Stock of the Week

Performance of Our STOCK OF THE WEEK selections are listed here. For comparison purposes, we show equal investments in the S&P 500 index and Treasury Bonds. The net results will show how our selections have fared relative to the broad market. We are experience amateur investors writing for entertainment and educational purposes only. We have enjoyed much success in the past but the past offers no guarantee of future performance

Monday, September 26, 2005



Current Value of the SOW Portfolio:
$105,277.81
Simple Return: 18.81%
~~>~>~~>~>~~>~>~~>~>~~
S & P 500 Value : $97.299.64
Simple Return: 1.95%
~~>~>~~>~>~~>~>~~>~>~~
Treasury Bond Value : $91,596.21
Simple Return: -.39%
~~>~>~~>~>~~>~>~~>~>~~
Stock of the Week Homeruns include:

Gamestop (GME) earning 71.08%;
Diedrich Coffee (DDR) returning 67.36% ; and
US Gypsum (USG) 84.42%.
Individual Stocks continue to outperform equal investments in the S & P 500 (1.95%)and the TLT Treasury Bond index (-.39%).

Be sure to check out other Stocks of the Week to see if it's a pick to include in your portfolio.
Past performance does not guarantee future performance. We make no recommendations!
Please call or write if you have questions about how to make money in stocks, bonds and real estate. You can reach me during office hours at 336-778-0543 or write me


STOCK OF THE WEEK


Interstate Hotels and Resorts
(IHR) could be the nation's largest independent hotel management company.
The group's principal activity is to manage, lease, and operate a portfolio of hospitality properties, and provide related services in the hotel, corporate housing, resort and golf markets.
their portfolio is diversified by franchise and brand affiliations.
The group manages more than 300 hotels with 69,000 rooms in 41 states, the District of Columbia, Canada and Russia.
(IHR) has approximately 8,000 corporate apartments under lease in the United States, Canada, France and the United Kingdom.
The groups
hotels are operated under nationally recognized brand names such as Hilton, Sheraton, Westin, Radisson, Marriott, Doubletree, Embassy Suites and Holiday Inn.


IHR’s roots trace back to 1941 and today is the result of several mergers involving prominent and successful hotel management and ownership companies. With each merger,
Interstate Hotels and Resortshas grown larger and stronger, enabling it to provide an unmatched level of service and value to hotel owners.

Interstate Hotels and Resortshas Interstate Hotels and ResortsThe hotel business has been in a decline mode since 2001. This has put Interstate Hotels and Resorts into the red. However, posting a stronger 2nd quarter ending June 30th than expected, the outlook for Interstate appears to be good. the group also has a long term management contract with MeriStar (MHX) that runs until 2026 and carries termination fees. The recent sale of a Residence Inn in Pittsburgh for $11million will also help pay down its loans and give them working capital for future growth strategies.

Unfortunately, Interstate lost a hotel in New Orleans during Hurricane Katrina, but the companyis strong enough in other key cities to overcome this set back.

This loss combined with higher gas prices has pushedIHR's stock down from the 52 week high of $ $5.80 on Jan 05 to closing at $4.52 on September 26th.

Will companies continue to travel to upscale hotels for business meetings? Will you and I travel to upscale hotels for relaxation? That is the million dollar

Tuesday, September 13, 2005



Current Value of the SOW Portfolio:
$104,798.97
Simple Return: 23.84%
~~>~>~~>~>~~>~>~~>~>~~
S & P 500 Value : $94,120.
Simple Return: 2.93%
~~>~>~~>~>~~>~>~~>~>~~
Treasury Bond Value : $89,173.
Simple Return: 1.38%
~~>~>~~>~>~~>~>~~>~>~~
Stock of the Week Homeruns include: Gamestop (GME) earning 81%; Diedrich Coffee (DDR) returning 79% ; and US Gypsum (USG) 100%. Individual Stocks continue to outperform equal investments in the S & P 500 (2.93%)and the TLT Treasury Bond index (1.38%).

Be sure to check out other Stocks of the Week to see if it's a pick to include in your portfolio.
Past performance does not guarantee future performance. We make no recommendations!
Please call or write if you have questions about how to make money in stocks, bonds and real estate. You can reach me during office hours at 336-778-0543 or write me

STOCK OF THE WEEK: TOMPKINS PLC

Tomkins (TKS) is an international engineering business holding the market leader position in power transmissions (40% share). It is also the world’s largest wiper blade manufacturer. Listed on both the London and NY stock exchanges, the company is organized into two business segments; Industrial & Automotive; and Building Products, consisting of various business areas which operate in a variety of end markets throughout the world.

