ajay_kwal Portfolio 1
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Created by ajay_kwal
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Date updated:04-12-2007

Conservative growth

symbol name last price % change open
  • +
  • MSFT
    Microsoft Corpora
  • $28.52
  • +0.18%
  • $28.32

Great cash flow , Great products .. most all pricing power. Almost monopoly business. But best of all it is avilable at good valuations.

People owning MSFT also tend to own: AAPLAMDCSCODELLGOOGIBMINTC

TheStreet.com Rating: B What is this?

  • +
  • AMAT
    Applied Materials
  • $12.40
  • 0.00%
  • $12.40

Another great value .Trading at reasonable valuation. Exposure to solar energy is bonus .

People owning AMAT also tend to own: AMTAMXBIDUFMCNKRYRACKSTP

TheStreet.com Rating: C What is this?

  • +
  • EBAY
    Ebay Inc.
  • $23.34
  • +0.43%
  • $23.00

I love their business. The dont sell or by anything but takes all the commision.Huge profit margin . It deserves a premium valuation. Skype is growing fast and soon world will be used to Skype way ..I bet no one will mind paying 20$ /year for skype . Huge potential .

People owning EBAY also tend to own: AAADPAVPBACBRK-BBUDCSCO

TheStreet.com Rating: C+ What is this?

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

Oil driller available at great discount .

People owning PTEN also tend to own: AAVABXAADGAMATAQRBGRBXL

TheStreet.com Rating: C What is this?

  • +
  • IBN
    Icici Bk Ltd Ads
  • $35.99
  • -0.19%
  • $35.56

India's second largest Bank. Fastest growing bank in region . They also own largest private insurance business. Real at www.localindya.com or http://localindya.blogspot.com for more about ICICI Bank.

People owning IBN also tend to own: MSNCHLHMININTCMSFTPTRCTSH

TheStreet.com Rating: No Rating What is this?

  • +
  • IIF
    Ms India Inv Fd
  • $21.85
  • 0.00%
  • $N/A

Its a close ended fund .Simple way to get exposure to Indian stocks.Less exposed to overvalued IT stocks as compared to IFN.

People owning IIF also tend to own: AMGNANFBBBBCWCOELOSHARMER

TheStreet.com Rating: No Rating What is this?

  • +
  • MTE
    Mahanagar Tel Ads
  • $3.07
  • -3.76%
  • $3.04

Cash rich public sector India telecom operator.

People owning MTE also tend to own: AKNSCAMCHNRDNDNDNNEJELON

TheStreet.com Rating: D What is this?

  • +
  • AMGN
    Amgen Inc.
  • $54.69
  • +1.18%
  • $54.36

Good pipeline , great valuation

People owning AMGN also tend to own: AAPLGESGPCECEMRVLOMRIANF

TheStreet.com Rating: B What is this?

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