Date updated:04-02-2008
Active portfolio geared to trading options on sectors then best of breed in the sectors.
Up date April 01, 2008

-
AAPL
Apple Inc. - $202.98
- +0.75%
- $201.07
Tech stock. More up side potential thatn Google at this time. Hitting resistance at 146. Buy on dip at 140

-
GR
Goodrich Corporat - $57.95
- -0.43%
- $57.88
Aerpspace removed BA. Added GR as better long term play. At 57 watch for run up to 65 in the second quarter.

-
HAL
Halliburton Co - $31.47
- -0.51%
- $31.44
Enjergy stock, world wide service provider. Range bound 39 - 41 Look for call action as domestic nat gas business gets stonger into the 2nd and 3rd quarters.

-
AMAT
Applied Materials - $13.00
- +0.15%
- $13.30
PCG > Alternate energy (Sun Power) > fits into new/upcoming regulation. April 01, 2008 Removed PCG Added AMAT Others to watch: SOLF, CY and First Solar

-
GE
Gen Electric Co - $15.78
- -0.44%
- $15.95
Industrial: recently bought water purification company. Potential gobal market Recent jump from 34 to 38. Buy on pull back.

-
SBL
Merrill Lynch - $11.86
- 0.00%
- $N/A
RFID technology. Speculative at the moment > looking for Potential growth as FR becomes more common. Peers: MTD, AME, PKL, ROP AND TRMB $15 and holding potetial to hit $20 Still on watch list as speculative play.

-
RIMM
Research In Motio - $63.67
- 0.00%
- $N/A
Added April 01, 2008 Good China play Range bound 110 - 120 now. Buy on dip below 110

-
MSFT
Microsoft Corpora - $29.01
- +0.07%
- $28.88
Added April 01, 2008 Backed out of Yahoo deal. Good up side 29 going to 34 Use calls or spreads to reduce costs.
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too hard pick a winner out all of them
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