D's Picks Portfolio - Stockpickr! Your Source for Stock Ideas

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
$25.08
-0.48%
$24.97

AMCC, BRKS, CY, ESIO, FCS, FORM, ISIL, KLAC, LLTC, NSM, PMCS, TSRA, UTEK, VRGY. VRGY-< 6x EBITDA.

People owning SMH also tend to own: ATVI CCJ CELG CRZO DSX DVN EMC

TheStreet.com Rating: No Rating What is this?

HHH
Ml Internet Hldr1
$56.49
-0.53%
$56.40

AMZN, BIDU, CNET, EBAY, EXPE, IACI, IGLD, IIJI, MCHX, NTES, REDE, VCLK, VRSN, YHOO.

People owning HHH also tend to own: ANDW ATVI BBBY BBY BRCD CIEN CRM

TheStreet.com Rating: No Rating What is this?

OIH
Oil Service Holdr
$117.10
-2.25%
$118.92

COP, HAL, HC, PDE. Also Oil Sands plays BQI, SU.

People owning OIH also tend to own: BTU SPY XLE XOM DVN MPET SUN

TheStreet.com Rating: No Rating What is this?

ATVI
Activision Blizza
$11.38
-1.64%
$11.42

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.

People owning ATVI also tend to own: CCJ CELG CRZO DSX DVN EMC GDX

TheStreet.com Rating: No Rating What is this?

BRCD
Brocade Communica
$8.01
-0.37%
$7.97

Cheap with good growth and great margins; operates in a virtual duopoly with CSCO (whose hardware competitors do not prefer to

People owning BRCD also tend to own: C EBAY EMC FCFS FLEX GE GME

TheStreet.com Rating: C What is this?

GLW
Corning Inc
$16.41
-0.97%
$16.50

No Analysis added

People owning GLW also tend to own: AOB COGO CRYP GEL GRMN GS MDRX

TheStreet.com Rating: C+ What is this?

CSCO
Cisco Systems
$23.46
-0.93%
$23.49

No Analysis added

People owning CSCO also tend to own: AAPL AMD DELL GOOG IBM INTC MSFT

TheStreet.com Rating: B- What is this?

GLBC
Global Crossing L
$12.00
+2.56%
$11.75

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.

People owning GLBC also tend to own: ANDW ATVI BBBY BBY BRCD CIEN CRM

TheStreet.com Rating: C- What is this?

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