Date updated:02-20-2007
Tries to capture these main trends:
- Aging population
- World's energy needs
Focuses on mid-cap businesses with:
- High ROE
- Hyper-growth and/or reasonable growth/valuation ratios

-
AKAM
Akamai Technologi - $24.98
- +5.09%
- $25.00
Popularity of online streaming content.

-
BQI
Oilsands Quest In - $1.20
- +1.69%
- $1.19
Speculative play on oil sands. The world needs oil.

-
BVF
Biovail Corp - $14.39
- -1.57%
- $14.55
High ROE. Profitable and sustainable business. Reasonable valuation.

-
CAKE
The Cheesecake Fa - $19.49
- +2.85%
- $19.41
Play on high-end consumerism. Has room to grow

-
CE
Celanese Corporat - $30.97
- -1.62%
- $31.68
Recession-proof industry. Very high ROE.

-
CMG
Chipotle Mex Gril - $84.82
- +1.93%
- $84.23
Well run business. Lots of room to grow.

-
CRM
Salesforce.com In - $65.95
- +1.95%
- $65.71
Gives value to its customers. Market opportunity is enormous. Afraid of current valuation though (bought near $15).

-
DGX
Quest Diagnostc - $58.24
- +0.85%
- $58.18
Cheap. Aging population needs blood tests.
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A. Click on My Stockpickr (top right)
then scroll down to mail settings
There are a bunch of different options,
just click no for the ones you don't
want to receive.
A. The only one I own : SLX,
too hard pick a winner out all of them
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