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

-
CTXS
Citrix Systems - $38.88
- +1.41%
- $38.17
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 - $41.93
- -0.29%
- $41.74
Will beat numbers in Q3. Al is the biggest exposure for this name.. so pay attention to Aluminum prices

-
VCLK
Valueclick - $10.28
- +0.59%
- $10.16
This represents discounted prime real estate

-
IM
Ingram Micro A - $18.23
- +0.83%
- $17.91
A distributor controlling inventory, and moving up the 'professional service' value chain ; Huge growth in emerging mkts

-
SNPS
Synopsys - $23.09
- -0.22%
- $22.96
Unbelievable margin leverage in 08

-
TMO
Thermo Fisher Sci - $44.88
- +0.34%
- $44.37
Stocks going to 66; This is a cost control and steady growth play

-
IMA
Inverness Med Inn - $39.89
- +1.24%
- $39.35
Wheeler dealer CEO; Recent acquisition will be a killer deal when the CEO is done with it

-
CRS
Carpenter Tech - $22.29
- +0.54%
- $21.97
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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A. Central banks across the globe joined
Bernenke in announcing continued low
interest rates. Meanwhile, banks can
keep longer-term rates high, maintaining
that steep yield curve, which is a money
machine for the banks.
A. The only one I own : SLX,
too hard pick a winner out all of them
Here are the 10 stocks in the Dow Jones Industrial Average stocks with the highest yields as of the market close on June 2, 2009. more
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