Fast Money's Global Broadband Plays Portfolio - Stockpickr! Your Source for Stock Ideas

Fast Money's Global Broadband Plays

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Created by barrons3

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Date updated:06-23-2009

Broadband is exploding in Asia! According to the website TelecomAsia.net, Asian customers now account for 45% of all broadband connections. How should you play this booming trend?

CSCO
Cisco Systems
$23.46
-0.93%
$23.49

OptionMonster Jon Najarian has some thoughts. He thinks Cisco (CSCO), wins for supplying servers and routers.

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

TheStreet.com Rating: B- What is this?

SINA
Sina Corporation
$44.50
-1.11%
$44.76

Najarian also suggests Sina (SINA) and Shanda Interactive (SNDA) which provide content, largely for an Asian audience.

People owning SINA also tend to own: AAPL BLE.TO CHINA CTRP ELR.TO EMU FCX

TheStreet.com Rating: B- What is this?

SNDA
Shanda Interactiv
$48.39
+0.10%
$48.11

Najarian also suggests Sina (SINA) and Shanda Interactive (SNDA) which provide content, largely for an Asian audience.

People owning SNDA also tend to own: ABT AMX AUY BAP BRK.B BVF DD

TheStreet.com Rating: B What is this?

CHU
China Unicom (hk)
$13.57
+0.89%
$13.48

Tim Seymour prefers playing the broadband growth in China with China Unicom (CHU) and China Mobile (CHL) because these guys get people to the Internet.

People owning CHU also tend to own: AUY DAR ECL GRMN KOL NSTR PGH

TheStreet.com Rating: C What is this?

CHL
China Mobile Limi
$49.47
-0.16%
$49.38

Tim Seymour prefers playing the broadband growth in China with China Unicom (CHU) and China Mobile (CHL) because these guys get people to the Internet.

People owning CHL also tend to own: CAJ NCTY SINA AMX AT BCE CCU

TheStreet.com Rating: No Rating What is this?

CIEN
Ciena Corporation
$13.17
-2.23%
$13.21

OptionMonster Jon Najarian also told viewers to look at Ciena (CIEN).

People owning CIEN also tend to own: ADCT AKAM ALKS ARAY ARRS AVID AVNX

TheStreet.com Rating: D What is this?

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