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

-
FCX
Freeport Mcmoran - $79.56
- +0.08%
- $78.58
Paid too little for Phelps Dodge. Levered to gold and Chinese growth.

-
RIG
Transocean Ltd - $85.40
- -0.50%
- $84.65
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 - $171.78
- -0.93%
- $171.96
Smartest guys on the street. Why own anyone else in brokers?

-
SLB
Schlumberger Ltd - $64.40
- -1.08%
- $64.35
The premiere oil service company. Getting a bit extended. I have been selling slowly.

-
GOOG
Google Inc. - $551.10
- +0.45%
- $547.72
Great growth. Low PEG compared to peers.

-
GOOG
Google Inc. - $551.10
- +0.45%
- $547.72
Great growth. Low PEG compared to peers.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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