Date updated:10-27-2007
This portfolio looks to combine undiscovered, rapidly growing, or otherwise speculative companies that my research tells me need to be higher with more traditional value plays with strong payout ratios, impressive buybacks, strong fundamentals and strong balance sheets. The thinking is to get the best of both worlds. I don't see why an investor cannot utilize both value and speculation in the same portfolio at the same time. Depending on where we are in the economic cycle both domestically and globally the portfolio will be adjusted to what I believe to be the optimal blend of both investment types the portfolio uses.

-
KSW
Ksw Inc - $3.4799
- +0.58%
- $3.46
The New York commercial real estate market is on fire right now. This little mechanical services contractor has a business model that is second to none. Trading at about 3 times cash in the bank, zero debt and double digit earnings growth what's not to like? Rents in NYC are going ever higher. If this company operated in Cleveland I'd have left it in the dust but in NYC while US demand slows the weakened US dollar is allowing Europeans and Canadians to scoop up prime NYC real estate for a fraction of what it was a few years ago. As prices stagnate and the dollar continues it's tailspin this story only gets better. Fluttering around in the 6's I can't buy enough of this stock.

-
JNJ
Johnson And Johns - $62.31
- +0.60%
- $61.82
The whole market is too darned bearish on this stock. Funds have been unloading, everyone and their mother wants Weldon's head. All the company ever does is deliver earnings, pay dividends and buy back stock. The pipeline looks much better than anyone will give them credit for. This stock belongs at 70 or better.

-
CL
Colgate Palmolive - $83.97
- -0.53%
- $84.12
A nice play on overseas growth, Colgate will also be able to pass through inflationary costs to consumers much more effectively than others. Into the 70's now it is due for a break but that's why we get dividends!

-
WWE
World Wrestling E - $16.09
- -1.71%
- $16.30
Vince McMahon is the most hands on CEO I've ever seen. He cares more about his company than many parents do about their kids. Company yields over 5% and has nice overseas exposure. A dog since coming public, I think WWE's just getting ready to 'lay the smack down' on the naysayers.

-
RWC
R E L M Wireless - $2.79
- +2.57%
- $2.72
Lowest cost manufacturer/reseller of LBMR's I can find. Earnings come in bunches, mainly from government agencies. With Democrats poised to control things in the near to mid term that bodes well for this little gem. Too cheap at $5. .. as a side note, is there a worse company than EF Johnson? They give this industry a bad name. Relm is just so much better then they are.

-
DE
Deere Co - $50.83
- -0.12%
- $50.69
What a great story this one is...and that's really all that needs to be said!

-
OMEX
Odyssey Marine Ex - $1.53
- +2.00%
- $1.55
Spain gets nothing, and OMR goes to 20 when they pull the load up from the real Sussex

-
GMKT
- $0.00
- 0.00%
- $N/A
Just a matter of time before someone scoops this one up...
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A. Here's another one:
http://seekingalpha.com/article/173986-s
hipping-three-high-risk-high-reward-opti
ons
Also, DSX, for instance moved up after
hours.
It might depend on your timeframe. The
related indexes appear to be trending
up. (this is not a recommendation).
A. The only one I own : SLX,
too hard pick a winner out all of them
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