CAT is to global infrastructure build out, as Levi's is to the gold rush.

iPhone, the iPod until every kindergarten student has one, and then the next best thing...riding the wave to digital content (video's coming, and streaming tv too.)

Oil's never going below 50 again, and natural gas needs to be found locally.

Story: Banking on CEO track record, fertile ground for cost improvements, and pipleine respectable. Original cost basis around 18.75. 2 rating. Price target: 36 & re-assess. Added to position w/ pull back to 29 area. Will do more with pull back to 26.50ish (not gonna happen though).

Story: Looking to ride long term new platform trend in gaming. 3 rating. Price target 1/2 @ 22 / 1/2 at ?24? Will look to leave/trim position with strength into 2007 Holidays. 2008 comparable #s are going to be tough, plus Guitar franchise being attacked.

Need to define better.

Market share gain on Dell, component pricing declining, and CEO turn around with board room shenanigans creating opportunity (...conviction waning with Dell's resurgence...going from pedaling down hill to flat and guessing soon to be uphill....more headline risk now too). 3 Rating. Price target $52. 11/8: Should have sold before with "conviction waning comment". Will hold into Q4 earnings, and if run up to earnings look to close positon.

Speculative on move to hardware migration for merchants move to contact-less payments (...need to fish (add more) or cut bait (get rid of)). Viewing this as an option at this point. Cost basis is 10+. Going to wait for data point either way before I make a decision. Watching how 52 week low trades. 2 Rating (hesitantly). 11/8: Still waiting on an event. Should dig deep er into compettition and numbers to get a better handle on the story. Great lesson for me in not selling a winner when i had one. This was up 70%, and I took my eye off the wheel.