Date updated:10-29-2008
global aggressive growth with a bias toward recurring revenue business models

-
BMRN
Biomarin Pharmace - $16.97
- -2.13%
- $17.25
solid and growing revenues, with a moderate upside in PKU and a huge cardiovascular upside

-
GILD
Gilead Sciences - $46.39
- -0.28%
- $46.27
big short-term upside with Atripla; run by brilliant, innovative businesspeople

-
PFWD
Phase Forward Inc - $15.81
- -0.57%
- $15.91
approaching virtual monopoly status; recurring revenue; growth area

-
STRA
Strayer Education - $190.00
- -1.08%
- $190.95
extremely well-run, best-of-breed for-profit university, growing rapidly

-
BBBB
Blackboard Inc. - $41.82
- +0.38%
- $41.87
well-run near-monopoly (except for those pesky open source solutions) expanding globally

-
MCF
Contango Oil & Ga - $45.35
- +0.47%
- $44.75
run by "the Warren Buffett of natural gas"

-
MSFT
Microsoft Corpora - $29.62
- -0.54%
- $29.67
Look at the ROIC! Look at the PE, the yield, the buybacks!

-
ORCL
Oracle Corporatio - $22.34
- -0.22%
- $22.28
No Analysis added
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