cheap at $200. best run broker with a huge buy back that has at least another year to go. I see 2008 earnings at 30.60. At 10X E. That is over $300. If financials come back into favor next year GS could reach a M of13X or $400 by year end. Bought Aug 2007 at $168

Speculation play. biotech on cancer drugs. Base chemistry "Rose Bengal" has been around for decades and is proven non-deleterious to humans. Several products from this chemical in pipeline. Board and mangement list is a "who's who" in R&D biotech. I see a 2-3 year window for big gains. FDA has given orphan drug status which historically gives an 86% chance for approval. Current market cap of approx 100M is cheap compared to any company with an approved cancer drug. Next cheapest is 650M market cap. I see a 1.5-2B cap in 3-5 years. Bought Jan 2007 at $1.20

gsf and rig merger is huge, I feel it will replace SLB as the must have driller in the next year. Dividend is not bad either. Earnings visibility for years out. At 10X 2008 earnings, It's dirt cheap. Bought Sept 2006 $69.50

baby berkshire, insurance play. On the annual and quartery report, their mission is to increase book value. I do not like that the CIO has not had an original idea on invsting. He only piggy backs Buffett's buys. Still, the formula is working. Bought Nov 2006 $398.

I feel dividend is safe a current level yielding a 7% payout. New position, Adding to position cost basis is $31.20 as of Nov 24, 2007

prostate cancerdiagnostic play. Stock should tripple in next two years if approval comes through.Already being used in Europe and has better results. Started position today Nov 27, 2007. Expecting a bottom in the market this week.

discount to growth rate and VMWare coupon is unvelievable. Expecting 50% move by end of 2008 if VMW's growth is sustainable. I prefer the parent to the sub since I am generally a value buyer.

being a studentof Graham, Dodd, and Buffett, I sleep well knowing Warren is looking out for 7% of my portfolio. Position started Sept, 2002