Marshgw Portfolio - Stockpickr! Your Source for Stock Ideas

Marshgw

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TheStreet.com Rating: C

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Created by marshgw

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Date updated:01-05-2008

Real Deal

BAM
Brookfield Asset
$21.22
-1.62%
$20.65

Steady growth, great management

People owning BAM also tend to own: AVX CHEUY.PK CVA FCE-A HLDVF.PK IVSBF.PK JOE

TheStreet.com Rating: C+ What is this?

ARM
Arvinmeritor Inc
$8.35
-4.57%
$8.47

Seems to be cyclical--cheapest I've seen this stock. Should be nearing a bottom and the long term looks good due to international exposure, mainly in Europe with Volvo trucks.

People owning ARM also tend to own: BA CEG CNXT COL DQE MSPD NI

TheStreet.com Rating: E+ What is this?

MSFT
Microsoft Corpora
$29.22
-1.91%
$29.01

Best of class--which operating system do you use?

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

TheStreet.com Rating: B What is this?

DELL
Dell Inc.
$14.14
-1.53%
$14.03

Best of class product

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

TheStreet.com Rating: C+ What is this?

SYMC
Symantec Corporat
$17.69
-1.83%
$17.60

This stock just continues to get beaten down.

People owning SYMC also tend to own: CSH CTRP JNJ LGBT LVS MKL QMAR

TheStreet.com Rating: D What is this?

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