Chris Spinell's Portfolio
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average rating: 3.50 / 2 ratings
Created by christoph83
DESCRIPTION:

Date updated:10-08-2007

My Picks for 2007

symbol name last price % change open
  • +
  • GRMN
    Garmin Ltd.
  • $29.88
  • -3.64%
  • $31.04

GPS growth continues to soar. Garmin beat 4Q 2006 estimates by 30 cents, and the stock has only appreciated 5% since then. Stock is extremely undervalued at these levels.

People owning GRMN also tend to own: ACIWADMADSAZPNCERNCKFRCREE

TheStreet.com Rating: C+ What is this?

  • +
  • HANS
    Hansen Natural Co
  • $34.97
  • +0.60%
  • $34.76

Monster energy drink is their driving force. They just announced a BUD distrubution expansion into bars and resturants. And the also have a deal with Pepsi Canada for distribution there. No reason for the growth to stop.

People owning HANS also tend to own: ASHBNIBTUCELGENGHTELMT

TheStreet.com Rating: B- What is this?

  • +
  • INTC
    Intel Corporation
  • $19.20
  • +0.47%
  • $19.10

Intel is a good bet this year. Vista should help towards the 2nd half of the year, but they have a great product in Core 2 Duo. With quad cores already out and movement to .45nm process coming soon, they should be able to pick up market share and finally look like the Intel of old.

People owning INTC also tend to own: AAPLAMDCSCODELLGOOGIBMMSFT

TheStreet.com Rating: B What is this?

  • +
  • NWS
    News Corporation
  • $13.69
  • 0.00%
  • $13.67

News corp stock has been doing great lately. The potential of myspace still has not been realized yet.

People owning NWS also tend to own: CBSDISGOOGTWXVIAYHOOAAPL

TheStreet.com Rating: C- What is this?

  • +
  • CTXS
    Citrix Systems
  • $38.18
  • +0.79%
  • $37.66

They have a widespread used product in presentation server which will continue to be a base for their growth. But WAN scaling, LAN scaling, and online services will be a driver for their growth ahead.

People owning CTXS also tend to own: AAPLDISGOOGGRMNINTCLVLTMSFT

TheStreet.com Rating: B What is this?

  • +
  • SNCR
    Synchronoss Techn
  • $13.48
  • 0.00%
  • $N/A

No Analysis added

People owning SNCR also tend to own: ASPVLOOPACIBACCFCCHKCSE

TheStreet.com Rating: C+ What is this?

  • +
  • VMW
    Vmware
  • $41.98
  • 0.00%
  • $N/A

No Analysis added

People owning VMW also tend to own: BAMBBDBWFEADGOOGIFNISRG

TheStreet.com Rating: D- What is this?

  • +
  • BCSI
    Blue Coat Systems
  • $26.43
  • -1.20%
  • $26.75

No Analysis added

People owning BCSI also tend to own: AAPLACCP.OBAMAGEMKRFCSXFTGXHAYN

TheStreet.com Rating: B- What is this?

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Start Price

Return Value

Start Date

GRMN 77.92 -61.65% Jul 10th
HANS 44.94 -22.19% Jul 10th
INTC 24.97 -23.11% Jul 10th
NWS 23.05 -40.61% Jul 10th
CTXS 33.79 +12.99% Jul 10th
SNCR 28.11 -52.05% Aug 17th
VMW 56.99 -26.34% Aug 17th
BCSI 53.38 -50.49% Aug 17th
ANAD 15.63 -80.29% Aug 17th
MTW 39.86 -75.36% Sep 18th
SPWR 89.08 ------ Oct 8th

Average return:

-27.50%

Success rate:

10%

Deleted Stocks:

NVDA 45.48 -18.80% Oct 8th
RIMM 198.02 -42.75% Oct 8th
AKNS 9.60 0.00% Oct 8th

Tracking Started: 07-10-2007

09/18/2007 22:25 PM CDT Asked by christoph83
I am dropping RIMM for two reasons. Stockpickr seems to think I have a loss(because of the split) when it was a 30% gain. I also Believe RIMM is getting a little ahead of itself right now and might be a good time to take some off the table.

NVDA is still a buy at these levels but again is affected by stockpickr not updating the split.
My original comments going back to March:
This is a play on vista, but they are expanding into other markets and should be able to capitalize on AMD/ATI delays/problems. Margins continue to improve.

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