Date updated:04-19-2007
Growth through stock appreciation, medium-term view.

-
BR
Broadridge Fin So - $22.55
- +1.94%
- $22.02
Familiar with Company and industry. If they maintain quality focus, trend to outsourcing is no longer a trend; its a business model. Large multiyear contracts are complex with long sales cycle; but once on board, tend to stay. Good recurring revenue model. BR is industry leader, size, breadth of offering, intellectual capital.

-
KND
Kindred Healthcar - $15.14
- +1.34%
- $14.75
Ultimately survives, late to turnaround, but looking smarter. Industry consolidation keeps them in play

-
ID
L-1 Idntty (hc) - $5.98
- -0.33%
- $6.02
Because my boss mentioned it to me one day

-
TDF
Templeton Dragon - $26.245
- -0.32%
- $26.00
Lame China play, but safer than individuals - a long term hold.

-
MDT
Medtronic Inc - $37.97
- -1.17%
- $38.37
I just got out of the hospital - man are we getting old or what! I lost out on Zimmer twice, but MDT is due; plus my broker recommended.

-
BRLI
Bio-reference Lab - $32.24
- +0.75%
- $32.045
Know this company very well; lab business in general. Strong sales growth is key in this business; recurring revenue through greater number of doctor offices and hospital accounts. After Quest's loss of UHC contract; they may be sniffing around for marketshare. Quest headquarters and BRLI headquarters are communting distance; fold in's are quick and highly accretive in this business.

-
CTRP
Ctrip.com Interna - $60.40
- +1.63%
- $59.35
Why does anybody buy a stock like this; to gamble!

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PRXL
Parexel Internati - $11.90
- -1.82%
- $11.94
If private money interest continues into biotech; the business savvy will follow. Outsourcing (see BR above) will thrive as Bio-tech firms are mated and forced to work smarter.
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