AlamoIllini Top 50
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Created by alamoillini
DESCRIPTION:

Date updated:07-23-2007

Objective: Aggressive Growth with focus on achieving minimum 10% absolute returns on portfolio in all markets.
Style: Primarily long equities. Maintain short positions on a selective basis. maintain diversification in 10-20 positions. look for growing free cash flows, double digit net income growth, double digit revenue growth, mutliple growth drivers, secular growth stories, potential buyouts in consolidating industries.

symbol name last price % change open
  • +
  • JLL
    Jones Lang Lasall
  • $50.28
  • +0.30%
  • $49.18

real estate management company with worldwide exposure....5 year chart is a thing of beauty...rev growth, eps growth, fcf growth is PEG, REVG, FCFG have ratios equiv to 1....low multiple..earnings surprise has been favorable over last 4 quarters...

People owning JLL also tend to own: BAHOCMSFTAMGCMIDEGRMN

TheStreet.com Rating: C What is this?

  • +
  • HAL
    Halliburton Co
  • $31.03
  • +1.57%
  • $30.20

will have a pureplay oil service company after divestiture of Brown and Root contracting company.....undervalued company that should have same valuation as SLB

People owning HAL also tend to own: ATIMFLXTEXTIEAIGBAC

TheStreet.com Rating: B- What is this?

  • +
  • AAPL
    Apple Inc.
  • $194.34
  • +0.16%
  • $193.00

best technology company with leading products in entertainment, computing and mobile.....large opportunties in all markets....diversified....1Q07 earnings report is showing the growth in Mac sales as taking share from Windows PC....this is long term secular growth story...Windows PC is fundamentally unable to change its stripes...

People owning AAPL also tend to own: AMDCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • HXL
    Hexcel Cp Delawar
  • $11.43
  • -0.78%
  • $11.39

direct benefit of switch from metals to composities in aerospace, industrial and recreational markets....

People owning HXL also tend to own: HANSRSHAAPLCCAKECSCODNDN

TheStreet.com Rating: C What is this?

  • +
  • B
    Barnes Gp Inc
  • $17.11
  • -1.50%
  • $17.12

Barnes Group is a diversified industrial company with double digit growth, growing FCF, have opportunities worldwide...is a buyout potential...

People owning B also tend to own: ATWAXECRDNEZPWFRGBGLBLHANS

TheStreet.com Rating: C+ What is this?

  • +
  • GOOG
    Google Inc.
  • $551.10
  • +0.45%
  • $547.72

strong secular growth from advertising dollars via all media segments...is the best managed company in the space...

People owning GOOG also tend to own: AAPLAMDCSCODELLIBMINTCMSFT

TheStreet.com Rating: B What is this?

  • +
  • GOOG
    Google Inc.
  • $551.10
  • +0.45%
  • $547.72

strong secular growth from advertising dollars via all media segments...is the best managed company in the space...

People owning GOOG also tend to own: AAPLAMDCSCODELLIBMINTCMSFT

TheStreet.com Rating: B What is this?

  • +
  • ICE
    Intercntntlexchan
  • $106.01
  • +1.42%
  • $103.76

secular growth of the markets for trading physical and financial commodities....is a leader in providing technology platform...is backed by GS, MS and other major brokers who want to have alternative to Chicago markets.

People owning ICE also tend to own: ADPADSKAGNAIGBABHICELG

TheStreet.com Rating: B- What is this?

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Start Price

Return Value

Start Date

HAL 30.75 +0.91% Mar 22nd
AAPL 93.83 +107.12% Mar 22nd
HXL 19.97 -42.76% Mar 22nd
B 23.02 -25.67% Mar 22nd
GOOG 461.38 +19.45% Mar 27th
ICE 123.0699 -13.86% Mar 27th
WMB 28.52 -31.38% Mar 28th
SLB 70.50 -8.65% Apr 2nd
COP 68.28 -23.68% Apr 2nd
BHP 49.72 +36.69% Apr 3rd
ACH 27.61 +2.54% Apr 4th
LYO 31.29 ------ Apr 5th
DT 17.32 -19.11% Apr 8th
AZ 21.31 ------ Apr 9th
FMD 34.71 -93.78% Apr 17th
GSF 61.92 ------ Apr 20th
AMX 52.15 -11.03% Apr 25th
BIDU 124.57 +228.92% Apr 29th
AMH 0.00 ------ Apr 30th
AYR 35.66 -75.04% May 14th
T 40.39 -35.80% May 16th
CMCSA 26.59 -45.13% May 16th
TEF 67.67 +23.25% May 16th
HMX 6.02 -92.36% May 17th
GME 35.85 -31.30% May 23rd
SWIR 21.33 -56.45% May 30th
BAS 26.67 -74.05% Jun 6th
JLL 114.66 -56.15% Jun 10th
MER 90.04 -86.92% Jun 19th
CMED 31.64 -52.53% Jun 19th
GLW 25.98 -41.11% Jun 19th
MON 66.98 +3.22% Jun 28th

Average return:

-17.06%

Success rate:

28.57%

Deleted Stocks:

CVS 34.30 +3.97% Mar 22nd
UNH 55.82 -3.85% Mar 22nd
UCBH 18.80 +0.16% Mar 27th
LAWS 36.58 -2.90% Apr 13th
SLW 11.36 -5.28% Apr 16th
AT 62.62 ------ Apr 27th
ABX 29.58 -0.14% May 2nd
AVNX 1.65 ------ May 4th
AMAT 19.48 +1.54% May 11th
TCHC 10.60 +4.72% May 14th
GNW 36.36 -0.96% May 20th
NMX 123.54 ------ May 25th

Hated Stocks:

YHOO 31.95 -50.11% Apr 17th
CORS 16.71 ------ Apr 20th
HHS 26.95 -59.93% Apr 30th
EK 25.97 -83.71% May 4th
WFMI 40.7972 -30.76% May 11th

Deleted Hate Stocks:

MSFT 28.99 0.00% Apr 25th

Tracking Started: 03-22-2007

02/20/2009 14:57 PM CST Asked by neetu78
long equities

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