Date updated:09-28-2007
My strategy is buy/short and hold; This is a fund with very low trading

-
CTXS
Citrix Systems - $23.04
- -3.84%
- $23.63
The co will beat topline in Q3 and raise Q4; The uptake of their latest product is great; steets still not caught up yet

-
APH
Amphenol Cp - $26.14
- -3.26%
- $26.43
Will beat numbers in Q3. Al is the biggest exposure for this name.. so pay attention to Aluminum prices

-
VCLK
Valueclick - $6.93
- -6.60%
- $7.21
This represents discounted prime real estate

-
IM
Ingram Micro A - $13.50
- -5.20%
- $14.04
A distributor controlling inventory, and moving up the 'professional service' value chain ; Huge growth in emerging mkts

-
SNPS
Synopsys - $19.22
- +0.21%
- $18.92
Unbelievable margin leverage in 08

-
TMO
Thermo Fisher Sci - $34.92
- -1.08%
- $34.87
Stocks going to 66; This is a cost control and steady growth play

-
IMA
Inverness Med Inn - $20.60
- +1.18%
- $19.78
Wheeler dealer CEO; Recent acquisition will be a killer deal when the CEO is done with it

-
CRS
Carpenter Tech - $22.34
- -6.49%
- $23.77
Aero & Defense play. Wait for Nickel prices to stabilize for a quarter before buying. High Ni exposure with inventory adjustments hitting the Income stmt every quarter. Aero stocks have been soft due to parts inventory; its gettiing cleared now
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