Date updated:01-03-2007
No description available

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MPEL
Melco Crown Enter - $4.93
- 0.00%
- $N/A
Belief and understanding of the Macau marketplace

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GS
Goldman Sachs Grp - $176.57
- +2.79%
- $173.68
Go with the gold

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ORCL
Oracle Corporatio - $21.83
- +1.91%
- $21.55
Oracle is transforming its business. Databases by themselves do not sell. Its the applications that will cause the sale. This company is transforming and I think the fund managers don't understand it yet.

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GE
Gen Electric Co - $15.85
- +3.39%
- $15.70
When the economy overall is good, GE is a good, safe way to ride it.

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TM
Toyota Mtr Cp Ads - $79.12
- +1.23%
- $77.70
Toyota has gotten it right, I think that their market share will increase by 10 points over the next 2 years

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AMTD
Td Ameritrade Hol - $20.38
- +2.62%
- $19.98
As more people see Pursuit of Happyness, they are going to dabble in the market. Given the market heat and this incentive to the common people, AMTD is a good play.

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SBUX
Starbucks Corpora - $21.10
- -0.09%
- $21.12
Chinese growth in this stock has been ignored. I think that the funds don't see this as clearly as they should.

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DODFX
Dodge Cox Intern - $32.55
- +3.01%
- $N/A
A great way to play emerging markets without needing to study them so heavily
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A. The only one I own : SLX,
too hard pick a winner out all of them
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