Date updated:05-19-2007
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-
RIO
Companhia Vale Ad - $11.22
- -14.48%
- $11.82
- Indirect China play on commodities, but clearly also a strong choice on the Brazilian Market - Still Low P/E - Recently mentioned in major acquisitions as a buyer

-
GILD
Gilead Sciences - $46.47
- +0.98%
- $45.34
- Best Play in Bio Tech

-
LNDC
Landec Cp - $8.34
- -4.03%
- $8.54
- Indirect play on alternative energy, i.e. provides seeds - Was facing some pressure in the last weeks, momentum however changing again

-
IBN
Icici Bk Ltd Ads - $14.12
- -15.20%
- $15.84
- Long-term play on India. - Recent Capital increase in a growing country - Finally breaking throug 46... - High yield for a bank

-
EBAY
Ebay Inc - $15.03
- +1.08%
- $14.70
- Underestimated e-Play. Interesting also as an inflation play, given resistance of EBAY fees

-
DISH
Dish Network Corp - $15.97
- -2.20%
- $15.97
- Good management, good figures

-
COP
Conocophillips - $49.06
- -9.08%
- $52.29
- Still an interesting Value play on oil

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CSCO
Cisco Sys Inc - $17.41
- -2.52%
- $17.32
- Infrastructure + Buyback - Beaten up even though figures are still sound and outlook not as bad as the market took it. Started to come back from its lows
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