Date updated:04-23-2007
Eceletic portfolio looking for stocks with catallysts to move the stock. Tilted toward buyout candidates.

-
MSFT
Microsoft Cp - $25.65
- -2.66%
- $26.03
Huge cash balance. New set of investors looking at the company as it transitions from growth company to value company. Could do special dividend and increase its annual dividend. Vista moves from a '07 driver to an '08 driver.

-
AAPL
Apple Inc - $160.18
- -0.65%
- $158.35
I-phone and new operating system are the catalysts. I think putting away the speculation on Jobs' status with the company from the option backdating has cleared a black cloud. Only thing that scares me is the stock is loved by so many small individual investors.

-
C
Citigroup Inc - $19.07
- +4.21%
- $18.05
Counting the days to celebrating Prince's departure. Needs to increase the dividend and restart the growth of this company. If Prince leaves - I think the spinoffs start within 3 months.

-
FLOW
Flow Intl Corp - $5.80
- -10.08%
- $6.50
Activist has large stake; also like the fact that Royce owns a piece of this company. Would be an excellent fit for GE or similar company.

-
FLDR
Flanders Corp - $6.66
- -1.77%
- $6.82
Stock is down over 30%. Fire in company plants have prior year earnings way down. Easy comparisons and I think it is a great candidate to be purchased in this environment.

-
TUNE
Microtune Inc - $3.23
- -1.82%
- $3.28
Great play on the mobile TV phone systems.

-
AIG
Amer Intl Group I - $22.34
- +5.28%
- $20.33
Just too cheap for the quality of this company and its future prospects.

-
NBR
Nabors Inds Inc N - $31.40
- -1.72%
- $31.95
Great backlog; great cash flows; excellent buy-out candidate.
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