Date updated:02-08-2008
Focus on companies well positioned for future growth in internet based economies, energy and healthcare.

-
CTCT
Constant Contact - $17.50
- -0.62%
- $17.61
Leading market share in small biz email delivery. over 150,000 clients and high renewal rates.

-
URRE
Uranium Resources - $1.01
- -2.88%
- $1.06
Owns uranium rich land in U.S.. As more countries move to nuclear infrastructures, URRE will be well positioned to service the U.S. market. Current uranium prices are depressed from Russian reserves (via cold war) that will be depleted in 2012.

-
QSII
Quality Systems - $60.92
- -0.98%
- $61.61
Leader in electronic medical record delivery amongst small practices and dentistry.

-
PTSEF.OB
Points Intl Ltd - $0.312
- +0.65%
- $0.336
Monopoly on rewards point exchange and infrastructure.

-
TOC
Toc - $0.00
- N/A
- $N/A
Reuters acquisition makes TOC one of the largest media companies in the world. As a purely digital delivery service, TOC won't get squeezed like traditional media channels.

-
NFLX
Netflix - $59.97
- -0.48%
- $59.57
Will get acquired in 2008

-
NUTR
Nutraceutical Int - $11.57
- +5.47%
- $10.90
A competitive player in the vitamin market. Has grown through acquisitions and is now concentrating on margins.

-
IACI
Iac/interactiveco - $19.41
- -1.02%
- $19.51
Owns an assortment of the most valuable internet properties. Dillers breakup of the conglomerate will unlock additional value. Stock is down 33% from what I condier FMV.
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