Date updated:05-07-2007
a wide variety of industries and stocks

-
PPDI
Pharmaceutical Pr - $21.41
- -1.56%
- $21.31
tremendous operator and great results

-
PMNHF.PK
Pele Mountain Res - $0.1456
- -15.30%
- $0.16
leveraged play on uranium

-
LM
Legg Mason Inc - $28.10
- -3.60%
- $28.15
undervalued money-machine

-
AAPL
Apple Inc. - $200.59
- -1.76%
- $199.10
wish i had never sold it - great products, firing on all cylinders

-
HD
Home Depot Inc - $27.61
- -0.86%
- $27.16
cheap - play on housing rebound and increase in home improvement projects/renovations

-
VLO
Valero Energy Cp - $16.00
- -2.14%
- $15.97
refining capacity in this country is way too low - these guys will have big profits for next 3-5 years, at least

-
ADP
Automatic Data Pr - $43.53
- -1.07%
- $43.00
cash cow, value play

-
GNTX
Gentex Corporatio - $16.78
- -2.21%
- $16.52
best of breed autoparts supplier - great operator - could be takeover candidate by private equity
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A. any forward growth guidance you get from
a company has to be taken with a grain
of salt. dubai was not news 2 days ago,
yesterday it clipped the s n p for 20
points. these are turbulent times and
all forward statements are a guess. 5
year ones are a joke. we've had a really
nice upternd for the last 8 months, that
may be coming to and end or at the very
least its probably gonna get choppy.
you're gonna have to be the judge of the
reliability of any future estimates and
any one stock can have multiple guesses
at theirs.
A. The only one I own : SLX,
too hard pick a winner out all of them
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