Chinese-Technology hybrid portfolio
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Created by Jeff Heller
DESCRIPTION:

Date updated:10-30-2007

A random shot at broad based themes specifically targeting emergent technologies (i.e. Taser and Sandisk) as well as Chinese companies co-opting western trends (i.e. organic foods, alternative fuel, and bohemoth retailers).

symbol name last price % change open
  • +
  • CHL
    China Mobile Limi
  • $48.78
  • -0.31%
  • $48.64

40% of those who live in China own cell phones and consumption is growing at a rapid quip. Almost 7 million new Chinese users adopt cell technology each month, and cell phone usage has ballooned from 100M users in 2001 to over 600 million as of June 2007. With over 1.2 Billion people, the future continues to look bright for native providers such as China Mobile. To add, the company's financial position is strong. It has 20 Billion in cash according to yahoo finance while it's revenues are growing at upwards of 20% per quarter. Even at a 27 PE, this issue presents a bargain.

People owning CHL also tend to own: CAJNCTYSINAAMXATBCECCU

TheStreet.com Rating: No Rating What is this?

  • +
  • SNDK
    Sandisk Corporati
  • $20.31
  • +2.47%
  • $19.95

Sandisk holds key patents for flash memory. The company is vertically integrated as it designs, manufactures and sells flash memory cards, as well as consumer electronics such as it's Sansa music player, and it's solid state hard drive. Sandisk has been dogged by a glut in NAND (flash memory) supplies. However, demand is ever growing for smaller geometries and greater memory, and Sandisk has patented key (and maybe the only) technological solutions for higher capacity NAND. As the glut dries up, the price rises, and the shorts are simultaneously squeezed, Sandisk should be a long term winner for years to come.

People owning SNDK also tend to own: AIRNAUYEFIIFXIHLKGCSPN

TheStreet.com Rating: D What is this?

  • +
  • BIDU
    Baidu
  • $442.18
  • +1.52%
  • $437.21

The Chinese Population generally seems to adopt domestic companies over foreign. Baidu should continue to gain market share against Google and Yahoo for this reason.

People owning BIDU also tend to own: AMATAMTAMXFMCNKRYRACKSTP

TheStreet.com Rating: B- What is this?

  • +
  • HPQ
    Hewlett Packard C
  • $50.05
  • -0.28%
  • $50.34

Hard to beat this blue chip

People owning HPQ also tend to own: AAPLAIGAPDBABACBAXC

TheStreet.com Rating: B What is this?

  • +
  • TASR
    Taser Internation
  • $4.38
  • +1.86%
  • $4.36

What's better than a monopoly? A monopoly provided by the government! Taser's guns, which are a safer alternative to traditional firearms for police, military, etc., fit nicely into the global zeitgeist that lethal force should always be a last resort. Both municipal governments and the military seem keen on the idea of a taser gun, before a shotgun. If widely adopted, it may supply forces domestically,and around the globe.

People owning TASR also tend to own: AMDEXELPDLIPIODXZOLTNUANWFMI

TheStreet.com Rating: C- What is this?

  • +
  • AAPL
    Apple Inc.
  • $204.19
  • -0.12%
  • $205.50

one word: iphone

People owning AAPL also tend to own: AMDCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • CSCO
    Cisco Systems
  • $23.74
  • 0.00%
  • $23.72

Had a tough few years, but Internet infrastructure is still ever needed, placing Cisco on the comeback trail. Numbers just out - 25% profit growth and 18% sales growth for the fiscal year as of August 8th, 2007.

People owning CSCO also tend to own: AAPLAMDDELLGOOGIBMINTCMSFT

TheStreet.com Rating: B- What is this?

  • +
  • NINE
    Ninetowns Interne
  • $1.7899
  • +6.54%
  • $1.80

Cutting red tape in China through managing the import export requirements for the Chinese Government. The boom in trade continues to expand opportunities for NINE.

People owning NINE also tend to own: CTICEDULONGMRAAPLAOBBIDU

TheStreet.com Rating: No Rating What is this?

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Start Price

Return Value

Start Date

SNDK 42.54 -52.26% Jun 4th
HPQ 45.81 +9.26% Jun 4th
AAPL 118.40 +72.46% Jun 4th
CSCO 26.86 -11.62% Jun 4th
BRLC 5.96 ------ Jun 11th
CHCG.OB 7.24 -93.10% Jul 5th
CHNG.OB 4.99 ------ Jul 11th
CNOA.OB 1.47 -42.86% Jul 11th
CHL 55.16 -11.57% Jul 11th
TASR 16.16 -72.90% Jul 11th
NINE 4.08 -56.13% Jul 11th
CPTC.OB 1.48 -78.38% Jul 15th
BIDU 212.84 +107.75% Jul 15th
AOB 8.32 -51.92% Jul 18th
PILL 3.71 ------ Jul 19th
PWRD 21.00 +113.14% Aug 2nd
PGJ 35.74 -31.25% Oct 17th
CEO 180.84 -10.09% Oct 23rd

Average return:

-13.38%

Success rate:

26.67%

Deleted Stocks:

AEC 15.72 -3.50% Jun 4th
NFI 7.46 ------ Jun 4th
AIV 54.96 -11.57% Jun 4th
VNO 120.51 -6.98% Jun 4th
ASN 61.57 ------ Jun 4th
ESS 126.70 -8.57% Jun 4th
CWT 35.55 +2.08% Jun 14th
BSIC.OB 1.42 -2.11% Jul 5th
TSCM 11.545 +15.72% Jul 9th
KMB 66.02 +6.29% Jul 11th
JMAR.OB 0.13 ------ Jul 19th

Hated Stocks:

JSDA 15.18 -95.13% Jul 19th

Deleted Hate Stocks:

FSLR 112.80 +38.48% Sep 25th

Tracking Started: 06-04-2007

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