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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