|
| Christian
DeHaemer’s World Investor: Full House of Profits |
| |
|
|
Entry/Carry-over
Date |
Exit
Date |
Entry
Price |
Exit
Price |
Gain/Loss
(%) |
|
| South
African Breweries |
SAB.L |
London |
2-Jan-01 |
21-Jun-01 |
410 |
540 |
31.70% |
|
| (price
in British Pence) |
|
|
|
|
|
|
|
|
| The
Medicines Company (short) |
MDCO |
NASDAQ |
2-Jan-01 |
2-Feb-01 |
$20.50
|
$12.00
|
41.46% |
|
| Indonesian
Telekom |
TLK |
NYSE |
2-Jan-01 |
16-Jul-01 |
$4.20
|
$5.65
|
34.52% |
sell
signal in e-Dispatch
|
| 58
Sept Calls |
QQQIF.X |
AOE |
23-Apr-01 |
23-May-01 |
$1.20
|
$2.46
|
105.00% |
sell
signal in e-Dispatch
|
| QQQ |
QQQ |
AMEX |
23-Apr-01 |
23-May-01 |
$44.89
|
$50.28
|
12.00% |
sell
signal in e-Dispatch
|
| Cipla
(price in rupees) |
|
BSE
(India) |
4-Apr-01 |
8-Oct-01 |
875 |
1088 |
24.34% |
sell
signal in e-Dispatch
|
| Turkcell |
TKC |
NYSE |
27-Aug-01 |
14-Dec-01 |
$9.00
|
$18.45
|
105.00% |
sell
signal in e-Dispatch
|
|
Average
Gain 50.57%
|
All
prices in US$ unless noted otherwise
(Christian’s December 2001 pick of ICIC Bank will
be tracked as of January 2, 2001) |
DeHaemer's
5 Picks for 2002
by
Christian DeHaemer
•
Buy Haliburton
(HAL:NYSE) below US$11.50. Sell
at US$40. Collect 4.07% dividend yield.
Haliburton is getting crushed by an
asbestos lawsuit settlement. Remember when Phillip Morris
was at 10 bucks due to a concentrated attack against smoking?
It’s now at US$46. Remember when Microsoft was at US$40
due to lawsuits? It’s now at US$68. (Does anyone miss
the Clinton White House?)
• Buy
Abitibi Consolidated (ABY:NYSE)
below US$7.50, sell above US$12, and get a 3.5% yield while
you are waiting for paper prices to rebound.
• Buy
The Boston Celtics Limited Partnership
(BOS:NYSE) below US$11. Sell above
US$20 when they make the playoffs. Paul Pierce, Kenny Anderson,
and Antoine Walker—need I say more? These guys have
been on the bottom since Kevin McHale left. There is only
one way to go from here.
• Buy
Eastman Kodak (EK:NYSE).
This is the Big Dog of the Dow. According to the dogs of
the Dow theory—which has returned 17.7% average annual
gains since 1973—you buy the ten Dow component stocks
that pay the largest dividend yield. If you take away the
five that have the highest price, you get the Dow puppy
theory, which has returned 20.9% since 1973. The big winner
in this case is EK, which yields 6.12% at US$29.43 a share.
The
other four are: • International
Paper (IP:NYSE), yields 2.48% at
US$40.35.
• SBC
Communications (SBC:NYSE), yields
2.60% at US$40.17.
• ExxonMobile
(XOM:NYSE), yields 2.43% at US$39.30.
• JP
Morgan Chase (JPM:NYSE), yields
3.74% at US$36.35.
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