Date updated:03-29-2007
Beast of the Street Financial Fund

-
CELG
Celgene Corporati - $64.32
- -1.08%
- $65.70
Great bio play; solid company; good pipeline; recent EU approval;

-
GLD
Spdr Gold Trust - $108.28
- -1.87%
- $110.26
inflation hedge and geopolitical hedge

-
YHOO
Yahoo! Inc. - $16.44
- -0.72%
- $16.71
Panama; Goog in a funk; Yhoo has mo

-
VLO
Valero Energy Cor - $20.31
- -1.17%
- $20.60
best of breed refiner; crack price near all time highs; driving season coming; heavy hurricane season projected

-
RIG
Transocean Ltd (s - $81.84
- -2.19%
- $83.50
Top oil services play; not a lot of Gulf exposure

-
JCP
J.c. Penney Compa - $31.42
- +0.77%
- $31.22
best of breed retailer; great improvement in merchandising;

-
GS
Goldman Sachs Gro - $177.90
- +0.25%
- $178.19
best of breed financial; low exposure to sub prime; best traders in the business

-
AAPL
Apple Inc. - $222.2499
- -1.07%
- $225.16
header to par; great pipeline of products; great management; innovative
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