Date updated:01-10-2007
No description available

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ACAS
American Capital - $3.09
- -1.90%
- $3.08
Well managed company that pays a splendid dividend. It looks like their loans are reasonably secure, and their asset management business will provide fantastic income in the future.

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TIVO
Tivo Inc. - $10.97
- +2.24%
- $11.09
A very misunderstood company. If they did not subsidize their growth by giving away the hardware they would already be profitable. Once they decide to pare back the expenditure on growth, it will become apparent just how profitable their business model reallyis. They are adding new subscriptions at $13 am month while the old ones drop off at $8 a month. This is the key to their future profitability and the market has not yet fully understnad the change in this company over the last year. They have mountains of cash and can keep growing for another 2 years. I hope that once they reach 3m subscribers they will switch buisness model and concentrate on profits rather than growth.

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PVX
Provident Energy - $6.40
- +0.95%
- $6.38
Excellent dividend (12%) with a lot of upside on the share price. I think the Canadian govt. will water down their taxation proposals on CanRoys and these stocks will start to return to historical levels.

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RYAAY
Ryanair Holdings - $26.24
- 0.00%
- $N/A
The most profitable airline in the world (22c on every dollar of sales!!) and growing at a 20%+ rate. I fly them regularly and am impressed with their operation. Falling oil prices will help the bottom line, and they still have pricing power as their prices are way below their competitors for a similar of better (commodity) product.

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AIB
Allied Irish Plc - $5.13
- -2.29%
- $5.15
As long as the Irish. Polish and Briitish economy keeps growing so will AIB. No clouds on the horizon for 2007.

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MSFT
Microsoft Corpora - $29.91
- -0.10%
- $29.94
The impact of Vista is understated. Will easily beat market expectations in 2007.

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USAP
Universal Stainle - $16.84
- 0.00%
- $N/A
wonderful small cap in a great speciality market niche. Will do well as long as Boeing keeps busy, and Boeing have a very large order book. Good management focused on delivering bottom line results.

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MT
Arcelor Mittal Ne - $39.29
- +1.16%
- $39.46
the best Steel Company in the world. As long as the world economy does not slide into recession, these guys will go from Strenght to Strenght.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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