No discussion needed here - a fantastic company, with great leaders.

Fundamentals are great, management team is superior to its competitors and upside potential (asian gaming market) is absolutely huge. Stock has huge upside...

Middleware. The essence of business, the backbone of any system.

Unknown insurance company, with some amazing fundamentals. Strong cash flow. Company does take risks on its underwriting policies, as is apparent by large profit margins. Small play here, but long terms options are exciting, especially if granted the license to serve other states.

Is there any company better positioned to take advantage of the Technology boom (Hi-Def, A/V Computing)? Comcast has the infrastructure, the partnership (think Tivo, Facebook), and best of all, the strongest management team in the industry. After a recent slide in stock price, this is a great opportunity to go long.