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.

Related News

Intrepid Capital’s Five Picks
September 27, 2007

Bombardier (TSE:BBD.B) CSeries Success Could Triple BBD’s Stock Value Over the Next Five Years
May 28, 2013

Recommended Reading – Google’s CFO Search: Why’d it take so long?
June 27, 2008

Recommended Reading – Why ‘say on pay’ won’t work, Fortune
November 16, 2009

Baxter International (BAX)’s IVIG for Alzheimer’s Could Drive Significant Performance
March 19, 2013