Paul Marganski Portfolio 1 Portfolio - Stockpickr! Your Source for Stock Ideas

Paul Marganski Portfolio 1

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Created by Paul Marganski

DESCRIPTION:

Date updated:03-04-2008

Diversified portfolio with exposure to some speculative plays

SHLD
Sears Hldgs Corp
$53.42
-4.33%
$55.40

Long-term investment in this holding company. Earnings growth based on increasing profitability of the retail operations, utilizing cash for investment income, sale of real estate, and stock buybacks. Originally purchased in 2005. Building a large position for the long term.

People owning SHLD also tend to own: AA ALL APC BA BAC C CAT

TheStreet.com Rating: C What is this?

ALNY
Alnylam Pharmaceu
$22.62
-0.57%
$22.46

Long-term investment in RNAi therapeutics as a new platform for drug development. Originally invested as part of a field bet, proceeds from Sirna Therapeutics reinvested in ALNY after their buyout in 2006. Originally purchased in early 2005. Trading around a large core position.

People owning ALNY also tend to own: AVNX TIVO SHLD SPLS AUY UPL COP

TheStreet.com Rating: D What is this?

ATMI
Atmi Inc
$12.22
-7.49%
$13.10

Semiconductor materials supplier with high growth (levered to adoption/use of copper in advanced chips). New products, such as AutoClean and RegenSi, will be drivers of future growth.

People owning ATMI also tend to own: AIG APPB CAH COH COST CSCO DD

TheStreet.com Rating: C What is this?

ISIS
Isis Pharm Inc
$13.58
-2.65%
$13.66

Antisense play. Lead product is ISIS-301012, a Phase II product for treatment of high lipid levels in blood (e.g. high LDL cholerterol). Originally purchased in 2006.

People owning ISIS also tend to own: NYX SAI EMN TGC TRCA DVN MEDX

TheStreet.com Rating: D- What is this?

MVIS
Microvision Inc
$1.32
-5.71%
$1.43

Speculative play on adoption of PicoP for mobile phone projectors, HUD for autos, and color eyewear for military. Originally purchased in 2006.

People owning MVIS also tend to own: ATCO BKBO.PK QTWW ZFPI.OB ZOLT AEO CROX

TheStreet.com Rating: D- What is this?

MO
Altria Group Inc
$19.29
-0.46%
$19.14

Value play. Originally purchased in 2006

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

TheStreet.com Rating: D+ What is this?

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