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Anthony Epps diversified and won: in an oil crisis, here's a portfolio that rescued investors.


Stick with the staples and Wall Street will always be on your side--that's what this portfolio showed. Anthony Epps, CEO (1) (Chief Executive Officer) The highest individual in command of an organization. Typically the president of the company, the CEO reports to the Chairman of the Board.  of A.G. Epps Financial Group in Rye, New York, crafted this portfolio for BLACK ENTERPRISE readers that climbed 15.55% within a 12-month time flame In comparison, the S&P 500 netted a scant 4.35%.

Epps manages about $40 million in equity assets for his clients, including large institutions, small- and medium-sized family-owned businesses, and high-net-worth individuals. He says he wanted to be consistent and efficient, have a solid dividend, which all of these picks pay, and not lose money.

No one lost money on Epps' first pick. Apple Computer Inc. (NASDAQ NASDAQ
 in full National Association of Securities Dealers Automated Quotations

U.S. market for over-the-counter securities. Established in 1971 by the National Association of Securities Dealers (NASD), NASDAQ is an automated quotation system that reports on
: AAPL AAPL Apple Computer, Inc. (stock symbol)
AAPL American Association of Professional Landmen
AAPL American Academy of Psychiatry and the Law
AAPL Advance Audiovisual Presentation Limited
AAPL Advocates for Arkansas Public Libraries
) skyrocketed 46.06% by manufacturing personal computers and other products including the ubiquitous iPod digital music player Hardware or software that plays audio files encoded in MP3, AAC, WMA or other audio formats. There are several software-based music players that play audio files in a desktop or laptop computer, including iTunes, RealPlayer and Windows Media Player. . "I love Apple Computer--these guys have their niche," notes Epps. The tech giant was recommended at $38.10 and rose to $55.65 within a year. "It's a 'buy.' Every time the analysts say they can't make any more money, the company proves them wrong."

Occidental Petroleum Corp (NYSE NYSE

See: New York Stock Exchange
: OXY) sprouted 27.53% despite "the sector getting kind of beat up," Epps explains. Nonetheless the stock was recommended at $39.99 and hit $51.00 (adjusted for an August 2006 stock split). And that was despite the government of Ecuador seizing the assets of the $15.2 billion titan as part of a national drive.

The Irving, Texas-based ExxonMobil Corp. (NYSE: XOM XOM Exxon Mobil Corporation (stock symbol)
XOM X/Open Object Management
XOM OSI-Abstract-Data Manipulation API
XOM Xml Object Model
XOM X/Open Osi Abstract Data Manipulation
) jumped a respectable 8.87%, and Epps rates it a "buy." "Everyone is freaking freak·ing  
adv. & adj. Slang
Used as an intensive: Traffic was a freaking nightmare.



[Alteration of frigging, present participle of frig.]
 out about oil and gas prices, but if you owned the stock you would have received record dividends. Diversification is important, and an oil company must be in the portfolio," Epps explains.

A household name, Westport, Connecticut-based Procter & Gamble (NYSE: PG) grew 8.42% from $52.51 to $56.93. "I still like P&G; they have excellent management and a competitive edge. It is definitely a 'hold'. They are consistent, and i love their dividend." Sales of skincare products jumped 27% to $85.6 million for the household products giant.

New Brunswick, New Jersey-based Johnson & Johnson (NYSE: JNJ JNJ Johnson and Johnson (stock symbol)
JNJ Journal of Nursing Jocularity
) slipped 4.10%, from $63.37 to $60.77. The company manufactures medical devices, skin care products, women's healthcare products, baby care, and just about every kind of personal care product. "The whole sector was down, but I believe in it still. It did not hit my target of $75. Right now it's a 'hold,' but don't count it out, especially since it acquired Pfizer Inc. in the summer."

ANTHONY EPPS Portfolio Performance

[GRAPHICS OMITTED]
COPYRIGHT 2006 Earl G. Graves Publishing Co., Inc.
No portion of this article can be reproduced without the express written permission from the copyright holder.
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Article Details
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Title Annotation:PORTFOLIO REVIEW
Author:Reynolds, Rhonda
Publication:Black Enterprise
Geographic Code:1USA
Date:Oct 1, 2006
Words:432
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