David L. Orris Portfolio 1 Portfolio - Stockpickr! Your Source for Stock Ideas

David L. Orris Portfolio 1

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Created by David L. Orris

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Date updated:01-19-2007

Holdings

CPA
Copa Holdings S.a
$49.31
-1.50%
$48.81

Panama is growing. Well run airline with strong fundamentals. Fast EPS and sales growth. Strong RS. High seat fill %. Newer fleet. Good M&A. Little debt. Oil declining.

People owning CPA also tend to own: AIG COP DCS HAWK KGC MA MWE

TheStreet.com Rating: B What is this?

HXM
Desarrolladora Ho
$34.12
-2.40%
$33.39

Mexico's #1 home builder for the masses. New President is pro business. Banks starting to offer more mortgages.

People owning HXM also tend to own: AIG EWD EWT GOOG TWX ACAS BAC

TheStreet.com Rating: C What is this?

GOOG
Google Inc.
$579.76
-1.02%
$571.58

Should be a short squeeze soon at $513. #1 internet provider. Good growth.

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

TheStreet.com Rating: B What is this?

GOOG
Google Inc.
$579.76
-1.02%
$571.58

Should be a short squeeze soon at $513. #1 internet provider. Good growth.

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

TheStreet.com Rating: B What is this?

SYT
Syngenta Ag Ads
$52.97
0.00%
$N/A

Ethonal is driving corn prices up. Swiss seed co. with a good triple threat genetically modified corn seed. Recently let off the hook on a problem with the Eurocrats. whcih the co had reserved $50mm for. Healthy fundamentals.

People owning SYT also tend to own: MON OC USG WOOF ADBE ALNY BBD

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