Date updated:06-12-2007
This is a portfolio of hot stocks which are loved and hated, but will return a lot over the next 6 months.

-
DNA
N/a - $80.43
- 0.00
- $80.43
Near 52 week low. Trades at a huge discount. No major news for 2007 regarding approvals, but perhpas off label uses and some new trials in later half of 07. 5 down, 20 up

-
MRVL
Marvell Technolog - $15.61
- +2.16%
- $15.50
Oh MRVL, you murderer. MRVL has products used in all the major Post-PC devices. Has a better story to tell now rather than last year, and its at a 50 percent discount. It'll be $25 in 12 months.

-
WGO
Winnebago Ind Inc - $11.60
- +2.93%
- $11.54
WINNEBAGO! Thats right. This stocks down a bit from its highs. This is a play on decreasing gas/diesel prices. Consumer isn't dead. WGO has reasonable valuation, has excellent name/brand recognition, and a very loyal base. 35 in 10 months.

-
FIG
Fortress Inv Gp L - $4.24
- 0.00%
- $N/A
Fortress gets no love. Its growing revenue pretty quickly, and nobody knows what to compare this to. Obviously GS, LEH, BSC, etc get no love, with almost single digit multiples. When Blackstone IPOs, people will finally come around.

-
COH
Coach Inc - $34.76
- +2.87%
- $34.30
Coach here, coach there. COH and CROX were my 2007 stocks. COH will play real well into 2008. Their brand is aspirational and people will buy even if they can't afford. Wait till it becomes too popular that everybody has it, then sell.

-
CHK
Chesapeake Energy - $23.20
- 0.00%
- $N/A
Aubrey whatever, the CEO buys this stock like a crack addict...buys crack. Nat gas is low, but CHK is a great company, and it hasn't screwed around with secondarys etc lately.
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