Date updated:03-23-2007
TAB2007 portfolio concentrates on companies in technology, biotech and energy sectors. Maintaining long and short positions and use of options for leverage.
Tab Gilles, has well over 15 years experience as a trader on Wall Street, working with Uniden Investments, a small hedge fund.
With average returns of 23% per year, for 2006 having racked up gains of 49%!

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DIOD
Diodes Incorporat - $17.85
- -1.27%
- $18.04
High Profit margins, expanding global business28% compound growth rate, 1.1 PEG should gain 50% in 18 months

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AQNT
Aqnt - $0.00
- N/A
- $N/A
Internet ad company..with 25% people online and ad spending only 5% of media, has room to grow. Possible buyout canidate. 2x in 1 year.

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LNG
Cheniere Energy I - $2.02
- +1.51%
- $2.02
Cheniere Energy building liquid gas platform in US Gulf coast. will have 3 terminal completed in 2 yeas, has customers under contract, Chevron/Texaco, COP and Total. Stock will rise on ability for LNG to add capacity and profit on spot price of gas. with gas at lows now is time to buy, a 2x in 2 years.

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CTXS
Citrix Systems - $38.71
- +1.52%
- $38.27
Citrix Systems announced great earnings and gave bullish 2007 guidance. Just broke out of a triple test of resistance @ $31. Should hit $45 by yearend.

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VLO
Valero Energy Cp - $16.35
- +2.12%
- $16.10
Even if refining profitability gets cut in half over the next year, and earnings come down by half, this stock is still inexpensive, refiners have not been the most efficient operators in the past. But nowadays these companies are seeing higher margins from biodiesel and other environmentally friendly fuels. It is almost impossible to build a new refinery in the United States, and as a result of increasing demand for refined energy products, all U.S. refiners should be well-positioned for secular growth. VLO IS CHEAP & A STRONG BUY!!! $70 by December 2007

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ADM
Archer Daniels Md - $31.40
- +0.45%
- $31.35
Play on alternative fuels. cheap valuation, longterm play on corn play and also a hedge on inflation as a commodity play.

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OIH
Oil Service Holdr - $120.65
- +0.88%
- $119.81
Oil companies are still making money at $50 bbl oil. that money has to be spent on oil drilling and oil is harder to find and deeper. Low PEG and strong eps growth. a bargain at current prices for the sector in general. Even if oil stays flat, these companies will see demand as Day rates rise and rigs are limited and need service.

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ESV
Ensco Intl Inc - $45.78
- +1.46%
- $45.17
Oil drilling as with the OIH oil service etf has longterm fundamentals that are positive, as world energy demand continues to rise and the shortage of rigs continues. Trading at the lower end of it's p/e range and with 2007 eps estimates at $6.96 and 2008 at $8.32 this stock is a double in 2 years. BUY!
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