Date updated:09-27-2007
Top 10 Timely Ideas...

-
BDC
Belden Inc - $20.84
- -3.79%
- $21.10
International exposure and back door infrasstructure play

-
TICC
Ticc Capital Corp - $4.30
- -0.91%
- $4.34
Exposure to tech with a great yield

-
KHD
Khd Humboldt Weda - $12.59
- -4.98%
- $13.51
International infrastructure...E&C for concrete, coal, mineral and aggregate plants

-
UNFI
United Natural Fo - $18.30
- -3.99%
- $18.73
Largest domestic supplier of natural foods

-
KDN
Kaydon Cp - $33.62
- -4.19%
- $34.32
Manufacturer of specialty ball bearings used in big ticket capital goods and wind energy

-
UA
Under Armour Inc - $25.23
- -3.48%
- $25.60
Dominant brand and moving to an international platform

-
CPRT
Copart - $27.27
- -3.23%
- $28.09
Largest salvage vehicle auctioneer...no debt and 200M in cash on balance sheet...recent moved into European market

-
LDG
Longs Drug Stores - $0.00
- 0.00%
- $N/A
West coast pharmacy, turn around story, little exposure to wal-mart
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