Purchased Itron Inc. (ITRI)

We purchased Itron Incorporated at $85.01/share yesterday. Itron is primarily a meter reading equipment maker for utilities. This segment is expected to experience good growth going forward. Itron has global presence and has Automated Meter Reading (AMR) and Advanced Metering Infrastructure (AMI) based products. AMI promises to optimize energy delivery and consumption by providing energy rate information on-demand.

Here is our updated Stock Portfolio:





























































StockBuy DateBuy PriceCurrent PriceCurrent % Of PortfolioUnrealized % ReturnCurrent Yield
Philip Morris (MO)1/4/200546.5471.988.8554.664.29
Kraft Foods (KFT)1/4/200521.1133.332.8357.863.15
Plum Creek Timber (PCL)5/12/200535.542.37.819.143.74
Pfizer (PFE)2/6/200625.1523.325.74(7.29)4.63
ICICI Bank (IBN)5/18/200627.5764.3411.87133.340.92
Taiwan Semi (TSM)7/27/20068.7110.26.2717.113.4
Harvest Energy (HTE)11/2/200623.4628.17.3419.7617.48
Advantage Energy Fund (AAV)11/2/200611.2212.344.939.9415.03
SunTech Power (STP) 3/14/200736.73455.5322.530
Central Europe & Russia Fund (CEE)6/28/200751.562.625.7821.449.6
Patni Computers (PTI)8/10/200720.8516.715.14(19.92)0.64
Bank Of Ireland (IRE)10/1/200776.4362.464.80(18.28)4.5
Asure Software (ASUR)10/5/20071.311.384.245.240
Frontline Limited (FRO)10/26/200743.5142.185.19(3.05)13.81
Canadian Solar Inc. (CSIQ)10/30/200710.6011.847.2811.700
Itron Inc. (ITRI)11/07/200785.0184.735.21(0.45)0
Cash






































1.20

























Total Portfolio



































19.05










  • For SunTech Power (STP), we wrote a call option for March 45 (see first table) and so the price is listed as $45 as we won’t participate in the appreciation beyond that plus the premium received.


A detailed analysis of Itron Inc. will follow.

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