Rooster Fund
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Created by Rooster Research
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Date updated:01-31-2008
Trades and investments with the precarious balance between the need to profit versus the need to be right
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MWA
Mueller Water Pro - $4.86
- -3.38%
- $4.97
Infrastructure demand will turn this boring wallflower into the belle of the ball, and investors will be "flush" with cash
-
RIO
Rio - $0.00
- N/A
- $N/A
Raw materials boom seems to continue and CVRD is poised to continue to benefit...for now
-
XTXI
Crosstex Energy - $5.60
- -2.61%
- $5.60
Passing the gas in this instance is a sweet-smelling proposition
-
LUK
Leucadia Natl Cp - $22.81
- -0.35%
- $22.63
Nothing like decades of value-investing success ... and some tax-loss assets to take advantage of
-
GBX
Greenbrier Co Inc - $9.76
- -2.69%
- $9.73
Eventually this railcar maker could turn around and we will not be ridden out of town on a rail
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PICO
Pico Holdings Inc - $33.62
- -2.04%
- $34.20
This idea is another basket of interesting assets, but it's crown jewel asset, water rights, is not all "wet" to us...
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CUAEF.PK
China Shenhua Ene - $4.70
- +3.30%
- $4.65
Shenhua China's coal will eventually prove to be a diamond in the rough...but we do have concerns about the bubbly personality of the Chinese markets as of Spring 2007...this could suddenly get cheaper again
-
PFE
Pfizer Inc - $16.96
- -0.35%
- $17.01
Big Pharma with a dividend is a nice place to be, along with other relatively inexpensive Mega Cap U.S.
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In the sprit of political neutra...
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A. i bought into ECLP last thursday. . They
compete with CERNER on putting in big
medical records systems into hospitals.
I believe the industry is going to
consolidate as well.
Q.
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too hard pick a winner out all of them
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