Date updated:01-13-2007
This portfolio is varying levels of speculation built around two solid blue chip stocks (TM & CSCO).

-
MA
Mastercard Inc - $162.02
- +5.72%
- $156.26
Mastercard - this is not a financial company as much as a play on purchases (MA gets a percentage of EACH credit card transaction) with a credit card. Expansion into China as more credit cards are used and sponsor of 2008 World Cup. A lot of people who bought during the IPO ($40) are already out, however this still has a huge upside potential. Some have called this the next Google. While that is premature, there has been a huge amount of institutional buying. Expect blowout earnings on Feb. 9th. This will be at least $120 by end of 1st quarter.

-
CSCO
Cisco Systems - $17.79
- +3.97%
- $17.35
Has control of tech sector with networks, internet, VOIP. John Chambers produces consistent growth every quarter. While suit with AAPL may produce negative press, will not affect the price of stock. Expect blowout earnings on Feb. 6th. As long as consistent growth and good management continues this is the king of the block for this sector. Rumors are $44 - $47 by end of 1st quarter 07. Huge institutional accumulation over past two months.

-
MTU
Mitsubishi Ufj Fi - $6.16
- -1.75%
- $6.12
Recovering Japanese economic play. One of largest banks in Japan. With economy on the rise profits are expected to increase between 10 - 15%. I have found this has been a slow climber, although as economy increases you will see larger gains. $17 by end of '07.

-
TM
Toyota Mtr Cp Ads - $66.41
- +1.20%
- $65.86
Is it necessary to really explain. Continued growth rate and now no.2 automotive company. Taking market shares of trucks away from Ford and will be prominent company in U.S. in next 5 years. This is a true blue chipper. This company will ALWAYS make money. Put some in your IRA and check back in 20 years.

-
MC
Lvmh Moet Henness - $0.00
- 0.00%
- $N/A
Matsushita Electric - A.K.A. Panasonic. More speculative. At this point strictly a play on LCD and Plasma t.v. Price coming down on t.v.'s and sales are steadily increasing. 4th quarter earnings will be terrific considering LCD and Plasma t.v.'s were the #1 large ticket item bought this past christmas. HINT: This stock seems to be directly correlated with BBY in terms of the stock moving.

-
DSCO
Discovery Laborat - $1.18
- 0.00%
- $1.20
100% speculative - buy at your own risk. This is a play on FDA approval of Surfaxin used for various respiratory symptoms. NO TIME LINE ON FDA APPROVAL. Positive results could get $10 or higher, negative results could get $1 or less.

-
TWX
Time Warner Inc - $10.98
- +4.57%
- $10.59
Turnaround story. Making strong comeback in cable television, IP, and phone service.
- Top Professional Portfolios
- 1. Charlie Munger
- 2. Bernard L. Madoff Inve...
- 3. Renaissance Technologies
- 4. Templeton World A (TEMWX)
- 5. Fidelity Select Consum...
- show all
- Top Do-It-Yourself Portfolios
- » Joy
- » tsamanuli Portfolio 1
- » brueckenc Portfolio 1
- » HMH1
- » Fundsonly Portfolio 1
- show all
- Most Viewed Portfolios
- » Warren Buffett
- » 10 Short Squeezes
- » George Soros
- » T. Boone Pickens - BP Cap...
- » Carl Icahn
- show all
Investors were spooked on Wednesday as bleak broad-based corporate outlooks and dismal employment data dominated headlines. Stocks experienced their largest drop in more t...
At Stockpickr.com, we strive to keep track of insider purchasing and buybacks each week. Here's the perfect setup in my mind: insiders buying the stock, the company buying ...
The traders of CNBC’s "Fast Money" think the current stock market is a traders' market. In order to play a traders' market, you have to nimble. You also have to know whic...
Pfizer (PFE) CEO Jeff Kindler has hinted that the world’s biggest drugmaker is open to a large-scale acquisition. “The real goal is to grow revenues," he told the Fina...
A. No, its a private company, and every
other question is obsolete after that...
A. small trading before thrusday
This is a screen of large cap stocks, i.e. with market capitalizations greater than or equal to $5 billion that also have a P/E less than or equal to 15 and a quick ratio o... more
This is a screen of mid cap stocks, i.e. with market capitalizations between $1 billion and $5 billion that also have a P/E less than or equal to 10 and a quick ratio of gr... more
These are some of the stocks mentioned today on TheStreet.com TV. Click the link below each stock to watch the video. more






Comments not available