The Industrial & Automotive division manufactures several systems and components through 4 business areas; Powertrain is working hard to develop technology which addresses our main issue today, fuel economy, safety legislation, and the tightening emissions requirements.

The Building Product division manufacturers air handling components, vinyl and aluminum windows and doors, bath fixtures and other building components for residential and non-residential. The rebuilding in the Gulf Coast could benefit this division.

Founded in 1925 and headquartered in London the company has sales of approximately 3 billion and employs 40,000 people throughout the world. An acquisition in 1996 brought the company global standings.

Closing on Friday, Sept. 9th at $21.41 the company is just slightly off of their 52 week high of $22.48 on 2/15/05. Their 52 wk low fell to $18.24 on 10/4/04. At 12 times earnings, Tomkins stock trades at a significant discount to their competitors.

CEO, Jim Nicol has set their business focus on manufacturing excellence, the steady emphasis on developing new products and expanding into new markets.

It looks like fuel conservation and rebuilding are going to be the dominate theme for the US economy over the next few years. If you like a company with diversity, Tomkins (TKS) could be a good choice.

Thursday, September 01, 2005


Current Value of the SOW Portfolio:
$96,274.44
Simple Return: 19.39%
~~>~>~~>~>~~>~>~~>~>~~
S & P 500 Value : $89,577.84 Simple Return: 2.44%
~~>~>~~>~>~~>~>~~>~>~~
Treasury Bond Value : $86,150.53.Simple Return: -2.61%
~~>~>~~>~>~~>~>~~>~>~~
CAL is still our top performance airline stock returning 57%
US Gypsum has earn 96% while GME continues to bring in 67%. Individual Stocks continue to outperform equal investments in the S & P 500 and the TLT Treasury Bond index fund . If you're interested in talking about individual stocks, write me or check out my blog Stocks or Bonds

STOCK OF THE WEEK: DELMONTE



Delmonte Foods: Improving for Financial Significance



Del Monte Foods Company’s (DLM) quality brands are a leader in the packaging-food industry and can be found in virtually every food store in America today and in over 80% of all U.S. households.
(DLM) was created by the merger of the Del Monte canned fruit and vegetable operations with the spin-off of Heinz’s tuna, pet food, soup, and infant food businesses in December 2002. It’s two segments, Consumer Products and Pet Products are some of the most trusted brands like Del Monte®, StarKist®, S&W®, Kibbles 'n Bits®, Pup-Peroni® and 9Lives®. These products deliver 75% of the company's annual grocery sales, with category leaders accounting for over two thirds of the total.

Del Monte Foods seems to be positioned well in the $117 billion dry grocery segment of the U.S. retail food market and distributes its products in all areas. The company also owns marketing rights for the Del Monte brand throughout South America. Founded in 1916, it’s headquartered in San Francisco. Del Monte employs 8,500 full time employees and approximately 9,800 additional seasonal workers. The company operates 16 production facilities and 15 distribution centers in 14 states, and operations in American Samoa, Canada, Ecuador and Venezuela.

Dedicated to quality, the company was the first National Food Processor to carry nutrition information on its labels.
It is also recognized as a leader in promoting sound environmental policies and practices.

Del Monte has been reformulating products, updating packaging, and investing marketing dollars in brands like StarKist® and Kibbles 'n Bits® to revive the Heinz brands it acquired in 2002.. Once they have succeeded in improving these brands, the upside could be significant for the company. About 30% of their growth categories are in tuna pouches and premium fruits.

In their year-end report to share holders on June 23, 2005, Richard G. Wolford, Chairman & CEO highlighted several areas that should fortify Del Monte’s position as an industry-leader of quality food products:
-- Increase the branded focus of the product portfolio

-- Streamline the asset and cost profile

-- Accelerate innovation-driven organic growth in higher margin categories

-- Execute financial strategy for optimizing debt management and returning value to shareholders

Closing on August 29th at $10.90, (DLM) is close to its 52 week high in January of $11.65. Overall sales growth funs at less than 2% annually, however management forecasts that increased marketing will push future growth to 4%.

