Date updated:07-13-2007
Whatever happens to be looking good at any given point in time. A few of these investments will be held for several years. Some may be held for a week or less. I use both fundamental and technical tools - with one of them backing up the other.

-
TNP
Tsakos Energy Nav - $17.15
- +0.41%
- $17.10
extremely undervalued. some of the best management out there. 5% dividend, 5% pe ratio. Company would do well to take itself private. Dividends paid in March and September, so I may trade around a position, but am usually fully invested by the 15th of each of those months.

-
HRLY
Herley Industries - $10.99
- +2.23%
- $11.05
severely under-valued. Just allowed back into US government contract bidding. In a trading range that is very close to violating the lower end. If it does, I'm gone. I've been playing this by writing out of the money puts after selling the stock and then repeating after the strike dates.

-
CGMFX
Cgm Focus Fund - $29.61
- -0.67%
- $N/A
Ken Heebner knows how to pick 'em. Long term holding. Put it here and forget it.

-
ZOLT
Zoltek Companies - $9.46
- +1.07%
- $9.29
carbon fiber market is going to be HUGE. There will be a deficit market until well after 2010 and these guys can dictate pricing and have their customers thank them for the price increase. $25 - $35/share trading range until it shows it can execute for several quarters in a row.

-
NVEC
Nve Corporation - $39.53
- -0.38%
- $39.67
revolutionary new products with several recently granted patents. Ran by PhDs. If their products become standardized, a 5 - 10+ bagger.

-
VCLK
Valueclick - $10.00
- +1.11%
- $9.89
Keeps posting great numbers. Will get taken over.

-
CGMRX
Cgm Realty Fund - $20.19
- -0.98%
- $N/A
Ken Heebner.

-
IAAC
International Ass - $17.52
- -0.11%
- $17.52
Very undervalued company. Earnings were off due to hedge acctg. Look at operating income to get the picture.
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A. Here's another one:
http://seekingalpha.com/article/173986-s
hipping-three-high-risk-high-reward-opti
ons
Also, DSX, for instance moved up after
hours.
It might depend on your timeframe. The
related indexes appear to be trending
up. (this is not a recommendation).
A. The only one I own : SLX,
too hard pick a winner out all of them
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