LONG
AAPL - Apple Inc.
GOOG - Google Inc.
INTU - Intuit Inc.
K - Kellogg Co.
MKC - McCormick & Co. Inc.
ORCL - Oracle Corp.
SHORT
CLX - Clorox Corporation
CPB - Campbell Soup Co.
HPQ - Hewlett-Packard Company
GIS - General Mills Inc.
HNZ - HJ Heinz Co.
MSFT - Microsoft Corporation
SJM - The J. M. Smucker Company
TAP - Molson Coors Brewing Company
UTX - United Technologies Corp.
WMT - Wal-Mart Stores Inc.
XOM - Exxon Mobil Corp.
You can see my FinViz portfolios here (registration required).
Here is the FinViz stock screen for these picks.
Long Apple, Google, Intuit and Oracle - all have products that businesses need and are considered leaders within their industries.
Short Microsoft? - All I want to say here is:
DOS 4!
Windows ME!
Windows Vista!
Zune!
Flight Simulator axed!
Retail stores?
Short HP? - Why do I have to download 1GB of crap just to install / update a printer driver?
Long Kellog and McCormick - help me to save money on restaurants by making food at home.
The rest are not doing so well for various reasons. I hope to research this a little more and provide updates and recommend changes as needed.

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February 18, 2009
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