Date updated:10-11-2007
This portfolio monitors the stock holdings of the OTC Speculator newsletter. The OTC Speculator seeks to invest in attractively valued stocks traded on the OTC Bulletin Board and Pink Sheets. It can be found at http://www.otcspeculator.com
Also, be sure to check out my Watch List posted here on Stockpickr.

-
AVAV
Aerovironment - $28.15
- +0.36%
- $28.06
Interesting defense play on UAV's. Very reasonable valuation, strong backlog, and interesting R&D portfolio. In at $22.97.

-
AYSI.OB
Alloy Steel Intl - $2.60
- 0.00%
- $2.49
Makes wear plates for the mining industry. Recently reported earnings of 3.5 cents for the most recent quarter, and that represents real operating results. If the company can maintain profitability and build on the results, it looks really cheap. I purchased the stock on April 2nd at 56 cents.

-
CPHI.OB
- $0.00
- 0.00%
- $N/A
EPS of 9 cents last quarter and 100% revenue growth. In at $2.80.

-
UXG
U S Gold Corp - $2.89
- -0.34%
- $2.92
Owning gold to hedge a dollar collapse is a must. Basis at $5.35.

-
STV
China Dig Tv Hdg - $6.13
- +0.16%
- $6.10
50 P/E isn't cheap, but trailing earnings grew by 400%. Basis of $45.
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