Yueli's Portfolio1 Portfolio - Stockpickr! Your Source for Stock Ideas

Yueli's Portfolio1

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Created by ydu

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Date updated:01-22-2007

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SMI
Semiconductor Mfg
$2.42
0.00%
$N/A

Chinese Flagship Semi company. Under valued because of lawsuit and infrastructure buildup. With Chinese Gov.'s support and increase of domestic demanding of consumer goods, the company is in the right place to rake the profit from China's growth story. Also benefited from Yuan appreciation

People owning SMI also tend to own: EDU MR BBC BBI BIDU CAF CCU

TheStreet.com Rating: D What is this?

ATS
Ats
$0.00
N/A
$N/A

Asia sattelite company. It is currently under its book value. Its major customers are in mainland china. Will benefit from Yuan appreciation and 2008 Beijing Olympic game.

People owning ATS also tend to own: ADBE AMD ATHR EWA EWQ NVDA OPWT.PK

TheStreet.com Rating: No Rating What is this?

INTC
Intel Corporation
$18.93
+0.21%
$18.82

It under performed the market for quite a while. Will benefit from Vista launch. Also benefit from US dollar depreciation

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

TheStreet.com Rating: B What is this?

MWY
N/a
$0.41
0.00
$0.41

Speculative pick. Bet on game industry will lift this step son

People owning MWY also tend to own: AIXD AMKR ASTT BGF CBS CNVR DOW

TheStreet.com Rating: D- What is this?

PTEN
Patterson-uti Ene
$15.78
-1.80%
$15.81

Defensive pick. Want to have a share in enery service industry

People owning PTEN also tend to own: AAV ABXA ADG AMAT AQR BGR BXL

TheStreet.com Rating: C What is this?

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