Date updated:05-26-2007
Growth and value

-
FMCN
Focus Media Holdi - $12.83
- -0.93%
- $12.40
Near monopoly on external advertising in China,also moving into wireless advertising via recent acquisition. Tremendous growth should continue through at least 2008..high PE, but bargain PEG

-
MPEL
Melco Crown Enter - $4.12
- 0.00%
- $N/A
Speculative, but if the company can solve some near-term issues, could be a doubler/tripler by the end of 2009..

-
ADY
American Dairy In - $24.55
- 0.00%
- $N/A
Underrated growth and value stock..Dominates the powdered milk and formula business in China. Has the full support and promotion of the government. Good fundamentals

-
ICOC
Ico - $4.12
- 0.00%
- $N/A
Up and comer..Still a cheap stock and is growing well. Heavy international sales, especially in China. Good fundamentals too

-
GS
Goldman Sachs Grp - $164.16
- -2.82%
- $164.27
With Cramer and others on this one. Is the gold standard of this industry. Cannot believe how cheap the market continues to value this company.

-
ESV
Ensco Intl Inc - $44.50
- -2.80%
- $44.07
A very cheap stock with great fundamentals, and a growth chart to drool over. Is diverting its rig fleet away from the Gulf to the Middle East and Asia, which should ramp up earnings even more. Anticipate major earnings upsides surprises in coming quarters

-
MEOH
Methanex Corporat - $18.22
- 0.00%
- $N/A
Best of breed in its industry. Heavy international sales should cushion any decrease in US sales due to domestic housing problems. Very cheap stock with excellent fundamentals, and still rated as a long-term 40% average grower over the next 5yrs.

-
ACM
Aecom Technology - $25.49
- 0.00%
- $N/A
Leading company in infrastructure design, heavy international presence, Middle East, China, Europe,etc. Reasonable valuation, should have accelerated growth pattern in coming quarters
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A. Mr. Partridge can answer that, but not
until tomorrow maybe.
He has not indicated a preference for
keeping one or the other,
which leads me to believe he will keep
both.
A. The only one I own : SLX,
too hard pick a winner out all of them
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