Date updated:03-14-2007
Cap app - go anywhere: prefer value and cos that grow by expanding outlets; occasional odd stock too

-
PSAI
Psai - $0.00
- N/A
- $N/A
75% of cap in cash -consolidating an unconsolidated industry

-
BNHN
Benihana Inc. - $6.13
- -1.76%
- $6.12
sushi

-
CRXX
Combinatorx - $1.07
- +21.59%
- $0.92
endless drug possibilities - no one make or break drug

-
TFSM
Tfsm - $0.00
- N/A
- $N/A
web marketing going well; cheap - only displeasure, too much stock issuance

-
CHEUY.PK
Cheung Kong Holdi - $12.45
- +0.08%
- $12.51
play on china real estate development, asian trade growth and general business of asia through Hong Kong

-
AWRRF.PK
A&w Rev Royalties - $14.1372
- 0.00%
- $N/A
restaurant stock with high canadian trust dividend; dont have to worry if mgmt is wasting capital;

-
CASA
Mexican Restauran - $2.50
- +8.70%
- $2.16
trading at 4-5xs cf; should be bought out by cmg

-
BHP
Bhp Billiton Limi - $73.36
- -1.08%
- $72.72
natural resources mutual fund-like stock; lots of uranium
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A. The only one I own : SLX,
too hard pick a winner out all of them
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