My personal portfolio.
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Created by adam2106
DESCRIPTION:

Date updated:07-02-2007

These 9 stocks are a mix of very good small to mid cap companies to large companies, I think they will outperform the market and become very good companies into the future.

I believe if you have a portfolio such as this, you will do very well, and I just wanted everyone to know this is actually my personal portfolio.

Do you own DD please, before investing in my stock picks or any for that matter.

symbol name last price % change open
  • +
  • ANAD
    Anadigics
  • $3.18
  • 0.00%
  • $N/A

They continue to show revenue expansion as their products are being used globally, but more importantly, their EPS continues to increase and they will seek positive EPS this year. A few of their growth areas are 3G, Wimax, and CATV. In the 3G market they have exclusivity with Qualcomm selling all kinds of solutions to their customers and of course when customers globally continue to upgrade to multimedia type of devices that will mean that the handsets will require more Power Amplifiers, RF modules, and dollar/content will increase, which means that ANAD will seek revenues. They will be selling across the major platforms from WCDMA, HSDPA, HSUPA, EV-DO and GSM. They also sell their products to a vast array of customers in this arena, and they are selling their products to Sierra Wireless and Novatel Wireless, which reported great growth in the data card arena. Those customers help ANAD’s growth. In the Wimax market, we know that Intel is a major backer of this new and emerging technology and that recently Sprint/Nextel is making a $3B investment in this technology, which ANAD will seek some revenues. They will sell PAs and RF amplifiers to them. In the CATV market is where they are going to be selling infrastructure, line amplifiers to companies like Verizon because of their FIOS network but they will also be selling their products to other Fiber and FTTP companies who will be deploying their networks. They are also selling Tuners and Splitters to the set-top Boxers where they are extremely powerful in this arena. Those three high growth areas will continue to help improve Anadigics’ revenue and EPS.

People owning ANAD also tend to own: AZPNCMGALYCALCETVCHKGSF

TheStreet.com Rating: D What is this?

  • +
  • NVTL
    Novatel Wireless
  • $9.29
  • -0.11%
  • $9.20

Because of the data boom with the data centric users that will continue to increase due to HSDPA/HSUPA and EV-DO, I believe that this stock will be beneficial because customers will look for these products to grow their business. In addition, these Novatel Wireless mentioned and upped their guidance to do the boom and Sierra Wireless is in the industry. Soon Mobile Wimax will become in a few areas and will be delivering data cards in which they will probably seek revenues from, but even if they do not supply data cards, HSDPA/HSUPA and EV-DO will continue to grow even when Mobile Wimax initially starts out. Their revenue continues to expand and the EPS continues to increase.

People owning NVTL also tend to own: CJPMANADARRSATHRCAJNPR

TheStreet.com Rating: C What is this?

  • +
  • SWIR
    Sierra Wireless
  • $9.29
  • +2.09%
  • $9.00

Because of the data boom with the data centric users that will continue to increase due to HSDPA/HSUPA and EV-DO, I believe that this stock will be beneficial because customers will look for these products to grow their business. In addition, these Novatel Wireless mentioned and upped their guidance to do the boom and Sierra Wireless is in the industry. Soon Mobile Wimax will become in a few areas and will be delivering data cards in which they will probably seek revenues from, but even if they do not supply data cards, HSDPA/HSUPA and EV-DO will continue to grow even when Mobile Wimax initially starts out. Their revenue continues to expand and the EPS continues to increase.

People owning SWIR also tend to own: AAPLPEIXELOSGLDGNBTPCZPFE

TheStreet.com Rating: C- What is this?

  • +
  • QCOM
    Qualcomm Incorpor
  • $43.90
  • +0.11%
  • $43.54

They are continuing to be a dominant player in the industry with more than 3000 patents and continues to deliver shareholder value and increase their revenues and EPS. They also increase their net income and they can do buy backs with their stock. They also have products other than their CDMA network, which is their main product, such as HSDPA/HSUPA but more importantly OFDM/OFDMA, which are responsible for some Wimax products. I continue to always like this stock and I believe they are one of the best-managed companies in the industry. They also protect their assets like crazy with lawsuits with every single company out there to try to sue them for patent infringement.

