BTU)
This coal company is best in breed.
Trinity Industry, Inc. (TRN)
It makes railcars–oh yeah, and it is the only company that does it when demand is skyrocketing.
Corning Incorporated (GLW)
A well-diversified company that creates the LCD screen and much more.
Terra Nitrogen Company, L.P. (TNH)
7% yield is very nice. It has been very volitile in the past few weeks, but is up almost 17% for me.
Goldman Sachs Group, Inc. (GS)
Best-in-breed. Goldman Sachs is the gold standard.
Cisco Systems, Inc. (CSCO)
A growth technology company that has a value PE. Come August it should jump dramatically
Transocean Inc. (RIG)
Best-in-breed, p-e-r-i-o-d. Huge contracts are already signed so nowhere to go but up, especially at bargain basement PEs.