Date updated:01-23-2007
No description available

-
SMH
Ml Semicond Hldr1 - $24.51
- -0.20%
- $24.47
AMCC, BRKS, CY, ESIO, FCS, FORM, ISIL, KLAC, LLTC, NSM, PMCS, TSRA, UTEK, VRGY. VRGY-< 6x EBITDA.

-
HHH
Ml Internet Hldr1 - $55.81
- +2.18%
- $54.93
AMZN, BIDU, CNET, EBAY, EXPE, IACI, IGLD, IIJI, MCHX, NTES, REDE, VCLK, VRSN, YHOO.

-
OIH
Oil Service Holdr - $120.90
- -0.70%
- $120.05
COP, HAL, HC, PDE. Also Oil Sands plays BQI, SU.

-
ATVI
Activision Blizza - $11.25
- +3.50%
- $11.30
Also THQI, TTWO. ATVI-Economics of Guitar Hero ecosystem vastly underestimated (now only on PS2). THQI-Cheapest profitable video game stock. Extremely well positioned on Nintendo Wii. 10x TTM EBITDA and 27x March 2008 EPS at $33.00.

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BRCD
Brocade Communica - $8.99
- -1.32%
- $9.00
Cheap with good growth and great margins; operates in a virtual duopoly with CSCO (whose hardware competitors do not prefer to

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GLW
Corning Inc - $15.30
- +0.20%
- $15.02
No Analysis added

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CSCO
Cisco Systems - $23.82
- -0.46%
- $23.71
No Analysis added

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GLBC
Global Crossing L - $13.15
- 0.00%
- $12.94
Also LVLT, SVVS, EQIX. Good play on bandwidth shortage. Just turned cash flow positive and trading at 1/2 the valuation LVLT paid for BWNG. Good management and strong growth prospects for 2007 and 2008.
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By Stockpickr Staff Posted on Nov. 4, 2009 Regardless of why a stock is in the news, it never hurts to hear what a professional investor has to say about it. The key is...
A. Won't matter . . . the damage, by in
large, has already been done . . . and
the government is on a current path to
accelerate the day of reckoning . . .
which can be quite profitable for some .
. . quite painful for others.
A. The only one I own : SLX,
too hard pick a winner out all of them
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