TG Portfolio 1
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Created by Tom Gilley
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Date updated:04-27-2008

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symbol name last price % change open
  • +
  • RL
    Ralph Lauren Polo
  • $63.34
  • +1.17%
  • $62.83

Good brands with lots of upside from the new rich in asia as they start to spend their money.

People owning RL also tend to own: BENCSCOIWOVLZMATNVSNWS

TheStreet.com Rating: B- What is this?

  • +
  • QQQQ
    Powershares Qqq T
  • $44.63
  • -0.18%
  • $44.95

No Analysis added

People owning QQQQ also tend to own: ABTBKCATCSCOCTXDEDHI

TheStreet.com Rating: No Rating What is this?

  • +
  • TGP
    Teekay Lng Ptrs L
  • $25.19
  • -1.64%
  • $25.59

Worldwide shortage of double hulled LNG tankers will continue as more uses of LNG increase global demand.

People owning TGP also tend to own: ENBKMPAYRCQPDISENTFRO

TheStreet.com Rating: D What is this?

  • +
  • FRO
    Frontline Ltd
  • $63.83
  • -0.79%
  • $65.08

Love the yeild and the overall oil fundamentals. Consumption is growing world wide.

People owning FRO also tend to own: AEMBRYCLFCMCCOGCPOCR

TheStreet.com Rating: B- What is this?

  • +
  • CQP
    Cheniere Energy U
  • $8.69
  • -4.08%
  • $9.00

LNG re-gasification comes online Q2 08. Great div yield.

People owning CQP also tend to own: APCAPPAUYAVNXBMDCBICOLM

TheStreet.com Rating: No Rating What is this?

  • +
  • DIS
    Walt Disney-disne
  • $30.90
  • +0.62%
  • $30.92

The turn around seams to be working and this is the world's most recognized brand.

People owning DIS also tend to own: CBSGOOGNWSTWXVIAYHOOACE

TheStreet.com Rating: B What is this?

  • +
  • ENT
    Enterra En Tr
  • $4.25
  • -5.35%
  • $4.39

Long term play with a good dividend yeild. Demand for oil from China and India is headed in only one direction.

People owning ENT also tend to own: AAVABXAADGAMATAQRBGRBXL

TheStreet.com Rating: D What is this?

  • +
  • AYR
    Aircastle Ltd Cmn
  • $8.65
  • +1.76%
  • $8.53

Plane demand is outstriping capacity and won't clear up till 2011. Great div yield.

People owning AYR also tend to own: AMXBAMBBBBBMRNGILDKCIMCF

TheStreet.com Rating: D What is this?

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