From Ardent Capital: Calamos is an asset management company going through a problematic growth spurt that has effected portfolio returns. They have a great history of making money and their performance has already begun to recover. As a mangement company, assets are up 10% year over year and they make more money by managing more assets.

From Quantum Trading Strat:: Very beaten down comm. chip stock. Selling at 2 times cash. Weakness in Asian markets have caused recent plunge. Possibly one more tough qtr., but new orders in 2007 could boost shares.

From The Value Blogs Consensus Picks #8: Dah Hui Lau (David): CryptoLogic is an interesting, cash-generative, cash-rich company in an expanding business (online gambling). It is reasonably priced because of many uncertainties i.e. change of CEO and headquarters, massive one-time charges this year and next year. Over a 5 years period, CryptoLogic seems like a good investment. Value investor - screening metrics may include: -EV/FCF < 15 -ROE>15 -PE/ROE < 1 -revenue growth > 10% -good insider ownership -prefer low institutional ownership

From Five Stocks for the Vista Upgrade Cycle As all these new PCs with Vista are sold, displays will also undergo a new upgrade cycle of their own. Monitors – even LCD monitors from just a couple years ago – pale in comparison to the remarkable images that today’s flat panel and laptop PCs display.

From Jim Mentel's jims portfolio: company that provides internet packages for colleges.Has little competition. Colleges could set up internet programs by themselves, but an interactive one with many features is tough fo an average IT team.