Date updated:05-21-2007
A balance combination of value, growth and speculative investments

-
AAPL
Apple Inc. - $200.59
- -1.76%
- $199.10
Superb CEO with incredible insight and real penache for designing and delivering high quality electronics including HW, SW and gadgets

-
GS
Goldman Sachs Grp - $164.16
- -2.82%
- $164.27
Number one brokerage firm with top analysts and a wide combination of excellent IPO's - essentially an exceptionally well run hedge fund in many ways

-
RIMM
Research In Motio - $58.14
- 0.00%
- $N/A
The BLACKBERRY - nuff said! Best of breed in portable communications

-
CSCO
Cisco Systems - $23.38
- -1.52%
- $23.09
Top flight networking with unfailing consistency. The recent acquisition of WebEx should substantially improve their video capabilities although they may have over paid. In the long run, the acquisition will dramatically strengthen their over-all offerings

-
MA
Mastercard Inc - $235.59
- -1.77%
- $234.52
Enormous growth potential and despite promises to the contrary, they still raised fees without any substative loss of customer demand

-
LVLT
Level 3 Communica - $1.20
- -2.44%
- $1.20
Excellent communications capacity with substantial speculative potential. Increased access to low cost financing should allow them to improve their services while lowering debt services costs.

-
MO
Altria Group Inc - $19.00
- -0.99%
- $19.00
Now that it split off Kraft, I think Altria will really take off. Smoking may be increasingly unpopular, but brand loyalty to Marlboro is incredibly high and isn't going anywhere since no one can advertise competive brands.

-
SLB
Schlumberger Ltd - $63.14
- -2.91%
- $62.63
Multiple services related to deep well drilling and related activities.
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A. Current Wall Street consensus estimates
have AMZN earning $2.53 in 2010. This is
yields a PE of 52. However, Jim Cramer
may himself have modeled up higher EPS
for 2010 which equates to his lower PE.
A. The only one I own : SLX,
too hard pick a winner out all of them
Analyst Upgrades or Estimate Increases for Nov. 30, 2009. Read more here. more
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