Date updated:11-12-2006
Small Cap Niche Growth with a material emphasis.
I look for accelerating earnings growth in enegy, fianancial and material sectors.
I believe the market will go up until April 2007 as inflation is much higher than the fed report. As the rates rise and earnings slip we could see a long slow 25 year decline as the US enters the following deflation cycle.
My investing meme is therefore what people need not what people want.

-
SIEB
Siebert Financial - $2.4485
- +4.19%
- $2.36
Technical hunch, pierced the descending 300mva Recommenced dividend payment run a brokerage arm for women by women. Could see increasing interest as women break through the glass ceiling in the US. A women for president 2008

-
GROW
U.s. Global Inves - $11.61
- +16.80%
- $10.05
My best performer since 2004. Some stock picker are better than others and these guys dodged the April 2006 correction in energy and materials and stuck to their game plan. Have two of the leading lipper rated funds. Assets undermanagement have increased dramatically, can they keep performing as their size grows from boutique to small cap. Announced stock split and special dividend for January 2007

-
CH
Chile Fund Inc - $16.79
- +2.27%
- $16.46
Chile has the free trade deal with china, stable government, less corruption and a more business friendly government than other South American countries. Returns are not as stellar as Brazil or Mexico ETF's but this closed end fund provides a good dividend and exposure to the biggest copper reserves on the planet.

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SCHN
Schnitzer Steel I - $44.64
- -0.09%
- $43.81
Steel exposure to a

-
PAC
Grupo Aeroportuar - $26.05
- +0.19%
- $25.99
growth & income

-
GEF
Greif Inc Cl A - $56.61
- -0.23%
- $56.56
quality growth

-
CDE
Coeur D Alene Cp - $22.20
- -1.55%
- $22.40
silver bull

-
AOB
American Orientl - $4.14
- -0.72%
- $4.16
My only pharma
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A. i bought into ECLP last thursday. . They
compete with CERNER on putting in big
medical records systems into hospitals.
I believe the industry is going to
consolidate as well.
A. The only one I own : SLX,
too hard pick a winner out all of them
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