Date updated:07-12-2007
Somewhat growth oriented with recent inroads into steel and manufacturing

-
ITW
Ill Tool Works In - $48.66
- -1.42%
- $48.05
Most recent purchase. I want more expose to manufacturing and this company has overseas exposure as well.

-
ASEI
American Science - $69.71
- -1.15%
- $68.86
Homeland Seurity Play: 2005 - 2006 growth hard to match so comps have not been good last three quarters, but we are near the time when comps will be easier and business is still growing

-
VRTX
Vertex Pharmaceut - $39.00
- -0.96%
- $38.48
Won't have any new info on their flagship product to disclose until November. Stock will pick up as news release approaches. The Prove II final data will be good and the Prove III will be encouraging this will lift the stock back to it earlier priciing.

-
CBMX
Combimatrix Corpo - $6.07
- -0.49%
- $6.00
A poor performing spec play that I am just to emotionally attached to. I do not recommend this stock as the company is transitioning from sales to service and I do not know how quickly it can become profitable.

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OVEN
N/a - $2.07
- 0.00
- $2.07
Has all its ducks in a row except for the options backdating inquiry. Depending on how this effects the bottom line will determine the short sighted value of this stock. Overall, the company has a great product line and many large customers in foodservice, plus a new residential line that will really add to the bottom line in the fourth quarter. Revenues will be steadily rising as will profits except as mentioned above conserning backdating problems.

-
NYX
Nyse Euronext - $25.24
- -2.09%
- $25.08
A Cramer rec that has not panned out as of yet.

-
LVLT
Level 3 Communica - $1.20
- -2.44%
- $1.20
Play on the backbone of the internet. Bandwidth needs are growing exponentially with the likes of YouTube and other video sites.

-
MPEL
Melco Crown Enter - $4.12
- 0.00%
- $N/A
My Sin / Asia emerging upper class play. As the Asian economies do better, this stock will rise on that wealth creatiion.
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A. Mr. Partridge can answer that, but not
until tomorrow maybe.
He has not indicated a preference for
keeping one or the other,
which leads me to believe he will keep
both.
A. The only one I own : SLX,
too hard pick a winner out all of them
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