Date updated:04-01-2007
The Focus List is run by Henry McVey and is designed to combine Morgan Stanley's macro investment themes with our research analysts' high conviction ideas. The list is U.S. focused and consists of 12 equally-weighted
stocks.
Each stock includes its rating and macro thesis.
Since inception (6/7/04), the list has returned 48.9% vs. 31.0%
for the S&P 500. Year to date the Focus List is up 5.2% vs. 0.8% for
the S&P 500.

-
AMT
Amer Tower Cp - $40.42
- -1.27%
- $40.74
Rating: Overweight Macro thesis: High Growth

-
CTSH
Cognizant Technol - $44.17
- 0.00%
- $N/A
Rating: Overweight Macro thesis: High Growth

-
EBAY
Ebay Inc. - $23.19
- 0.00%
- $23.00
Rating: Overweight Macro thesis: High Growth

-
SBAC
Sba Communication - $31.70
- -1.03%
- $31.95
Rating: Overweight Macro thesis: High Growth

-
MO
Altria Group Inc - $19.21
- -0.47%
- $19.32
Rating: Overweight Macro thesis: Mispriced Growth

-
COP
Conocophillips - $52.56
- -1.90%
- $53.20
Rating: Overweight Macro thesis: Mispriced Growth

-
JPM
Jp Morgan Chase C - $42.55
- -1.91%
- $43.10
Rating: Overweight Macro thesis: Mispriced Growth

-
MRK
Merck Co Inc - $35.33
- +0.54%
- $35.09
Rating: Overweight Macro thesis: Mispriced Growth
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A. Long term investment considerations: 20%
in OIH ETF; 10% in GDX ETF and 10% in
GDXJ (Van Eck Jr Gold Mining) ETF . . .
If your grandparents were thoughtful
enough to provide you with funds to
become actively involved in the
trading/investing world, communicate
with them on a regular basis in order to
compare their point of view/insight with
other reliable sources . . . including
those reflected on Online School @
http://www.onlineschools.org/2009/10/22/
100-best-blogs-for-future-investors/
and ValueWiki @
http://blog.valuewiki.com/2007/02/26/top
-100-finance-blogs/
Be open/flexible, resourceful, and
pursue due diligence (research). Best of
luck.
A. The only one I own : SLX,
too hard pick a winner out all of them
Unusually active options can often indicate that a major event in a stock is about to take place, or that unsophisticated investors (using options in lieu of leverage) are ... more
Here are some of the largest % gainers from Nov. 20, 2009. more
These are some of the stocks mentioned on TheStreet.com TV recently. Click the URL below each stock to watch the videos. more













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