Hawaii stock experts first quarter update
POSTED: Sunday, April 12, 2009
Hawaii stock experts began the year with a $20,000 hypothetical portfolio:
Barry Hyman
FIM Group Ltd.
Position:
Vice president of management team
3/31 return:
+0.3%
| Company | Ticker | Sector | 3/31 Close | Shares | 3/31 Total return | 3/31 value |
| Tree.com | TREE | Financial services | $4.62 | 1,538 | +77.7% | $7,105.56 |
| U.S. Global Investors | GROW | Investment management | $4.87 | 818 | +0.9% | $4036.09 |
| Cheung Kong Ltd. | CHEUY | Hong Kong developer | $8.65 | 423 | -8.6% | $3,658.95 |
| United Online | UNTD | Web portals | $4.46 | 659 | -25.2% | $2,993.17 |
| Dow Chemical | DOW | Chemicals | $8.43 | 265 | -43.2% | $2,271.35 |
| Cash* | $.62 | |||||
| Total | $20,065.74 |
Portfolio changes: Buying 208 shares of Dow Chemical at $8.43 ($1,753.44), 38 shares of Cheung Kong at $8.65 ($328.70) and 234 shares of United Online at $4.46 ($1,043.64). Selling 677 shares of Tree.com at $4.62 ($3,127.74).
Norm Caris
Caris and Co.
Position:
Managing director for institutional sales
3/31 return:
-6.1%
| Company | Ticker | Sector | 3/31 Close | Shares | 3/31 Total return | 3/31 value |
| Ford | F | Autos | $2.63 | 1700 | +14.8% | $4,471.00 |
| Research in Motion | RIMM | Mobile communications | $43.11 | 100 | +6.2% | $4,311.00 |
| Pimco High Income Fund | PHK | High-yield bond fund | $5.57 | 700 | +6.1% | $4,106.03 |
| Collective Brands | PSS | Shoes / Apparel | $9.74 | 350 | -16.9% | $3,409.00 |
| Hawaiian Holdings | HA | Airlines | $3.73 | 600 | -41.5% | $2,238.00 |
| Cash* | $249.24 | |||||
| Total | $18,784.27 |
Portfolio changes: None
Dwight Melton
Hawaii Stocks and Options Group
Position:
Co-founder
3/31 return:
-10.9%
| Company | Ticker | Sector | 3/31 Close | Shares | 3/31 Total return | 3/31 value |
| iShares Barclays 20+ Yr. Treas. Bond Fund | TLT | Government bond fund | $105.71 | 167 | -10.9% | $17,749.71 |
| Cash* | $69.34 | |||||
| Total | $17,819.05 |
Portfolio changes: None
Richard Dole
Dole Capital LLC
Position:
Chief executive
3/31 return:
-18.4%
| Company | Ticker | Sector | 3/31 Close | Shares | 3/31 Total return | 3/31 value |
| Shaw Group | SGR | Engineering | $27.41 | 175 | +33.9% | $4,796.75 |
| Pfizer | PFE | Medical / drugs | $13.62 | 225 | -21.4% | $3,131.81 |
| Alexander & Baldwin | AXB | Ocean transportation / real estate | $19.03 | 150 | -23.0% | $2,894.02 |
| Procter & Gamble | PG | Consumer products | $47.09 | 70 | -23.3% | $3,319.20 |
| Bank of America | BAC | Banking | $6.82 | 300 | -51.4% | $2,051.70 |
| Cash* | $123.61 | |||||
| Total | $16,317.09 |
Portfolio changes: None
*Cash will receive the highest rate listed by Bankrate.com, Capital One Direct Banking (1.99%) at the start of the quarter. Note: Total returns and stocks that are sold include reinvested dividends.
