Fertilizer stocks are direct beneficiaries of declining natural gas prices. Plus the new ethanol mandate should increase demand for TRA's products (fertilizer) 2/18/07 update- eps released last week. not the greatest, but the stok still rose. up 80% since first mentioned. now at $17

Huge untapped reserves. Wall St. is just catching on to this asset play. While XOM and COP think the best use of thier capital is to buy back their own stok.. HES uses their capital to develop their vast reserves. 150% reserve replacement rate 2/18/07 update- recently reported 230% reserve replacement ratio. Stock up $4 since first posted.

Convergance of media formats (PC, web, DVD, CD, IPTV, Palm, etc) and ADBE's "create once.. use often" solution for programmers should help the stock. ADBE is king of the PC-to-print meda, and also Flash 2/18/07 update- stok relatively unch since 1st posting, but this spring should see a nice ramp as their new release hits the shelves.

in the 9th inning of settling all their Asbestos claims. $800mln mkt cap, $450mln cash, no LT debt, very profitable. Already reserved for $1.7Bln (including $500mln insurance) for asbestos claimnants. 2/18/08 update. still no resolution in asbestos case.. but the mkt cap is now $1.6Bln. Stock up 100% from my first posting now at $24

Spun off from KMG last year. 3rd largest Titanium dioxide producer in the world. According to Soleil their real estate assets alone are worth in excess of $20. 2/18/07 update- still hasn't performed as expected. earnings due this week

fayetteville shale natural gas play. huge increase in capex slated to 2007. so far it appears that based on the rate of production, many wells may have much longer life than originally anticipated. 2/18/07 update - stock relatively unchanged $37, but the news keeps getting better. Huge capex budget slated for this year in a very promising (fayetteville) region.

canadian based uranium junior miner $9 per share. excellent balance sheet and nice reserves that should be producing by 2008. recently listed on NYSE ARCA. 2/18/07 update- no specific incremental news from EMU but stock up 30% from first posting due to industry starting to ramp.

canadian NG royalty trust. 14% yld. recent acquisition should ensure that the dividend remains stable. plus its a call option on a change in the new canroy tax legislation. 2/18/07 update- no movement in the stok yet, but the canadian legislative bodies just marked a substantial directional change on 2/13. They (liberal party) are now (for the 1st time) willing to consider easing the royalty trust tax issues. This $17 level should become a fulcrum point from which you can begin to see some capital appreciation to compliment the 14% yield.