Tae's
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Created by nitrozen
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Date updated:03-22-2007
This is one of my REAL portfolio with small money invested.
-
MKL
Markel Cp Hldg Co - $329.93
- +0.77%
- $330.00
I enjoy their conservative approach on investing. It covers the largest percentage in my current portfolio (>30%)
-
FSLR
First Solar - $119.50
- 0.00%
- $N/A
Thin film technology. One of the most promising company in the hot solar sector.
-
AKAM
Akamai Technologi - $23.69
- +1.59%
- $23.44
This is the KING in the internet DCN service. Next amazon or ebay.
-
TSL
Trina Solar Ltd A - $39.42
- 0.00%
- $N/A
Very well managed solar cell company in china. Owner is the chairmain of the most influential chinese solar organization. Do their business in Europe and products are made with Chinese labor!
-
PKX
Posco - $117.74
- +4.70%
- $115.49
Can't beat this management in steel industry. Buffet reveals that he owns almost 4% of this company!
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LRCX
Lam Research Corp - $34.80
- +1.93%
- $34.53
Largely undervalued in semi-conductor sector. Very, very well managed. Will easily double when the cyclic semi-conductor industry comes back (and will not lose much even in the worst scenario. Forward P/E is just about 10!)
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