Date updated:02-12-2007
Own growing companies at cheap valuations. Short slowing companies/industries with outsized valuations.

-
MRH
Montpelier Re Hol - $17.31
- -0.75%
- $17.31
Increased margins on higher premiums at a decent valuation.

-
USG
Usg Corporation C - $15.73
- -2.90%
- $16.21
On its ass and undervalued - reversion to the mean will take it higher.

-
HRT
Arrhythmia Resear - $7.21
- -0.28%
- $7.29
Fast grower in the right place at the right time.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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