whitemagic Portfolio 1
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Created by whitemagic
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Date updated:04-04-2007

These will be my current holdings. I plan to hold my long positions for a year or until I determine they should be sold.

symbol name last price % change open
  • +
  • ACH
    Aluminum Cp Chin
  • $28.80
  • +3.60%
  • $28.36

Chinese Aluminum company. The stock had much higher growth than its competitors over previous year and was trading at a much lower multiple than competition as well. I also feel aluminum will start being used in place of steel to create lighter structures. Apparently China is going to really step up its airplane production as well, which will of course require aluminum.

People owning ACH also tend to own: AAPLALTIAMZNCROXFCELJSDAKONA

TheStreet.com Rating: No Rating What is this?

  • +
  • ASPV
    Aspv
  • $0.00
  • N/A
  • $N/A

Asperva pharmaceuticals. Great earnings yield and return on capital. Almost zero debt.

People owning ASPV also tend to own: EWAHALWIREAETAMAGBMRNCNC

TheStreet.com Rating: No Rating What is this?

  • +
  • AVCI
    Avci
  • $0.00
  • N/A
  • $N/A

Avici systems, future estimates value it at 45+, good earnings yield and return on capital, zero debt.

People owning AVCI also tend to own: ELNPKDBVFCAWCRELCRYPEGLT

TheStreet.com Rating: No Rating What is this?

  • +
  • CERN
    Cerner Corporatio
  • $77.10
  • -0.58%
  • $77.37

Health care IT company with aggressive growth plan to grow from 3b to 30b in short time. Expanding products and services to medical devices as well. Just as people need healthcare the companies will need IT to manage their company's information.

People owning CERN also tend to own: AMZNGEINTCPFESUNHXOM

TheStreet.com Rating: B+ What is this?

  • +
  • CPHD
    Cepheid
  • $13.40
  • 0.00%
  • $N/A

Cephied, cramer speculative stock, candidate for take over, similar to biosite.

People owning CPHD also tend to own: CRDCINFYMYGNNKTRSAYAMKRANH

TheStreet.com Rating: D What is this?

  • +
  • DRAX
    Draxis Health Inc
  • $0.00
  • 0.00%
  • $N/A

Draxis Health, aggressive growth year on year, radiopharmaceutical section of sales could drastically increase profits and revenue in upcoming year. Zero debt.

People owning DRAX also tend to own: GSOLHALAZKJDSUPBWSCUSINT

TheStreet.com Rating: No Rating What is this?

  • +
  • FCX
    Freeport Mcmoran
  • $87.32
  • +2.02%
  • $86.29

Freeport Mcmoran, copper and gold mining company merged with phelps dodge, cramer thinks it has a lock on copper now, was watching it before public mention. Now has institutional interest, copper will always be needed, recently costs were also rising. Undervalued, should move towards 100 similar to other comparable companies.

People owning FCX also tend to own: ACIAINVANRAPCBBDBTUCHK

TheStreet.com Rating: D What is this?

  • +
  • HAL
    Halliburton Co
  • $30.21
  • -0.82%
  • $29.95

Halliburton, the infamous. Should do well with war and possible other issues going on, now with the move to Dubai and possible involvement of all the booming work over there, I think it could go up quite a bit over the next year.

People owning HAL also tend to own: ATIMFLXTEXTIEAIGBAC

TheStreet.com Rating: B- What is this?

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