Date updated:07-20-2007
Portfolio that will soon concentrate on speculative stocks with a few good value and value/growth stocks to keep it buoyant.

-
ABB
Abb Ltd - $19.52
- +0.98%
- $19.30
Utilities service company with undervalued growth. I do however believe that it is reaching its upside potential and profits should be taken. Update: 7-19-07 Nothing really new with the stock just a rethink. Took some big profits from last year. I am letting the rest ride the Infrastructure/Euro bull.

-
TASR
Taser Internation - $4.41
- +8.62%
- $4.25
Speculative interests. With Taser winning litigation battles and possibly moving into France this speculative stock should have a lot of upside. Update: 7-19-07 French play is over was already priced into stock. Pulled a 60% gain since initiation took some profits letting the rest ride. They have to post strong earnings on the 23rd or I see some downside as they got the C2 out late. All the other late news this Q that drove the price up isn't going to equate to earnings for a while so upside after announcement might be nill if they don't kill estimates.

-
KOOL
Thermogenesis Cor - $0.6116
- 0.00%
- $N/A
Stem cell storage play.

-
VIAC
Viac - $0.00
- N/A
- $N/A
Stem cell storage play.

-
NVDA
Nvidia Corporatio - $13.16
- +7.25%
- $13.00
Great chip stock that has been consistently improving margins and growth. I see it taking market share from competitor and even developing new computing architectures.

-
IVAC
Intevac - $11.46
- +1.06%
- $11.26
Small disk sputtering company. I think it's undervalued and should come up with the rest of tech soon. No analysts really like this stock but theres nothing negative that I can see other than they lowered guidance for Q2. They have consistently KILLED earnings estimates for the last two years.

-
INTC
Intel Corporation - $18.93
- +0.21%
- $18.82
Picked it up on the margin contraction smack down. It is way oversold because of that. $30 easy by the end of Q3.

-
DSL
N/a - $0.33
- 0.00
- $0.33
This is a big gamble because of the big sub prime scare. I think it's cheap and looking for a take over. HUGE short position. Gamble, could be sloppy, could be big, we'll see.
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A. The only one I own : SLX,
too hard pick a winner out all of them
These are some of the stocks mentioned on TheStreet.com TV on Sept. 2. Click the URL below each stock to watch the videos. more
Analyst Upgrades for Nov. 2, 2009. Read more here. more
Analyst Downgrades for Nov. 2, 2009. Read more here. more











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