terrific total return story that hopefully will exercise care going forward as the sweet spot in their business has passed

well managed medical device co will some big opportunities

new pick -feel risk/reward is attractive even in this poss extended market

I like the leadership, their move into faster growth businesses and the company's substantial financial strength

Large, effective energy co that has a track record. High yielding master limited partnership that raises the div more than once a year. Top tier MLP

Barron's writeup 12/18/2006. If you believe in energy and are a value buyer it's hard to ignore.

very aggressive consideration but know the story pretty well. Make a polycarbonate, artifical artery for use in coronary bypass surgery. Near EU approval. Problem is they will need lots more money to really succeed by themselves