Star-Bulletin survey of best investment ideas


Hawaii stock experts began the year with a $20,000 hypothetical portfolio:

DWIGHT MELTON

Hawaii Stocks and Options Group

Position: Co-founder

SEPTEMBER 30 RETURN: +18.3%


COMPANY TICKER SECTOR SHARES 9/30 CLOSE 9/30 TOTAL RETURN 9/30 VALUE
Guess* GES Apparel manufacturer 134* $49.03 +55.2% $6,594.20
iShares Singapore EWS Index fund 289 $14.82 +19.8% $4,282.98
iShares Mexico EWW Index fund 75 $58.79 +14.7% $4,409.25
iShares Malaysia EWM Index fund 366 $11.89 +9.8% $4,351.74
Bolt Technology BTJ Oil field machinery 122 $32.66 -4.8% $3,984.52
Cash**




$40.00
Total




$23,662.69
Changes: Buying 53 shares of iShares Brazil (EWZ) at $73.55 ($3,898.15) and 25 shares of iShares China (FXI) at $180 ($4,500). Selling 122 shares of Bolt Technology (BTJ) at $32.66 ($3,984.52) and 75 shares of iShares Mexico (EWW) at $58.79 ($4,409.25).

RICHARD DOLE

Dole Capital LLC

Position: Chief executive

SEPTEMBER 30 RETURN: +4.7%


COMPANY TICKER SECTOR SHARES 9/30 CLOSE 9/30 TOTAL RETURN 9/30 VALUE
PowerShares QQQ*** QQQQ Index fund 100 $51.41 +19.3% $5,150.84
Lockheed Martin LMT Aerospace / defense 25 $108.49 +19.1% $2,741.37
Alexander & Baldwin ALEX Ocean transportation / real estate 75 $50.13 +14.8% $3,818.75
Pfizer PFE Medical / drugs 150 $24.43 -2.5% $3,788.25
Newport NEWP Scientific and technical instruments 150 $15.23 -27.3% $2,284.50
Cash**




$3,151.00
Total




$20,934.71
No portfolio changes

NORM CARIS

Caris and Co.

Position: Managing director for institutional sales

SEPTEMBER 30 RETURN: -3.5%


COMPANY TICKER SECTOR SHARES 9/30 CLOSE 9/30 TOTAL RETURN 9/30 VALUE
Hawaiian Holdings HA Airlines 800 $4.38 +21.0% $3,504.00
Titanium Metals TIE Nonferrous metals 175 $33.56 +5.2% $5,873.00
Alon USA Energy ALJ Oil refining/marketing 100 $33.78 -6.5% $3,385.17
Novellus Systems NVLS Semiconductor equipment 120 $27.26 -14.9% $2,694.84
Collective Brands**** PSS Footwear retailer 100 $22.06 -30.1% $2,206.00
Cash**




$1,642.00
Total




$19,305.01
Changes: Buying 200 shares of Collective Brands (PSS) at $22.06 ($4,412.00). Selling 100 shares of Alon USA Energy (ALJ) at $33.78 ($3,385.17, including reinvested dividends) and 175 shares of Titanium Metals (TIE) at $33.56 ($5,873.00).

BARRY HYMAN

FIM Group Ltd.

Position: Vice president of management team

SEPTEMBER 30 RETURN -19.7%


COMPANY TICKER SECTOR SHARES 9/30 CLOSE 9/30 TOTAL RETURN 9/30 VALUE
iShares Lehman 1-3 Year SHY Index fund 62 $81.26 +4.6% $5,187.91 Treasury Bond Fund
Ultrashort QQQ QID Double inverse Nasdaq-100 index fund 91 $38.75 -26.7% $3,630.88
Mitsubishi UFJ Financial Group MTU Banking 401 $9.08 -26.8% $3,656.83
Premier Wealth Management***** PWMG Investment management 4,716 $.74 -30.2% $3,489.84
Cash**




$99.00
Total




$16,064.46
No portfolio changes

* Shares split 2 for 1 on March 12, 2007. ** Cash will receive the highest rate listed by Bankrate.com, Countrywide Bank, FSB (5.35%), at the start of the quarter. ***Changed name from Nasdaq-100 Trust on March 21, 2007. ****Changed name from Payless ShoeSource on Aug. 20, 2007. ***** Changed name from Tally-Ho Ventures on Oct. 10, 2007. Note: Total return includes reinvested dividends

2007 year-end forecasts

Hawaii stock experts have underestimated the performance of the major indexes this year.

COMPANY DOW NASDAQ S&P 500
Norm Caris 12,090 2,370 1,375 Caris and Co.
Richard Dole 12,000 2,500 1,400 Dole Capital LLC
Barry Hyman 11,000 2,000 1,200 FIM Group Ltd.
Dwight Melton 14,300 2,800 1,600 Hawaii Stocks and Options Group
Sept. 30 close 13,895.63 2,701.50 1,526.75
2007 consensus 12,347.50 2,417.50 1,393.75
2006 close 12,463.15 2,415.29 1,418.30
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