Date updated:01-25-2007
This represents my core large, mid, and small cap holdings. Roughly 25-30 stocks; currently 40% intl. I favor small caps with insider ownership, profitable, good business models and reasonable balance sheets. I have a longer term horizon once I have become comfortable with the company vs my original expectations.

-
BG
Bunge Ltd - $57.11
- -3.10%
- $58.66
Favorite large cap. Global leader in growing agricultural oil seeds business.

-
ISRG
Intuitive Surgica - $256.00
- -1.50%
- $257.39
Favorite midcap. I have owned for over 2 years and listend to every cc. A little pricy but the only business I own that has NO competition. Mgmt is not promotional and stk is volatile around earnings.

-
LAYN
Layne Christensen - $27.96
- +0.25%
- $27.67
diversified driller with focus on water drilling; nice record with acquisitions

-
LDSH
Ladish Co. - $12.64
- +0.08%
- $12.45
specialized mfr to aerospace ind; high barriers to entry

-
HURC
Hurco Companies - $15.09
- -2.14%
- $15.19
mfr of computer controlled machine tools; very cheap to growth rate and underfollowed

-
CRESY
Cresud S.a.c.i.f. - $13.52
- 0.00%
- $N/A
largest agricultural exporter in Argentina

-
PRST
Presstek - $1.79
- 0.00%
- $N/A
speculative turnaround; leader in digital printing

-
CLRK
Clrk - $0.00
- N/A
- $N/A
leader in licensed led applications
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A. The only one I own : SLX,
too hard pick a winner out all of them
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