macs are outgrowing the pc market by 3x and new products (iphone and itv) set to reaccelerate growth

electronic exchange at the heart of bringing energy, agriculture, metals, int rate, currency futures trading to the wider investing public. Volumes are growing over 60% as more accounts sign up for trading on their platform. Expanding volume as well as clearing fees, cost leverage and new products will continue to drive performance. Potential take-out candidate.

underperforming retailer with depressed margins whose core brands are still cash cows. significant opportunity to reduce storecount and improve product to drive margin expansion. A capable CEO or private equity shop can easily unlock the value.

retailer undergoing margin and sales recovery as they slow down expansion and focus on getting the right product in stores. their customer loyalty program is the envy of retailing. plenty of room to grow their 3 brands.

Panama will drive monetization improvement which trails google by 3x. They have an extremely valuable customer base and attractive investments in Asia. New leadership would drive the stock higher. A combination with msft or time warner makes sense. Stock reasonably valued given their opportunity when you back out their overseas investments, NOLs and cash

dominant player in the hyper growth search and video advertisements market. they continue to spend heavily as they expand into new markets creating significant opportunity for earnings leverage down the road. Stock is cheap relative to its position in the marketplace.

dominant player in the hyper growth search and video advertisements market. they continue to spend heavily as they expand into new markets creating significant opportunity for earnings leverage down the road. Stock is cheap relative to its position in the marketplace.

leader in ethanol, biofuels, ag processing and transportation. They are at a competitive advantage relative to their peers in ethanol production as their wet process yields more valuable byproducts. Ag processing being helped by increased pricing for HFCS, soybean meal, vegetable oil, etc. Transportation biz will improve significantly as global ag volumes expand. Biofuels is an emerging biz with significant tailwinds due to govt and environmental support.