Brown Trout Capital
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average rating: 2.50 / 2 ratings
Created by jholley
DESCRIPTION:
Date updated:04-02-2008
Concentraded Large Cap Growth
-
AAPL
Apple Inc - $96.87
- +5.88%
- $97.27
Strong sustained earnings growth w/ broadening product lines.
-
MON
Monsanto Company - $78.40
- -8.18%
- $82.10
Earnings and revenue growth that are ramped by the adbundant need for their products and research.
-
CME
Cme Group Inc Cl - $304.17
- -7.46%
- $321.00
A monopoly that will dominate until the restriction to their profitablity comes into play.
-
CELG
Celgene Cp - $53.29
- -2.22%
- $53.21
Superior earnings growth amongst peers.
-
EMC
E M C Cp - $9.98
- +2.99%
- $10.17
Stodgy "Old School" technology company that is finding new life and re-inventing product lines.
-
CVS
Cvs Caremark Cp - $28.85
- -3.06%
- $29.17
Healthcare/Retail pick that keeps impressing the investment community over and over again. Excellent management.
-
NOV
Natl Oilwell Varc - $24.48
- -20.21%
- $28.38
Buying the picks and shovels of the industry when the industry is in the 7th inning.
-
COH
Coach Inc - $18.77
- -7.85%
- $19.75
Great brand name that is expanding and stretching business to new heights in tough retail environment.
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