TMac Portfolio 2 Portfolio - Stockpickr! Your Source for Stock Ideas

TMac Portfolio 2

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Created by Anthony Maceroli

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Date updated:02-02-2007

IRA Portfolio

APA
Apache Cp
$95.75
-2.25%
$94.84

Successful platform-based oil explorer

People owning APA also tend to own: AMGN BAC C COP CVX DOW DRE

TheStreet.com Rating: C+ What is this?

AMAT
Applied Materials
$12.29
-1.13%
$12.09

Equipment supplier for chipmakers Value

People owning AMAT also tend to own: AMT AMX BIDU FMCN KRY RACK STP

TheStreet.com Rating: C What is this?

CSCO
Cisco Systems
$23.38
-1.52%
$23.09

Market leader in networking technology Obliterates competition Cash rich

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

TheStreet.com Rating: B- What is this?

CVD
Covance Inc
$53.30
-1.08%
$52.88

Drug companies must test new drugs Outsourcing to a specialized firm makes sense Covance is the leader Strong fundamentals

People owning CVD also tend to own: B BUCY COG DFG EV FLIR HSC

TheStreet.com Rating: C+ What is this?

MSFT
Microsoft Corpora
$29.22
-1.91%
$29.01

Cash cow. Someday it will show up in the price.

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

TheStreet.com Rating: B What is this?

EGOV
Nic Inc.
$8.60
-2.05%
$8.66

Niche software/services supplier Excellent fundamentals, plus a captive audience

People owning EGOV also tend to own: DMRC REVU ACN BBI COST CSCX GE

TheStreet.com Rating: B What is this?

NVH
N/a
$0.44
0.00
$0.44

I can't remember why

People owning NVH also tend to own: AMAT APA CSCO CVD EGOV MSFT SNMX

TheStreet.com Rating: No Rating What is this?

SNMX
Senomyx
$3.34
+1.52%
$3.24

The AMGN of flavors and fragrances

People owning SNMX also tend to own: CMC VITA BGC LTM NETL PHM RECN

TheStreet.com Rating: D What is this?

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