Midsouth_trader P&P Score: 4.55 Stats Midsouth_trader IS BEATING THE MARKET TODAY Points: -33.71 (+0.00) Accuracy: 55.56% Annual Return: 0.86%  (2.42% since 4/23/09) Average Pick Score: -27.95 About Me Real name Midsouth_trader Risk Tolerance High Investment Experience High City Alabama State Alabama About me Bought stock with my summer job earnings when I was in high school 3 decades ago and have maintained various long positions since. Tend to focus on value, future value, and management.  Favorites Midsouth_trader has no favorites Groups Midsouth_trader has no groups

Highlighted Picks Most Recent   05/20/10 BUY    SPLS   $14.70 STAPLES INC.   -0.03% The recent pull back vs. the market is a buying opportunity for this low beta stock. The largest (twice the sales of No. 2 Office Depot) and most prof…more More Picks Most Successful   11/21/08 BUY    CLP   $20.55 COLONIAL PROPERTY TR   +356.76% Continued fed action should enable this real estate company to remain solvent, a…more Least Successful   05/20/10 BUY    SPLS   $14.70 STAPLES INC.   -56.77% The recent pull back vs. the market is a buying opportunity for this low beta st…more

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Picks

Open

Start Date

Ticker

Rating

Call

Time Frame

Start Price

Today (change)

End Price

Stock Gain

S&P Gain

Points

End Date

Analysis

05/20/2010

SPLS

BUY

One to Three Years

$21.52

$14.70 (-0.03%)

-

-31.69%

+25.08%

-56.77

view close

07/08/2009

BRK.B

BUY

One to Three Years

$55.42

$74.32 (-4.91%)

-

+34.11%

+52.39%

-18.28

view close

07/08/2009

JNJ

BUY

Three Plus Years

$56.69

$64.45 (-0.64%)

-

+13.69%

+52.39%

-38.70

view close

04/21/2009

GE

BUY

One to Three Years

$11.80

$18.84 (-1.62%)

-

+59.62%

+57.67%

+1.95

view close

11/21/2008

TGT

BUY

Three Plus Years

$28.08

$52.23 (-0.85%)

-

+86.01%

+67.54%

+18.47

view close

11/21/2008

OXY

BUY

Three Plus Years

$47.01

$102.23 (-2.01%)

-

+117.46%

+67.54%

+49.93

view close

11/21/2008

PFE

BUY

One to Three Years

$15.67

$20.99 (-0.92%)

-

+33.95%

+67.54%

-33.59

view close

11/21/2008

CLP

BUY

One to Three Years

$3.92

$20.55 (-2.41%)

-

+424.30%

+67.54%

+356.76

view close

Closed

Start Date

Ticker

Rating

Call

Time Frame

Start Price

Today (change)

End Price

Stock Gain

S&P Gain

Points

End Date

Analysis

11/21/2008

AEO

BUY

One to Three Years

$7.52

-

$14.92

+98.40%

+33.94%

+62.35

2010-05-20 22:20:25

view close

All

Start Date

Ticker

Rating

Call

Time Frame

Start Price

Today (change)

End Price

Stock Gain

S&P Gain

Points

End Date

Analysis

05/20/2010

SPLS

BUY

One to Three Years

$21.52

$14.70 (-0.03%)

-

-31.69%

+25.08%

-56.77

view close

07/08/2009

BRK.B

BUY

One to Three Years

$55.42

$74.32 (-4.91%)

-

+34.11%

+52.39%

-18.28

view close

07/08/2009

JNJ

BUY

Three Plus Years

$56.69

$64.45 (-0.64%)

-

+13.69%

+52.39%

-38.70

view close

04/21/2009

GE

BUY

One to Three Years

$11.80

$18.84 (-1.62%)

-

+59.62%

+57.67%

+1.95

view close

11/21/2008

TGT

BUY

Three Plus Years

$28.08

$52.23 (-0.85%)

-

+86.01%

+67.54%

+18.47

view close

11/21/2008

OXY

BUY

Three Plus Years

$47.01

$102.23 (-2.01%)

