Top 5 stocks - for Value Investors
1. GOOG ( Google Inc) - Sustainable Competitive Advantage
2. RBA ( Ritchie Bros. Auctioneers (USA)) - Hedge to US recession ! - Connecting global equipment demand
3. VMW (VMware, Inc. ) - Ledership in Virtualization market, $200 bn + market opportunity
4. EMIS ( Emisphere Technologies) - Compelling Oral Drug Delivery technology, late stage pipeline
5. SBUX ( Starbucks) - Turnaround time , Management back to bascis! Brand rebuilding
Friday, February 22, 2008
Value Investing - Top 5 Stocks
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