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May 11, 2002

 

 

Holdings

 

 

11-May

1

PFE

2

UN

3

YHOO

4

NKE

5

BA

6

VRSN

7

JDSU

8

CAT

9

JNJ

10

NSM

11

CA

12

FNF

13

MSFT

14

BRK-A

15

HMC

16

WMT

17

X

18

AAPL

19

P

20

WB

 

 

Performance of Individual Stocks For last 3 months:

 

11-May

 

FNF

27.23%

P

4.72%

CAT

6.78%

NKE

-12.28%

BA

1.48%

VRSN

-61.06%

JDSU

-45.38%

YHOO

-6.53%

JNJ

8.75%

NSM

6.11%

CA

-37.60%

PFE

-11.16%

MSFT

-18.10%

BRK-A

2.99%

HMC

15.53%

WMT

-10.83%

X

0.78%

AAPL

-6.65%

UN

13.36%

WB

17.65%

 

 

Total Increase (Decrease) since last quarter: -5.21

Additions:  None

Subtractions: None

 

Commentary:  I’m finishing up a semester abroad in Sevilla, Spain.  I love it here, but I haven’t been following the US markets much as a consequence.  Therefore, just as I did last quarter, I am not giving a commentary, as I feel since I am not well informed about the markets right now, I have nothing of value to say.  However, if anyone wants commentary on Spanish soccer, tapas, or anything relating to Spain or Andalucia, let me know!  Hasta pronto.

 

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