Date updated:11-16-2007
This portfolio is either value or momentum based. My Value Stocks must have soild and accelerating earnings that have not been accounted for in the price. They must have solid cash flow, and relatively small debt to service.
Momentum Stocks are also solid but have outperformed the rest of the market in terms of price appreciation
Short plays are trades only and are based on good stocks with high short ratios and a hugh percentage of share outstanding ( > 20%) sold short.

-
AAPL
Apple Inc. - $194.34
- +0.16%
- $193.00
Finally a buying opportuinity

-
PCU
Southern Copper C - $33.55
- -1.18%
- $33.44
Excellent growth, low debt, solid earnings record.

-
BTM
Brasil Telecom Ad - $28.44
- +0.35%
- $28.08
This has been a long term winner but it keeps going up. Solid telecom and the exchange rate helps here

-
CVX
Chevron Corp - $77.53
- +0.38%
- $76.57
oil is not dead and Chevron has massive strike adding to reserves

-
ESRX
Express Scripts - $85.30
- +1.78%
- $83.51
Solid earnings and bound to make a move soon

-
MANT
Mantech Internati - $45.00
- +0.63%
- $44.63
War on terror buy. Goverment business wiht a big back log and growing profits.

-
RIMM
Research In Motio - $58.72
- 0.00%
- $N/A
Finally a buy in price

-
RIO
Rio - $0.00
- N/A
- $N/A
Long time hold but still going up. China plauy wiht exchange rate gains and growinmg profits
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A. The only one I own : SLX,
too hard pick a winner out all of them
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