Morgan Stanley Focus List
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average rating: 3.78 / 13 ratings
Created by Guest
DESCRIPTION:

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.

symbol name last price % change open
  • +
  • AMT
    Amer Tower Cp
  • $40.42
  • -1.27%
  • $40.74

Rating: Overweight Macro thesis: High Growth

People owning AMT also tend to own: AMGBCRBEASBEAVCERNCOGNDBD

TheStreet.com Rating: B- What is this?

  • +
  • CTSH
    Cognizant Technol
  • $44.17
  • 0.00%
  • $N/A

Rating: Overweight Macro thesis: High Growth

People owning CTSH also tend to own: DILGDIHBIOKIMSLWSPARBRCM

TheStreet.com Rating: B+ What is this?

  • +
  • EBAY
    Ebay Inc.
  • $23.19
  • 0.00%
  • $23.00

Rating: Overweight Macro thesis: High Growth

People owning EBAY also tend to own: AAADPAVPBACBRK-BBUDCSCO

TheStreet.com Rating: C+ What is this?

  • +
  • SBAC
    Sba Communication
  • $31.70
  • -1.03%
  • $31.95

Rating: Overweight Macro thesis: High Growth

People owning SBAC also tend to own: ALXNAVNRBCRXCORDCGNDSCOEXEL

TheStreet.com Rating: C What is this?

  • +
  • MO
    Altria Group Inc
  • $19.21
  • -0.47%
  • $19.32

Rating: Overweight Macro thesis: Mispriced Growth

People owning MO also tend to own: AAALLAPCBUDCOPCVXDOW

TheStreet.com Rating: No Rating What is this?

  • +
  • COP
    Conocophillips
  • $52.56
  • -1.90%
  • $53.20

Rating: Overweight Macro thesis: Mispriced Growth

People owning COP also tend to own: ADMAIZALLCBCNICSCCVX

TheStreet.com Rating: C- What is this?

  • +
  • JPM
    Jp Morgan Chase C
  • $42.55
  • -1.91%
  • $43.10

Rating: Overweight Macro thesis: Mispriced Growth

People owning JPM also tend to own: AAAIGIBMINTCJNJKOMSFT

TheStreet.com Rating: B- What is this?

  • +
  • MRK
    Merck Co Inc
  • $35.33
  • +0.54%
  • $35.09

Rating: Overweight Macro thesis: Mispriced Growth

People owning MRK also tend to own: ACASCLPHPQPHISHFLVZBR

TheStreet.com Rating: B- What is this?

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