Date updated:04-12-2007
Conservative growth

-
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.

-
AMAT
Applied Materials - $12.40
- 0.00%
- $12.40
Another great value .Trading at reasonable valuation. Exposure to solar energy is bonus .

-
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 .

-
PTEN
Patterson-uti Ene - $15.78
- -1.80%
- $15.81
Oil driller available at great discount .

-
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.

-
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.

-
MTE
Mahanagar Tel Ads - $3.07
- -3.76%
- $3.04
Cash rich public sector India telecom operator.

-
AMGN
Amgen Inc. - $54.69
- +1.18%
- $54.36
Good pipeline , great valuation
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A. The only one I own : SLX,
too hard pick a winner out all of them
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