Date updated:01-25-2008
No description available

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VOD
Vodafone Grp Plc - $16.64
- -10.15%
- $17.48
originally for healthy dividend but now for solid expansion into critical markets (i.e., India) where cells are king/queen

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MCD
Mcdonalds Cp - $54.18
- -1.72%
- $55.16
exceptional international presence and room for growth; good transition to healthier menu -- hooks middle and oldies while holding the traditional fat consumers (kids)

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SNY
Sanofi-aventis Sa - $28.46
- -6.10%
- $29.45
LIKELY TO BUY MORE AT 42 Acomplia is doing well in Europe, picking up insurance coverage in several countries. If research holds up in practice, side benefits of meaningful increase in HDL (good cholesterol) and decrease in triglycerides outweigh the benefits of weight-loss. FDA concern about cases of depression seems overblown and should be soothed as long as incidence proves minimal in europe. This one should more than offset risk to patents (although I'd be inclined to sell after Acomplia has been on Us Market 1 year)

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CSCO
Cisco Sys Inc - $17.41
- -2.52%
- $17.32
Cramer is positive on this. Seems like very strong play w/r/to presumed worldwide need for network hardware and visual-commo technologies. China, India and the movement towards open wi-fi in certain countries should benefit Cisco. Acquisition of Webex strengthens company mix and likely elbows radvision from payroll. Seems like solid upside.

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WAG
Walgreen Co - $23.36
- -4.07%
- $23.91
Has taken hit with other consumer businesses. Same store sales best increase among group and track record should be good for rebound.

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NOK
Nokia Cp Ads - $15.32
- -9.62%
- $16.22
Solid

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EBAY
Ebay Inc - $15.03
- +1.08%
- $14.70
good price and good contender for consumer spending in tough times
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