Date updated:02-16-2007
Discretionary and ROTH

-
GPS
Gap Inc - $22.03
- -1.74%
- $21.71
THE GAP (Kzreg)*Many private equity firms have interest in buy out cuz of size, $15B co. *GPS expects full earnings to be .83-.87 a share. *Leases are monthly and long term lower rate in malls. *Analyst Dana Coen " could go to $25 w/earnings turnaround alone (Cramer says in next 6 months) Sector: Apparrel, retailer NYSE NY 52wk high 21.39 (10-31-06) low 15.91(7-18-06) We bought 19.42 (1-25-07)

-
SLB
Schlumberger Ltd - $63.14
- -2.91%
- $62.63
SCHLUMBERGER LTD., NETHERLANDS (Kzreg) *Oil is low priced appears to be ready for upward trend *SLB largest and best of kind in world *Dividend raised by 40% per share *.92 cents earnings per share;WOW *New explor phase just beginning *Oil prices go down but oil service co's haven't *SLB should cont to see growth well beyond 2010 Sector: Oil Service Stocks NYSE NY 52wk high 74.75(5-11-06)low54.00(6-13-06) We bought: 63.00 (1-26-07)

-
AMGN
Amgen Inc. - $56.50
- -1.02%
- $55.98
GROWTH/CHEAP (Czrth) *2nd best Pharm balance sheet in world *Steady earnings growth *At this point it is not speculative Sector: Pharmaceutical Co. Growth NASDAQ 52wk high 80.03(2-1-06)low 62.25(7-21-06) We bought: 71.05 (1-30-07)

-
GLW
Corning Inc - $16.58
- -1.66%
- $16.40
CORNING INC (Kzrth) *Great diesel filtration system division *Multi faceted compan Sector: 52 wk high 29.61(4-21-06) low 17.50 (8-2-06) We bought: 20.83 (1-30-07)

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SIX
Six - $0.00
- N/A
- $N/A
SIX FLAGS (Kzrth) *CEO spoke of sale of parks, restructuring *Gas price low = six is hot Sector: NYSE NY 52wk high 11.93 (2-6-06) low 4.53(8-11-06) We bought: 5.76 (1-30-07)

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MO
Altria Group Inc - $19.00
- -0.99%
- $19.00
ALTRIA Group(kzreg) *Kraft makes statement on Tuesday 2/20/07 *Altria, spinoff of Kraft March 30 2007 CEO Irene Rosenfeld *Phillip Morris USA is tobacco Sector: consumer/non cyclical Industr: Tobacco 52 wk high We bought 10@86.56

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CYBX
Cyberonics - $17.87
- -3.61%
- $18.10
CYBERONICS INC(kzreg) Sector: healthcare Industry: Medical Equiptment & Supplies 52 we high low We bought 15 @ 20.36(actual)

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CELG
Celgene Corporati - $54.97
- -1.40%
- $53.81
CELGENE CORP (kzrth) Sector: Industry: 52wk high low We bought 7@55.97 (2-8-07)
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A. any forward growth guidance you get from
a company has to be taken with a grain
of salt. dubai was not news 2 days ago,
yesterday it clipped the s n p for 20
points. these are turbulent times and
all forward statements are a guess. 5
year ones are a joke. we've had a really
nice upternd for the last 8 months, that
may be coming to and end or at the very
least its probably gonna get choppy.
you're gonna have to be the judge of the
reliability of any future estimates and
any one stock can have multiple guesses
at theirs.
A. The only one I own : SLX,
too hard pick a winner out all of them
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