Date updated:07-04-2007
This portfolio will own undervalued equities....the objective is to purchase shares of companies that offer rev growth rates that equivalent or greater than the P/E ratios....PEG

-
TRN
Trinity Ind - $17.68
- -2.54%
- $17.86
mfr of railcars (best secular growth oppty)...own aggregate business (oppty for sale of this business)...energy equipment(primarily wind energy) which is a growing renewable alternative for electric generation...inland barge (unique value for transportation of commodities)...

-
MER
11.88 - $11.78
- 0.00
- $11.78
undervalued financial

-
GS
Goldman Sachs Grp - $171.78
- -0.93%
- $171.96
undervalued financial

-
MS
Morgan Stanley - $32.60
- +0.56%
- $31.93
undervalued financial

-
CMED
China Medical Tec - $15.02
- -1.96%
- $15.19
medical device company that offers unique oncology treatment with high frequency ultrasound therapy, as well as a diagnostic businsess that offers "razor blade" revenue business...

-
CMX
Cmx - $0.00
- N/A
- $N/A
world largest building materials company....able to buy with forward P/E equivalent to yoy rev growth.....largest market is Mexico with exposure to worldwide markets...

-
SHW
Sherwin Williams - $58.94
- +1.34%
- $57.97
coatings mfr/wholesale distributor/33% payout ratio/roa, roe are higher than SP500, experienced mgmt, low volatility, PEG...involved in litigation at state courts for liability associated with lead paint coatings...

-
JNY
Jones Apparel Gp - $17.86
- -0.28%
- $17.59
wholesale apparel company...just sold off the retail experiment with Barneys....insider acquiring shares at $ 28 and have options at $ 33....turnaround story in retail for global brands...pay dividends with yield of 2%
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A. The only one I own : SLX,
too hard pick a winner out all of them
Analyst Downgrades for Nov. 2, 2009. Read more here. more
Unusually active options can often indicate that a major event in a stock is about to take place, or that unsophisticated investors (using options in lieu of leverage) are ... more
Analyst Upgrades for Nov. 2, 2009. Read more here. more













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