Date updated:06-08-2008
Long and Short beta neutral portfolio with about 200 positions. Using a combination of Qualitative Analysis, Econ. Value Added ranking and buy/sell signal to find names on both the long and short side.

-
CF
Cf Ind Hldgs Inc - $54.08
- -4.25%
- $51.30
Excellent Sales Grown and profit margins

-
FWLT
Foster Wheeler - $29.00
- -9.12%
- $29.60
Strong Sales Growth and Margins. Strong EVA momentum

-
ULTI
Ultimate Software - $20.66
- -5.01%
- $21.40
Good profit margins.

-
ATW
Atwood Oceanics I - $26.88
- -11.87%
- $29.22
No Analysis added

-
DO
Diamond Offshore - $88.20
- -5.90%
- $89.00
No Analysis added

-
BUCY
Bucyrus Intl Inc - $34.40
- -5.47%
- $33.74
No Analysis added

-
WAB
Wabtec Corp - $44.71
- -3.66%
- $44.99
No Analysis added

-
JOYG
Joy Global Inc - $37.24
- +0.05%
- $35.32
No Analysis added
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