Date updated:07-12-2007
Basic stock picks

-
COP
Conocophillips - $51.92
- -1.85%
- $51.15
Strong balance sheet, great revenue growth, hot sector.

-
YHOO
Yahoo! Inc. - $15.00
- -1.96%
- $15.01
Bought it at recent dip, I see potential here for a significant rise if they can bring Smart Ads online successfully. Also a potential takeover target by private equity.

-
OMTR
Omniture - $21.52
- 0.00%
- $N/A
Like what the company does, like it's prospects as a takeover target. Regardless of financials, this company has solid management.

-
KMX
Carmax Inc - $19.99
- -1.62%
- $19.66
Unique business model. I can see this stock hitting low 50's in 12 months barring substantial increases in consumer interest rates.

-
SY
Sybase Inc - $40.47
- -2.34%
- $40.48
Solid company, slowly increasing values with well managed debt to fund growth.

-
EMS
Emergency Med Svc - $47.81
- -1.10%
- $47.90
Play on VM Ware IPO. My target is $25 by 10/07, higher after VM Ware IPO stabilizes.
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A. *correction - 4-star rating, but it was
5 for a long time up until recently.
A. The only one I own : SLX,
too hard pick a winner out all of them
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