We’ve had some inquiries into what our current stock picks are for 2010 recently so I’ll go ahead and fill you all in.  I hinted in earlier posts that we were interested in certain industries like healthcare and finance but didn’t really go into much detail.

I would like to disclaim to all of you that our activity is pretty flat, and we are not brokers so take this information with a grain of salt please. We pretty much doubled down on companies that we had already invested in back in 2009 and mixed in a couple more brands into the portfolio.

Brands such as Sirius, Ford, Starbucks, and Intel all got additional investments from the Family Fund.  They have been flat to down for the most part, but we like them long term and are in no hurry to dump them.  Sirius did shoot through the roof in late January, but we held out too long before we bought a significant amount of additional shares, and now that has come back down to Earth.

We brought three more companies to the portfolio in 2010.  So far there has been very little activity, and we remain pretty level on those purchases.  We added a healthcare staffing company called AMN (sym: AHS), and feel that with a government healthcare offering in the works this could be an excellent long term play.  That was an unusual buy for us because we typically stick to brands we know, but saw an opportunity and rolled with it.

The other two brands you all have probably heard of.  Citigroup is one, and Motorola is the other.  Citigroup is the only big banking company of it’s kind trading at a reasonably low price for bargain investors.  We figured the economy eventually has to correct itself and a big time symbol such as C probably won’t be depressed for too many more years.

As far as Motorola is concerned, we’ve always been high on tech brands, and with smartphone sales taking off buying into Mot at $7 we felt was well worth it.  They are also making some pretty cool looking droid phones that are trying to compete with iPhone.  If they are able to make droid 1/2 of the phenomenon that the RAZR was, then we should realize some gains.

Sorry about the lengthy post.  We’ve got some birthdays and graduations coming up, so if the family fund makes any more investments soon I’ll let you know.