Strong management committed to growing company. Good industry and good company fundamentals. Avg Price = $5.32. Portfolio weight = highest.

Cheap valuation relative to peers. Industry is expanding significantly (electronic data capture, etc, for clinical trials) and ETWC has a strong platform. Recent ties with MSFT huge plus. Avg Price = 3.71. Portfolio weight = high.

Super cheap on just about any metric. Smart, strong management that will produces down the road. Through acquisition/organic, should see good 2nd half '07 rev growth. Avg Price = $5.62. Portfolio weight is high.

Cheap name in a great space. Have huge territory right next to developments of SU, for example. Sasketchewan has a 'maginot line' for valuations. Drilling going well and should be $10 in 1 year. Av Price 3.98. Weighting - med/high

Positive earnings momentum... wanted exposure to industry. Big Vinik A.M. name. Avg Price: $25.04, weighting med/high

Think it's at trough valuation.. bought before cold snap and figured that would give it a couple $ pop.. not exactly working thus far Avg Price: $27.57. Weight: med

Good company in a sector that should be growing significantly going forward. Picked this one off of Jetstream Capital's 13-f. Avg Price 26.22. Weight, med.

Seems the turnaround story may be getting some pieces into place with the financing, etc. However can we really have faith in the management that put them in this hole to get them out? I feel like i'm trying to catch a falling knife on this one. Avg Price: $6.34 Weight: Low