ultimate super technical plus fundamental power portfolio pro
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Created by terenceleechan
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Date updated:08-25-2008

Based on my screening criteria of stocks with great future earnings potential, great stories and above average technical attributes

symbol name last price % change open
  • +
  • ALTR
    Altera Corporatio
  • $20.67
  • -0.62%
  • $20.61

Together with XLNX holds 80% of Programmable Logic Devices (PLD) market; long-term secular trend of migration from ASICs to PLDs; ahead of XLNX in coming out with 65nm products

People owning ALTR also tend to own: AAPLABAGAMPBJSCBECPO

TheStreet.com Rating: B What is this?

  • +
  • MPWR
    Monolithic Power
  • $21.76
  • +0.05%
  • $21.63

Makes power management chips (mainly converters) for laptops, flat panels and other consumer devices; going into next generation LED inverters to replace traditional CCFL backlighting, possible future growth driver; analog chips are immune from the downturn in memory and logic devices

People owning MPWR also tend to own: ATHRCOGTCSCDIPASMOBEOVTISLAB

TheStreet.com Rating: C+ What is this?

  • +
  • ONNN
    On Semiconductor
  • $7.73
  • -1.65%
  • $7.74

Makes power management chips (MOSFETs, IGBTs, converters) for consumer electronics, computing, networking and hybrid electric vehicles; makes these items more power efficient; sticking to our growth theme of analog devices

People owning ONNN also tend to own: AMKRATMLDRLQSIRISIGMSTEC

TheStreet.com Rating: C- What is this?

  • +
  • NETL
    Netlogic Microsys
  • $41.61
  • -2.23%
  • $42.35

Provides high-speed processors for routers, switches, and other network equipment for faster delivery of voice, video, and data for enterprise, communications and mobile wireless networks; riding on positive secular trends of increasing bandwidth requirements, especially for IPTV; increasing orders from big clients such as CSCO

People owning NETL also tend to own: CELLTGEBGCLTMPHMRECNSHFL

TheStreet.com Rating: C What is this?

  • +
  • CAVM
    Cavium Networks
  • $20.24
  • -1.17%
  • $20.37

Makes high-speed SOCs for networking, communications and security appliances; like NETL is another beneficiary of triple-play (video, voice, data) bandwidth requirements and proliferation of WLAN technologies; revenues increased 64.6% while margins were up 260 bps in the most recent qtr

People owning CAVM also tend to own: APKTARUNAUTHAVAVBBNDBLOGCLWR

TheStreet.com Rating: D What is this?

  • +
  • VRGY
    Verigy Ltd.
  • $9.68
  • +7.56%
  • $9.76

Provides test systems for the memory and SOC (system-on-chip) markets; like PLDs, SOCs are the wave of the future and are one of the few chip sectors fabs are willing to spend on; SOC sales are up 100.8% for 1HFY08, offsetting slowdown in memory and allowing gross margins to expand

People owning VRGY also tend to own: ADPADTNANFAVRBRLCHTTELX

TheStreet.com Rating: D What is this?

  • +
  • VSEA
    Varian Semiconduc
  • $30.36
  • -0.78%
  • $30.45

Beaten down due to weakness in memory chip sector, but VSEA holds a virtual monopoly (64% share) in the high-margin, high-barrier ion implant business with the exit of AMAT; also uses superior single-wafer process which becomes critical as chips become smaller than 90nm (vs ACLS' batch process tools)

People owning VSEA also tend to own: LWSNUMCACLIAFGALSKBIDCXW

TheStreet.com Rating: C What is this?

  • +
  • PWR
    Quanta Services I
  • $19.61
  • -0.76%
  • $19.65

A general contractor offering construction, repair and maintenance of network infrastructure for electric, gas and wind power markets, as well as cable and telecommunications industries; all segment revenues grew at least 44.6% for the most recent quarter; wind farms are usually in isolated places, and transmission lines are needed to bring power to where it is needed

People owning PWR also tend to own: IRBTLVLTAAPLATICCBICELG

TheStreet.com Rating: B- What is this?

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Start Price

Return Value

Start Date

ALTR 21.54 -4.04% Jul 17th
MPWR 24.00 -9.33% Jul 17th
ONNN 8.84 -12.56% Jul 17th
NETL 33.10 +25.71% Jul 17th
CAVM 17.77 +13.90% Jul 17th
VRGY 20.86 -53.60% Jul 17th
VSEA 31.40 -3.31% Jul 17th
PWR 31.21 -37.17% Jul 17th
WGOV 27.63 -16.25% Jul 17th
CVD 86.06 -38.54% Jul 17th
PRXL 27.49 -54.35% Jul 17th
ILMN 84.25 -68.18% Jul 17th
ANSS 43.49 -8.46% Jul 17th
GHM 89.80 -79.00% Jul 17th
ABB 27.83 -32.81% Jul 17th
SPW 120.15 -55.80% Jul 17th
AZZ 44.85 -25.37% Jul 17th
GILD 55.40 -16.26% Jul 18th
QCOM 55.86 -19.26% Aug 11th
NUVA 57.50 -41.22% Aug 11th
ABMD 19.04 -57.25% Aug 16th
CCC 18.77 -24.40% Aug 16th
WATG 9.42 +20.17% Aug 16th
WMGI 31.92 -42.39% Aug 16th
BEAT 33.68 -85.07% Aug 16th
QDEL 19.71 -32.88% Aug 16th
ZOLL 34.85 -29.78% Aug 16th
SQNM 20.99 -85.09% Aug 25th
MYGN 63.82 -63.02% Aug 25th

Average return:

-24.82%

Success rate:

10.34%

Hated Stocks:

JWN 28.58 +18.79% Jul 17th
DISH 28.00 -28.61% Jul 17th
MXB 31.75 -2.77% Jul 17th
NFLX 28.11 +113.34% Jul 17th
USB 31.98 -27.17% Aug 12th

Deleted Hate Stocks:

HCBK 17.93 +6.58% Jul 17th

Tracking Started: 07-17-2008

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