Date updated:03-20-2007
Great business at cheap prices. Volatility welcome.

-
EGY
Vaalco Energy Inc - $4.29
- +1.18%
- $4.23
Vaalco Energy Small E&P with exposure in Gabon, a relatively stable part of Africa, dirt cheap compared to its competitiors.

-
WNR
Western Refining - $4.87
- +8.46%
- $4.50
Refiners are on fire, I'd play this, HOC, or TSO.

-
ALDA
Aldila - $3.6601
- -0.27%
- $3.67
Aldila. Graphite golf shaft producer hit hard due to a bad quarter summer 2006. I expect awesome results out of the VS Proto which started to turn heads and should start showing up on the sheet in 2007.

-
VTIV
Inventiv Health - $16.40
- -0.12%
- $16.44
No Analysis added

-
CMG/B
Chipotle Mex Gril - $84.45
- +0.55%
- $84.05
B share version of CMG which trades at a premium even though the B shares have 10x the voting rights. I assume it's popularity that makes these cheaper and in the long run it should catch up. Either way, Chipotle seems to be a great company with lots of growth ahead.

-
SSL
Sasol Ltd Adr - $40.09
- +1.39%
- $40.00
South African refiner working on Coal to Liquid possibilities.

-
EDU
New Oriental Educ - $71.82
- -1.52%
- $72.43
Chinese private education. The idea that Chinese students will need to learn english as well as other western business skills, seems like a good idea and this company is poised to take advantage of that. ADR.

-
GIGM
Gigamedia Limited - $4.12
- +1.73%
- $4.09
Taiwan company. Gambling play on ex-US gambling, especially mahjong. It seems everyone's buying up the Macau plays and this has seemed to lag behind the rest and should be a major beneficiary of the gambling trend in Asia. Think World Series of Mahjong!
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A. The only one I own : SLX,
too hard pick a winner out all of them
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