Date updated:09-25-2007
Tactical Allocation, Risk Aversion, Non-diversified, 100% equities and cash.

-
HCBK
Hudson City Banco - $13.22
- -0.30%
- $13.12
Singular asset strategy, concentrated in jumbo SFMs, lowest efficiency ratio, growth-oriented management.

-
NYB
New York Cmmty Bn - $10.58
- -0.28%
- $10.55
Singular asset strategy, concentrated in MFMs in NYC outer boroughs, funding through accretive acquisitions, temporarily depressed stock price, big and safe dividend.

-
GOOG
Google Inc. - $551.10
- +0.45%
- $547.72
Working urgently to invest torrent of free cash flow, focusing in big and misunderstood business of advertising services, just beginning to penetrate.

-
GOOG
Google Inc. - $551.10
- +0.45%
- $547.72
Working urgently to invest torrent of free cash flow, focusing in big and misunderstood business of advertising services, just beginning to penetrate.

-
UPS
United Parcel Svc - $54.86
- +0.73%
- $54.39
Pricing power, pricing power, pricing power! Taking share from USPS. Broader business than FedEx.

-
SDD
Ultrashort Smallc - $31.64
- -0.19%
- $32.22
Hedge against declining economy, a double down bet against the S&P Small Cap 600, which should suffer disproportionately.

-
AMAT
Applied Materials - $12.40
- 0.00%
- $12.40
Has succeeded in total re-engineering of business to accomodate changing technologies. Took their lumps well. On tap to show renewed leadership in its space.

-
MAQ
Maq - $0.00
- N/A
- $N/A
This blank check company is close to announcing an acquisition. Its sponsors have a great track record and, considering the array of opportunities available to them, ought to have picked a winner.
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A. i bought into ECLP last thursday. . They
compete with CERNER on putting in big
medical records systems into hospitals.
I believe the industry is going to
consolidate as well.
A. The only one I own : SLX,
too hard pick a winner out all of them
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