BEST INVESTMENT IDEAS OF 2006
Hawaii stock experts began the year with a $20,000 hypothetical portfolio:
ALAN MATSUDA
JOB: Certified financial planner and registered investment adviser
YEAR-TO-DATE RETURN: +8.3%
| COMPANY |
TICKER |
SECTOR |
SHARES |
6/30 CLOSE |
6/30 VALUE |
TOTAL RETURN |
| streetTRACKS Gold Trust |
GLD |
Commodity |
100 |
$61.23 |
$6,123.00 |
+18.7% |
| Scudder Global Commodities Stock Fund |
GCS |
Commodities |
400 |
$16.47 |
$6,588.00 |
+9.8% |
| Seaspan |
SSW |
Ocean shipping |
100 |
$20.95 |
$2,135.73 |
+0.9% |
| iShares MSCI South Korea Index Fund |
EWY |
Index fund |
130 |
$45.12 |
$5,865.60 |
+0.8% |
| Cash |
|
|
|
|
$951.88 |
|
|
|
|
|
|
|
Total $21,664.21 |
BARRY HYMAN
FIM Group Ltd.
POSITION: Vice president of management team
YEAR-TO-DATE RETURN: +3.9%
| COMPANY |
TICKER |
SECTOR |
SHARES |
6/30 CLOSE |
6/30 VALUE |
TOTAL RETURN |
| streetTRACKS Gold Trust |
GLD |
Commodity |
77 |
$61.23 |
$4,714.71 |
+18.7% |
| Financial Industries |
FNIN |
Life / health insurance |
603 |
$8.75 |
$5,276.25 |
+5.4% |
| iShares Lehman 1-3 Year |
SHY |
Index fund |
25 |
$79.69 |
$2,025.50 |
+1.0% Treasury Bond Fund |
| Western Asset / Claymore U.S. Treasury |
WIW |
Government agency |
337 |
$11.23 |
$3,893.19 |
-2.7% Inflation Protected Security Fund |
| Liberty Global |
LBTYK |
Broadcast services / programming |
236 |
$20.57 |
$4,854.52 |
-3.0% |
| Cash |
|
|
|
|
$15.33 |
|
|
|
|
|
|
|
Total $20,779.50 |
Changes: Buy 360 shares of 21st Century Holding (TCHC) at $13.08 and 57 shares of Short MidCap400 ProShares (MYY) at $66.70; sell streetTRACKS Gold Trust and Western Asset / Claymore U.S. Treasury Inflation Protected Security Fund
IRWIN YAMAMOTO
The Yamamoto Forecast
POSITION: Editor and publisher
YEAR-TO-DATE RETURN: +2.3%
| COMPANY |
TICKER |
SECTOR |
SHARES |
6/30 CLOSE |
6/30 VALUE |
TOTAL RETURN |
| American Partners Bank.com * |
--- |
Bank savings account |
--- |
4.71% |
$20,450.82 |
+2.3% |
|
|
|
|
|
|
Total $20,450.82 |
Changes: Buy HSBCdirect at 4.95%; sell American Partners Bank.com
DWIGHT MELTON
Hawaii Stocks and Options Group
POSITION: Co-founder
YEAR-TO-DATE RETURN: +0.9%
| COMPANY |
TICKER |
SECTOR |
SHARES |
6/30 CLOSE |
6/30 VALUE |
TOTAL RETURN |
| Hansen Natural |
HANS |
Beverages / non-alcoholic |
33 |
$190.37 |
$6,282.21 |
+51.0% |
| Joy Global |
JOYG |
Machinery / construction and mining |
100 |
$52.09 |
$5,231.56 |
+30.8% |
| iShares MSCI Brazil |
EWZ |
Index fund |
86 |
$39.12 |
$3,364.32 |
-2.1% |
| Plexus |
PLXS |
Electronic components |
95 |
$34.21 |
$3,249.95 |
-8.9% |
| Brightpoint ** |
CELL |
Wireless communications |
141.6 |
$13.50 |
$1,911.60 |
-47.8% |
| Cash |
|
|
|
|
$132.52 |
|
|
|
|
|
|
|
Total $20,172.16 |
Changes: Buy 112 shares of Daktronics (DAKT) at $28.87 and 63 shares of TETRA Technologies (TTI) at $126.05; sell Plexus and Brightpoint
RICHARD DOLE
Dole Capital LLC
POSITION: Chief executive
YEAR-TO-DATE RETURN: -0.1%
| COMPANY |
TICKER |
SECTOR |
SHARES |
6/30 CLOSE |
6/30 VALUE |
TOTAL RETURN |
| Newport |
NEWP |
Scientific and technical instruments |
202 |
$16.12 |
$3,256.24 |
+19.1% |
| Lockheed Martin |
LMT |
Aerospace / defense |
50 |
$71.74 |
$3,616.41 |
+13.7% |
| Pfizer |
PFE |
Medical / drugs |
200 |
$23.47 |
$4,782.12 |
+2.5% |
| Nasdaq-100 Index Tracking Stock |
QQQQ |
Index fund |
100 |
$38.77 |
$3,882.12 |
-3.9% |
| Alexander & Baldwin |
ALEX |
Ocean transportation / real estate |
99 |
$44.27 |
$4,425.09 |
-17.6% |
| Cash |
|
|
|
|
$9.20 |
|
|
|
|
|
|
|
Total $19,971.18 |
NORM CARIS
Caris and Co.
POSITION: Managing director for institutional sales
YEAR-TO-DATE RETURN: -5.6%
| COMPANY |
TICKER |
SECTOR |
SHARES |
6/30 CLOSE |
6/30 VALUE |
TOTAL RETURN |
| Oakley |
OO |
Optical supplies |
272 |
$16.85 |
$4,583.20 |
+14.7% |
| Novellus Systems |
NVLS |
Semiconductor equipment |
165 |
$24.70 |
$4,075.50 |
+2.4% |
| Taiwan Semiconductor *** |
TSM |
Semiconductor equipment |
311.1 |
$9.77 |
$2,982.90 |
-1.8% |
| Unifi |
UFI |
Textile / apparel |
1,316 |
$2.90 |
$3,816.40 |
-4.6% |
| Hawaiian Holdings |
HA |
Airlines |
1,003 |
$3.40 |
$3,410.20 |
-14.8% |
| Cash |
|
|
|
|
$2.04 |
|
|
|
|
|
|
|
Total $18,870.24 |
* According to Bankrate.com and calculated on a compounded daily basis from the starting point of the period. The 6/30 close represents where the interest rate stood at the end of the quarter. Cash in other investors' accounts also received the highest rate listed by Bankrate.com
** Adjusted for 6-for-5 stock split; *** Adjusted for 3.0% stock dividend
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