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 - $14.71
- -3.48%
- $15.07
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 - $5.37
- -2.54%
- $5.45
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 - $0.55
- 0.00%
- $0.60
Stem cell storage play.

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

-
NVDA
Nvidia Corporatio - $8.62
- -6.02%
- $8.96
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 - $4.99
- -0.80%
- $4.98
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 - $14.44
- -6.05%
- $14.75
Picked it up on the margin contraction smack down. It is way oversold because of that. $30 easy by the end of Q3.

-
DSL
Dsl - $0.00
- N/A
- $N/A
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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