People owning QCOM also tend to own: AAAAPLADBEBAMDVYGEHON

TheStreet.com Rating: B- What is this?

  • +
  • AXP
    Amer Express Inc
  • $37.21
  • -1.40%
  • $37.28

I have been a customer with AXP for a while and their customer service is amazing. Moreover, their (cardholder) benefits are the industry leading. I think this is a great stock to invest with because they get two revenues on one single transaction. One for the charge itself by a fee they charge the merchant and two. If the cardholder doesn’t pay in full each month they pay for the interest. Another fee they charge, on some cards, is the annual fee in which they collect a lot of revenue on. In addition, if consumers in this country continue to tighten up the higher end consumers wouldn’t and that is evident by the AXP’s credit spending growth of 4%. Moreover, if the US markets start to have problems they always have their international portfolio of customers to attack and this has been doing quite well for them with growth of around 14%. More important is that they will spend 65% of their free cash flow on buy backs and dividend increases and recently mentioned 100 million-share buyback or 16% of their outstanding shares. I think this is a strong company.

People owning AXP also tend to own: AIGALLBACBRK-BCCOFFNM

TheStreet.com Rating: C What is this?

  • +
  • AMP
    Ameriprise Financ
  • $37.83
  • +1.61%
  • $36.68

As well as AXP I like AMP because they go after the higher end consumer, which wouldn’t be affected by any global slow down because they are immune to it. I think AMP is great because they are also buying back $1B in stock. They also have 85% of their client portfolio of the affluent clients. Baby boomers will also have $7T soon, so I am sure AMP will be getting many of these customers to further increase their market share, brand name, and revenues. They do have the third largest when it comes to financial advisors on their payroll. Their brand recognition is among industry norms and they continue to expand their AUMs. I also believe that this company is a great one.

People owning AMP also tend to own: AEPAOCCAGCSXEIXFGNW

TheStreet.com Rating: C What is this?

  • +
  • GS
    Goldman Sachs Grp
  • $171.78
  • -0.93%
  • $171.96

Of course GS is the premiere company when it comes to investment and investment banking and they will continue to dominant in this industry but more importantly the PE is very attractive. Of course not many people can afford a $200 per share stock, but this one, is ideal because there would be continued growth in the IPO sector and the M&A sector further increasing GS’s revenue. This is a very good company as well.

People owning GS also tend to own: AOBCOGOCRYPGELGLWGRMNMDRX

TheStreet.com Rating: C What is this?

  • +
  • SWKS
    Skyworks Solution
  • $12.01
  • +9.48%
  • $11.30

This is another great stock to own because they are growing their revenues like crazy and starting to become EPS and net income positive and will continue to expand going into the future. They are in the same arena as ANAD, which is showing tremendous growth. They are in the Iphone so they will seek some revenues if this device becomes more popular. They are in other devices too.

People owning SWKS also tend to own: JNPRNOKDIETPEIXADMBONTCMG

TheStreet.com Rating: B What is this?

previous next
 

Start Price

Return Value

Start Date

ANAD 11.82 -73.10% Apr 2nd
NVTL 16.04 -42.08% Apr 2nd
SWIR 15.69 -40.79% Apr 2nd
QCOM 43.32 +1.34% Apr 3rd
AXP 56.18 -33.77% Apr 3rd
AMP 58.56 -35.40% Apr 3rd
GS 207.43 -17.19% Apr 3rd
SWKS 7.4501 +61.21% Apr 26th
MS 83.88 -61.13% Jul 2nd

Average return:

-25.85%

Success rate:

22.22%

Deleted Stocks:

VZ 38.08 -0.29% Apr 3rd

Hated Stocks:

CMCSA 25.939 -43.75% Apr 3rd

Tracking Started: 04-02-2007

07/20/2007 22:43 PM CDT Asked by adam2106
For MS and it says that it lost 19.44% but that is not true. It spun off its Discover unit and value was taken out. Looks like it was not accounted for.

07/02/2007 10:00 AM CDT Asked by adam2106
thinking about adding either Apple or Rimm.

07/02/2007 09:54 AM CDT Asked by adam2106
added Morgan Stanley (MS)

05/09/2007 16:05 PM CDT Asked by adam2106
Thinking about adding MER.

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