Posted by Davy on June 13th, 2008 in Enlightened-American Portfolio
I added more GE yesterday at $29.70 (and again on 06/26/2008 @ $27.58 $26.58). Please note that my portfolio results will continue to reflect only my initial entry point, as it does with all stocks (for example, my PWE entry point is shown at $30.11 even though I no longer have any of the shares [...]
Posted by Davy on April 11th, 2008 in Market Commentary
General Electric (GE) is the smallest position in my portfolio and I don’t really do much work on it. I’m a big fan of Jeffrey Immelt and think that GE is the quintessential American company, warts and all. But the main reason we own this stock is because my girlfriend was won over by the [...]
