$189. value, strong cash flow, inexpensive relative to its peer group. Can be thought of as a proxy hedge fund.

$67. long time position, oil price insurance, strong cash flow. I believe oil companies will continue to drill, especially in deepwater as they have trouble replacing reserves.

$44. international expansion, growth, great management team. Bill Zollars is a great CEO. The trucking leader. 27-Mar-07 Picked up some more YRCW at $41.38, reducing my avg cost to $43 I think this stock will probably not move until the fed starts to cut rates. 25-Jul-07 Picked up some more YRCW at $35.00, reducing my avg cost to $41 Biding my team, gradually reducing my cost basis. I still believe in this management team wholeheartedly. I'm probably quite early in the biz cycle for trucking stocks, but I can wait.

$348. Continuing to invent new businesses, top growth stock 2/9 Picked up some more GOOG at $462 making my Avg price $381

$348. Continuing to invent new businesses, top growth stock 2/9 Picked up some more GOOG at $462 making my Avg price $381

$39. I believe SONY has a brand name that they can leverage to drive growth as consumer electronics overtakes the PC as the prime driver of sales.

$33.58 Added 13-Mar-07 The blowup (or meltdown) in subprime mortgages is taking a tool on Wells Fargo. I believe their exposure to this mess will prove to be limited. This is a very good quality bank and financial services company with an attractive dividend that I've been watching for some time. At this price, I couldn't resist pulling the trigger

5/4/07 $54.56 Regional to National with web exposure.