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Purchase Summaries


  • Kinder Morgan Energy Partners, MLP (KMP)

    Lopes, TimothyTim Lopes
    Chief Risk
    Officer
    Bancroft, SethSeth Bancroft
    Junior Analyst

    October 24, 2011
    Purchase Price: $77.05
    Target Price: $91.00
    Read the full report here. 

    Southern Company (SO)

    Kaelin, Timothy2Tim Kaelin, Sector Manager
    October 10, 2011
    Purchase Price: $42.70
    Target Price: $46.17
    Southern provides the fund stability in a volatile market…
    Read the full report here.

    Apple, Inc.

    Melissa-Huynh,-Jr.-AnalystMelissa Huynh, Chief Marketing Officer
    October 10, 2011
    Purchase Price: $400.67
    Target Price: $480.00
    CEO Tim Cook and his management team will continue the culture of innovation.
    Read the full report here. 

    3M

    Bihrle, RickRick Bihrle, Sector Specialist – Industrials
    September 27, 2011
    Current Price: $75.19
    Target Price: $85.57
    Growth through innovation and diversification.
    Read the full report here.

    Berkshire Hathaway

    Pearce, William2William Pearce, Sector Manager
    September 14, 2011
    Current Price $69.41
    Target Price $91.00
    Berkshire Hathaway without the Warren Buffett premium.
    Read the full report here.

    Questcor Pharmaceuticals

    Archila, Derek 2Derek Archila, Sector Manager
    September 14, 2011
    Current Price $28.26
    Target Price $41.00
    Acthar: 1 drug with 19 possibilities.
    Read the full report here