D's Picks
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Created by DAE
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Date updated:01-23-2007

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symbol name last price % change open
  • +
  • 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.

People owning SMH also tend to own: ATVICCJCELGCRZODSXDVNEMC

TheStreet.com Rating: No Rating What is this?

  • +
  • HHH
    Ml Internet Hldr1
  • $55.81
  • +2.18%
  • $54.93

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

People owning HHH also tend to own: ANDWATVIBBBYBBYBRCDCIENCRM

TheStreet.com Rating: No Rating What is this?

  • +
  • OIH
    Oil Service Holdr
  • $120.90
  • -0.70%
  • $120.05

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

People owning OIH also tend to own: BTUSPYXLEXOMDVNMPETSUN

TheStreet.com Rating: No Rating What is this?

  • +
  • 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.

People owning ATVI also tend to own: CCJCELGCRZODSXDVNEMCGDX

TheStreet.com Rating: B+ What is this?

  • +
  • 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

People owning BRCD also tend to own: CEBAYEMCFCFSFLEXGEGME

TheStreet.com Rating: C What is this?

  • +
  • GLW
    Corning Inc
  • $15.30
  • +0.20%
  • $15.02

No Analysis added

People owning GLW also tend to own: ADTNALGNAMLNBEASCCMPCKFRCRL

TheStreet.com Rating: C+ What is this?

  • +
  • CSCO
    Cisco Systems
  • $23.82
  • -0.46%
  • $23.71

No Analysis added

People owning CSCO also tend to own: AAPLAMDDELLGOOGIBMINTCMSFT

TheStreet.com Rating: B- What is this?

  • +
  • 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.

People owning GLBC also tend to own: ANDWATVIBBBYBBYBRCDCIENCRM

TheStreet.com Rating: C- What is this?

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