Morgan Stanley Focus List Portfolio - Stockpickr! Your Source for Stock Ideas

Morgan Stanley Focus List

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TheStreet.com Rating: C+

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average rating: 3.78 / 13 ratings

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Date updated:04-01-2007

The Focus List is run by Henry McVey and is designed to combine Morgan Stanley's macro investment themes with our research analysts' high conviction ideas. The list is U.S. focused and consists of 12 equally-weighted
stocks.

Each stock includes its rating and macro thesis.

Since inception (6/7/04), the list has returned 48.9% vs. 31.0%
for the S&P 500. Year to date the Focus List is up 5.2% vs. 0.8% for
the S&P 500.

AMT
Amer Tower Cp
$39.72
+2.48%
$39.11

Rating: Overweight Macro thesis: High Growth

People owning AMT also tend to own: AMG BCR BEAS BEAV CERN COGN DBD

TheStreet.com Rating: B- What is this?

CTSH
Cognizant Technol
$44.20
0.00%
$N/A

Rating: Overweight Macro thesis: High Growth

People owning CTSH also tend to own: DIL GDI HBIO KIM SLW SPAR BRCM

TheStreet.com Rating: B+ What is this?

EBAY
Ebay Inc.
$23.27
-0.30%
$23.22

Rating: Overweight Macro thesis: High Growth

People owning EBAY also tend to own: AA ADP AVP BAC BRK-B BUD CSCO

TheStreet.com Rating: C+ What is this?

SBAC
Sba Communication
$31.13
+4.01%
$30.22

Rating: Overweight Macro thesis: High Growth

People owning SBAC also tend to own: ALXN AVNR BCRX COR DCGN DSCO EXEL

TheStreet.com Rating: C What is this?

MO
Altria Group Inc
$18.87
+1.78%
$18.83

Rating: Overweight Macro thesis: Mispriced Growth

People owning MO also tend to own: AA ALL APC BUD COP CVX DOW

TheStreet.com Rating: C What is this?

COP
Conocophillips
$52.85
+1.42%
$52.79

Rating: Overweight Macro thesis: Mispriced Growth

People owning COP also tend to own: AA ALL APC BUD CVX DOW GSK

TheStreet.com Rating: C- What is this?

JPM
Jp Morgan Chase C
$44.35
+2.00%
$43.93

Rating: Overweight Macro thesis: Mispriced Growth

People owning JPM also tend to own: AA AIG IBM INTC JNJ KO MSFT

TheStreet.com Rating: B- What is this?

MRK
Merck Co Inc
$33.43
+2.58%
$32.88

Rating: Overweight Macro thesis: Mispriced Growth

People owning MRK also tend to own: ACAS CLP HPQ PHI SHFL VZ BR

TheStreet.com Rating: B- What is this?

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