Date updated:01-04-2008
My actual holdings

-
DCI
Donaldson Co Inc - $39.36
- +3.12%
- $38.63
60% revenue comes from replacing filters

-
ESRX
Express Scripts - $86.31
- +1.18%
- $85.04
Good alternative to MDT

-
NGG
National Grid Plc - $52.02
- 0.00%
- $N/A
Solid utility with footprint in Britain and U.S.

-
GS
Goldman Sachs Grp - $176.57
- +2.79%
- $173.68
Best of breed; maybe a tad too early but I went ahead and bought in on December 20th

-
NOV
Natl Oilwell Varc - $45.67
- +4.56%
- $44.63
Stock has been underwater for a couple of weeks but seems poised to come out

-
TTES
T-3 Energy Servic - $24.22
- 0.00%
- $N/A
I've played this one before, this is my second go-round. They make BOPs

-
EBIX
Ebix Inc - $57.19
- 0.00%
- $N/A
Cyberspace play; they create software for the insurance industry. Their software allows applications and other documents to be signed online without requiring an actual "wet" signature. Bought it on Dec 20th, it's up 20%. I have no idea why except that they bought Telstra eBusiness Services from Telstra in Australia; they are used by 84% of the insurance brokers in Oz. Over 4 million transactions and 1.4 million pollicies. EBIX makes it possible to do everything online in the insurance racket. I want in.

-
CY
Cypress Semicondu - $8.85
- +1.37%
- $8.80
Best of breed; systems on a chip, parent compnay of Sunpower. What's not to like?
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A. The only one I own : SLX,
too hard pick a winner out all of them
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