In the usually speculative biotech sector ANX is actually employing a business model that seems more stable. Its lead drug CoFactor basically is designed to replace the existing drug combinations with less toxicity hence less adverse side effects. Also in the wake of recent reports of problems with several anemia drugs it is important to point out that Cofactor has significantly reduced anemic side effects in phase II trials. ANX also has Zanaflu,a new product for the common cold and influenza, which should make it to market by flu season. This stock should make it to $10 in the next 12-18 months.

4.20.07 I've been waiting for a significant pullback for months. If this continues I'll start building a position. Just need to shake out some more of the momentum players. Bolt operates in two segments: Geophysical products and industrial products. They sell the seismic guns and hydrophones used in deep sea oil and gas exploration. Customers are adding new exploration vessels which increased sales but the company also supplies replacent parts including cables connectors etc. Given the harsh conditions replacement parts are an excellent residual income from clients. Top clients include CGV (French exploration company, %15 of sales) and WesternGeco ( formed from giants Sclumberger and Baker Hughes, %22 of sales). The company expects seismic exploration to increase into 2007 but there is also demand to resurvey tracts using new technology to get better data. Results for the most recent quarter represented the fourth consecutive quarter of record results. Sales increased 87%, and net income increased 164%. The guidance given from the the company is: “2007 should be another record breaking year for our Company”. The industrial products segment makes ac and dc motors and clutches used in a variety of products including air conditioners, microwaves, ATM machines vending machines and many others. The industrial products segment makes up a much smaller percentage of income. (approx 10%). A slowing US economy could hurt this segment. The company has 0 analyst coverage and NO DEBT

Best deepsea driller

4.20.07 Missed the first pullback but I think it could come back again This company makes specialty wires, specialty shielding, electronic coatings, thermal and acoustic insulations, waterproofing and packaging materials. Needed for anything from infrastructure growth to oil service. Even though domestic housing is declining they have growth in Asian markets and their products are being used for aging bridge and highway maintenance. They have protective products specifically made for oil and gas piping. CCF recently purchased it’s long time partners in France and England and is determined to grow its European business. Insider holding’s equal’s %25 (Family run business since 1946). Institutional holding is %44 (FIDO has %10.16 Low Priced Stock fund) Revenues have increased 26% compared to same ¼ last year. EPS from $.26 to $.62 or 138%. They have debt well in control with a debt/equity ratio of 35.37%. Also a %1.45 dividend and no analyst coverage.

highly speculative medical diagnostics play. Just gained controlling percentage of FluoroPharma, a company specializing in molecular imaging.

Cemex is the largest cement co. in the U.S. and third largest in the world. Cemex is in the process of aquiring Rinker which draws 80% of its revenue from the U.S and is in the significant growth areas of Florida and Arizona. (I pass the Rinker plant on the way to work everday..it’s huge) According to IBD. “Robust spending on commercial and government construction projects has helped building materials suppliers thrive lately, despite a drop in new home construction. Domestic demand for cement has been buoyed by a series of federal highway bills, the latest of which was signed into law in 2005, and will result in the spending of about $285 billion over the next half-dozen years on highways across the nation. Somewhat as a result, even when operating near their rated capacities, U.S. cement plants in the aggregate can only produce about three-fourths of the nation's demand. In addition, in early 2006 the US ended long standing trade restrictions against US imports of Mexican cement. Acquisition of Australian based Rinker would give Cemex access there as well as gaining Rinker’s presence in China. Cemex also operates in U.K., Germany, Venezuela, Columbia, Spain and Egypt. This merger would make Cemex the single largest Cement and agregates company in the world.

Got in just before earnings This company’s primary focus is on graphite electrodes used in arc furnaces. They are pretty much one of the top two or three in this field. Why is this important? Arc furnaces are used to melt scrap steel. Given the huge need for steel for international growth their sales are going to increase rapidly. In addition they a wide array of other carbon and graphite products specifically one that is used in fuel cells. The federal government has just issued them a 2 million grant for fuel cell development. To make their story even more interesting the company has just finished paying off antitrust fines issued from the Dept of Justice levied under the old management. . These payments (last one of $5.1 milliion) have heavily weighed on the eps which should see an increase just from this relief.

CECE makes ventilation and pollution control equipment used widely in new ethanol plants, The company recently announced it has received new contracts and supplements to existing contracts worth $10.4 million. The stock only moved 10 cents. Earlier this month investors were stung when Shares in Ceco declined as much as 23 percent in heavy trading despite a hefty increase in profits and rapid sales growth in the fourth quarter. Investors reacted negatively to a decline in profit margin. The Cincinnati-based manufacturer of air-pollution control equipment posted a $1.2 million profit, or 9 cents per share, in the quarter ended Dec. 31. The company lost $393,000 in the same period a year ago. Sales nearly doubled to $41.5 million during the quarter, but CECO's gross margins declined from 26 percent to 20 percent. The company said the declining margin was due to new product offerings as CECO strives to become a turnkey provider of ventilation and pollution control systems. Investors were not impressed. The company is really more than an ethanol play. They serve many other industries and also have a contract with the govt. for filtration systems related to chemical weapons. They have a backlog of $97 million.(Last year total revenue was $135,359,000…97+10.4=107.4 already) They also have projects in China, Russia and manufacture in India. They have made many acquisitions related to their field and seem determined to dominate it. There is very little analyst coverage.