Date updated:04-13-2008
Growth and Return

-
ACI
Arch Coal Inc - $20.48
- -17.72%
- $23.06
Energy play, Global demand

-
BHI
Baker Hughes Intl - $30.35
- -22.08%
- $36.45
Energy play, equipment demand should be good. Considering a trade to a better performer.

-
CEG
Constellation Eng - $24.44
- -1.57%
- $24.74
My only utility. Also a play on nuke power. Dividends

-
CSCO
Cisco Sys Inc - $17.41
- -2.52%
- $17.32
Tech Play, should move up this year

-
GROW
Us Global Inv Inc - $8.59
- +0.94%
- $8.16
Financials, badly beaten with no exposure to credit problems. When it moves up it is going to be fast.

-
HXM
Desarrolladora Ho - $21.90
- -18.50%
- $25.77
Building a lot of homes in mexico with gov backed loans

-
MR
Mindray Medical I - $22.01
- -4.59%
- $22.99
Strong growth. not my fav pos

-
VLO
Valero Energy Cp - $17.92
- -10.89%
- $19.20
Energy play, refinery high gas prices = high margins
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