Vaalco Energy Small E&P with exposure in Gabon, a relatively stable part of Africa, dirt cheap compared to its competitiors.

Refiners are on fire, I'd play this, HOC, or TSO.

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.

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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.

South African refiner working on Coal to Liquid possibilities.

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.

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!