Brazos’ Five Picks

This week we present five companies  in the portfolio of Brazos Capital Mangement, as of 9/11/07

1.  Crocs (CROX): “[They] make funny little plastic shoes that seem to be selling faster than they can manufacture them.”
2. Intuitive Surgical (ISRG): “In the healthcare space.  [They are] really a computerized system for doing minimally invasive surgery.”
3. Precision Castparts (PCP): “A supplier of subsystem to the military and commercial aerospace.”
4. National Oilwell Varco (NOV): “In the energy space. National Oilwell Varco is 2.2[% of our holdings in our Portfolio]“
5. NVIDIA (NVDA): “NVIDIA is the leader in graphics processor units…They continue to dominate the discrete graphics space in a market that continues to grow.”

For our full Investing Strategies Report, including stock picks and stocks to avoid, click here.

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