Date updated:10-18-2007
Growth and Income with small portion in specvulative stcoks
This portfolio identifies the companies that likely to outperform market in 10 - 12 months.Since March its inception this has outperformed the market. Like the chances of US Marekt for a santa rally and then sellof in Jan / Feb.

-
SIRI
Sirius Xm Radio I - $0.631
- -0.03%
- $0.6239
Huge upside potential. Once deal is approved this is easy 5+ stock.

-
OSIP
Osi Pharmaceutica - $32.79
- -0.21%
- $33.05
This is a cancer and diabetic play. Very likely takeover candidate. Stock has great upside potential

-
HLIT
Harmonic Inc. - $5.22
- +0.97%
- $5.20
This is triple play candidate. In hot sector , company is a turnaound story for 2007

-
YHOO
Yahoo! Inc. - $15.38
- -1.47%
- $15.50
catch up play. This one is Panama play again potential of takeover play.

-
SONS
Sonus Networks - $1.98
- -1.49%
- $2.02
Infrastruicture play. Company is gaining momentum and leader in its sector

-
IGTE
Igate Corporation - $9.72
- +1.04%
- $9.60
India Outsourcing play way undervalued and has potential for easy double from current levels. Strong balance sheet.

-
ONT
On2 Technologies - $0.5901
- 0.00%
- $0.60
Video on Internet. This may very likely explode similar to AKAM. Now 2008 story

-
BEAS
Bea Systems - $0.00
- 0.00%
- $N/A
Web Infracture and e-commerce play. Likely takeover candidate.Likely bidding war target price 23/25
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A. Best of Breed and diversity is most
significant when dealing with the gold
or silver miners. . . staying away from
the juniors which are much higher
risk/reward considerations.
Very good review on Seeking Alpha
regarding 8 majors gold miners @
http://seekingalpha.com/article/44103-8-
major-gold-miners-in-the-trading-spotlig
ht
It would help to diversify into at least
3 so as not to disappoint. . . or go
with GDX ETF.
A. The only one I own : SLX,
too hard pick a winner out all of them
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