Morgan Stanley Focus List
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average rating: 3.78 / 13 ratings
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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.
-
AMT
Amer Tower Cp - $38.76
- +0.16%
- $38.70
Rating: Overweight Macro thesis: High Growth
-
CTSH
Cognizant Technol - $43.00
- +0.51%
- $42.01
Rating: Overweight Macro thesis: High Growth
-
EBAY
Ebay Inc. - $23.34
- +0.43%
- $23.00
Rating: Overweight Macro thesis: High Growth
-
SBAC
Sba Communication - $29.93
- +1.46%
- $29.36
Rating: Overweight Macro thesis: High Growth
-
MO
Altria Group Inc - $18.54
- -0.70%
- $18.58
Rating: Overweight Macro thesis: Mispriced Growth
-
COP
Conocophillips - $52.11
- +0.31%
- $51.45
Rating: Overweight Macro thesis: Mispriced Growth
-
JPM
Jp Morgan Chase C - $43.48
- -0.89%
- $43.14
Rating: Overweight Macro thesis: Mispriced Growth
-
MRK
Merck Co Inc - $32.59
- -0.37%
- $32.61
Rating: Overweight Macro thesis: Mispriced Growth
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