Date updated:04-24-2007
A portfolio constructed with no boundaries. Find stocks and ETFs with long term price appreciation and short term theme plays.

-
AVID
Avid Technology - $12.47
- +0.32%
- $12.37
short squeeze potential

-
GNK
Genco Shipping - $20.83
- 0.00%
- $N/A
long term theme - shipping of goods to China.

-
EWA
Ishare Msci Austr - $22.93
- +1.78%
- $22.61
Australia is on fire! Commodity plays and direct investment ties to Asia.

-
PHO
Ps Water Resource - $16.27
- -0.31%
- $16.16
Long term play - extreme shortage of potable water in emerging countries. The next most coveted commodity.

-
CELG
Celgene Corporati - $53.05
- +2.35%
- $51.57
bio-tech takeover play.

-
VLO
Valero Energy Cp - $17.29
- -1.59%
- $17.56
continued strength into summer driving season. Refineries are not tied to the price of oil..even if WTI falls, this company still will profit from refining oil to gasoline. $2.90 per gallon and climbing.
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A. West Coast...Not that late
G'nite
A. The only one I own : SLX,
too hard pick a winner out all of them
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