Fast Money's American Value Plays Portfolio - Stockpickr! Your Source for Stock Ideas

Fast Money's American Value Plays

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Created by barrons2

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Date updated:05-07-2008

After five years of underperformance I think the Untied States has become a value asset, explains Cortes. Two major financial burden have been weighing on the Untied States; 1) self-financing the war on terror and 2) the US has been the lone provider of liquidity to the world. Both of those factors are starting to dissipate. Spending on the war is at least starting to plateau and the Fed has indicated that rate cuts are mostly over. That weighs in favor of the United States. I think you can be long the dollar, he concludes.

MCD
Mcdonalds Cp
$63.97
+0.88%
$63.36

Look at more domestically oriented companies to outperform the mega-exporters. I’m not interested in McDonald’s (MCD) or Coke (KO).

People owning MCD also tend to own: DENN DRTE HNZ IASG JRCC NOOF PBY

TheStreet.com Rating: A What is this?

KO
Coca Cola Co The
$57.48
+1.05%
$56.69

Look at more domestically oriented companies to outperform the mega-exporters. I’m not interested in McDonald’s (MCD) or Coke (KO).

People owning KO also tend to own: AA AIG IBM INTC JNJ JPM MSFT

TheStreet.com Rating: No Rating What is this?

WMT
Wal Mart Stores
$54.28
-0.48%
$54.53

Instead, look toward Wal-Mart (WMT) and (UPS) and part them on the short side with ETF's of the foreign countries such as iShares MSCI Germany Index Fund (EWG) or the iShares MSCI Spain Index (EWP).

People owning WMT also tend to own: AIG ALL BAC C CAT CBS COP

TheStreet.com Rating: B What is this?

UPS
United Parcel Svc
$57.51
+0.61%
$56.83

Instead, look toward Wal-Mart (WMT) and (UPS) and part them on the short side with ETF's of the foreign countries such as iShares MSCI Germany Index Fund (EWG) or the iShares MSCI Spain Index (EWP).

People owning UPS also tend to own: COP COST CSCO IACI MRVL NWS QCOM

TheStreet.com Rating: C+ What is this?

EWG
Ishare Msci Germa
$22.36
-1.02%
$22.30

Instead, look toward Wal-Mart (WMT) and (UPS) and part them on the short side with ETF's of the foreign countries such as iShares MSCI Germany Index Fund (EWG) or the iShares MSCI Spain Index (EWP).

People owning EWG also tend to own: EWO WAG BHP BTU EWS EWT FRG

TheStreet.com Rating: No Rating What is this?

EWP
Ishare Msci Spain
$50.97
-1.55%
$50.85

Instead, look toward Wal-Mart (WMT) and (UPS) and part them on the short side with ETF's of the foreign countries such as iShares MSCI Germany Index Fund (EWG) or the iShares MSCI Spain Index (EWP).

People owning EWP also tend to own: BRK-B DIA DVY EWH EWJ EWL EWS

TheStreet.com Rating: No Rating What is this?

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