vdeolali-2008
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Created by vikasd
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Date updated:05-08-2008

Post Turmoil

symbol name last price % change open
  • +
  • BIDU
    Baidu
  • $439.72
  • -0.56%
  • $426.49

Chinese internet search monopoly. Too cheap to not get into.

People owning BIDU also tend to own: AMATAMTAMXFMCNKRYRACKSTP

TheStreet.com Rating: B- What is this?

  • +
  • AAPL
    Apple Inc.
  • $200.59
  • -1.76%
  • $199.10

Tech stocks are cyclical with cycles defined by product. AAPL is on a roll and has great product cycle until end of 2009

People owning AAPL also tend to own: AMDCSCODELLGOOGIBMINTCMSFT

TheStreet.com Rating: B+ What is this?

  • +
  • FSLR
    First Solar
  • $120.30
  • 0.00%
  • $N/A

Demand for oil will sustain a $79/barrel oil for foreseable future. Solar is a viable alternative until oil drops to $50/barrel. I had enough. I don't think this is going over 300 before taking a big trip down. Got out today 275.

People owning FSLR also tend to own: CNXTEWZIFNIFUE.OBMMCAMXCHL

TheStreet.com Rating: B- What is this?

  • +
  • LFC
    China Life Ins Co
  • $75.10
  • -4.76%
  • $73.69

Chinese insurance penetration is too low for their GDP growth and increase in life expectancy.

People owning LFC also tend to own: CHLCOSTDHSGIGMIGTMIKRCII

TheStreet.com Rating: No Rating What is this?

  • +
  • RIO
    Rio
  • $0.00
  • N/A
  • $N/A

80% of the land area in the world is what is called undeveloped by US/EU standards. We will be using iron ore for a very long time.

People owning RIO also tend to own: CMTSORCLSNYAMRCBTCNQ

TheStreet.com Rating: No Rating What is this?

  • +
  • GS
    Goldman Sachs Grp
  • $164.16
  • -2.82%
  • $164.27

Possibly the only bank in US which will make it through sub-prime crisis.

People owning GS also tend to own: AOBCOGOCRYPGELGLWGRMNMDRX

TheStreet.com Rating: C What is this?

 

Start Price

Return Value

Start Date

BIDU 264.99 +65.94% Jan 19th
AAPL 160.89 +24.68% Jan 19th
FSLR 167.20 -28.05% Jan 19th
LFC 65.30 +15.01% Jan 19th
RIO 28.29 ------ Jan 19th
GS 190.98 -14.04% Jan 19th

Average return:

-2.39%

Success rate:

60%

Hated Stocks:

CSCO 24.33 -3.90% Jan 19th
JAVA 15.93 -46.52% Jan 19th
DELL 20.86 -32.21% Jan 19th

Tracking Started: 01-19-2008

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