Date updated:03-01-2007
Lot's of small caps and a few mid caps. Half of the portfolio is traded often and the other half is long.

-
ABTG.OB
Ambient Corp - $0.19
- +4.11%
- $0.185
BPL (broadband over power lines) is going to explode in the next 2 years. I want to be in early.

-
AERT
Advanced Environm - $0.4511
- 0.00%
- $N/A
Best low cost producer of composite decking and is in the middle of a big expansion to handle the increasing sales. New Moisture Shield products will be a good growth story.

-
ALLT
Allot Communicati - $4.20
- 0.00%
- $N/A
Allot Communications was an IPO a months back. The IPO came at a bad time in the market. I feel that once they get noticed they will do okay. They are a designer, developer, marketer, and seller of broadband service optimization solutions. Their solutions provide broadband service providers and enterprises with real-time visibility into, and control of, network traffic

-
CNXT
Conexant Systems - $2.48
- +1.22%
- $2.54
Risk reward looks good. Hoping for a successful restructuring.

-
CREE
Cree - $44.31
- -1.14%
- $44.52
Once everyone realizes they are not a chip manufacturer for the cellular phone industry and that they hold a tremendous amount of patents in the white lighting industry, they could soar.

-
FNSR
Finisar Corporati - $8.00
- 0.00%
- $N/A
Lots of new products coming out in the second half of 07. Good risk reward play.

-
NVTL
Novatel Wireless - $9.29
- -0.11%
- $9.20
Earnings and future guidance surprising everyone. Looking for $16.50 by year end.

-
RDCM
Radcom Ltd. - $1.70
- 0.00%
- $1.59
Micro cap that has not been discovered yet. Every quarter they seem to surprise Wall Street.
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A. today was a huge mark up,,we rallyed off
the g20???thisd makes no sence at all .
A. The only one I own : SLX,
too hard pick a winner out all of them
These are some of the stocks mentioned on TheStreet.com TV on Sept. 2. Click the URL below each stock to watch the videos. more
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