Hot Stuff
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Created by GregSeidell
DESCRIPTION:

Date updated:06-12-2007

This is a portfolio of hot stocks which are loved and hated, but will return a lot over the next 6 months.

symbol name last price % change open
  • +
  • DNA
    N/a
  • $80.43
  • 0.00
  • $80.43

Near 52 week low. Trades at a huge discount. No major news for 2007 regarding approvals, but perhpas off label uses and some new trials in later half of 07. 5 down, 20 up

People owning DNA also tend to own: AAPLDSCMGOOGXOMDWELXGLW

TheStreet.com Rating: No Rating What is this?

  • +
  • MRVL
    Marvell Technolog
  • $15.61
  • +2.16%
  • $15.50

Oh MRVL, you murderer. MRVL has products used in all the major Post-PC devices. Has a better story to tell now rather than last year, and its at a 50 percent discount. It'll be $25 in 12 months.

People owning MRVL also tend to own: AIGBACCPWRDISFWLTGS

TheStreet.com Rating: C What is this?

  • +
  • WGO
    Winnebago Ind Inc
  • $11.60
  • +2.93%
  • $11.54

WINNEBAGO! Thats right. This stocks down a bit from its highs. This is a play on decreasing gas/diesel prices. Consumer isn't dead. WGO has reasonable valuation, has excellent name/brand recognition, and a very loyal base. 35 in 10 months.

People owning WGO also tend to own: ACLSAGUAMATAPABSCCOPCS

TheStreet.com Rating: D What is this?

  • +
  • FIG
    Fortress Inv Gp L
  • $4.24
  • 0.00%
  • $N/A

Fortress gets no love. Its growing revenue pretty quickly, and nobody knows what to compare this to. Obviously GS, LEH, BSC, etc get no love, with almost single digit multiples. When Blackstone IPOs, people will finally come around.

People owning FIG also tend to own: HMINICEKONGMRVLNYXVFCAPKT

TheStreet.com Rating: D What is this?

  • +
  • COH
    Coach Inc
  • $34.76
  • +2.87%
  • $34.30

Coach here, coach there. COH and CROX were my 2007 stocks. COH will play real well into 2008. Their brand is aspirational and people will buy even if they can't afford. Wait till it becomes too popular that everybody has it, then sell.

People owning COH also tend to own: AMTANFAVIDCNOCOSTESIEXPD

TheStreet.com Rating: B- What is this?

  • +
  • CHK
    Chesapeake Energy
  • $23.20
  • 0.00%
  • $N/A

Aubrey whatever, the CEO buys this stock like a crack addict...buys crack. Nat gas is low, but CHK is a great company, and it hasn't screwed around with secondarys etc lately.

People owning CHK also tend to own: ACIAINVANRAPCBBDBTUCMCSK

TheStreet.com Rating: C What is this?

Portfolio not tracked!

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