cw_stocktrader_77 Portfolio - Stockpickr! Your Source for Stock Ideas

cw_stocktrader_77

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TheStreet.com Rating: C+

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Created by cw_stocktrader_77

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Date updated:03-13-2007

Bias toawrds capital preservation and large cap stocks rather than outright aggressive growth and speculation. However any speculative holdings such as TSCM should have a PEG ratio of less than 1 (PE of 22 currently should be less than earnings growth for the next 1-5 years if things continue to go well).

BAC
Bk Of America Cp
$16.43
+2.50%
$16.23

High dividend yield

People owning BAC also tend to own: AAPL GOOG INTC MSFT RACK CFC ASH

TheStreet.com Rating: C- What is this?

GE
Gen Electric Co
$15.83
+0.32%
$15.94

Mix of dividend and stable earnings growth over time

People owning GE also tend to own: AIG AXP DELL IBM INTC MSFT AAPL

TheStreet.com Rating: C What is this?

TSCM
Thestreet.com
$2.54
+5.39%
$2.45

Growth and speculative play, the market undervalues current growth as of 1/4/2007

People owning TSCM also tend to own: AIG BA C CPWR DIS FWLT GS

TheStreet.com Rating: No Rating What is this?

FXI
Ishares Tr Ftse I
$45.46
+0.20%
$45.61

China 25 ETF, solid way to play international growth, China growth, it showed tremendous relative strength in 2006 compared to other Ishares ETF's

People owning FXI also tend to own: AIRN AUY EFII HL KGC SNDK SPN

TheStreet.com Rating: No Rating What is this?

DVA
Davita Inc
$58.55
-0.32%
$58.57

Excellent growth, stock trades near all time high, dialysis company, demographics support success continuing due to widespread health issues

People owning DVA also tend to own: AFAM BCO BYD CCRT EGY HAL HANS

TheStreet.com Rating: B+ What is this?

CAT
Caterpillar Inc
$60.06
+0.17%
$60.76

Likely to bounce back in the 2nd half of 2007, stock is adjusting to business cycle at the end of 2006, end of housing boom. There is still a lot of interstate highway repair work to be done using CAT equipment in states like CA, and even with residential construction slowing down sharply, commerical projects are being done.

People owning CAT also tend to own: AA ALL APC BA BAC C CBH

TheStreet.com Rating: C+ What is this?

WM
Waste Mgmt Inc
$32.43
-0.58%
$32.78

Dividend between 4.5 to 5% and long term buy out target

People owning WM also tend to own: BAC BBT C CMA FITB JPM KEY

TheStreet.com Rating: D What is this?

AAPL
Apple Inc.
$203.25
+0.13%
$204.63

Strong secular growth supported by ipod, itunes, imac, and upcoming iphone.

People owning AAPL also tend to own: AMD CSCO DELL GOOG IBM INTC MSFT

TheStreet.com Rating: B+ What is this?

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