Date updated:11-10-2006
Relative newbie's attempt to develop stock picking skills while building an aggressive leaning portfolio with descretionary funds

-
SHFL
Shuffle Master - $8.55
- +0.12%
- $8.66
I see lots of growth potential in their core products and new innovations including intelligent gaming tables.

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JNJ
Johnson And Johns - $62.31
- +0.60%
- $61.82
Solid, low-risk portfolio anchor. 11/10/2006 - I couldn't resist putting a stop on this @ $68 before the election, since I only paid $58 in May, so I no longer own any. I'll probably be buying again in the future, though, I haven't stopped liking it.

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BAC
Bk Of America Cp - $16.09
- +0.06%
- $16.03
Solid, low risk portfolio anchor.

-
XEC
Cimarex Energy Co - $45.52
- -2.00%
- $45.86
Low P/E, fast growth. Seems like a good value. I anticipate the Iraqi civil war escalating into a regional Shia/Sunni Arab/Persian war and driving energy prices very high. XEC should benefit as a domestic explorer/producer. 11/10/2006 - Added some more shares when it dipped to $36.40

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MCHP
Microchip Technol - $25.53
- -0.62%
- $25.59
Solid company with good growth and good divdend. I know some of their products and like them Every embedded systems engineer knows what a PIC processor is. 11/10/2006 - MCHP Delivered its 5 BILLIONth PIC processor this week. You probably own some of these processors and don't even know it, they're ubiquitous.

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ESLR
Evergreen Solar - $1.47
- -0.68%
- $1.46
Pure, risky speculation! I'm buying in the dips hoping to hit another homerun with this. I anticipate lots of demand growth due to overblown global warming hysteria.

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WFMI
Whole Foods Marke - $26.36
- -2.26%
- $26.65
11/10/2006 I added this after it plunged to $48.75. I'm betting on continued growth even though it's slowed down now. I like the growth potential in the theme. I realiize this is risky speculation, but this is a risky portfolio.
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A. you should get a better broker and make
your life easier.....scottrade #1
A. The only one I own : SLX,
too hard pick a winner out all of them
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