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. - $6.303
- +1.66%
- $6.30
sushi

-
CRXX
Combinatorx - $1.34
- +10.74%
- $1.20
endless drug possibilities - no one make or break drug

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

-
CHEUY.PK
Cheung Kong Holdi - $12.50
- -0.79%
- $12.50
play on china real estate development, asian trade growth and general business of asia through Hong Kong

-
AWRRF.PK
A&w Rev Royalties - $14.20
- +1.47%
- $14.169
restaurant stock with high canadian trust dividend; dont have to worry if mgmt is wasting capital;

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CASA
Mexican Restauran - $2.15
- 0.00%
- $N/A
trading at 4-5xs cf; should be bought out by cmg

-
BHP
Bhp Billiton Limi - $67.96
- +0.19%
- $67.26
natural resources mutual fund-like stock; lots of uranium
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A. Also dont like that it has relations
with the god aweful never profitable
automobile industry, but is moving its
resources to the building side and
conserving energy for them.
A. The only one I own : SLX,
too hard pick a winner out all of them
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