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Holiday Portfolio: Carrizo Ahead in the Polls

Stock quotes in this article: CRZO , MSFT , ASN , BAC , MO  

As we celebrate Presidents Day, let's take a look at a TheStreet.com tradition, the Holiday Portfolio.

Given the crosscurrents in the economy and monetary policy, I attempted to pick a basket of stocks for the 2007 portfolio that would not only offer solid upside in a market favoring growth but also provide a current income buffer in case we hit a bump or two along the way. We ended up with five stocks that provide all-weather opportunities.

Before delving into specifics, let's take a quick look at the purpose behind the Holiday Portfolio, which is now in its sixth iteration.

Across All Seasons

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