Date updated:03-26-2008
Generally longer-term holdings.

-
MSFT
Microsoft Corpora - $29.22
- -1.91%
- $29.01
cash flow, better growth prospects than sentiment indicates

-
AAPL
Apple Inc. - $200.59
- -1.76%
- $199.10
company will continue to gain share in consumer and enterprise technology markets for several years

-
HOG
Harley Davidson - $28.69
- -1.41%
- $28.13
company generates excellent cash flow and the stock is unusually cheap due to credit risk fears international brand that will endure

-
DELL
Dell Inc. - $14.14
- -1.53%
- $14.03
turnaround is well underway results will start to show in 12-18 months, stock should be $30 at that point

-
CREE
Cree - $47.77
- -1.10%
- $46.83
Most current lighting is so old and inefficient. LED lighting will take over. There is competition but CREE has a good position and the company will get acquired if they can continue to execute.
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A. The only one I own : SLX,
too hard pick a winner out all of them
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