Date updated:01-03-2007
Speculative Portion of portfolio

-
NOVA
Novamed - $4.26
- -2.96%
- $4.28
Operates ambulatory surgical centers. Have followed the company since 99 and have made very good money long & short over the years (lucky also). Have held long since 02, when I loaded up the truck when it was below a buck. LT growth rate of 27%, very reasonable PEG of 1.1. Expect them to be gobbled up by someone soon.

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LTM
Life Time Fitness - $23.11
- -3.06%
- $23.74
Love the facilities, work out there all the time. LT growth rate of 25%. Expect to hold at least for the near future. Growth should be able to continue at this rate or better for the foreseeable future.

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EWJ
Ishare Msci Japan - $9.29
- -1.28%
- $9.30
The Japanese economy is really starting to awaken after a long slumber.

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FMO
Fid/clymr Mlp Opp - $16.06
- 0.00%
- $N/A
Love MLP's such as ETP, but this one is more friendly for the IRA, since it doesn't generate UBTI. So, this closed end fund is a good way to invest in pipeline MLP's

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QLD
Proshares Ultra Q - $54.85
- -0.63%
- $55.20
Go back over the last 15 years just buying when the 20EMA on the COMP goes above the 40EMA and going short or buying the inverse QID when the 20EMA on the COMP falls below the 40EMA. Annualized returns using this method and 2x leverage are north of 30%. ( would have used QQQQ before the Proshares were available.
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