Date updated:06-28-2007
A mix of value stocks, growth funds, international exposure and some down market hedging makes up my 401(k). Macro and micro circumstances taken into consideration. No precise asset allocation went into these picks, but it will do well in most any market environment.

-
CNQ
Canadian Nat Res - $65.14
- +2.81%
- $62.40
Undervalued assets, predominantly in Canada.

-
TNP
Tsakos Energy Nav - $15.35
- +1.72%
- $14.65
5% dividend, 5% yield. Best management in the tanker industry. Severely undervalued assets which would benefit immensely by going private.

-
ZOLT
Zoltek Companies - $8.67
- -0.91%
- $8.63
Carbon fiber will be HUGE and these guys are just starting to execute. Need a few more quarters for things to kick into high gear, but the risk is waiting too long.

-
NBGNX
Neuberger & Berma - $25.96
- -0.35%
- $N/A
Had an off year in 2006, but 5 and 10 year returns beat benchmark. Look for it to outperform in 2007.

-
BMD
Bmd - $0.00
- N/A
- $N/A
Alternative energy pick

-
NVEC
Nve Corporation - $38.12
- -1.98%
- $39.08
Revolutionary new product - MRAM which stores information using the spin of electrons. Very, very small and risky, but huge pay-off if the product takes off. Would surely get acquired also.

-
IIF
Ms India Inv Fd - $21.85
- +1.68%
- $21.30
An ETF made up of Indian companies.

-
CGMFX
Cgm Focus Fund - $28.65
- +0.84%
- $N/A
I've got a man-crush on Ken Heebner because his funds do so well.
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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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