D's Picks
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Created by DAE
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Date updated:01-23-2007
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SMH
Ml Semicond Hldr1 - $18.06
- -0.06%
- $18.01
AMCC, BRKS, CY, ESIO, FCS, FORM, ISIL, KLAC, LLTC, NSM, PMCS, TSRA, UTEK, VRGY. VRGY-< 6x EBITDA.
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HHH
Ml Internet Hldr1 - $33.73
- +1.57%
- $32.73
AMZN, BIDU, CNET, EBAY, EXPE, IACI, IGLD, IIJI, MCHX, NTES, REDE, VCLK, VRSN, YHOO.
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OIH
Oil Service Holdr - $84.45
- +1.73%
- $82.56
COP, HAL, HC, PDE. Also Oil Sands plays BQI, SU.
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ATVI
Activision Blizza - $9.26
- +1.98%
- $9.25
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 - $3.82
- +6.41%
- $3.60
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 - $11.12
- -0.18%
- $10.89
No Analysis added
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CSCO
Cisco Systems - $17.54
- +1.27%
- $17.23
No Analysis added
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GLBC
Global Crossing L - $8.14
- +3.69%
- $7.86
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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