NCCSRYAN Portfolio 1
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Created by NCCSRYAN
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Date updated:08-02-2007
This is a list of stocks which caught my fancy while I was working as a senior researcher at a small financial research comapany.
-
CLWR
Clearwire Corpora - $6.50
- 0.00%
- $N/A
A Wi-Max play. Craig McCaw does alright usually.
-
ZBRA
Zebra Technologie - $26.10
- +0.15%
- $26.01
A RFID play. Intermec (now Motorola) and Symbol have all the patents locked up, but Zebra has the best implementation.
-
FDG
Fdg - $0.00
- N/A
- $N/A
I was initially attracted to the 10% dividend in '05. Volatility has eaten it away in the last two years but its on the comeback. I'm looking for it to go to $40 w/ a ten percent dividend.
-
CSCO
Cisco Systems - $23.82
- -0.46%
- $23.71
Cisco has a good hold on the video networking market, an area I think will grow.
-
APC
Anadarko Petroleu - $64.83
- -1.74%
- $65.04
A mostly American oil play. I think American oil will be cheaper in the future.
-
CCH
Coca-cola Hellen - $25.75
- 0.00%
- $N/A
CCH has the Coca-Cola market for most of the Eastern Bloc and Russia. I love to drink Coca-Cola. Russians will love it.
-
TI
Telecom Itl New - $16.65
- 0.00%
- $N/A
TIM is in cell phones of Latin America and other emerging markets.
-
AA
Alcoa Inc - $12.89
- 0.00%
- $12.71
Takeover by BHP
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