2012 Leading sector

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Happy New Year all,

Here is my leading sector for 2012 – SIN.

Here are the picks:

Boston Beer Co. Inc. (SAM) Anheuser-Busch InBev (BUD) Diageo (DEO) Molson Coors (TAP)
Penn National Gaming (PENN) Wynn Resorts (WYNN) Las Vegas Sands (LVS)
British American Tobacco (BTI) Philip Morris (PM) Altria (MO)

Happy trading.

17 Responses to “2012 Leading sector”

  1. Happy New Year!
    I’m IN with SIN, lol.
    Although it has been woeful, I am holding ETF REM and accumulating shares via DRIP on the nice divvy. Last time I checked NLY was its largest holding and of course NLY’s chart looks very intersting here. Have you looked at VZ lately?

    • I also hold REM 11.3% divy
      yep VZ , crazy… but still prefer BCE, outperforms VZ in past 12 months, of course in the last 6 VZ outperforms after this huge pop..
      Own DEO BTI BUD and PENN out sin port currently, DEO good size, other 3 are small

    • Nice picks for 2012 Flyaway!

  2. My Telecom holds are BCE and TU, looking at European to add.
    Also holding both canadian railways for long term: CP and CNR.TO, both hit 52 week high on last trading day of 2011,
    will add to CP on any pullback.

  3. Research Donkey

    Anyone looked at MORT instead of REM?

  4. Congratulations on being the featured blogger!

    thumbs up!!!

    • I think we should add CAKE to Mr. Partridge’s SIN list. My mom has raved about that restaurant as well! Maybe Destiny USA will have one.

      • Ahh, you must have read my mind! As a matter of fact, I was there today and there was a line outside waiting for tables, food and service was excellent, i would BUY just on that alone!
        :)~~

      • For a chain resturant, they have great food and one must try the key lime cheesecake!

        • Scotty Bleier described CAKE as “the greatest restaurant ever conceptualized by mankind.”
          BUY BUY BUY lol..
          Folks twitting on Stocktwits say it’s a breakout play over 29.50…

    • Thank you

  5. UPDATE: bought more WYNN, sold some PENN, added TAP

  6. whoohoo.. my sin port is rocking hard

  7. UPDATE: sold a little more PENN

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