Lots of doubts surfacing about effectiveness of stents. This is causing doctors to gather more information about arteries before making decisions on operations. Volcano is a leader in this field and has recently announced a host of new product offerings as well. Check out the slides from the BOA conference to find out more. 25% of portfolio

An advertisement monopoly in China. Olympics in Beijing next year is also expected to lead to a boost in revenues. One caution though is the recent development of fiscal measures by Chinese government to curb market's growth. 25% of portfolio

600+ stores and expanding to 1200. What is there not to like. You get all that for less than 600 million (as of May 2007)? International expansion is beginning. This company seems undervalued to me. Risks include rising prices in Oranges as well as entrance into space by competitors like McDonalds and Starbucks. Low profit margins also a concern and hopefully new lineup of hot foods can bolster that. Perhaps this will be added to Russell 2000 index? 15% of portfolio *Update 6/13/2007 * I'm bewildered by the stock price the last few days. Will continue to add to my position at these prices. I really believe this could be the next 10x bagger.

Best in breed for brokerage firms. P/E is less than 11. Huge beneficiary of all the M/A activity. 10% of portfolio

Restaurant continues to expand. They have a niche market with their big restaurants and sports like atmosphere coupled with very well priced foods. This is a ultra competitive industry though. 10% of portfolio

Triple play in LCD + Diesel + Fiber Optic that has had a nice rebound from the 18s recently. sold

15% of portfolio

My favorite energy play. Great dividend at around 3%. Well diversified energy company. It has had a great run already though so maybe wait for a pullback under $60. sold... waiting for drop below $60 before possibly taking position again