Date updated:10-24-2007
Representing a minorly diversified portfolio and following.

-
FRPT
Force Protection - $5.23
- +1.16%
- $5.22
23000 MRAP vehicles on the way with Force Protection having the premier vehicle in the field. The insurgents have signs about 'Kill the claw' in reference to the Buffalo...

-
ESV
Ensco Intl Inc - $45.94
- +1.86%
- $45.22
Most undervalued, overperforming driller out there.

-
ERTS
Electronic Arts I - $18.16
- -0.33%
- $18.27
Very cheap right here now that they have built out their software libraries for all of the different game platforms.

-
TTM
Tata Motors Inc - $13.66
- +3.56%
- $13.25
Everyone wants a car. This is the best, safest way to get into the Indian car market. Toyota, Kia, GM, and all the other "big guys" can't afford to make the Model-T of India.

-
GS
Goldman Sachs Grp - $176.76
- -0.96%
- $178.89
Can't fight the premier broker out there. I just wish I had enough cash to be a client...

-
AMSF
Amerisafe - $17.09
- +1.42%
- $16.74
Solid insurer with good history of managing risk in the AFLAC type market, aka short-term disability. It could be risky going forward. If we slip into a recession, there could be a large increase in fraudulent cases, as well as the layoffs cutting into their revenues. They are not focussed in the markets that are troubled currently though.

-
GSBC
Great Southern Ba - $22.72
- +1.29%
- $22.96
I own this and BAC for my bank holdings. Great Southern Bank Corp has a price to book under 2, and with the fed lowering rates this should only go up with no exposure to the sub-prime market in outlying areas of the mid-west. Could also be seen as an excellent acquisition target by the bigger fish looking to expand like Wells Fargo and US Bank in the mid-west. During the last fed-lowering environment, this was an exceptionally hot bank stock. The trend should continue again this time...

-
EMC
E M C Cp - $16.88
- +0.78%
- $16.70
Storage increases driven by the web, and China's build-out have to be good for the bottom line. It doesn't hurt they are the majority owner of VMWare still either...
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A. They are high in quality,thanks.
A. The only one I own : SLX,
too hard pick a winner out all of them
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