the Fashionable Portfolio Portfolio - Stockpickr! Your Source for Stock Ideas

the Fashionable Portfolio

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Created by Madeleine

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Date updated:01-06-2008

The requirement is that the stocks/companies be situated with great management to further develop markets in Asia, Europe, South America, Australia as well as have a strong and fashionable image.
I will post the relevant info - growth rates, p/e's, etc this week. This is my homework area for now ndw and any advice/suggestions way welcome.
Some names have been suggested and as soon as they get narrowed down to one or two in each category, I'll post them.
Ryan4891 posted BBD, ITU, CHI, SHRGY, UN, UL, MBT to my question on fave international bank off the top of his head.
Other good responses were RIO, PBR, CIB,NBG,HDB and BAP.
(CHI bears very serious consideration for the most incredible-is-it-possible dividend:
The highest yielding convertible fund is the Calamos Convertible Opportunities & Income Fund (CHI), which generates a yield of 11.3%. It invests in convertible bonds and non-convertible bonds of investment grade and non-investment grade. The fund has paid its dividends monthly since August 2002.

LVMH.BE
Lvmh
$71.49
+8.81%
$46.54

Monsieur B Arnault, 7th richest man. A nice stable of superstars including champagne, Vuitton, Marc Jacobs, Dior. (John Galliano)...top of the fashion heap and always front row seats at the shows. Thriving.

People owning LVMH.BE also tend to own: AAPL AGN AMZN BAP BBD BID CEL

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PPR
Ing Prime Rt Tr S
$5.14
0.00%
$N/A

NOT Mr. Arnault's favorite competitor. Well. The list is long and strong - Gucci, Balenciaga (my fave those nice black motorcycle bags), Bottega Veneta and on and on. Very, very, powerful.

People owning PPR also tend to own: LCM VRTB ACAS BFK BFZ BGM BNY

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AAPL
Apple Inc.
$199.92
-0.29%
$198.33

The best fashion retailer of all. Period. Is it 4400. sq ft volume in those retail genius stores? And maybe I am the

People owning AAPL also tend to own: AMD CSCO DELL GOOG IBM INTC MSFT

TheStreet.com Rating: B+ What is this?

RIMM
Research In Motio
$59.72
0.00%
$N/A

The best addiction - those crackberries are off to China and Russia. Nice...wish they would toss an old school and unobtainable 7290 my way.

People owning RIMM also tend to own: AAPL APA AUY BP C CME COP

TheStreet.com Rating: B- What is this?

EWZ
Ishare Msci Brazi
$75.09
-1.00%
$75.12

Time out. Hold the phone. All that growth, relative stability and free plastic surgery - very nice.

People owning EWZ also tend to own: CNXT FSLR IFN IFUE.OB MMC AAPL GLD

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CEL
Cellcom Israel
$31.43
0.00%
$N/A

The en fuego cell phone of Israel approropriately named.

People owning CEL also tend to own: AEP AES AMX AYE CEZ CMCSK CMS

TheStreet.com Rating: C+ What is this?

CTRP
Ctrip.com Interna
$68.07
+1.08%
$66.94

The Chinese travel agency that works harder than any other. Period. In a country where internet is burgeoning, the CTRP'ers will hop on a bike and hand deliver tickets and are not playing who has the prettiest office. They know how to be cash rich and grow a business.

People owning CTRP also tend to own: CSH JNJ LGBT LVS MKL QMAR SVI

TheStreet.com Rating: B- What is this?

MOO
Mkt Vect Agrbshs
$42.66
0.00%
$N/A

Everyone has to eat and this is the global ag ETF. And I like smiling at it on my screen.

People owning MOO also tend to own: CUT DBC EEM EFA FXY GLD RWF

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