bruce cass Portfolio 1
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Created by bruce cass
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Date updated:03-06-2007

I focus on MACROeconomic themes..advantaged, growing economies and the undervalued companies WITHIN those economies.

symbol name last price % change open
  • +
  • HDB
    Hdfc Bank Ltd
  • $132.08
  • +2.82%
  • $129.99

Finance co. in an expanding economy.

People owning HDB also tend to own: AAPLBACBBYBGTCSCOCTSHDEO

TheStreet.com Rating: No Rating What is this?

  • +
  • CCJ
    Cameco Cp
  • $29.54
  • +0.68%
  • $29.26

Feeds Nuc plants in expanding economies through 2012. Dominate position in the U supply business. Key point in support of this stategy: The discovery of new rivers (an alternative source of energy) has advanced at a dismal pace.

People owning CCJ also tend to own: AAPLBYICAHCMECSCOCVSEBAY

TheStreet.com Rating: C+ What is this?

  • +
  • TKF
    Turkish Invest Fu
  • $12.57
  • -0.48%
  • $12.59

Trading opportunity, very low valuation lately and has location, location, location advantage. MStanley oversight only reinforces confidence in long term potential.

People owning TKF also tend to own: CHINADIVXPWETLMUNHAAPLAH

TheStreet.com Rating: No Rating What is this?

  • +
  • NYX
    Nyse Euronext
  • $26.71
  • -0.85%
  • $27.02

Finance guys give this finance stock "google like" recommendations. I like the fact that they are networking around the world where the best is yet to come. I believe they have the beans to persevere and win.

People owning NYX also tend to own: AIGBACCPWRDISFWLTGS

TheStreet.com Rating: D+ What is this?

  • +
  • DVY
    Ishares Dow Sel D
  • $42.69
  • +0.64%
  • $42.50

A "passive" fund with an active screen for dividend payers with healthy payout ratios. If placed in a chemically induced comatose state for a decade, DVY may well be one of the few choices with which I could rest comfortably.

People owning DVY also tend to own: DLSDOWGEINTCMATUSTWFC

TheStreet.com Rating: No Rating What is this?

  • +
  • DBS
    Powershares Db Si
  • $31.17
  • +1.30%
  • $30.57

An established finance company in a major transportation hub on a hot island, in the quickly developing Asian and Far Eastern economic region.

People owning DBS also tend to own: CCJDVYHDBNYXTKFDBADBV

TheStreet.com Rating: No Rating What is this?

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