AAPL - Sold off since touching $700. While it is clear there are/will be competitors (Samsung, Lenovo, Google, Microsoft etc), the fact that such a high quality company with solid growth prospects is on the MFI screen was all I needed to know.
ABC - They are a middle man in distributing pharmaceuticals. I view them as a conservative play as I do think spending on healthcare will continue to ratchet up.
LPS - They are involved with processing mortgages. They got a black eye in the whole global financial crisis, but seem to have survived that. They are a play on the housing market, which I expect to rebound as interest rates are kept at fire sale prices.
VIAB - Not unlike my Vivendi play, Viacom is a media content play. I think we will continue to love our music, movie and tv shows, even in difficult times. And at the end of the day, owning the original content is all-important.
WU - Western Union seems old school, but in a lot of the world, wiring money to people is used a lot. Not a growth company, though I think they have opportunities. Again, I view this as a conservative play, like ABC. Not trying to get rich quick here.
So here are my two tranches and how they're doing:
| August 15 Tranche | |||||
| Stock | Start | Current | Dividend | Pct Gain | R3K Gain |
| DLB | $34.43 | $31.88 | $0.00 | -7.4% | -2.9% |
| KFY | $13.98 | $13.80 | $0.00 | -1.3% | -2.9% |
| MSFT | $30.19 | $26.66 | $0.23 | -10.2% | -2.9% |
| NSU | $3.62 | $4.02 | $0.00 | 11.2% | -2.9% |
| UIS | $19.96 | $15.41 | $0.00 | -22.8% | -2.9% |
| Totals | -6.1% | -2.9% | |||
| November 15 Tranche | |||||
| Stock | Start | Current | Dividend | Pct Gain | R3K Gain |
| AAPL | $537.62 | $525.62 | - | -2.2% | 0.0% |
| ABC | $40.21 | $40.16 | - | -0.1% | 0.0% |
| LPS | $23.89 | $23.51 | - | -1.6% | 0.0% |
| VIAB | $49.12 | $49.23 | - | 0.2% | 0.0% |
| WU | $12.77 | $12.69 | - | -0.6% | 0.0% |
| Totals | -0.9% | 0.0% |
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