Date updated:04-25-2007
A sampling of items that I really do own.

-
IMCL
N/a - $69.67
- 0.00
- $69.67
If allowed to remain public, will exceed the market cap of DNA over time. Don't believe me....take a look at their pipeline of VEGF's which target not just disease, but a little drug call Avastin as well. Oh, I forgot to mention Erbitux. You remember the drug that is moving into 1st line with a much better safety profile than Avastin.

-
PXD
Pioneer Natural R - $42.38
- -0.96%
- $42.14
Did you know that Mason Hawkins is the largest shareholder here. He doesn't do Oil and Gas. Unless, he knows something. Think Carson Peire Scott. Did you know this company regreatably hedged almost all of it's production during the great oil boom. Dis you know that all of those hedges are rolling off. Did you know that this company abandoned its takeover defenses about a year ago. Did you know that this company will either monetize their mistakes of the past, or the are out of here.

-
AT
At - $0.00
- N/A
- $N/A
No Analysis added

-
BJS
Bj Services Co - $18.91
- -1.92%
- $18.92
No Analysis added

-
TXI
Texas Ind - $34.52
- -0.17%
- $33.68
No Analysis added

-
ELN
Elan Cp Plc Adr - $6.58
- +6.13%
- $6.11
No Analysis added

-
GOOG
Google Inc. - $551.10
- +0.45%
- $547.72
No Analysis added

-
GOOG
Google Inc. - $551.10
- +0.45%
- $547.72
No Analysis added
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A. i bought into ECLP last thursday. . They
compete with CERNER on putting in big
medical records systems into hospitals.
I believe the industry is going to
consolidate as well.
A. The only one I own : SLX,
too hard pick a winner out all of them
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