Tomorama Portfolio 1
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Created by Tomorama
DESCRIPTION:

Date updated:10-22-2007

Value

symbol name last price % change open
  • +
  • TRR
    T R C Cos Inc
  • $3.40
  • 0.00%
  • $N/A

Turnaround completed. Back into black since 1Q 2007. Operates in great areas: energy, environment, infrastructure and real estate. Possible global warming & energy peak play. Strong insider buying. Jeffrey Gendell is in the boat.

People owning TRR also tend to own: ABYELOSMGAMTRNAIXDANLYASIA

TheStreet.com Rating: D What is this?

  • +
  • ELOS
    Syneron Medical L
  • $11.08
  • 0.00%
  • $11.18

Cheap compared to competition. Recent deal with Procter&Gamble provides huge potential: reduces margins but increases revenue and profits dramatically. Seth Klarman is buying.

People owning ELOS also tend to own: AMGNANFBBBBCWCOHARIIFMER

TheStreet.com Rating: D+ What is this?

  • +
  • MGAM
    Multimedia Games
  • $5.35
  • 0.00%
  • $N/A

Market underestimates growth potential in Mexico. Long term play on retirement of baby boomers. Trades at 1.7x book. Switch from system-based to stand-alone game systems will turn around declining Oklahoma market. Seth Klarman bought in by 5.5%. Activist shareholder Pearlman got into board in Oct 2006. Other hedge fonds follow up.

People owning MGAM also tend to own: BRKSDENNJBSSJRCCPBYAAPLERTS

TheStreet.com Rating: D+ What is this?

  • +
  • TRN
    Trinity Ind
  • $18.74
  • +2.13%
  • $18.56

Value play on ethanol, wind, and railway trend. Builds new generation of lighter railway cars. Railways wade in cash, replacement cycle for railways pointing up because of old age of most cars. Ethanol and corn will be transported by railways mostly. Barge business is profiting as well. Energy business is mostly building wind towers - Democratic congressand high oil is pushing forward demand. Last but not least commercial real estate is hot in the US and white hot in Texas - where TRN is headquarted. This is a stock for a local play on the global infrastructure cycle.

People owning TRN also tend to own: AHMAIZALBAMPAVTAXCABBI

TheStreet.com Rating: C- What is this?

  • +
  • ABY
    Aktiebolaget Sven
  • $6.40
  • -1.54%
  • $6.40

Timber is the commodity of the next years. Building boom in China. Hydroassets are worth 1 billion Dollars alone. Newsprint demand is growing worldwide. Merger with Bowers is going to be okayed, huge cost cutting potential. Whitman bought large stake.

People owning ABY also tend to own: DELEWTGGIRSPFEPHOROIAK

TheStreet.com Rating: D What is this?

 

Start Price

Return Value

Start Date

TRR 10.011 -66.04% Mar 27th
ELOS 27.10 -59.11% Mar 27th
MGAM 11.84 -54.81% Mar 27th
TRN 44.27 -57.67% May 7th
ABY 2.63 +143.35% May 7th

Average return:

-18.86%

Success rate:

20%

Deleted Stocks:

HSOA 4.891 ------ Mar 27th
TRMM 2.86 ------ Mar 27th

Tracking Started: 03-27-2007

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