Rambus has an extensive intellectual property portfolio in the area of semiconductor chips and interfaces. Rambus's portfolio includes patents on many widely used technologies today and many groundbreaking technologies that may become widely accepted in the future. A computer cannot be made today that doesn't include Rambus intellectual property. Rambus is currently is involved in litigation in an attempt to obtain royalties on the $30+ billion DRAM market. Should Rambus be victorious, which I expect it will, shares could easly increase 10-fold.

REXI is a diversified asset manager. REXI currently manages assets in many areas including financial fund management, commercial finance, real estate and business equipment leasing. REXI's assets under management are growing rapidly and the companies many businesses will soon be reaching the scale needed for substantially enhanced profitability. REXI is a complicated company with 10 different subsidiaries that, likely due to the complexity of the company, is unappreciated by the market.

ATLS is a fast growing energy company focused on leveraged growth both organically and through the acquisitions made by its subsidiaries, ATN & APL. ATLS leverages the benefits of the aggressive acquisition policies and organic growth at its subsidiaries through its incentive distribution rights. ATN is a growing E&P MLP focused on both organic growth through drilling and the acquisition of natural gas properties. ATN has the lowest cash drilling costs of any E&P MLP in the industry. APL is a growing midstream MLP focused on the transportation of natural gas from many areas of the country with expanding production.

MWP owns 89% of the general partner of MWE plus a number of LP units in MWE. MWE is one of the fastest organically growing natural gas midstream LPs with significant exposure to the growing production from the Woodford shale in Oklahoma. MWP's growth is highly leveraged to growth at MWE. MWP's general partner interest also gives MWP substantial leverage to any acquisitions by MWE. MWE's small size makes meaningful acquisitions easier than at most midstream LPs.

Suggest buying OCWAZ.PK warrants instread of OC common shares. The warrants are a call option that expires 2013 with a strike at $45 per share. OC is a diversified manufacturer focused primarily on insulation and construction materials. OC is also the leading manufacturer of composites which are used heavily in many growing areas such as the construction of wind turbines. OC will benefit substantially from the inevitable recovery in the housing market. There has been heavy insider buying at OC in the past few months.

NSH is the new growth vehicle for Bill Greehey, the former CEO responsible for the substantial growth of VLO. NSH is the general partner of NS which is a diversified midstream LP focused on refined product pipelines and terminals. NS has indicated it intends on pursuing an aggressive acquisition plan that should reap leveraged benefits to NSH through NSH's incentive distribution rights. Greehey currently has more money in NSH than he does in VLO.

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