Fear of the overall market is what drove the price of INAP down, not the last earnings conference call. Regardless of the recent price drop to the $6.50-ish range, this won't change the very bright future InterNAP is STILL heading toward: The fact is InterNAP is continuing to grow at a rate of 25% per year, they are increasing margins, and the company is just now becoming profitable. The company has, as CEO James Deblasio mentioned on January 14, 2008, the "cleanest balance sheet in the industry", clean AR, growing margins, growing top line rev (25%), growing cash flow (20% of revs), and growing Colo expansion rent ($65 - $70 per sq foot). INAP is up 24% in the last five days. We're looking at a current price of $8.06, up from $6.50 just five business days ago. This upward trend, I think, is not even close to being over with. Moreover, in the last five trading days we've seen one analyst upgrade, and another initiated INAP at Outperform: [WACHOVIA UPS INAP TO OUTPERFORM FROM MARKET PERFORM] -- Sets $10-$13 valuation; [InterNAP Started At Outperform By Oppenheimer.] Worst case scenario -- INAP goes back up to $10-13 in the next few months. Best case scenario -- INAP reaches $20 in the next couple of years.

Substantial Pipeline Developments Expected In 2008: The company has multiple late-stage clinical programs, approved products and a strong balance sheet. Lead product Cetrorelix (expected to bring in approx. $500 million in revenue per year) is in Phase III trials for BPH, while Ozarelix and Perifosine should enter pivotal clinical trials shortly. These and other clinical programs should generate substantial news flow over the year. Æterna Zentaris enters 2008 with a new management team, a more focused pipeline, and multiple near-term news drivers, while upcoming asset sales will strengthen the balance sheet. Æterna Zentaris is a well-capitalized, late-stage, pure-play biopharmaceutical company with a valuation that is a fraction of its peer group. Many followers of AEZS expect clinical milestones and potential partnering news to drive the stock in 2008.

E*TRADE is a well capitalized company with loads of cash. In fact, E*TRADE could absorb an immediate write down in excess of $1 billion and still remain well capitalized. E*TRADE continues to expand their customer basis, and regardless of the current mortgage related issues, I believe their stock price is very undervalued. I'm looking for a big increase for 2008, somewhere in the range of a $5-6 stock price -- that's up more than 50% from the current price today.

Alli is the only FDA approved weight loss drug on the market today, and GlaxoSmithKline should profit tremendously from it.

The price has pulled back a bit and it's time to buy. This one should be a winner.

MCD's solid execution of its "Plan to Win" operating strategy has helped produce strong sales over the past couple of years; moreover, healthy growing sales should continue for the next few years too. From 2007 to 2009 MCD expects to expand $15 billion to $17 billion on dividends and stock repurchases. 12-month target price: $68

This one's been hit hard lately, and to be honest, I'm not really sure why. Shouldn't a higher trading volume in the market indicate more revenue for ICE? On Jan. 10, 2008, ICE Futures Europe hit record volume levels; there appears to be a lot of volume in trading these past few months due to the mortgage and financial industry issues too, so what gives? Why the fall in ICE's stock price? The next conference call will turn this stock around, so I expect it to go back up.

I'm adding MO into this portfolio to help further diversify my holdings.