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 - $1.06
- -5.36%
- $1.10
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
-
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.
-
INTC
Intel Cp - $14.58
- -4.39%
- $15.18
It under performed the market for quite a while. Will benefit from Vista launch. Also benefit from US dollar depreciation
-
MWY
Midway Games Inc - $0.77
- -2.53%
- $0.92
Speculative pick. Bet on game industry will lift this step son
-
PTEN
Patterson-uti Ene - $11.54
- -12.18%
- $12.60
Defensive pick. Want to have a share in enery service industry
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GTEC.OB
Gtec.ob - $0.00
- N/A
- $N/A
Speculative pick. The company helps chinese companies to trade on US market. They get chinese companies shares in exchange their services. It is a great way to tap into Chinese pre-IPO market
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