Blue Jay Capital Group
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Created by Jeff
DESCRIPTION:

Date updated:05-22-2007

This portfolio is developed to own stocks that have solid growth, yet the market has not fully valued its ability to reach this growth. These are stocks that are viewed as undervalued by my modeling and valuation of cash flows and strength of growth opportunities.

symbol name last price % change open
  • +
  • GPS
    Gap Inc
  • $23.03
  • +0.74%
  • $22.82

Strong brand recognition. Lacks leadership and knowledge on current consumer trends. Will finds the right balance in the near future.

People owning GPS also tend to own: GMMOAAPLABCOAMTDARIIAXP

TheStreet.com Rating: B What is this?

  • +
  • WAG
    Walgreen Co
  • $39.57
  • -1.25%
  • $39.94

Consistent long-term growth and solid brand value.

People owning WAG also tend to own: ADMAVPBF-BBTICLCVSDEO

TheStreet.com Rating: B What is this?

  • +
  • MO
    Altria Group Inc
  • $18.54
  • -0.70%
  • $18.58

Super strong cash flow from products that are as consistently purchases as the sun comes up.

People owning MO also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: C What is this?

  • +
  • ARII
    American Railcar
  • $11.21
  • +5.16%
  • $10.40

There will be a strong increase in demand for rail cars and this is one of leaders in rail car manufacturing. It has had a nice run in the past several weeks but it can go higher. I would hope it gets knocked on valuation and then create a new buying opportunity. I would put a small position on now and then buy it down...if we a lucky.

People owning ARII also tend to own: BAMLUKAAPLABCOAMTDAXPFDX

TheStreet.com Rating: C- What is this?

  • +
  • AMTD
    Td Ameritrade Hol
  • $19.86
  • +0.35%
  • $19.58

Consistent with execution and may be the leader of the discount broker consolidation phase in the next few years.

People owning AMTD also tend to own: BNIGLWNBRUNHVLOACADAKN

TheStreet.com Rating: B What is this?

  • +
  • MMM
    3m Company
  • $75.41
  • -0.07%
  • $74.87

They have a product for every economic environment.

People owning MMM also tend to own: AAADPAVPBACBRK-BBUDCSCO

TheStreet.com Rating: B What is this?

  • +
  • YRCW
    Yrc Worldwide
  • $1.22
  • -5.43%
  • $1.35

Was trading less than 1 times book value, even thought it has had a big run up, the stock is still pretty cheap and the outlook for the trucking industry is looking better.

People owning YRCW also tend to own: AAADPAVPBACBRK-BBUDCSCO

TheStreet.com Rating: E+ What is this?

  • +
  • TRN
    Trinity Ind
  • $17.68
  • -2.54%
  • $17.86

Leader in rail car and barge sales and leasing. Again a play on the increasing demand for these limited assets. Again, a nice run but hopefully we see a pull back and a buying opportunity. Buy a little now and add as it comes in.

People owning TRN also tend to own: AHMAIZALBAMPAVTAXCABBI

TheStreet.com Rating: C- What is this?

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