ehaus Portfolio 1
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Created by ehaus
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Date updated:02-01-2007

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symbol name last price % change open
  • +
  • TM
    Toyota Mtr Cp Ads
  • $78.16
  • -3.00%
  • $77.89

Well on its way to becoming the #1 car manufacturer. As GM continues to stumble, I see Toyota to continue to gain market share. Moreover, I see them overcoming their current quality issues as they did it before in 2003.

People owning TM also tend to own: AXAFDXNOKNUERTPSLBAAPL

TheStreet.com Rating: C What is this?

  • +
  • VSAT
    Viasat
  • $30.18
  • +0.70%
  • $29.92

Strong continued growth of this stock, and do not see the military budget for satellite communications equipment changing, even with the new Congress.

People owning VSAT also tend to own: AUOCMDNAGEJNJPEPWAG

TheStreet.com Rating: B What is this?

  • +
  • DEO
    Diageo Plc Ads Ne
  • $66.58
  • +0.21%
  • $66.41

Strong dividend play, well run company with expansion into China.

People owning DEO also tend to own: AAADPAVPBACBRK-BBUDCSCO

TheStreet.com Rating: No Rating What is this?

  • +
  • PYX
    Pyx
  • $0.00
  • N/A
  • $N/A

While it has already undergone quite a run, there was a lot of insider buying at current prices, they have divested their poorly performing division, paying down debt and bringing on new marketing talent.

People owning PYX also tend to own: BECNFCNGSICGTOPPNKTFRTOA

TheStreet.com Rating: No Rating What is this?

  • +
  • TYC
    Tyco Intl Ltd Sw
  • $34.27
  • +0.09%
  • $33.94

The sum of the parts is probably worth more than the whole. This is a play the company divests and splits up.

People owning TYC also tend to own: BRK-ACOFEBAYHDJNJLINTAOSTK

TheStreet.com Rating: C- What is this?

  • +
  • WSDT.PK
    Wisdomtree Invstm
  • $2.02
  • 0.00%
  • $N/A

This is speculation. This is a play on the huge boon of ETFs. However, competition will probably continue to be fierce, I think that the voume of money shifting to ETFs will overcome pricing competition in management fees. They have two highly touted investors from Wharton running the company. One professor of finance, one a highly successful hedge fund guy who graduate from Wharton. Funny, but my biggest concern is management here. The guys know how to manage money, but can they manage a company?

People owning WSDT.PK also tend to own: CHDT.OBCMCSAQMARRSFF.OBTWXAAPLBMD

TheStreet.com Rating: No Rating What is this?

  • +
  • AMGN
    Amgen Inc.
  • $54.69
  • +1.18%
  • $54.36

I think that this is the best in class pharma play.

People owning AMGN also tend to own: AAPLGESGPCECEMRVLOMRIANF

TheStreet.com Rating: B What is this?

  • +
  • MRVC
    Mrvc
  • $0.00
  • N/A
  • $N/A

I took this tip from Jim Cramer's Mad Money. While I would not take anything directly from the show, the company is run by former students of Larry Bowers, from UC Santa Barbara. Having done my graduate studies there and working with Bowers's students, I know they are top notch. So the scientific talent is here. The question remains about management. Speculation, and the possibly spin off of their Luminent division.

People owning MRVC also tend to own: ATHRBAMSTXNAPNS.OBAVNRDSCOEBHI

TheStreet.com Rating: No Rating What is this?

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