Research 2.0 Portfolio Core Portfolio - Stockpickr! Your Source for Stock Ideas

Research 2.0 Portfolio Core

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TheStreet.com Rating: B

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Date updated:03-26-2008

Generally longer-term holdings.

MSFT
Microsoft Corpora
$29.63
+0.92%
$29.46

cash flow, better growth prospects than sentiment indicates

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

TheStreet.com Rating: B What is this?

AAPL
Apple Inc.
$204.45
+1.22%
$202.97

company will continue to gain share in consumer and enterprise technology markets for several years

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

TheStreet.com Rating: B+ What is this?

HOG
Harley Davidson
$27.00
+2.86%
$26.32

company generates excellent cash flow and the stock is unusually cheap due to credit risk fears international brand that will endure

People owning HOG also tend to own: EAT AFL AMP APOL COH ERS GGG

TheStreet.com Rating: C What is this?

DELL
Dell Inc.
$15.40
-0.32%
$15.47

turnaround is well underway results will start to show in 12-18 months, stock should be $30 at that point

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

TheStreet.com Rating: C+ What is this?

CREE
Cree
$47.13
+2.37%
$46.40

Most current lighting is so old and inefficient. LED lighting will take over. There is competition but CREE has a good position and the company will get acquired if they can continue to execute.

People owning CREE also tend to own: AAPL ALY AMX GLW HANS RIG AIG

TheStreet.com Rating: B What is this?

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