TG Portfolio 1
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Created by Tom Gilley
DESCRIPTION:

Date updated:04-27-2008

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symbol name last price % change open
  • +
  • RL
    Ralph Lauren Polo
  • $78.57
  • -0.18%
  • $78.39

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 Excha
  • $43.44
  • -0.50%
  • $43.42

No Analysis added

People owning QQQQ also tend to own: ABTBKCATCSCOCTXDEDHI

TheStreet.com Rating: No Rating What is this?

  • +
  • TGP
    Teekay Lng Ptrs L
  • $24.30
  • +0.83%
  • $24.01

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: C+ What is this?

  • +
  • FRO
    Frontline Ltd
  • $26.63
  • -2.24%
  • $26.42

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

People owning FRO also tend to own: EXMOSGNATNBIXKFXRTKS

TheStreet.com Rating: C What is this?

  • +
  • CQP
    Cheniere Energy L
  • $11.56
  • -0.77%
  • $11.44

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

People owning CQP also tend to own: APCAPPAUYAVNXBMDCBICOLM

TheStreet.com Rating: D What is this?

  • +
  • DIS
    Walt Disney-disne
  • $30.01
  • -0.66%
  • $30.07

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

People owning DIS also tend to own: CBSGOOGNWSTWXVIAYHOOAAPL

TheStreet.com Rating: B What is this?

  • +
  • ENT
    Enterra En Tr
  • $1.30
  • +1.56%
  • $1.27

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
  • $9.21
  • -0.11%
  • $9.14

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

People owning AYR also tend to own: ANWATHRATICECEEXPDGRNNDS

TheStreet.com Rating: C+ What is this?

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Q. If Goldman Sachs is stupid, what...
11.21.09 | 17:17 PM Asked by Clementplace

A. Here's another one:
http://seekingalpha.com/article/173986-s
hipping-three-high-risk-high-reward-opti
ons

Also, DSX, for instance moved up after
hours.

It might depend on your timeframe. The
related indexes appear to be trending
up. (this is not a recommendation).

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