Date updated:01-01-2008
Long-term portfolio with short-term experiments. In time, portfolio will focus on fewer names and larger positions within these.

-
ARBX
Arbinet Corporati - $2.18
- -1.36%
- $2.26
Value trap. Great technology, but VoIP has limited it's growth.

-
BGP
Borders Group Inc - $1.94
- +1.04%
- $1.90
Love the store and PE. See value in the franchise and brand. Own BKS, too.

-
BKS
Barnes & Noble - $22.30
- -0.04%
- $22.48
Love the store and PE. See value in the franchise and brand. Own BGP, too.

-
COH
Coach Inc - $33.79
- -0.38%
- $33.72
Great luxury brand. Room for growth.

-
COV
Covidien Plc - $45.65
- +1.15%
- $44.79
Long-term value.

-
DIGA
Digital Angel Cor - $0.88
- +2.33%
- $0.89
Speculative play on technology.

-
DSX
Diana Shipping In - $17.25
- +3.36%
- $16.65
Bought in for great value and dividend from a Barron's story.

-
DWA
Dreamworks Animat - $32.58
- -1.09%
- $32.64
Pure play feature films. Great talent!
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A. source:wikipedia
A. The only one I own : SLX,
too hard pick a winner out all of them
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