Date updated:09-18-2006
The Fund has two components: opportunistic long/short trading; and value/special situations investing

-
CY
Cypress Semicondu - $8.73
- -0.46%
- $8.69
Valuation in light of intereste in SunPower (SPWR); prospects for PSoC products; management focus on profitability.

-
APSG
Applied Signal Te - $20.69
- +0.24%
- $20.37
Pure play in Signal Intelligence; relative valuation

-
ZMH
Zimmer Holdings I - $53.77
- -1.34%
- $54.25
Free cash flow; demographics; relative historical valuation

-
TRAD
Tradestation Grou - $7.50
- -1.96%
- $7.51
Brokerage with extraordinary technical platform. Fast grower. Little coverage

-
XMSR
Xm Satellite Radi - $0.00
- 0.00%
- $N/A
Duopoly; Current stock price reflects transition from hyper-growth story, to profitability mode.
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A. dude, i trust DB, as much as i trust
nancy pelosi....................... that
bank is the BIGGEST F$$$$$ manipulator!
A. The only one I own : SLX,
too hard pick a winner out all of them
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