Date updated:06-28-2007
Agressive Growth Fund
Focuses on Consumer trends.

-
AAPL
Apple Inc. - $205.88
- +2.98%
- $203.12
Top consumer electronics company, with growing PC business. AAPL will continue to gain market share and win consumers hearts as PC's invade the living room.

-
GOOG
Google Inc. - $582.35
- +2.17%
- $576.41
Changing the game of marketing and information distribution across the globe.

-
GOOG
Google Inc. - $582.35
- +2.17%
- $576.41
Changing the game of marketing and information distribution across the globe.

-
MOSY
Mosys - $2.97
- +6.07%
- $2.82
Great ancillary play on Nintendo Wii. Has had a great run. 1Q Conference call will be crucial for this company in 2007 as it should tipoff what lies ahead and if more exists other than nintendo. Read pieces on seekingalpha.com for more info.

-
DYN
Dynegy Inc Cl A N - $1.85
- -2.63%
- $1.95
energy utililities continue to turn around post Enron. interesting play. also like el paso.

-
LVLT
Level 3 Communica - $1.18
- -2.48%
- $1.22
Level 3 is at the heart of the web 2.0 balance sheet is a disaster, but stock is on the move. Cannot ignore its growth potential.

-
VZ
Verizon Commun - $31.33
- +2.96%
- $30.75
Verizon is slowly morphing into a growth company. Do not discount fiber. Sure fiber is everywhere and cablecos still have excess bandwidth. But bandwidth consumption is growing exponentially. Killer app that giver fiber the nod is only around the corner. When that happens, watchout VZ will be in the sweetspot and Comcast will be choking on debt.

-
MPEL
Melco Crown Enter - $4.27
- 0.00%
- $N/A
Gambling+Asians=Profits. Can i say that? Well i just did. Nice play on Macau.
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