Date updated:12-11-2007
Technology, energy and medical technology are my focus where tech and medical having great export potential and energy supply being at peak now.

-
NVDA
Nvidia Corporatio - $13.50
- +2.82%
- $13.37
world goes graphic - big idea is that everything will go computer even books etc and human interface is graphics and sound. This plays the graphic part.

-
XOM
Exxon Mobil Cp - $72.91
- +0.41%
- $73.04
Best of breed oil with built in bank stock.

-
GENZ
Genzyme Corporati - $52.87
- 0.00%
- $52.79
The orphan drug specialist with a very wide and deep product portfolio.

-
PEP
Pepsico Inc - $62.60
- +0.84%
- $62.34
everyone drinks and snacks in the world where snacks are healthy.

-
AUO
Au Optronics Cp A - $9.72
- +1.57%
- $9.66
Chinese (taiwan) LCD maker is part of the graphics play.

-
ALNY
Alnylam Pharmaceu - $17.13
- +10.16%
- $15.75
siRNA is the latest therapeutic rage in the biotech area. If you can not cure it, turn the disease off.

-
RIG
Transocean Ltd - $89.83
- +1.50%
- $89.55
Energy future is grim, however, great for oil searchers paid by the day of rig time

-
EVVV
Ev3 Inc. - $12.99
- +0.54%
- $12.97
Stents losing steam and clearing the plaque out gains medical momentum.
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By Roberto Pedone Posted on Nov. 9, 2009 Financial-Services Bull: Barron’s talks with Anton Schutz, portfolio manager at the Burnham Financial Industries Fund (BURFX)...
A. Was planning on buying it last week
after it tanked below 28.90, but decided
to hold off to see how the stock
performed for a few days after the bad
news. Should have bought; would have had
a one and a half point gain. In spite of
the bad news, financials still look
decent with a 10.7 forward PE and a 38%
earnings increase for the latest
quarter. However, they do carry a
significant amount of debt.
A. The only one I own : SLX,
too hard pick a winner out all of them
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