Date updated:03-05-2007
No description available

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ACH
Aluminum Cp Chin - $27.64
- -4.03%
- $26.92
This one's been a nice money maker for me, though I sold half my position at $20. I think it still has plenty of room to grow, as China continues building out and, eventually, becomes wealthier.

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CRS
Carpenter Tech - $23.60
- -4.41%
- $23.38
I have a real love-hate with crs. I believe they're going to $140, but, when it comes to putting my $ on it, I buy them, sell them, and then regret it.

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SPWR
Spwr - $0.00
- N/A
- $N/A
As demand for oil expands, and the political cost for the U.S. increases, alternative energy is likely to grow both short-term and long-term.

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VLO
Valero Energy Cp - $16.00
- -2.14%
- $15.97
I like the way they work. Buy other companies' plants for a fraction of the cost of building their own. They're cheap, like me. :-) Also, their ability to handle dirty crude is a good position as light sweet crude gets more expensive.

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DD
Du Pont E I De Ne - $34.40
- -2.13%
- $34.06
Innovation, low p/e, and decent dividends

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FDX
Fedex Corp - $82.65
- -1.02%
- $81.29
Globalization is killing a lot of small neighborhood specialty shops. Fdx and UPS now get a cut of a lot of book, specialty foods, even underwear deliveries. It's still a growth market.

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PRAA
Portfolio Recover - $45.36
- -3.01%
- $46.70
This is a bet against a housing soft landing. The mortgage is usually the LAST loan folks default on - asset recovery/collections folks could be seeing an upsurge

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NMX
Nmx - $0.00
- N/A
- $N/A
CME has been a champ for us, up some 1200%. I'm not convinced NMX is priced to do the same, but I'm keeping an eye on it.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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