Leading provider of ondemand software for the educaiton industry. Seeing acceleration in revenue and eps growth. Also realizing accretion from the 2006 acquistion of the #2 player in the indusry.

Leading small cap Internet content play. Seeing strong growth in advertising revenues driven by expansion of thestreet.com network and increased user activity. Valuation is attractive.

The release of Iron Man and Hulk feature films in 2008 could get Marvel Studios strategy off to a strong start, leading to significant long term improvements in EPS growth potential. Current valuation would seem to indicate that investors have priced in little or no expectations for Studio business.

Strong competitive position and dirt cheap at less than 10x current year EPS, net of cash.

Everything went wrong for CQB in 2006. Fundamentals appear to be looking significantly better for 2008.

Strong industry leadership position. Demand has been much stronger than IIVI's ability to supply. IIVI is taking corrective measures, which should lead to accelerating revenue and EPS growth.

Rising lead prices have masked significant value creation and restructuring activities. If lead prices flatten out, or actually decline, CHP could rally.

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