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 - $11.93
- -0.33%
- $11.64
short squeeze potential

-
GNK
Genco Shipping - $22.99
- -6.70%
- $23.47
long term theme - shipping of goods to China.

-
EWA
Ishare Msci Austr - $22.821
- -4.87%
- $22.47
Australia is on fire! Commodity plays and direct investment ties to Asia.

-
PHO
Ps Water Resource - $16.14
- -1.94%
- $16.00
Long term play - extreme shortage of potable water in emerging countries. The next most coveted commodity.

-
CELG
Celgene Corporati - $54.97
- -1.40%
- $53.81
bio-tech takeover play.

-
VLO
Valero Energy Cp - $16.00
- -2.14%
- $15.97
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. The only one I own : SLX,
too hard pick a winner out all of them
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