Date updated:12-17-2007
As the name implies , this porfolio contains my core holdings which add ballast to my speculative portfolio and day to day trading. The churn rate of the holdings in this portfolio are about 3 - 6 months average depending on a number of factors.

-
MRVL
Marvell Technolog - $14.73
- +0.20%
- $14.59
I have been in and out of MRVL several times in the past two years and have recently added it again to my portfolio as a value play although I dont consider it cheap. There products are ubiquitous when it comes to technology we use in our daily lives.

-
GLW
Corning Inc - $15.30
- +0.20%
- $15.02
I purchased GLW at various levels between 12 and 16 /share during 05' as a turnaround play on increasing popularity and decreasing prices of flat panel tv's.

-
WLT
Walter Energy - $65.10
- -0.34%
- $64.06
Have been in and out of WLT since 2005 very successfully and have been picking it up at a good clip recently. Total value play and this one is CHEAP.

-
IO
Ion Geophysical C - $4.31
- +4.11%
- $4.08
input/output.....new seismic mapping technology for oil/gas exploration

-
TTEK
Tetra Tech - $26.05
- -0.38%
- $25.95
No Analysis added

-
AUY
Yamana Gold Inc - $12.05
- +2.38%
- $11.78
GOLD.........

-
NVDA
Nvidia Corporatio - $13.16
- +7.25%
- $13.00
NVDA has been terriffic. purchased originally in early 05 at 27.10 - 27.56 for a cool 51% gain per year at current levels. Will take some off the table going into earnings but will hang on to a large position as they are set to benefit from the Vista launch. Vista's graphical interface requires a sophisticated graphics card and NVDA is the only graphics company with 4 generations of mcp's and gpu's certified by Microsoft to be Vista premium ready.

-
STP
Suntech Power Hld - $12.70
- -2.01%
- $12.81
Its a solar thing, everyone needs some solar exposure ( no pun intended ) with the green revolution coming into full swing. Not to mention its China based. 2fer! I haved owned STP for about 8 months with a cost basis of appx 29 and am still accumulating.
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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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