Date updated:07-02-2008
Here's my novice portfolio.

-
MPEL
Melco Crown Entm - $6.15
- +2.50%
- $5.90
I want to get in on the Macau gaming market, and I like the pure plays like Melco. Cramer hates this company. I'm starting to see why.

-
MOT
Motorola Inc - $9.06
- -0.88%
- $8.84
Did well with Icahn and BEAS, hoping for a repeat.

-
LMC
Lundin Mining Cor - $4.09
- 0.00%
- $4.03
Cramer recommended it, claims the zinc, nickel, copper, and lead markets are all coming off a bottom.

-
GOOG
Google - $444.25
- -1.33%
- $445.57
Everyone says it's going up to... well, a lot.

-
DLIA
Delia*s - $2.38
- -4.42%
- $2.41
Purely speculative, trying to make some money off tween/teenage girls with disposable income and impulsive spending tendencies.

-
AEO
Amer Eagle Outfit - $16.01
- +1.91%
- $15.49
Playing the "youth with disposable income" market, although AEO seems less speculative than dELiA*S (that's the most ridiculous name ever to type out). American Eagle targets the 15-25 y/o market, where the customers at the older end of the spectrum probably have real jobs that pay better than leeching off parents. Also, AEO has a positive EPS (unlike DLIA), trades at only 13-point-something times earnings (as opposed to DLIA's -100x earnings), projects positive growth, and will hopefully increase sales once the weather changes for good.

-
ZOLT
Zoltek Cos Inc - $17.21
- +4.56%
- $16.71
Big fan of the wind energy market and the carbon fibers wind turbines are made from. I panic sold this one when some jackass law firm was investigating it for accounting problems or something, but then Zoltek dropped to below where I bought it the first time and rectified my mistake.

-
SBS
Companhia Sanea A - $39.91
- -2.30%
- $40.00
Play on water and on Brazil.
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