Christopher Mac's Portfolio Portfolio - Stockpickr! Your Source for Stock Ideas

Christopher Mac's Portfolio

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TheStreet.com Rating: B-

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Created by Christopher Mac

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Date updated:07-12-2007

Basic stock picks

COP
Conocophillips
$56.96
0.00%
$58.52

Strong balance sheet, great revenue growth, hot sector.

People owning COP also tend to own: AVT CHIC CX DIIB.PK DVN ESV GMK

TheStreet.com Rating: B What is this?

YHOO
Yahoo Inc
$12.65
-6.23%
$13.78

Bought it at recent dip, I see potential here for a significant rise if they can bring Smart Ads online successfully. Also a potential takeover target by private equity.

People owning YHOO also tend to own: CBS DIS GOOG NWS TWX VIA AAPL

TheStreet.com Rating: C What is this?

OMTR
Omniture
$12.33
-3.52%
$13.06

Like what the company does, like it's prospects as a takeover target. Regardless of financials, this company has solid management.

People owning OMTR also tend to own: AAPL CAF CEO CHL EDU FTEK GOOG

TheStreet.com Rating: C What is this?

KMX
Carmax Inc.
$10.43
0.00%
$11.51

Unique business model. I can see this stock hitting low 50's in 12 months barring substantial increases in consumer interest rates.

People owning KMX also tend to own: EME SWY BIG BTH DLTR ECLG GPN

TheStreet.com Rating: C What is this?

SY
Sybase
$26.73
0.00%
$28.92

Solid company, slowly increasing values with well managed debt to fund growth.

People owning SY also tend to own: AMAT BDG GE JNJ MER MFI MSFT

TheStreet.com Rating: A What is this?

EMS
Emergency Medical
$30.25
0.00%
$29.55

Play on VM Ware IPO. My target is $25 by 10/07, higher after VM Ware IPO stabilizes.

People owning EMS also tend to own: ALU AMAT DISH GG BAC DIS NST

TheStreet.com Rating: B What is this?

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