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I'm new around here and have been interested in what the portfolio leaders are holding. When I checked James Early's profile a while back, I thought that the only II stock he holds is Textainer.

Now, I don't mean to say what a person should own or invest in, but I was a bit surprised that there was only one II selection listed.


II Fools, what are your top II stocks, then? I'm kind of curious to what's widely held and what people are feeling very good about. Thanks.
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Oh wait, I think I have people mixed up here. I think this is James' info profile:

http://my.fool.com/profile/TMFJamesEarly/info.aspx

I was mistaken because there are other II stocks in here.
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KBecks,

What James or any TMF invests in is their business. They disclose the information to keep things above board.

At times, David and Tom G get posted for not owning every SA pick or some other variation. At one time, Tom did not own a single of his recs. Now he purportedly invests along with the Fool One service. I just do not care.

These people make their living based upon the quality of the recommendations they make. That is important to them.

If they do not perform, people leave and they lose their jobs.

Gene
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II Fools, what are your top II stocks, then? I'm kind of curious to what's widely held and what people are feeling very good about. Thanks.

KBecks

Here is a breakdown of my holdings

Long Positions

MO --- 1%
NLY -- 2%
BP --- 7%
CET -- 5%
EXC -- 4%
JNK -- 2%
PLOW - 4%
HCN -- 5%
NGG -- 5%
ORAN - 6%
SAFT - 5%
T ---- 4%
TGH -- 12%
TOT -- 5%
VE --- 7%
YONG - 1%
INTC 01/17/2015 15.00 C - 13%

Cash - 12%

I have also sold naked puts
on the following II stocks


RCI
BNS
BLX
SO

I feel very good about
INTC
TGH
NGG
VE

Hope this helps
Brian
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No. of Recommendations: 1
my largest individual holdings are

TGH 5.75%
AAPL 4.25%
NGG 4.24%

Would like to reduce my exposure to TGH a little. Have been trying to sell ITM calls to increase proceeds but TGH options are very thinly traded. I had a larger exposure to NGG but reduced when some OTN covered calls were assigned aT $70 (SINCE MY BASIS WAS $54, I was not unhappy). Would be curious what others think of my TGH exposure.
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No. of Recommendations: 2
Divvi

TGH is my 2nd largest holding at 9.4% of my total portfolio

It can trade a little unpredictably and often has big moves up and down,
much of this is due to "headline risk" such as Russia, Iraq, ISIS, ect...

That being said I think TGH is a great blend of high dividend payer
and growth stock.

I have 3 stocks that I consider my "wave of the future stocks"
They are my 3 largest holdings, from 9% to 10% each.

They are;

HCN
Despite all the uncertainty over healthcare the fact remains
that we will need more and more medical facilities and
more and more managed care facilities, someone will be paying the rent.

TGH
As the 3rd World continues to develop, the source of cheep labor
shifts. Years ago it was Japan & Hong Kong, then Taiwan, then China, most evidence suggests
that the trend is now moving from China to Vietnam.
This trend leaves in its wake a nation of middle class people
who want consumer products and those products will be made by
the next developing nation on the list.
It's hard to know who will make what next and who will be buying it,
but it will be put in a box and shipped around the world via a web of
ever changing shipping lanes.

VE
This one is simple, 20th century = oil, 21st century = water.
VE is not just a water utility, they are a globel leader in desalination.
There is no water shortage, there is a shortage of potable water.

Brian
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DivvieDend -
I have become a little uneasy with TGH, and have reduced my holding by one third. Growth seems to be slowing, and competition is intense. No dividend increase in the past year. I moved the funds to SAFT, which recently increased its dividend.

Doogy
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Agree with Doogy on this one although I have not yet seen fit to reduce my investment in TGH. Probably because it remains a tiny fraction of my portfolio.

David
II Home Fool, and not part of the II analyst team.
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I am new to II. The only stock I currently hold that II recommends is Verizon. I have owned GNTX in the past but don't own it now. I found it to be a pretty good investment that caused little heart palpitations. Currently considering Cedar Fair but I have never owned this type of company before. Also looking at Magellan mainstream Partners.
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Hi Stocklvr!

Welcome to II-land, a great place to be!

The every first thing you need to do, IMHO, is get along-term financial plan, otherwise you will be investing in a "ready, fire, aim" fashion (if you already have such a plan, way to go!):

http://boards.fool.com/hi-jah609-it-has-been-my-experience-t...


As to building a dividend portfolio once you've got your plan:

http://boards.fool.com/1048/-now-i-am-in-a-position-to-consi...


Cheers!
Murph
II and PP Home Fool
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