My Investing Notebook :: Learning from the pros; making decisions on my own. ::

I’m going to reveal it all. I’m going to reveal the stocks I own in my Interactive Brokers account. Why? Because that’s where I put my investing (not retirement) money. In the next post, I’ll tell you which ETFs I currently hold. I’m also going to tell you, in the next few posts, which stocks I currently like and that are not in my portfolio right now.

My 2006, Quarter I, Stock Holdings

Applebees (APPB)   » Restaurant: ($24.5, S&P Rating: 4 stars; Good Value Line rating): Good stock to own in the restaurant business. Every time I go to Applebee’s, it is packed. I like its food, as well as its growth potential.

Cisco Systems (CSCO)   » Networking: ($18.8, S&P Rating: 4 stars; Very good Value Line rating): Good, stable company. Good player in the tech industry. Fairly cheap.

Exxon Mobil (XOM)   » Energy: ($61.3, S&P Rating: 5 stars, Great Value Line rating): Great company to own in this energy-starved world. The biggest, most diversified.

Fiserv (FISV)   » Financial Computer Services: ($45.1, S&P Rating: 5 stars, Great Value Line rating): Great recommendations from S&P & Value Line. Good combination of tech, and financials.

General Electric (GE)   » Multi-industry: ($33, S&P Rating: 3 stars, Good Value Line rating): Very good, diversified company. Great long-term potential. Good slow-moving economy player.

Home Depot (HD)   » Home Improvement: ($40, S&P Rating: 5 stars, Great Value Line rating): Good company to own. Good growth potential.

Medtronic (MDT)   » Health Care: ($57, S&P Rating: 3 stars, Great Value Line rating): Great Value Line rating. Besides that, I need to do a little more research.

Motorola (MOT)   » Wireless Handsets: ($22.5, S&P Rating: 5 stars, Great Value Line rating): Good wireless player, diversified. They have cool phones in the pipeline. Gaining market share.

Oracle (ORCL)   » Enterprise Services: ($12.4, S&P Rating: 4 stars, Great Value Line rating): Very good presence in the enterprise that’s just going to increase with PeopleSoft and Siebel acqusitions. I don’t like their price appreciation: read, slow appreciation.

Pfizer (PFE)   » Drugs: ($26, S&P Rating: 3 stars, Good Value Line rating): Cheap. Good long-term holding. Good upcoming pipeline.

Time Warner (TWX)   » Media & Internet Services: ($17.3, S&P Rating: 4 stars, Good Value Line rating): I believe content is the king and will eventually provide the most value. Time Warner is the leader in the industry. Plus, AOL seems to be on the right track with the portal and recent broadband initiatives.

Verizon (VZ)   » Telecom: ($32.1, S&P Rating: 3 stars, Decent Value Line rating): I like Verizon’s long-term potential. I think fiber to house will be big. I think that Broadband to laptop will be big, I like their Wireless. It’s a good, value company. However, subscriber loses for landline will increase, holding the stock price a little.

Walmart (WMT)   » Retail: ($45.8, S&P Rating: 5 stars, Very good Value Line rating): The gorilla in retail. Good to own in a slow economy, but I’m going to see if it is not too slow. Great ratings.

Yahoo (YHOO)   » Internet Services: ($35.1, S&P Rating: 3 stars, Good Value Line rating): I like Yahoo. I like their services, their growth potential. It’s cheap compared to Google.

That’s it. Those are my stocks that I have invested in the last couple of years and will invest in the near future.