Del Monte products have been on my kitchen shelves for years. You decide if their vegetables are “green” enough for your portfolio.


Monday, September 26, 2005



Current Value of the SOW Portfolio:
$105,277.81
Simple Return: 18.81%
~~>~>~~>~>~~>~>~~>~>~~
S & P 500 Value : $97.299.64
Simple Return: 1.95%
~~>~>~~>~>~~>~>~~>~>~~
Treasury Bond Value : $91,596.21
Simple Return: -.39%
~~>~>~~>~>~~>~>~~>~>~~
Stock of the Week Homeruns include:

Gamestop (GME) earning 71.08%;
Diedrich Coffee (DDR) returning 67.36% ; and
US Gypsum (USG) 84.42%.
Individual Stocks continue to outperform equal investments in the S & P 500 (1.95%)and the TLT Treasury Bond index (-.39%).

Be sure to check out other Stocks of the Week to see if it's a pick to include in your portfolio.
Past performance does not guarantee future performance. We make no recommendations!
Please call or write if you have questions about how to make money in stocks, bonds and real estate. You can reach me during office hours at 336-778-0543 or write me


#

STOCK OF THE WEEK


Interstate Hotels and Resorts
(IHR) could be the nation's largest independent hotel management company.
The group's principal activity is to manage, lease, and operate a portfolio of hospitality properties, and provide related services in the hotel, corporate housing, resort and golf markets.
their portfolio is diversified by franchise and brand affiliations.
The group manages more than 300 hotels with 69,000 rooms in 41 states, the District of Columbia, Canada and Russia.
(IHR) has approximately 8,000 corporate apartments under lease in the United States, Canada, France and the United Kingdom.
The groups
hotels are operated under nationally recognized brand names such as Hilton, Sheraton, Westin, Radisson, Marriott, Doubletree, Embassy Suites and Holiday Inn.


IHR’s roots trace back to 1941 and today is the result of several mergers involving prominent and successful hotel management and ownership companies. With each merger,
Interstate Hotels and Resortshas grown larger and stronger, enabling it to provide an unmatched level of service and value to hotel owners.

Interstate Hotels and Resortshas Interstate Hotels and ResortsThe hotel business has been in a decline mode since 2001. This has put Interstate Hotels and Resorts into the red. However, posting a stronger 2nd quarter ending June 30th than expected, the outlook for Interstate appears to be good. the group also has a long term management contract with MeriStar (MHX) that runs until 2026 and carries termination fees. The recent sale of a Residence Inn in Pittsburgh for $11million will also help pay down its loans and give them working capital for future growth strategies.

Unfortunately, Interstate lost a hotel in New Orleans during Hurricane Katrina, but the companyis strong enough in other key cities to overcome this set back.

This loss combined with higher gas prices has pushedIHR's stock down from the 52 week high of $ $5.80 on Jan 05 to closing at $4.52 on September 26th.

Will companies continue to travel to upscale hotels for business meetings? Will you and I travel to upscale hotels for relaxation? That is the million dollar

#

Tuesday, September 13, 2005



Current Value of the SOW Portfolio:
$104,798.97
Simple Return: 23.84%
~~>~>~~>~>~~>~>~~>~>~~
S & P 500 Value : $94,120.
Simple Return: 2.93%
~~>~>~~>~>~~>~>~~>~>~~
Treasury Bond Value : $89,173.
Simple Return: 1.38%
~~>~>~~>~>~~>~>~~>~>~~
Stock of the Week Homeruns include: Gamestop (GME) earning 81%; Diedrich Coffee (DDR) returning 79% ; and US Gypsum (USG) 100%. Individual Stocks continue to outperform equal investments in the S & P 500 (2.93%)and the TLT Treasury Bond index (1.38%).

Be sure to check out other Stocks of the Week to see if it's a pick to include in your portfolio.
Past performance does not guarantee future performance. We make no recommendations!
Please call or write if you have questions about how to make money in stocks, bonds and real estate. You can reach me during office hours at 336-778-0543 or write me

#

STOCK OF THE WEEK: TOMPKINS PLC

Tomkins (TKS) is an international engineering business holding the market leader position in power transmissions (40% share). It is also the world’s largest wiper blade manufacturer. Listed on both the London and NY stock exchanges, the company is organized into two business segments; Industrial & Automotive; and Building Products, consisting of various business areas which operate in a variety of end markets throughout the world.

