Best investment ideas of 2006
Star-Bulletin
Hawaii stock experts began the year with a $20,000 hypothetical portfolio:
 |
NORM CARIS
Caris and Co.
POSITION:
Managing director for institutional sales
2005 RETURN:
Did not participate |
| Company |
Ticker |
Sector |
2005 Close |
Shares |
2005 Total return |
Starting value |
| Oakley |
OO |
Optical supplies |
$14.69 |
272 |
+16.4% |
$3,995.68 |
| Sirius Satellite Radio |
SIRI |
Radio |
$6.70 |
600 |
-12.1% |
$4,020.00 |
| Novellus Systems |
NVLS |
Semiconductor equipment |
$24.12 |
165 |
-13.5% |
$3,979.80 |
| Unifi |
UFI |
Textile / apparel |
$3.04 |
1,316 |
-20.6% |
$4,000.64 |
| Hawaiian Holdings |
HA |
Airlines |
$3.99 |
1,003 |
-41.6% |
$4,001.97 |
| Cash |
|
|
|
|
|
$1.91 |
 |
RICHARD DOLE
Dole Capital LLC
POSITION:
Chief executive
2005 RETURN:
+5.0% |
| Company |
Ticker |
Sector |
2005 Close |
Shares |
2005 Total return |
Starting value |
| Alexander & Baldwin |
ALEX |
Ocean transportation / real estate |
$54.24 |
99 |
+30.3% |
$5,369.76 |
| Lockheed Martin |
LMT |
Aerospace / defense |
$63.63 |
50 |
+16.5% |
$3,181.50 |
| Nasdaq-100 Index Tracking Stock |
QQQQ |
Index fund |
$40.41 |
100 |
+1.3% |
$4,041.00 |
| Newport |
NEWP |
Scientific and technical instruments |
$13.54 |
202 |
-4.0% |
$2,735.08 |
| Pfizer |
PFE |
Medical / drugs |
$23.32 |
200 |
-10.6% |
$4,664.00 |
| Cash |
|
|
|
|
|
$8.66 |
 |
BARRY HYMAN
FIM Group Ltd.
POSITION:
Vice president of management team
2005 RETURN:
+12.5% |
| Company |
Ticker |
Sector |
2005 Close |
Shares |
2005 Total return |
Starting value |
| streetTRACKS Gold Trust |
GLD |
Commodity / gold bullion |
$51.58 |
77 |
+17.8% |
$3,971.66 |
| Financial Industries |
FNIN |
Life / health insurance |
$8.30 |
603 |
+3.8% |
$5,004.90 |
| iShares Lehman 1-3 Year |
SHY |
Index fund |
$80.21 |
25 |
+1.5% |
$2,005.25 Treasury Bond Fund |
| Western Asset / Claymore U.S. Treasury |
WIW |
Government agency |
$11.87 |
337 |
-0.1% |
$4,000.19 Inflation Protected Security Fund 2 |
| Liberty Global Series C |
LBTYK |
Broadcast services / programming |
$21.20 |
236 |
-13.5% |
$5,003.20 |
| Cash |
|
|
|
|
|
$14.80 |
 |
ALAN MATSUDA
JOB:
Certified Financial Planner and Registered Investment Advisor
2005 RETURN:
Did not participate |
| Company |
Ticker |
Sector |
2005 Close |
Shares |
2005 Total return |
Starting value |
| iShares MSCI South Korea Index Fund |
EWY |
Index fund |
$44.75 |
130 |
+53.9% |
$5,817.50 |
| Scudder Global Commodities Stock Fund |
GCS |
Commodities |
$15.00 |
400 |
+22.6% |
$6,000.00 |
| streetTRACKS Gold Trust |
GLD |
Commodity / gold bullion |
$51.58 |
100 |
+17.8% |
$5,158.00 |
| Cash |
|
|
|
|
|
$3,024.50 |
 |
DWIGHT MELTON
Hawaii Stocks and Options Group
POSITION:
Co-founder
2005 RETURN:
+72.0% |
| Company |
Ticker |
Sector |
2005 Close |
Shares |
2005 Total return |
Starting value |
| Southwestern Energy |
SWN |
Oil exploration / production |
$35.94 |
112 |
+183.6% |
$4,025.28 |
| SanDisk |
SNDK |
Computers / memory devices |
$62.82 |
64 |
+151.6% |
$4,020.48 |
| Apple Computer |
AAPL |
Computers / portable music |
$71.89 |
55 |
+123.3% |
$3,953.95 |
| Joy Global |
JOYG |
Machinery / construction and mining |
$40.00 |
100 |
+109.6% |
$4,000.00 |
| Cal Dive International |
CDIS |
Oil / field services |
$35.89 |
111 |
+76.1% |
$3,983.79 |
| Cash |
|
|
|
|
|
$16.50 |
 |
IRWIN YAMAMOTO
The Yamamoto Forecast
POSITION:
Editor and publisher
2005 RETURN:
Did not participate |
| Company |
Ticker |
Sector |
2005 Close |
Shares |
2006 starting rate |
Starting value |
| UmbrellaBank.com* |
-- |
Bank money market account |
-- |
-- |
4.31% |
$20,000.00 |
*According to Bankrate.com; cash in other investors' accounts also will receive the highest rate listed by Bankrate.com
