Date updated:04-29-2007
We examine these six areas of opportunity when making a portfolio decision, or a combination of the following. We also act extremely fast to maximize what we feel is our intellectual advantage before the market brings our ideas to fair value.
1. growth at a reasonable price
2. deep value
3. technical
4. arbitrage situatiuons
5. something very innovative is in the works
6. After hours trades

-
LIFC
Lifecell Corporat - $0.00
- 0.00%
- $N/A
not only are they profitable and at a reasonable PE for a growth biotech and market cap as well, the market for their innovative product is enormous. They also have a lot of time in terms of patent protection.

-
CEPH
Cephalon - $58.26
- +0.60%
- $57.24
Growth at a reasonable price, fairly low PE considering they just raised their estimates a lot and it looks like it is technically ready for a move to 100 plus

-
GMKT
Gmkt - $0.00
- N/A
- $N/A
the korean ebay. and the korean internet market is fickle, they do not change easily away from something they like...the stock got beat up the kast 3 months and the earnings are good so it may be poised for a move up.

-
DIVX
Divx - $5.25
- +0.96%
- $5.15
disruptive technology with a moat around the business in the sense that they are integrated with so many consumer electronics and content websites. Profitable and if they beat estimates or raise guidance, it could light it up from here

-
PLA
Playboy Ent Hld C - $2.82
- -1.74%
- $2.84
deep value here. the market cap is peanuts considering the brand. all they have to do are 2 things and this will rocket: 1. take the focus off of magazine circulation and integrate the brand with other forms of media and entertainment 2. start picking the hottest girls again instead of ok/cute girls with an armada of airbrushers/fitness people/makeover people etc to pass them off as 10s

-
NDN
99c Only Stores - $13.07
- 0.00%
- $13.00
99 cent stores are gonna kick ass I think. The middle class is getting fucked in the U.S....and there is a growing number of paycheck to paycheck/lower income people. And there is a world wide asset bubble so this combined with the shit hitting the fan = more people penny pinching = more 99 cent store sales

-
CPRT
Copart - $32.88
- -0.06%
- $32.54
they salvage old cars...once again, this plays intot he middle class getting fucked trend...more poor folks = more used car purchases = more business for cprt

-
BITS
Bitstream Inc. - $6.89
- -0.58%
- $6.88
reasonable PE, looks technically ready for a breakout and management insider buying recently....if they come out with one new product or if their existing portfolio of software and font products gets bought buy an additional customer, this small market cap stock could get a big boost
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A. Also dont like that it has relations
with the god aweful never profitable
automobile industry, but is moving its
resources to the building side and
conserving energy for them.
A. The only one I own : SLX,
too hard pick a winner out all of them
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