The Industrial & Automotive division manufactures several systems and components through 4 business areas; Powertrain is working hard to develop technology which addresses our main issue today, fuel economy, safety legislation, and the tightening emissions requirements.

The Building Product division manufacturers air handling components, vinyl and aluminum windows and doors, bath fixtures and other building components for residential and non-residential. The rebuilding in the Gulf Coast could benefit this division.

Founded in 1925 and headquartered in London the company has sales of approximately 3 billion and employs 40,000 people throughout the world. An acquisition in 1996 brought the company global standings.

Closing on Friday, Sept. 9th at $21.41 the company is just slightly off of their 52 week high of $22.48 on 2/15/05. Their 52 wk low fell to $18.24 on 10/4/04. At 12 times earnings, Tomkins stock trades at a significant discount to their competitors.

CEO, Jim Nicol has set their business focus on manufacturing excellence, the steady emphasis on developing new products and expanding into new markets.

It looks like fuel conservation and rebuilding are going to be the dominate theme for the US economy over the next few years. If you like a company with diversity, Tomkins (TKS) could be a good choice.

#

Thursday, September 01, 2005


Current Value of the SOW Portfolio:
$96,274.44
Simple Return: 19.39%
~~>~>~~>~>~~>~>~~>~>~~
S & P 500 Value : $89,577.84 Simple Return: 2.44%
~~>~>~~>~>~~>~>~~>~>~~
Treasury Bond Value : $86,150.53.Simple Return: -2.61%
~~>~>~~>~>~~>~>~~>~>~~
CAL is still our top performance airline stock returning 57%
US Gypsum has earn 96% while GME continues to bring in 67%. Individual Stocks continue to outperform equal investments in the S & P 500 and the TLT Treasury Bond index fund . If you're interested in talking about individual stocks, write me or check out my blog Stocks or Bonds

#

STOCK OF THE WEEK: DELMONTE



Delmonte Foods: Improving for Financial Significance



Del Monte Foods Company’s (DLM) quality brands are a leader in the packaging-food industry and can be found in virtually every food store in America today and in over 80% of all U.S. households.
(DLM) was created by the merger of the Del Monte canned fruit and vegetable operations with the spin-off of Heinz’s tuna, pet food, soup, and infant food businesses in December 2002. It’s two segments, Consumer Products and Pet Products are some of the most trusted brands like Del Monte®, StarKist®, S&W®, Kibbles 'n Bits®, Pup-Peroni® and 9Lives®. These products deliver 75% of the company's annual grocery sales, with category leaders accounting for over two thirds of the total.

Del Monte Foods seems to be positioned well in the $117 billion dry grocery segment of the U.S. retail food market and distributes its products in all areas. The company also owns marketing rights for the Del Monte brand throughout South America. Founded in 1916, it’s headquartered in San Francisco. Del Monte employs 8,500 full time employees and approximately 9,800 additional seasonal workers. The company operates 16 production facilities and 15 distribution centers in 14 states, and operations in American Samoa, Canada, Ecuador and Venezuela.

Dedicated to quality, the company was the first National Food Processor to carry nutrition information on its labels.
It is also recognized as a leader in promoting sound environmental policies and practices.

Del Monte has been reformulating products, updating packaging, and investing marketing dollars in brands like StarKist® and Kibbles 'n Bits® to revive the Heinz brands it acquired in 2002.. Once they have succeeded in improving these brands, the upside could be significant for the company. About 30% of their growth categories are in tuna pouches and premium fruits.

In their year-end report to share holders on June 23, 2005, Richard G. Wolford, Chairman & CEO highlighted several areas that should fortify Del Monte’s position as an industry-leader of quality food products:
-- Increase the branded focus of the product portfolio

-- Streamline the asset and cost profile

-- Accelerate innovation-driven organic growth in higher margin categories

-- Execute financial strategy for optimizing debt management and returning value to shareholders

Closing on August 29th at $10.90, (DLM) is close to its 52 week high in January of $11.65. Overall sales growth funs at less than 2% annually, however management forecasts that increased marketing will push future growth to 4%.

Del Monte products have been on my kitchen shelves for years. You decide if their vegetables are “green” enough for your portfolio.


#