SCM Portfolio 1 Portfolio - Stockpickr! Your Source for Stock Ideas

SCM Portfolio 1

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Created by scott mccartney

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Date updated:05-06-2007

Stocks I like: strong franchises, barriers to entry, reasonable valuations, cash generation, returning cash to shareholders.

HOG
Harley Davidson
$27.00
+2.86%
$26.32

Name another company's brand that people tattoo on themselves. Stock is reasonably valued on slowing growth expectations. Looking to overseas growth for the next secular leg up.

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

TheStreet.com Rating: C What is this?

LLTC
Linear Technology
$27.16
+0.41%
$27.18

Niche semi name, best margins in the business. Announced divvy hike and massive buyback, poised for the inevitable turn in the sector

People owning LLTC also tend to own: AMAT ARO CFI CHRS CY EMC LAVA

TheStreet.com Rating: C What is this?

WFMI
Whole Foods Marke
$27.49
+0.29%
$27.45

Fallen growth angel. They said SBUX couldn't make a living merely selling coffee either.

People owning WFMI also tend to own: CSH CTRP JNJ LGBT LVS MKL QMAR

TheStreet.com Rating: C What is this?

LECO
Lincoln Electric
$52.92
+0.90%
$52.65

Largest pure-play welding name. Hidden infrastructure play. The stock is still cheap.

People owning LECO also tend to own: BOH CRR DCI FRK FWRD GGG HBHC

TheStreet.com Rating: C+ What is this?

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