Strong Growth Co's - Trades and holds Portfolio - Stockpickr! Your Source for Stock Ideas

Strong Growth Co's - Trades and holds

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Created by Rob Baker

DESCRIPTION:

Date updated:10-11-2007

Rob Baker's more actively traded, growth-oriented portfolio. Lots of CANSLIM and strong, healthy, growth companies. Sometimes lots of small cap, but can show a mix depending on what style (growth/value, large/small) is doing better. Will sometimes contain short-term trades, sometimes longer-term holdings.

Stocks found in Investor's Business Daily, Value Line, TheStreet.com, etc.
I have a high preference for growth stocks with room to run (aren't extended technically or fundamentally). Prefer strong, obvious entry points - breakouts, bottoms, bouncing off strong support.

LATEST COMMENTS: Current portfolio leans toward longer-term holdings, more diversification than normal. 100%+ invested.

ORCL
Oracle Corporatio
$22.34
-0.22%
$22.28

Bought at $18.01, on a pullback, which turned out to be great timing. Lots of great things about this stock per Value Line. Large-cap tech seems to be coming into favor. Fantastic company and business at a very reasonable price.

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

TheStreet.com Rating: B+ What is this?

OMTR
Omniture
$21.52
0.00%
$N/A

CANSLIM trade. Not a longer-term holding, although I hope every stock becomes that. Bought on breakout @ $29.19. Found in IBD.

People owning OMTR also tend to own: AAPL CAF CEO CHL EDU FTEK GOOG

TheStreet.com Rating: No Rating What is this?

SYK
Stryker Cp
$48.73
-0.18%
$48.79

$68.68. Great comments from Value Line for this stock, and it's industry group. Great growth stock to hold.

People owning SYK also tend to own: AUY BHP CHK CVS GRMN LMT NVT

TheStreet.com Rating: B- What is this?

DGIT
Dg Fastchannel
$26.90
0.00%
$N/A

CANSLIM trade. Under pressure right now, but this company has a fantastic business opportunity - found in IBD. Bought on breakout @ $23.74.

People owning DGIT also tend to own: CELG COH OMTR ORCL SYK ZMH AAPL

TheStreet.com Rating: B What is this?

CELG
Celgene Corporati
$54.91
+0.66%
$54.42

$69.86. Undervalued growth co. I've been watching for a while now. Cramer has liked it for a long time. Bought @ $69.86.

People owning CELG also tend to own: ACL ALXN BMRN CVH CVS ESRX GENZ

TheStreet.com Rating: B- What is this?

ZMH
Zimmer Holdings I
$56.92
+0.11%
$56.61

$83.16. Same reason as SYK.

People owning ZMH also tend to own: APSG CY TRAD XMSR AAPL AATI CAT

TheStreet.com Rating: B- What is this?

COH
Coach Inc
$33.79
-0.38%
$33.72

Under a lot of pressure right now, but is one of the best retail businesses to own. Why not be an owner of one of the best retail businesses in the world? Let them make money for you while you hold it. $49.

People owning COH also tend to own: AMT ANF AVID CNO COST ESI EXPD

TheStreet.com Rating: B- What is this?

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