Stearman Capital Potential Investments
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Created by ZachStocks.com
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Date updated:12-28-2007

These are stocks recently mentioned in my blog which details investment ideas I am likely to pursue as I manage a long/short hedge fund in Atlanta. The fund Stearman Capital, LP focuses on stocks which have recently listed on US exchanges or are involved in the IPO process.

symbol name last price % change open
  • +
  • ICE
    Intercntntlexchan
  • $104.82
  • -2.87%
  • $105.24

IntercontinentalExchange is active growing its suite of trading vehicles both through acquisitions as well as organically. Management is dedicated to innovation as well as cost control. Recently the company announced it would close the former NYBOT trading pits as all futures trading will be electronic. Read more about the company here.

People owning ICE also tend to own: ADPADSKAGNAIGBABHICELG

TheStreet.com Rating: B- What is this?

  • +
  • CROX
    Crocs
  • $5.12
  • -1.35%
  • $5.00

There is a new investor base now holding shares of Crocs Inc. After a slip up in a distribution center, and concerns over margins, the momentum players have now bailed out and moved on. Investors who are left are likely to be value minded looking more closely at the long-term fundamentals of the company. See my complete write up here.

People owning CROX also tend to own: AAPLACHALTIAMZNFCELJSDAKONA

TheStreet.com Rating: D What is this?

  • +
  • FIG
    Fortress Inv Gp L
  • $3.92
  • -4.16%
  • $3.95

Shares have been depressed due to concern over the private equity business. While the company is unlikely to realize gains by selling positions in their PE portfolio, assets under management continue to grow and pay management fees. The stable of hedge funds continues to perform well and management is optimistic about new products they are rolling out. Read my entire writeup on the company here.

People owning FIG also tend to own: HMINICEKONGMRVLNYXVFCAPKT

TheStreet.com Rating: D What is this?

  • +
  • LFT
    Longtop Finl Tec
  • $35.61
  • +0.68%
  • $33.94

As the Chinese economy continues to expand, demand for banking services is robust. Since most of the banks have relatively antiquated technology, Longtop Financial has its hands full supplying institutions with software to more efficiently run their business. Read my complete writeup on the company here

People owning LFT also tend to own: AAPLABCOAMTBRCCKCTSHCVC

TheStreet.com Rating: C- What is this?

  • +
  • WX
    Wuxi Pharmatech A
  • $16.00
  • +1.85%
  • $15.03

Wuxi serves the worlds largest pharmaceutical companies by providing research and manufacturing outsourcing capability. The company has experienced tremendous growth and continues to add capacity by building new facilities. Throughout the growth process, management has been very skilled at controlling costs. View my full research report here

People owning WX also tend to own: AUYBHPBTUBWPCAEICELGCHK

TheStreet.com Rating: No Rating What is this?

  • +
  • EJ
    E-house Holdings
  • $17.89
  • -5.64%
  • $17.87

While the housing market is in the dumps here in the US, it continues to boom in China. E-House China is an agency that holds no inventory but is contracted to sell for many of the large developers. The business is strong and the company is capitalizing on the healthy market. Read my full report about the company here

People owning EJ also tend to own: AAPLAAVBWENCHUCLNEDGIFCX

TheStreet.com Rating: C- What is this?

 

Start Price

Return Value

Start Date

ICE 185.87 -43.61% Dec 20th
CROX 41.14 -87.55% Dec 20th
FIG 16.50 -76.24% Dec 20th
LFT 20.49 +73.79% Dec 20th
WX 27.25 -41.28% Dec 26th
EJ 22.14 -19.20% Dec 28th

Average return:

-36.34%

Success rate:

16.67%

Hated Stocks:

NHWK 20.35 -74.84% Dec 20th
NILE 72.21 -21.76% Dec 28th

Tracking Started: 12-20-2007

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