Stocks to buy

Let's see what can we buy
Barratt : P/E below 5 , too risky.
Antofagasta . Good stock , but I have other other firms like that in my portfolio.
Boliden . I have it in my portfolio .
Hennes & Mauritz. Good but with P/E more than 15.
Drax . Revenues and profits steady . A possible danger from taxation . I have it .
Amlin . Revenues and profits a little declining but with satisfactory returns . I need an insurance company in my portfolio.
Southerm Copper - Revenues and profits staeady. Good yield . I prefer it because I want to invest more in USA.
Ensco , Exxon , Occidental , Chevron . Good stocks . But I have other oil companies in my portfolio.
Microsoft . Revnues and profits in slow growth . I have it.
Porsche . Revenue and profits steady . Could be dangerous for its commitment to buy Volkswagen . I buy it.
Nokia . Good growthi . In my portfolio .
Randstad .Recently allowed to merge with another company and then more risky . I need a service company in my portfolio.
Bhp Billiton . A little riskier than Antofagasta . Same conclusion.
Glaxo . Good , but with Debt/Equity too high.
Nobel Biocare . P/E greater than 15 . I wait
Inditex . Revenues and profits growing .I need a distribution company .
Bugari . Revenues and profits steady . i need a luxury company for my portfolio.

Microsoft down?

Microsoft posted quarterly eps to 0.46 instead of 0.47 consensus , and stated 2.12 eps for next year instead of 2.17 consensus .
And shares are hit down , with alarmed comments .

Aren't we too much influenced by so called independent advisors and experts ? Shouldn't we look better at the fundamentals if investing is not becoming like betting?

performances at July 1st 2008

Since the beginning of the year the performance of my stock portfolio are -13,45 % ( - 11,89 % if we consider the dividends ) vs. -23,02 % of the DJEuro 50 , - 17,76 % of S&P500 ( if we would consider the USD devaluation , the performance would be weaker ) , -27,6 % of DJEuro Sel Dividend 30.

to buy or not to buy?

No good news from last week .
Let's wait and see again.......

To buy or not to buy?

This is the question.
You should , if you want to follow the strategy .
I sold the stocks I wanted to , and bought 2 USA stocks , because I plan to increase the share of USA stocks in my portfolio.
I didn't start buying european stocks because I ' d like to see some positive signals.

Stocks choices USA

Look at yesterday 's foreword .
ROA : Southern Copper , Ensco , Exxon , Occiedental , Chevron , Microsoft , Nucor , Marathon Oil , Teck Cominco , 3M
ROE : Boeing , Southern Copper , Exxon , Caterpillar , Chevron , Microsoft Occidental , Marathon Oil , Ensco , IBM , 3M

Stocks pick up - Europe non Euro

Yesterday's foreword and conclusions are still valid .
I add that I'm going to buy three of the listed stocks , also because I can have some of them in my actual portfolio .
Based on ROA : Barratt , Antofagasta , Boliden , Hennes & Mauritz , Drax , Amlin.
Based on ROE : Barratt , Drax , Amlin , Boliden , Cattle's , Glaxo.
Today the risks are not lower than yesterday .........