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 - $11.84
- -0.42%
- $11.92
short squeeze potential

-
GNK
Genco Shipping - $19.15
- +7.64%
- $19.05
long term theme - shipping of goods to China.

-
EWA
Ishare Msci Austr - $14.41
- +3.15%
- $14.22
Australia is on fire! Commodity plays and direct investment ties to Asia.

-
PHO
Ps Water Resource - $15.01
- +0.97%
- $14.95
Long term play - extreme shortage of potable water in emerging countries. The next most coveted commodity.

-
CELG
Celgene Corporati - $50.47
- -7.16%
- $54.03
bio-tech takeover play.

-
VLO
Valero Energy Cp - $24.95
- +1.42%
- $25.36
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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