-

+117.46%

+67.54%

+49.93

view close

11/21/2008

PFE

BUY

One to Three Years

$15.67

$20.99 (-0.92%)

-

+33.95%

+67.54%

-33.59

view close

11/21/2008

AEO

BUY

One to Three Years

$7.52

-

$14.92

+98.40%

+33.94%

+62.35

2010-05-20 22:20:25

view close

11/21/2008

CLP

BUY

One to Three Years

$3.92

$20.55 (-2.41%)

-

+424.30%

+67.54%

+356.76

view close

Commentary

BUY: STAPLES INC. (SPLS) Start Price: $21.52 Points: -56.77 Created: 05/20/2010 The recent pull back vs. the market is a buying opportunity for this low beta stock. The largest (twice the sales of No. 2 Office Depot) and most profitable office supply company in the US is weathering this recession well due to strong management fundamentals. Profits recovering already and dividend was recently raised. Current conservative guidance does not reflect continued market share gain. Comments: 0 | Comment Midsouth_trader Recs:

BUY: BERKSHIRE HATHAWAY INC DEL (BRK.B) Start Price: $55.42 Points: -18.28 Created: 07/08/2009 I'm betting on the "Oracle of Omaha" to navigate in an uncertain market. Downside risk appears low due to a very well diversified group of investments that brk owns. Upside appears well positioned for if/when the recession ends. Comments: 0 | Comment Midsouth_trader Recs:

BUY: JOHNSON AND JOHNS DC (JNJ) Start Price: $56.69 Points: -38.70 Created: 07/08/2009 This solid blue chip is still making lots of money in the middle of this deep recession, partially due to super strong brands. Debt is low and the nice dividend payout will only get better over the years. JNJ is a core stock that looks like a long term keeper. Comments: 0 | Comment Midsouth_trader Recs:

BUY: GEN ELECTRIC CO (GE) Start Price: $11.80 Points: +1.95 Created: 04/21/2009 The non financial businesses of GE are well run. I expect they will carry GE until they can fix their Financial Business Sector's problems. Comments: 0 | Comment Midsouth_trader Recs:

BUY: TARGET CP (TGT) Start Price: $28.08 Points: +18.47 Created: 11/21/2008 Well managed low cost retailer whose stock has been hammered by the current downturn, especially compared to WMT. Its stores are 100% fresher that WMT and TGT has a loyal base of customers willing to pay the few percentage more. Comments: 0 | Comment Midsouth_trader Recs:

BUY: OCCIDENTAL PET (OXY) Start Price: $47.01 Points: +49.93 Created: 11/21/2008 Value Stock - Oxy, like most oil companies today represents buying proved oil reserves. You will own interest in oil and you know demand for oil will not go away, even if demand slides. Oxy is my pick because it's cost to produce a bbl of oil is extremely low. Comments: 0 | Comment Midsouth_trader Recs:

BUY: PFIZER INC (PFE) Start Price: $15.67 Points: -33.59 Created: 11/21/2008 Management efforts to improve this behemoth over the past few years are finally taking hold, and should stop the slow decay in stock price by the end of 2008. Enjoy the dividend while the new Democratic administration implements legislation that will lift all health stocks. Comments: 1 | Comment Midsouth_trader Recs:

BUY: AMER EAGLE OUTFIT # (AEO) Start Price: $7.52 Points: +62.35 Created: 11/21/2008 American Eagle is well managed and is not damaged goods, i.e. the brand remains strong or stronger that its competitors. While in a challenging environment now, will survive and thrive as soon as the economy turns up, so today's prices heavily discount the current economic crisis. Comments: 1 | Comment Midsouth_trader Recs:

BUY: COLONIAL PROPERTY TR (CLP) Start Price: $3.92 Points: +356.76 Created: 11/21/2008 Continued fed action should enable this real estate company to remain solvent, and likely lower interest expenses, until the properties owned can rebound to reasonable levels. Also note growing equity positions by several insiders at these depressed share prices. Comments: 0 | Comment Midsouth_trader Recs: