Date updated:10-23-2007
Low PEGs in growth sectors.

-
FCX
Freeport Mcmoran - $79.87
- -4.69%
- $84.43
Paid too little for Phelps Dodge. Levered to gold and Chinese growth.

-
RIG
Transocean Ltd - $83.00
- -1.45%
- $85.42
Best of breed. Tiny PEG, huge growth, merger with GSF will create a juggernaut.

-
GSF
Gsf - $0.00
- N/A
- $N/A
Tiny PEG, huge growth, merger with RIG will create a juggernaut.

-
NMX
Nmx - $0.00
- N/A
- $N/A
Market volatility bodes well. Most likely a takeover target at $150-160?

-
GS
Goldman Sachs Grp - $167.24
- +1.79%
- $167.50
Smartest guys on the street. Why own anyone else in brokers?

-
SLB
Schlumberger Ltd - $61.37
- -1.33%
- $63.19
The premiere oil service company. Getting a bit extended. I have been selling slowly.

-
GOOG
Google Inc. - $585.01
- -0.12%
- $593.04
Great growth. Low PEG compared to peers.

-
GOOG
Google Inc. - $585.01
- -0.12%
- $593.04
Great growth. Low PEG compared to peers.
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A. Click on My Stockpickr (top right)
then scroll down to mail settings
There are a bunch of different options,
just click no for the ones you don't
want to receive.
A. The only one I own : SLX,
too hard pick a winner out all of them
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