This month's stock is down with the clown.
Continuing with "big and boring", McDonald's (MCD) is the world's cafeteria, with nearly 32,000 restaurants in 118 countries. Their long-term chart is a thing of beauty; a mostly uninterrupted march from the lower-left to the upper-right. They pay a very safe dividend of 3.5%. And most importantly, they serve the tastiest french fries money can buy.
As a footnote, Frontline (FRO) has been sold in a 30+ day (i.e. non-"wash sale") transaction, and will return to the portfolio next month.
Here's my current portfolio. As always, I believe in all of these stocks - until I sell them.
Southern Copper (PCU) 12.54%
Apple (AAPL) 10.90%
Google (GOOG) 9.68%
Dominion Resources Black Warrior Trust (DOM) 6.74%
Terra Nitrogen (TNH) 6.45%
Tesoro (TSO) 5.59%
Ace Limited (ACE) 5.28%
American Software 4.41%
Blackstone (BX) 4.20%
The Distressed (AIG, C, F, FNM, GM, JSDA, MOT, WFC, YRCW) 3.40%
Vodafone (VOD) 3.31%
Biovail (BVF) 3.05%
Tidewater (TDW) 3.04%
Great Northern Iron (GNI) 3.03%
McDonald's (MCD) 2.94%
Apache (APA) 2.89%
PDL BioPharma (PDLI) 2.88%
Cherokee (CHKE) 2.61%
DuPont (DD) 2.60%
