Transparency Portfolio - Stockpickr! Your Source for Stock Ideas

Transparency

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Created by earlyride

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Date updated:06-21-2007

This is a "bottoms up" portfolio that solely focuses on company fundamentals.

CBT
Cabot Cp
$21.85
+0.69%
$21.44

This is a well established specialty chemicals firm that has a reputation for high quality intermediate products. Despite feedstock cost problems, its future growth will be driven by its rising presence in East Asia. It has made great strides in inkjets and nano insulation technology.

People owning CBT also tend to own: AMR CNQ DCP GE NRG RIG RIO

TheStreet.com Rating: C- What is this?

CCMP
Cabot Microelectr
$31.77
-0.59%
$31.72

This firm makes polishing slurries for silicone chips. It has a strong comparative advantage in technical innovation.

People owning CCMP also tend to own: ADTN ALGN AMLN BEAS CKFR CRL GLW

TheStreet.com Rating: B- What is this?

COG
Cabot Oil Gas Cp
$40.07
-1.21%
$40.17

Supplies of domestic natural gas are diminishing. This company has a long and strong history of increasiing the supply of gas.

People owning COG also tend to own: FST HYSL INFA PXP QSFT SOV VLY

TheStreet.com Rating: B- What is this?

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